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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 51 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 YELP YELP INC Communication Services 111,737.0 $2.8M 0.00% +1K +1.0% $24.74 -5.2%
1002 CALY CALLAWAY GOLF CO Consumer Cyclical 199,078.0 $2.8M 0.00% +197K +8859.4% $13.88 +16.8%
1003 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 48,747.0 $2.8M 0.00% NEW $56.63 -16.9%
1004 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 140,260.0 $2.7M 0.00% +139K +10000.0% $19.56 -11.9%
1005 FDS FACTSET RESH SYS INC Financial Services 12,643.0 $2.7M 0.00% +6K +102.3% $216.99 +8.4%
1006 HALOZYME THERAPEUTICS INC 2,650,000.0 $2.7M 0.00% $1.03
1007 IRHYTHM HOLDINGS INC 2,500,000.0 $2.7M 0.00% $1.09
1008 ATRO ASTRONICS CORP Industrials 40,961.0 $2.7M 0.00% +41K +10000.0% $66.73 +26.7%
1009 LYV LIVE NATION ENTERTAINMENT IN Communication Services 17,750.0 $2.7M 0.00% -3K -16.1% $152.51 +10.2%
1010 ACT ENACT HLDGS INC Financial Services 66,321.0 $2.7M 0.00% -8K -10.2% $40.81 +4.1%
1011 UPST UPSTART HLDGS INC Financial Services 105,393.0 $2.7M 0.00% -4K -3.9% $25.65 +17.9%
1012 LIBERTY MEDIA CORP DEL 31,617.0 $2.7M 0.00% +321.0 +1.0% $84.85
1013 PCRX PACIRA BIOSCIENCES INC Healthcare 117,894.0 $2.7M 0.00% $22.60 +6.9%
1014 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 191,088.0 $2.6M 0.00% $13.85 -4.2%
1015 FSM FORTUNA MNG CORP Basic Materials 266,015.0 $2.6M 0.00% +13K +5.3% $9.94 -4.0%
1016 MTCH MATCH GROUP INC NEW Communication Services 85,292.0 $2.6M 0.00% -8K -8.1% $30.71 +18.2%
1017 MAS MASCO CORP Industrials 43,379.0 $2.6M 0.00% +23K +111.3% $60.37 +15.5%
1018 BLOCK INC 2,600,000.0 $2.6M 0.00% NEW $1.00
1019 NGVT INGEVITY CORP Basic Materials 36,227.0 $2.6M 0.00% -6K -14.3% $71.23 -3.5%
1020 TRU TRANSUNION Industrials 37,597.0 $2.6M 0.00% -3K -7.0% $68.60 +2.1%
Page 51 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%