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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 79 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 NVST ENVISTA HOLDINGS CORPORATION Healthcare 3,298.0 $84K +757.0 +29.8% $25.37 -6.9%
1562 MH MCGRAW HILL INC Consumer Defensive 6,103.0 $84K NEW $13.70 -11.0%
1563 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 5,818.0 $83K +5K +513.1% $14.35 -22.1%
1564 PBF PBF ENERGY INC Energy 1,748.0 $83K +687.0 +64.8% $47.62 -18.0%
1565 TCBI TEXAS CAP BANCSHARES INC Financial Services 877.0 $83K +188.0 +27.3% $94.88 +4.1%
1566 ATHM AUTOHOME INC Communication Services 4,784.0 $83K -19K -80.0% $17.37 -4.0%
1567 BC BRUNSWICK CORP Consumer Cyclical 1,137.0 $83K +287.0 +33.8% $72.76 +8.2%
1568 BOOT BOOT BARN HLDGS INC Consumer Cyclical 559.0 $82K -603.0 -51.9% $146.36 +5.6%
1569 MAT MATTEL INC Consumer Cyclical 5,624.0 $82K +1K +27.1% $14.53 +3.0%
1570 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 1,236.0 $82K +307.0 +33.0% $66.11 +5.8%
1571 MHK MOHAWK INDS INC Consumer Cyclical 827.0 $81K +172.0 +26.3% $98.46 +3.9%
1572 LC LENDINGCLUB ISSUANCE TR SER Financial Services 5,674.0 $81K +4K +271.3% $14.32 +10.1%
1573 IVT INVENTRUST PPTYS CORP Real Estate 2,646.0 $81K +118.0 +4.7% $30.46 +7.6%
1574 LIBERTY LIVE HOLDINGS INC 850.0 $80K +227.0 +36.4% $94.11
1575 GEF GREIF INC Consumer Cyclical 1,191.0 $80K -4K -76.0% $67.07 -4.4%
1576 TPH TRI POINTE HOMES INC Consumer Cyclical 1,703.0 $80K +357.0 +26.5% $46.73 +0.5%
1577 ANDE ANDERSONS INC Consumer Defensive 1,108.0 $80K +303.0 +37.6% $71.78 -2.1%
1578 KLIC KULICKE & SOFFA INDS INC Technology 1,210.0 $80K +171.0 +16.5% $65.72 +53.8%
1579 BBWI BATH & BODY WORKS INC Consumer Cyclical 4,259.0 $80K +1K +33.2% $18.67 -7.2%
1580 KNTK KINETIK HOLDINGS INC Energy 1,637.0 $79K +369.0 +29.1% $48.41 +3.6%
Page 79 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%