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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 44 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 QXO QXO INC Industrials 253,290.0 $4.9M 0.01% +245K +2919.3% $19.42 -11.8%
862 PBR PETROLEO BRASILEIRO S A Energy 235,581.0 $4.9M 0.01% +81K +52.7% $20.75 -7.9%
863 CHKP CHECK POINT SOFTWARE TECH LT Technology 34,185.0 $4.9M 0.01% -192K -84.9% $142.85 -9.3%
864 VALE VALE S A Basic Materials 306,605.0 $4.9M 0.01% -100K -24.6% $15.91 +3.1%
865 KFY KORN FERRY Industrials 77,164.0 $4.9M 0.01% $62.95 +8.6%
866 CNK CINEMARK HLDGS INC Communication Services 168,625.0 $4.8M 0.01% $28.52 -4.6%
867 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 106,926.0 $4.8M 0.01% +5K +4.9% $44.84 +8.7%
868 CGAU CENTERRA GOLD INC Basic Materials 268,723.0 $4.8M 0.01% -79K -22.7% $17.78 -4.9%
869 IONIS PHARMACEUTICALS INC 3,135,000.0 $4.8M 0.01% $1.52
870 CNP CENTERPOINT ENERGY INC Utilities 110,155.0 $4.8M 0.01% -1K -1.1% $43.16 -0.4%
871 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 21,316.0 $4.7M 0.01% -420.0 -1.9% $222.07 +81.5%
872 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 86,227.0 $4.7M 0.01% -744.0 -0.9% $54.75 +19.6%
873 OTEX OPEN TEXT CORP Technology 211,860.0 $4.7M 0.01% +30K +16.3% $22.28 +3.8%
874 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 3,361,156.0 $4.6M 0.01% $1.38 +24.6%
875 UDR UDR INC Real Estate 136,697.0 $4.6M 0.01% -10K -6.9% $33.78 +13.3%
876 BBY BEST BUY INC Consumer Cyclical 71,914.0 $4.6M 0.01% -25K -25.6% $64.20 -1.1%
877 ADEA ADEIA INC Technology 191,550.0 $4.6M 0.01% -4K -1.9% $24.03 +15.7%
878 TDG TRANSDIGM GROUP INC Industrials 3,965.0 $4.6M 0.01% -390.0 -9.0% $1158.96 +6.8%
879 GAP GAP INC Consumer Cyclical 189,743.0 $4.6M 0.01% +113K +146.6% $24.20 +0.0%
880 QQQM INVESCO EXCH TRADED FD TR II 19,301.0 $4.6M 0.01% $237.62 +26.2%
Page 44 of 113  ·  2,258 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%