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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 80 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 WULF TERAWULF INC Financial Services 5,457.0 $79K +1K +32.3% $14.43 +49.9%
1582 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 9,289.0 $78K +3K +50.5% $8.45 +26.6%
1583 POST POST HLDGS INC Consumer Defensive 790.0 $78K +228.0 +40.6% $98.86 -1.4%
1584 PIPR PIPER SANDLER COMPANIES Financial Services 1,020.0 $78K NEW $76.55 +4.6%
1585 XPRO EXPRO GROUP HOLDINGS NV Energy 4,481.0 $78K +1K +35.5% $17.41 -2.5%
1586 TEM TEMPUS AI INC Healthcare 1,721.0 $78K +409.0 +31.2% $45.22 +1.5%
1587 NOK NOKIA CORP Technology 9,676.0 $78K +4K +58.2% $8.04 +76.4%
1588 MGRC MCGRATH RENTCORP Industrials 705.0 $78K +228.0 +47.8% $110.28 -0.5%
1589 ROAD CONSTRUCTION PARTNERS INC Industrials 695.0 $77K NEW $111.12 +1.3%
1590 CURB CURBLINE PPTYS CORP Real Estate 2,991.0 $77K +110.0 +3.8% $25.79 +11.2%
1591 TGTX TG THERAPEUTICS INC Healthcare 2,320.0 $77K +419.0 +22.0% $33.22 +19.7%
1592 EMBOTELLADORA ANDINA S A 3,054.0 $77K -7K -69.0% $25.22
1593 HRB BLOCK H & R INC Consumer Cyclical 2,423.0 $77K +621.0 +34.5% $31.74 +19.4%
1594 PRDO PERDOCEO ED CORP Consumer Defensive 2,066.0 $77K +1K +168.7% $37.21 -9.1%
1595 IESC IES HOLDINGS INC Industrials 161.0 $77K +36.0 +28.8% $476.47 +36.0%
1596 CHH CHOICE HOTELS INTL INC Consumer Cyclical 741.0 $77K +193.0 +35.2% $103.50 +7.7%
1597 WING WINGSTOP INC Consumer Cyclical 493.0 $76K +113.0 +29.7% $154.97 -17.3%
1598 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,790.0 $76K -2K -49.3% $42.61 +36.1%
1599 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 2,823.0 $76K +681.0 +31.8% $26.94 +22.3%
1600 FIBK FIRST INTST BANCSYSTEM INC Financial Services 2,272.0 $76K +590.0 +35.1% $33.40 +5.4%
Page 80 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%