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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 53 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PRG PROG HOLDINGS INC Industrials 82,866.0 $2.4M 0.00% $28.69 +31.8%
1042 AVTR AVANTOR INC Healthcare 302,195.0 $2.4M 0.00% NEW $7.84 +5.6%
1043 OLED UNIVERSAL DISPLAY CORP Technology 25,844.0 $2.4M 0.00% +165.0 +0.6% $91.66 +0.6%
1044 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 60,669.0 $2.4M 0.00% $38.97 +1.2%
1045 TRIPLE FLAG PRECIOUS METAL 68,097.0 $2.4M 0.00% NEW $34.71
1046 NIO NIO INC Consumer Cyclical 390,436.0 $2.4M 0.00% $6.03 -4.8%
1047 IOT SAMSARA INC Technology 73,812.0 $2.3M 0.00% -4K -5.5% $31.69 -4.1%
1048 MWA MUELLER WTR PRODS INC Industrials 83,497.0 $2.3M 0.00% +80K +2554.9% $27.49 -6.5%
1049 SJM SMUCKER J M CO Consumer Defensive 23,432.0 $2.3M 0.00% -275K -92.2% $96.44 +8.5%
1050 HRL HORMEL FOODS CORP Consumer Defensive 99,728.0 $2.3M 0.00% -11K -9.9% $22.65 -6.9%
1051 AAT AMERICAN ASSETS TR INC Real Estate 122,150.0 $2.2M 0.00% -3K -2.7% $18.41 +22.5%
1052 TTMI TTM TECHNOLOGIES INC Technology 25,248.0 $2.2M 0.00% +437.0 +1.8% $88.98 +107.8%
1053 ETSY INC 2,500,000.0 $2.2M 0.00% $0.89
1054 TAL TAL ED GROUP Consumer Defensive 193,152.0 $2.2M 0.00% +62K +47.6% $11.37 -13.6%
1055 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 60,876.0 $2.2M 0.00% -489.0 -0.8% $36.04 -4.5%
1056 ZLAB ZAI LAB LTD Healthcare 116,560.0 $2.2M 0.00% +51K +77.1% $18.81 -1.6%
1057 CORPAY INC 7,497.0 $2.2M 0.00% -1K -12.2% $290.99
1058 DLO DLOCAL LTD Technology 167,944.0 $2.2M 0.00% -7K -3.9% $12.97 -9.8%
1059 ENR ENERGIZER HLDGS INC Industrials 130,602.0 $2.1M 0.00% $16.42 +14.1%
1060 NYXOAH S A 754,339.0 $2.1M 0.00% +261K +52.9% $2.83
Page 53 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%