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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 55 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 69,025.0 $1.9M 0.00% -455.0 -0.7% $28.01 +8.4%
1082 FRESHPET INC 1,640,000.0 $1.9M 0.00% $1.17
1083 AZTA AZENTA INC Healthcare 90,948.0 $1.9M 0.00% +90K +10000.0% $21.13 -2.9%
1084 GWRE GUIDEWIRE SOFTWARE INC Technology 12,832.0 $1.9M 0.00% +469.0 +3.8% $149.56 -8.0%
1085 CDE COEUR MNG INC Basic Materials 101,325.0 $1.9M 0.00% +6K +6.4% $18.77 -3.2%
1086 STGW STAGWELL INC Communication Services 300,256.0 $1.9M 0.00% $6.29 +5.3%
1087 LUV SOUTHWEST AIRLS CO Industrials 49,744.0 $1.9M 0.00% +36K +256.5% $37.57 +11.5%
1088 UPBOUND GROUP INC 102,526.0 $1.9M 0.00% $18.05
1089 TME TENCENT MUSIC ENTMT GROUP Communication Services 199,223.0 $1.8M 0.00% -1.6M -89.1% $9.28 -1.0%
1090 MICROCHIP TECHNOLOGY INC. 1,000,000.0 $1.8M 0.00% $1.85
1091 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 69,726.0 $1.8M 0.00% +14K +24.4% $26.43 +7.2%
1092 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 19,933.0 $1.8M 0.00% -2K -9.1% $92.04 -13.4%
1093 JOBY JOBY AVIATION INC Industrials 221,939.0 $1.8M 0.00% -309K -58.2% $8.26 +40.9%
1094 STAG STAG INDUSTRIAL INC Real Estate 50,687.0 $1.8M 0.00% -32K -38.7% $36.06 +6.9%
1095 BLOOM ENERGY CORP 276,000.0 $1.8M 0.00% -150K -35.2% $6.54
1096 GRUPO CIBEST SA 24,410.0 $1.8M 0.00% $72.81
1097 FIVE9 INC 2,000,000.0 $1.7M 0.00% $0.87
1098 WK WORKIVA INC Technology 28,969.0 $1.7M 0.00% -103K -78.1% $59.63 -16.7%
1099 H HYATT HOTELS CORP Consumer Cyclical 11,900.0 $1.7M 0.00% -6K -34.6% $143.79 +24.5%
1100 CRL CHARLES RIV LABS INTL INC Healthcare 9,813.0 $1.7M 0.00% -309.0 -3.0% $172.50 -9.3%
Page 55 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%