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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 57 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CNMD CONMED CORP Healthcare 54,626.0 $1.8M 0.00% $32.73 +57.3%
1122 TILE INTERFACE INC Consumer Cyclical 49,456.0 $1.8M 0.00% +3K +6.6% $35.84 +6.8%
1123 SCSC SCANSOURCE INC Technology 33,984.0 $1.8M 0.00% -3K -8.0% $52.09 +3.9%
1124 FIVE9 INC 2,000,000.0 $1.8M 0.00% $0.88
1125 ASTS AST SPACEMOBILE INC Technology 19,754.0 $1.8M 0.00% +7K +54.8% $88.86 -29.8%
1126 EIKN EIKON THERAPEUTICS INC Healthcare 134,498.0 $1.8M 0.00% -6K -4.2% $13.05 -14.5%
1127 TRMD TORM PLC Energy 67,773.0 $1.7M 0.00% +30K +78.6% $25.76 +22.8%
1128 AOS SMITH A O CORP Industrials 27,713.0 $1.7M 0.00% -77K -73.4% $62.72 +0.0%
1129 BLMN BLOOMIN BRANDS INC Consumer Cyclical 188,326.0 $1.7M 0.00% +1K +0.7% $9.14 +25.2%
1130 UHS UNIVERSAL HLTH SVCS INC Healthcare 11,371.0 $1.7M 0.00% -206K -94.8% $148.69 +18.6%
1131 ESE ESCO TECHNOLOGIES INC Technology 4,809.0 $1.7M 0.00% -99.0 -2.0% $350.04 -21.3%
1132 INTEGER HLDGS CORP 1,730,000.0 $1.7M 0.00% NEW $0.97
1133 LEN LENNAR CORP Consumer Cyclical 18,396.0 $1.7M 0.00% +4K +26.0% $90.49 -2.6%
1134 APLE APPLE HOSPITALITY REIT INC Real Estate 98,826.0 $1.7M 0.00% -10K -9.3% $16.81 -1.3%
1135 NYXOAH S A 962,524.0 $1.7M 0.00% +208K +27.6% $1.72
1136 GPRE GREEN PLAINS INC Basic Materials 107,275.0 $1.6M 0.00% NEW $15.38 -2.7%
1137 BLBD BLUE BIRD CORP Consumer Cyclical 20,561.0 $1.6M 0.00% +14K +195.7% $78.96 -25.3%
1138 SNAP INC 2,000,000.0 $1.6M 0.00% $0.81
1139 CARS CARS COM INC Consumer Cyclical 148,276.0 $1.6M 0.00% +20K +15.7% $10.94 +13.0%
1140 OPFI OPPFI INC Technology 162,601.0 $1.6M 0.00% +150K +1184.8% $9.93 -28.7%
Page 57 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%