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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 39 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AEROVIRONMENT INC 9,775,000.0 $8.9M 0.01% $0.91
762 WY WEYERHAEUSER CO Real Estate 370,361.0 $8.9M 0.01% +29K +8.5% $23.94 +2.0%
763 AKAM AKAMAI TECHNOLOGIES INC Technology 74,573.0 $8.8M 0.01% -19K -20.7% $118.21 -10.3%
764 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 126,802.0 $8.8M 0.01% +125K +6983.9% $69.40 -14.4%
765 ENLIGHT RENEWABLE ENERGY LTD 129,126.0 $8.8M 0.01% NEW $67.88
766 MTZ MASTEC INC Industrials 21,007.0 $8.7M 0.01% +13K +173.1% $416.06 -38.2%
767 SUPER MICRO COMPUTER INC 9,250,000.0 $8.7M 0.01% $0.94
768 AVT AVNET INC Technology 96,383.0 $8.6M 0.01% +94K +4716.7% $88.82 -2.7%
769 KEY KEYCORP Financial Services 368,361.0 $8.5M 0.01% +30K +8.9% $23.05 -5.1%
770 BNTX BIONTECH SE Healthcare 90,616.0 $8.4M 0.01% -5K -5.2% $93.05 +21.7%
771 TEAM ATLASSIAN CORPORATION Technology 107,982.0 $8.4M 0.01% -8K -7.1% $77.79 +120.5%
772 OVV OVINTIV INC Energy 158,132.0 $8.3M 0.01% +65K +70.3% $52.65 +24.5%
773 AMG AFFILIATED MANAGERS GROUP Financial Services 24,030.0 $8.1M 0.01% -194.0 -0.8% $338.40 +6.2%
774 FEDERATED HERMES INC 147,056.0 $8.1M 0.01% -6K -3.9% $55.22
775 NTES NETEASE COM INC Technology 63,344.0 $8.1M 0.01% +15K +30.8% $128.14 -3.9%
776 CLOUDFLARE INC 6,315,000.0 $8.1M 0.01% -150K -2.3% $1.28
777 CLEANSPARK INC 6,180,000.0 $8.1M 0.01% +1.5M +33.3% $1.31
778 SIRI SIRIUSXM HOLDINGS INC Communication Services 273,288.0 $8.1M 0.01% -2K -0.7% $29.54 -3.5%
779 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 207,189.0 $8.1M 0.01% +135K +186.0% $38.96 +10.8%
780 RYN RAYONIER INC Real Estate 377,607.0 $8.0M 0.01% +356K +1620.6% $21.28 -0.4%
Page 39 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 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%