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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 87 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 WSBC WESBANCO INC Financial Services 1,485.0 $58K +50.0 +3.5% $39.03 +4.7%
1722 ANDE ANDERSONS INC Consumer Defensive 847.0 $58K -261.0 -23.6% $68.40 -0.5%
1723 OUSTER INC 920.0 $58K -110.0 -10.7% $62.52
1724 ICUI ICU MED INC Healthcare 391.0 $57K -121.0 -23.6% $146.60 +24.7%
1725 POST POST HLDGS INC Consumer Defensive 646.0 $57K -144.0 -18.2% $88.26 -8.8%
1726 PII POLARIS INC Consumer Cyclical 832.0 $57K +60.0 +7.8% $68.44 -5.9%
1727 BANR BANNER CORP Financial Services 857.0 $57K -362.0 -29.7% $66.44 +7.1%
1728 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 283.0 $57K -87.0 -23.5% $201.08 +6.8%
1729 DNTH DIANTHUS THERAPEUTICS INC Healthcare 582.0 $57K +292.0 +100.7% $97.48 +14.0%
1730 LASR NLIGHT INC Technology 814.0 $57K +91.0 +12.6% $69.62 -31.9%
1731 LIONSGATE STUDIOS CORP 3,671.0 $56K -590.0 -13.8% $15.31
1732 KALU KAISER ALUMINIUM CORPORATION Basic Materials 287.0 $56K -84.0 -22.6% $195.63 -21.2%
1733 CLSK CLEANSPARK INC Technology 3,845.0 $56K -335.0 -8.0% $14.55 -17.7%
1734 ITGR INTEGER HLDGS CORP Healthcare 590.0 $55K -119.0 -16.8% $93.45 +34.0%
1735 ABM ABM INDS INC Industrials 1,238.0 $55K -80.0 -6.1% $44.24 +5.8%
1736 SITE CTRS CORP 13,790.0 $55K $3.97
1737 OGN ORGANON & CO Healthcare 4,032.0 $55K -333K -98.8% $13.54 +1.6%
1738 MHO M/I HOMES INC Consumer Cyclical 339.0 $55K -49.0 -12.6% $160.79 -5.2%
1739 GPGI GPGI INC Industrials 3,410.0 $54K -107.0 -3.0% $15.85 -19.3%
1740 QS QUANTUMSCAPE CORP Consumer Cyclical 7,141.0 $54K -194.0 -2.6% $7.56 -20.9%
Page 87 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%