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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 81 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 HIMS HIMS & HERS HEALTH INC Healthcare 3,643.0 $76K -4K -53.1% $20.76 +15.7%
1602 BCS BARCLAYS PLC Financial Services 3,572.0 $76K $21.16 +13.3%
1603 MTN VAIL RESORTS INC Consumer Cyclical 587.0 $75K +129.0 +28.2% $128.32 -1.1%
1604 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 16,093.0 $75K -6K -28.6% $4.68 -2.4%
1605 CBT CABOT CORP Basic Materials 999.0 $75K +212.0 +26.9% $75.31 +4.0%
1606 KTB KONTOOR BRANDS INC Consumer Cyclical 1,067.0 $75K +269.0 +33.7% $70.29 -1.3%
1607 TDS TELEPHONE & DATA SYS INC Communication Services 1,780.0 $75K +405.0 +29.4% $42.10 -1.2%
1608 EBC EASTERN BANKSHARES INC Financial Services 3,817.0 $75K +752.0 +24.5% $19.56 +1.5%
1609 BKU BANKUNITED INC Financial Services 1,650.0 $75K +422.0 +34.4% $45.16 +2.6%
1610 SITE CTRS CORP 13,790.0 $74K -108K -88.7% $5.40
1611 FUL FULLER H B CO Basic Materials 1,201.0 $74K +278.0 +30.1% $61.68 -8.6%
1612 BANR BANNER CORP Financial Services 1,219.0 $74K +401.0 +49.0% $60.68 +6.5%
1613 SAIC SCIENCE APPLICATIONS INTL CO Technology 771.0 $73K +152.0 +24.6% $94.92 +1.7%
1614 RNST RENASANT CORP Financial Services 2,020.0 $73K +515.0 +34.2% $36.13 +13.8%
1615 FSLY FASTLY INC Technology 2,511.0 $73K +667.0 +36.2% $29.06 -43.6%
1616 ANGI ANGI INC Communication Services 10,608.0 $73K $6.85 -25.3%
1617 BRKR BRUKER CORP Healthcare 2,006.0 $72K +502.0 +33.4% $36.12 +24.5%
1618 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 370.0 $72K +97.0 +35.5% $195.41 -5.1%
1619 CRSP CRISPR THERAPEUTICS AG Healthcare 1,514.0 $72K +396.0 +35.4% $47.57 +4.9%
1620 CIFR CIPHER DIGITAL INC Financial Services 5,555.0 $71K +1K +29.1% $12.87 +67.2%
Page 81 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%