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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 40 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FEDEX FGHT HLDG CO INC 54,578.0 $7.9M 0.01% NEW $144.69
782 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 142,380.0 $7.8M 0.01% +82K +134.7% $54.90 -18.4%
783 MKC MCCORMICK & CO INC Consumer Defensive 153,717.0 $7.8M 0.01% -18K -10.5% $50.42 +10.6%
784 CNQ CANADIAN NAT RES LTD MED TER Energy 196,188.0 $7.7M 0.01% +3K +1.8% $39.50 +28.1%
785 WSO WATSCO INC Industrials 18,496.0 $7.7M 0.01% +15K +369.7% $416.73 -25.2%
786 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 119,966.0 $7.7M 0.01% -1K -0.9% $64.01 +16.1%
787 AVTR AVANTOR INC Healthcare 764,690.0 $7.6M 0.01% +462K +153.1% $9.90 +44.4%
788 R RYDER SYS INC Industrials 28,596.0 $7.5M 0.01% +13K +79.6% $263.77 -7.3%
789 CYBERARK SOFTWARE LTD 4,500,000.0 $7.5M 0.01% NEW $1.66
790 GRAB GRAB HOLDINGS LIMITED Technology 1,981,004.0 $7.5M 0.01% +72K +3.8% $3.77 -7.7%
791 SCCO SOUTHERN COPPER CORP Basic Materials 42,574.0 $7.4M 0.01% +6K +15.7% $174.26 +22.1%
792 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 96,757.0 $7.4M 0.01% -919.0 -0.9% $76.56 +2.1%
793 VIRT VIRTU FINL INC Financial Services 124,214.0 $7.4M 0.01% -5K -4.0% $59.57 +9.7%
794 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 141,597.0 $7.4M 0.01% -1.3M -90.4% $52.17 +3.6%
795 UMBF UMB FINL CORP Financial Services 51,563.0 $7.4M 0.01% +50K +3612.2% $142.76 +1.3%
796 WEAV WEAVE COMMUNICATIONS INC Technology 1,226,646.0 $7.3M 0.01% $5.99 +21.8%
797 QQQM INVESCO EXCH TRADED FD TR II 23,964.0 $7.3M 0.01% +5K +24.2% $302.97 -3.8%
798 AGX ARGAN INC Industrials 9,073.0 $7.2M 0.01% +1K +15.5% $798.55 -41.2%
799 HONEYWELL INTL INC 32,325.0 $7.2M 0.01% NEW $223.90
800 ASTRANA HEALTH INC 154,327.0 $7.2M 0.01% -197K -56.1% $46.41
Page 40 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%