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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 50 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SOFI SOFI TECHNOLOGIES INC Financial Services 201,170.0 $3.6M 0.00% +14K +7.2% $17.93 +1.7%
982 WMS ADVANCED DRAIN SYS INC DEL Industrials 22,938.0 $3.6M 0.00% +14K +163.9% $156.96 -10.5%
983 DINO HF SINCLAIR CORP Energy 51,136.0 $3.6M 0.00% +35K +207.6% $69.65 +36.7%
984 VST VISTRA CORP Utilities 22,394.0 $3.6M 0.00% -2K -7.4% $158.63 -14.5%
985 MESOBLAST LTD 259,700.0 $3.5M 0.00% NEW $13.53
986 DYN DYNE THERAPEUTICS INC Healthcare 157,916.0 $3.5M 0.00% -7K -4.2% $22.21 +17.0%
987 BNL BROADSTONE NET LEASE INC Real Estate 168,485.0 $3.5M 0.00% +2K +1.2% $20.67 +2.6%
988 VALE VALE S A Basic Materials 231,485.0 $3.5M 0.00% -75K -24.5% $15.04 +0.0%
989 MIDD MIDDLEBY CORP Industrials 20,230.0 $3.5M 0.00% +19K +2314.1% $172.01 -33.0%
990 KSS KOHLS CORP Consumer Cyclical 193,512.0 $3.4M 0.00% -5K -2.6% $17.72 +3.3%
991 DIEBOLD NIXDORF INC 40,326.0 $3.4M 0.00% -361.0 -0.9% $85.02
992 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 72,383.0 $3.4M 0.00% +72K +10000.0% $47.27 +10.0%
993 AHR AMERICAN HEALTHCARE REIT INC Real Estate 65,511.0 $3.4M 0.00% +6K +10.6% $52.15 +7.7%
994 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 66,915.0 $3.4M 0.00% +594.0 +0.9% $50.99 -5.6%
995 MXCT MAXCYTE INC Healthcare 2,773,554.0 $3.4M 0.00% $1.23 +13.0%
996 ONON ON HLDG AG Consumer Cyclical 95,891.0 $3.4M 0.00% -174K -64.5% $35.42 -16.7%
997 UPST UPSTART HLDGS INC Financial Services 95,836.0 $3.4M 0.00% -10K -9.1% $35.43 -15.6%
998 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 197,146.0 $3.4M 0.00% +19K +10.8% $17.20 -1.9%
999 CVE CENOVUS ENERGY INC Energy 136,425.0 $3.4M 0.00% +14K +11.8% $24.77 +29.9%
1000 FTS FORTIS INC Utilities 59,004.0 $3.4M 0.00% -11K -15.5% $57.18 -3.3%
Page 50 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%