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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 42 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 NUTANIX INC 5,530,000.0 $5.3M 0.01% NEW $0.96
822 RMBS RAMBUS INC DEL Technology 57,799.0 $5.3M 0.01% NEW $91.92 +55.5%
823 DUK DUKE ENERGY CORP NEW Utilities 45,275.0 $5.3M 0.01% NEW $117.28 +7.2%
824 VALE VALE S A Basic Materials 406,405.0 $5.3M 0.01% NEW $13.03 +26.5%
825 TRIP COM GROUP LTD 4,300,000.0 $5.3M 0.01% NEW $1.23
826 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 105,587.0 $5.3M 0.01% NEW $49.96 +5.1%
827 CNH INDL N V 571,561.0 $5.3M 0.01% NEW $9.22
828 KAI KADANT INC Industrials 18,486.0 $5.3M 0.01% NEW $285.03 +12.1%
829 RIVIAN AUTOMOTIVE INC 4,140,000.0 $5.3M 0.01% NEW $1.27
830 HAE HAEMONETICS CORP MASS Healthcare 65,130.0 $5.2M 0.01% NEW $80.15 -18.3%
831 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 85,792.0 $5.2M 0.01% NEW $60.65 +4.8%
832 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 57,013.0 $5.1M 0.01% NEW $90.03 -3.8%
833 AEROVIRONMENT INC 4,725,000.0 $5.1M 0.01% NEW $1.09
834 KFY KORN FERRY Industrials 77,384.0 $5.1M 0.01% NEW $66.03 +3.0%
835 SPOTIFY USA INC 4,500,000.0 $5.1M 0.01% NEW $1.13
836 DOW DOW INC Basic Materials 216,360.0 $5.1M 0.01% NEW $23.36 +54.1%
837 ASPI ASP ISOTOPES INC Basic Materials 944,326.0 $5.1M 0.01% NEW $5.35 +3.7%
838 KYMR KYMERA THERAPEUTICS INC Healthcare 64,775.0 $5.0M 0.01% NEW $77.81 +1.4%
839 SCCO SOUTHERN COPPER CORP Basic Materials 34,835.0 $5.0M 0.01% NEW $143.62 +25.1%
840 NCL CORP LTD 5,000,000.0 $5.0M 0.01% NEW $1.00
Page 42 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%