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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 98 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 CBZ CBIZ INC Industrials 932.0 $30K +119.0 +14.6% $32.08 +70.4%
1942 QUBT QUANTUM COMPUTING INC Technology 3,060.0 $30K -190.0 -5.8% $9.70 -8.0%
1943 AIN ALBANY INTL CORP Consumer Cyclical 398.0 $30K -77.0 -16.2% $74.50 -20.7%
1944 TARS TARSUS PHARMACEUTICALS INC Healthcare 471.0 $30K -82.0 -14.8% $62.94 +15.5%
1945 TNET TRINET GROUP INC Industrials 599.0 $30K -216.0 -26.5% $49.49 +42.4%
1946 FCF FIRST COMWLTH FINL CORP PA Financial Services 1,458.0 $30K -538.0 -26.9% $20.33 +3.7%
1947 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 2,955.0 $30K +72.0 +2.5% $10.00 -4.5%
1948 ARI APOLLO COML REAL ESTATE FIN Real Estate 2,744.0 $29K +724.0 +35.8% $10.68 -35.1%
1949 TRMK TRUSTMARK CORP Financial Services 634.0 $29K -548.0 -46.4% $46.01 +1.1%
1950 BRZE BRAZE INC Technology 1,336.0 $29K -166.0 -11.1% $21.69 +43.2%
1951 ASTE ASTEC INDS INC Industrials 471.0 $29K -2K -78.2% $61.19 -28.8%
1952 WINA WINMARK CORP Consumer Cyclical 68.0 $29K -11.0 -13.9% $423.07 -18.6%
1953 ALRM ALARM COM HLDGS INC Technology 615.0 $29K -127.0 -17.1% $46.72 +23.1%
1954 AMPX AMPRIUS TECHNOLOGIES INC Industrials 2,071.0 $29K -153.0 -6.9% $13.86 -25.4%
1955 EEFT EURONET WORLDWIDE INC Technology 392.0 $29K +230.0 +142.0% $73.19 -4.3%
1956 LADR LADDER CAP CORP Real Estate 2,867.0 $29K NEW $9.95 -0.3%
1957 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 676.0 $28K +60.0 +9.7% $41.95 +15.0%
1958 NEXT NEXTDECADE CORP Energy 3,757.0 $28K +701.0 +22.9% $7.54 -5.6%
1959 DXPE DXP ENTERPRISES INC Industrials 167.0 $28K -44.0 -20.9% $168.74 +12.8%
1960 CMP COMPASS MINERALS INTL INC Basic Materials 903.0 $28K -198.0 -18.0% $31.13 -16.5%
Page 98 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%