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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 89 of 113  ·  2,258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 IMAX IMAX CORP Communication Services 1,270.0 $48K +433.0 +51.7% $38.01 -10.9%
1762 XRAY DENTSPLY SIRONA INC Healthcare 4,143.0 $48K +1K +37.2% $11.60 -15.2%
1763 UMH UMH PPTYS INC Real Estate 3,329.0 $48K +123.0 +3.8% $14.43 +6.6%
1764 SUPN SUPERNUS PHARMACEUTICALS Healthcare 922.0 $48K -13K -93.2% $51.69 -5.8%
1765 MHO M/I HOMES INC Consumer Cyclical 388.0 $48K +55.0 +16.5% $122.45 +5.3%
1766 EFSC ENTERPRISE FINL SVCS CORP Financial Services 876.0 $47K +259.0 +42.0% $54.11 +12.2%
1767 CORE LABORATORIES INC 2,815.0 $47K +724.0 +34.6% $16.79
1768 QS QUANTUMSCAPE CORP Consumer Cyclical 7,335.0 $47K +2K +28.6% $6.38 +20.2%
1769 DIGITALBRIDGE GROUP INC 3,033.0 $47K -25K -89.2% $15.42
1770 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 495.0 $46K +122.0 +32.7% $93.48 -5.5%
1771 CATY CATHAY GEN BANCORP Financial Services 926.0 $46K +148.0 +19.0% $49.86 +14.8%
1772 TBBK BANCORP INC DEL Financial Services 857.0 $46K +166.0 +24.0% $53.73 +2.2%
1773 MARA MARA HOLDINGS INC Financial Services 5,642.0 $46K +898.0 +18.9% $8.16 +66.1%
1774 PPTA PERPETUA RESOURCES CORP Basic Materials 1,635.0 $46K +522.0 +46.9% $28.12 -2.2%
1775 WAY WAYSTAR HLDG CORP Technology 1,893.0 $46K -108K -98.3% $24.11 -20.3%
1776 SOUN SOUNDHOUND AI INC Technology 6,623.0 $46K +2K +29.3% $6.87 +23.0%
1777 GHC GRAHAM HLDGS CO Consumer Defensive 43.0 $45K +5.0 +13.2% $1057.26 +3.7%
1778 DORM DORMAN PRODS INC Consumer Cyclical 432.0 $45K +88.0 +25.6% $104.36 +13.7%
1779 UCTT ULTRA CLEAN HLDGS INC Technology 725.0 $45K +242.0 +50.1% $62.18 +29.0%
1780 TENB TENABLE HLDGS INC Technology 2,662.0 $45K +801.0 +43.0% $16.92 +50.8%
Page 89 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%