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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 66 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 LC HAPPEN INC Financial Services 23,337.0 $484K +18K +311.3% $20.74 -3.8%
1302 TECH BIO-TECHNE CORP Healthcare 6,776.0 $479K +3K +86.5% $70.65 +2.5%
1303 GLNG GOLAR LNG LTD Energy 9,523.0 $475K -5K -36.2% $49.84 +3.2%
1304 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 17,550.0 $471K -82K -82.4% $26.86 +5.6%
1305 BAX BAXTER INTL INC Healthcare 21,916.0 $467K -735.0 -3.2% $21.32 +24.2%
1306 EGO ELDORADO GOLD CORP NEW Basic Materials 14,982.0 $465K NEW $31.07 +49.3%
1307 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,225.0 $460K +5K +578.8% $73.97 -2.8%
1308 SEB SEABOARD CORP DEL Industrials 102.0 $455K $4464.33 -5.2%
1309 KC KINGSOFT CLOUD HLDGS LTD Technology 49,676.0 $450K -13K -21.3% $9.05 +15.1%
1310 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,345.0 $449K +3K +395.4% $103.26 -5.1%
1311 HLIT HARMONIC INC Technology 27,378.0 $447K -9K -25.0% $16.33 -26.5%
1312 INTERNATIONAL BANCSHARES COR 5,836.0 $443K +5K +1266.7% $75.95
1313 TRNO TERRENO RLTY CORP Real Estate 6,793.0 $440K -242.0 -3.4% $64.77 +6.4%
1314 TPG TPG INC Financial Services 10,816.0 $439K +2K +20.1% $40.55 +30.3%
1315 PLAB PHOTRONICS INC Technology 13,432.0 $437K +215.0 +1.6% $32.53 -9.2%
1316 HII HUNTINGTON INGALLS INDS INC Industrials 1,557.0 $436K +535.0 +52.4% $279.89 +5.3%
1317 NMRK NEWMARK GROUP INC Real Estate 28,693.0 $434K +27K +1310.0% $15.11 +6.4%
1318 ENVA ENOVA INTL INC Financial Services 1,792.0 $431K +2K +542.3% $240.73 +2.9%
1319 BLKB BLACKBAUD INC Technology 14,421.0 $427K -36K -71.7% $29.62 +62.3%
1320 CWEN CLEARWAY ENERGY INC Utilities 12,377.0 $423K +10K +445.2% $34.18 -5.6%
Page 66 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%