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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 45 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 EXLS EXLSERVICE HLDGS INC Technology 200,874.0 $5.2M 0.01% +79K +64.3% $25.86 +45.6%
882 WORKIVA INC 5,200,000.0 $5.2M 0.01% NEW $1.00
883 CNK CINEMARK HLDGS INC Communication Services 163,018.0 $5.2M 0.01% -6K -3.3% $31.73 +21.0%
884 AMKR AMKOR TECHNOLOGY INC Technology 59,815.0 $5.2M 0.01% +58K +2744.3% $86.23 -44.5%
885 AAON AAON INC Industrials 40,593.0 $5.1M 0.01% -80K -66.2% $126.86 -40.0%
886 CROX CROCS INC Consumer Cyclical 42,399.0 $5.1M 0.01% -34K -44.4% $120.64 +4.3%
887 BALL BALL CORP Consumer Cyclical 81,874.0 $5.1M 0.01% -168K -67.2% $62.40 +3.2%
888 KFY KORN FERRY Industrials 76,704.0 $5.1M 0.01% -460.0 -0.6% $66.58 +27.3%
889 NOC NORTHROP GRUMMAN CORP Industrials 9,982.0 $5.1M 0.01% +329.0 +3.4% $509.31 +7.8%
890 TDG TRANSDIGM GROUP INC Industrials 3,795.0 $5.1M 0.01% -170.0 -4.3% $1332.04 -10.0%
891 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 57,726.0 $5.0M 0.01% -277K -82.8% $87.04 +6.9%
892 CDW CDW CORP Technology 35,632.0 $5.0M 0.01% -14K -28.2% $140.64 -5.8%
893 REVOLUTION MEDICINES INC 4,000,000.0 $5.0M 0.01% NEW $1.25
894 LFUS LITTELFUSE INC Technology 10,909.0 $5.0M 0.01% +10K +2241.0% $455.33 -11.4%
895 RIVIAN AUTOMOTIVE INC 4,140,000.0 $5.0M 0.01% $1.20
896 HUDSON PACIFIC PROPERTIES IN 326,349.0 $5.0M 0.01% +325K +10000.0% $15.19
897 SNEX STONEX GROUP INC Financial Services 41,768.0 $4.9M 0.01% +41K +3573.5% $118.50 -42.8%
898 PK PARK HOTELS & RESORTS INC Real Estate 346,244.0 $4.9M 0.01% +280K +422.6% $14.25 +11.3%
899 ILMN ILLUMINA INC Healthcare 27,959.0 $4.9M 0.01% -35K -55.5% $175.83 +27.0%
900 HOG HARLEY DAVIDSON INC Consumer Cyclical 200,897.0 $4.9M 0.01% -1K -0.6% $24.46 +15.7%
Page 45 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%