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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 90 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ORKA ORUKA THERAPEUTICS INC Healthcare 509.0 $48K NEW $95.17 +13.4%
1782 CCC CCC INTELLIGENT SOLUTIONS HL Technology 9,308.0 $48K -3K -21.5% $5.16 +44.6%
1783 STEP STEPSTONE GROUP INC Financial Services 1,148.0 $47K +426.0 +59.0% $41.36 +20.9%
1784 ACADIAN ASSET MANAGEMENT INC 662.0 $47K -7K -91.7% $71.52
1785 SMR NUSCALE PWR CORP Utilities 4,669.0 $47K +2K +61.4% $10.03 -6.3%
1786 WTTR SELECT WATER SOLUTIONS INC Utilities 2,340.0 $47K +527.0 +29.1% $19.98 -1.3%
1787 AGYS AGILYSYS INC Technology 445.0 $47K -94.0 -17.4% $104.50 +8.9%
1788 AGO ASSURED GUARANTY LTD Financial Services 580.0 $46K -270.0 -31.8% $80.16 -7.1%
1789 CACC CREDIT ACCEP CORP MICH Financial Services 73.0 $46K -26.0 -26.3% $636.74 -5.6%
1790 GTY GETTY RLTY CORP NEW Real Estate 1,393.0 $46K +638.0 +84.5% $33.36 -0.7%
1791 BANC BANC OF CALIFORNIA INC Financial Services 2,261.0 $46K -913.0 -28.8% $20.43 -8.8%
1792 ACHR ARCHER AVIATION INC Industrials 9,744.0 $46K -2K -13.5% $4.73 +33.2%
1793 IMMUNITYBIO INC 5,259.0 $46K -476.0 -8.3% $8.76
1794 JBGS JBG SMITH PPTYS Real Estate 3,129.0 $46K -243.0 -7.2% $14.67 -14.8%
1795 SYM SYMBOTIC INC Industrials 1,017.0 $46K -158K -99.4% $44.95 -6.9%
1796 MGNI MAGNITE INC Communication Services 2,406.0 $46K -271.0 -10.1% $18.98 +23.8%
1797 PATK PATRICK INDS INC Consumer Cyclical 506.0 $45K $89.78 -7.1%
1798 CHEF CHEFS WHSE INC Consumer Defensive 472.0 $45K -189.0 -28.6% $96.10 +15.1%
1799 HWKN HAWKINS INC Basic Materials 317.0 $45K -81.0 -20.4% $142.10 -16.3%
1800 STC STEWART INFORMATION SVCS COR Financial Services 675.0 $45K -255.0 -27.4% $66.02 +4.8%
Page 90 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%