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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $87.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2265 New
Page 15 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTAP NETAPP INC Technology 507,744.0 $54.4M 0.06% NEW $107.11 +15.7%
282 CAH CARDINAL HEALTH INC Healthcare 264,407.0 $54.4M 0.06% NEW $205.60 -2.4%
283 ZM ZOOM COMMUNICATIONS INC Technology 629,461.0 $54.3M 0.06% NEW $86.30 +15.2%
284 DE DEERE & CO Industrials 115,876.0 $54.0M 0.06% NEW $465.67 +14.1%
285 AVB AVALONBAY CMNTYS INC Real Estate 296,565.0 $53.8M 0.06% NEW $181.32 +1.5%
286 SE SEA LTD Consumer Cyclical 421,420.0 $53.8M 0.06% NEW $127.58 -31.6%
287 PWR QUANTA SVCS INC Industrials 125,876.0 $53.2M 0.06% NEW $422.29 +68.1%
288 RGEN REPLIGEN CORP Healthcare 323,821.0 $53.1M 0.06% NEW $163.86 -31.8%
289 TYL TYLER TECHNOLOGIES INC Technology 116,832.0 $53.0M 0.06% NEW $453.99 -30.1%
290 RUN SUNRUN INC Energy 2,877,784.0 $53.0M 0.06% NEW $18.40 -25.6%
291 EXPE EXPEDIA GROUP INC Consumer Cyclical 186,772.0 $52.9M 0.06% NEW $283.34 -23.0%
292 CYTK CYTOKINETICS INC Healthcare 827,863.0 $52.6M 0.06% NEW $63.54 +22.9%
293 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 201,717.0 $51.6M 0.06% NEW $255.90 -7.5%
294 VTR VENTAS INC Real Estate 663,030.0 $51.3M 0.06% NEW $77.42 +14.4%
295 AVY AVERY DENNISON CORP Industrials 281,981.0 $51.3M 0.06% NEW $181.88 -12.6%
296 ZS ZSCALER INC Technology 227,417.0 $51.2M 0.06% NEW $224.96 -22.5%
297 KGC KINROSS GOLD CORP Basic Materials 1,546,096.0 $51.0M 0.06% NEW $32.99 -13.1%
298 HRI HERC HLDGS INC Industrials 337,943.0 $50.1M 0.06% NEW $148.38 -12.7%
299 RJF RAYMOND JAMES FINL INC Financial Services 311,485.0 $50.0M 0.06% NEW $160.64 -5.3%
300 BSY BENTLEY SYS INC Technology 1,305,901.0 $49.8M 0.06% NEW $38.17 -12.6%
Page 15 of 114  ·  2,265 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 37.3%
Healthcare 12.7%
Consumer Cyclical 10.7%
Financial Services 10.7%
Communication Services 9.0%
Industrials 7.9%
Consumer Defensive 3.4%
Real Estate 2.4%
Basic Materials 2.3%
Energy 2.2%