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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 97 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 TMDX TRANSMEDICS GROUP INC Healthcare 488.0 $32K -86.0 -15.0% $66.42 +42.7%
1922 RES RPC INC Energy 5,540.0 $32K +588.0 +11.9% $5.83 +9.3%
1923 TTI TETRA TECHNOLOGIES INC DEL Energy 2,845.0 $32K $11.33 -36.5%
1924 PLUS EPLUS INC Technology 387.0 $32K -210.0 -35.2% $83.23 +4.3%
1925 CRI CARTERS INC Consumer Cyclical 779.0 $32K -151.0 -16.2% $41.16 -13.1%
1926 AVNS AVANOS MED INC Healthcare 1,281.0 $32K -384.0 -23.1% $24.88 +0.4%
1927 HUN HUNTSMAN CORP Basic Materials 2,997.0 $32K $10.62 -6.1%
1928 EWTX EDGEWISE THERAPEUTICS INC Healthcare 782.0 $32K -190.0 -19.6% $40.63 +8.7%
1929 ELVN ENLIVEN THERAPEUTICS INC Healthcare 626.0 $32K -218.0 -25.8% $50.75 +17.9%
1930 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 753.0 $31K -134.0 -15.1% $41.51 -27.7%
1931 QCRH QCR HLDGS INC Financial Services 321.0 $31K -6K -94.8% $97.35 +4.0%
1932 LIBERTY GLOBAL LTD 2,741.0 $31K +2K +122.1% $11.37
1933 FBNC FIRST BANCORP N C Financial Services 485.0 $31K +132.0 +37.4% $63.93 +1.2%
1934 TRVI TREVI THERAPEUTICS INC Healthcare 1,661.0 $31K -123.0 -6.9% $18.65 -3.7%
1935 NIC NICOLET BANKSHARES INC Financial Services 187.0 $31K -3K -93.5% $165.39 +4.7%
1936 IAC PEOPLE INC Technology 667.0 $31K -110.0 -14.2% $46.16 -0.0%
1937 FCPT FOUR CORNERS PPTY TR INC Real Estate 1,225.0 $30K +245.0 +25.0% $24.55 +2.8%
1938 ICFI ICF INTL INC Industrials 412.0 $30K -51.0 -11.0% $72.86 +22.2%
1939 RH RH Consumer Cyclical 182.0 $30K -63.0 -25.7% $164.73 -7.0%
1940 UFPT UFP TECHNOLOGIES INC Healthcare 113.0 $30K -34.0 -23.1% $265.13 +16.6%
Page 97 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%