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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 111 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 CCB COASTAL FINL CORP WA Financial Services 141.0 $11K -77.0 -35.3% $77.51 -40.5%
2202 NX QUANEX BLDG PRODS CORP Industrials 583.0 $11K -246.0 -29.7% $18.62 +5.9%
2203 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 415.0 $11K -54K -99.2% $26.08 +29.0%
2204 PHR PHREESIA INC Healthcare 1,050.0 $11K +99.0 +10.4% $10.29 +16.6%
2205 CFFN CAPITOL FED FINL INC Financial Services 1,268.0 $11K NEW $8.51 -0.2%
2206 IIIV I3 VERTICALS INC Technology 505.0 $11K NEW $21.36 -22.1%
2207 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 1,258.0 $11K -213.0 -14.5% $8.57 +51.3%
2208 WGO WINNEBAGO INDS INC Consumer Cyclical 345.0 $11K -305.0 -46.9% $31.24 +2.3%
2209 GERN GERON CORP Healthcare 8,376.0 $11K -223.0 -2.6% $1.28 +21.1%
2210 VOD VODAFONE GROUP PLC Communication Services 810.0 $11K -39K -98.0% $13.22 +21.1%
2211 ABR ARBOR REALTY TRUST INC Real Estate 1,968.0 $11K +433.0 +28.2% $5.42 -4.4%
2212 MFA MFA FINL INC Real Estate 1,100.0 $11K -38.0 -3.3% $9.69 -7.7%
2213 SIBN SI BONE INC Healthcare 649.0 $11K -212.0 -24.6% $16.32 +19.4%
2214 CRCT CRICUT INC Technology 2,411.0 $11K -44.0 -1.8% $4.39 +23.0%
2215 MIAMI INTL HLDGS INC 284.0 $11K NEW $37.16
2216 FIP FTAI INFRASTRUCTURE INC Industrials 2,273.0 $11K +212.0 +10.3% $4.64 -19.6%
2217 RWT REDWOOD TRUST INC Real Estate 2,213.0 $10K +478.0 +27.6% $4.74 +0.2%
2218 SXC SUNCOKE ENERGY INC Energy 1,302.0 $10K NEW $8.05 +16.8%
2219 CRMD CORMEDIX INC Healthcare 1,334.0 $10K -225.0 -14.4% $7.85 +4.8%
2220 CNNE CANNAE HLDGS INC Consumer Cyclical 725.0 $10K NEW $14.40 +4.3%
Page 111 of 113  ·  2,257 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.7%
Healthcare 12.2%
Financial Services 10.1%
Consumer Cyclical 8.7%
Industrials 7.8%
Communication Services 7.7%
Consumer Defensive 3.0%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%