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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 14 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NTAP NETAPP INC Technology 17,073.0 $1.8M 0.01% +3K +21.7% $107.09 +49.1%
262 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 134,329.0 $1.8M 0.01% +687.0 +0.5% $13.18 +45.7%
263 TER TERADYNE INC Technology 9,095.0 $1.8M 0.01% +2K +27.4% $193.57 +126.2%
264 HHH HOWARD HUGHES HOLDINGS INC Real Estate 20,908.0 $1.7M 0.01% +6K +41.7% $79.77 -16.2%
265 LIBERTY MEDIA CORP DEL 16,475.0 $1.6M 0.01% +2K +10.2% $98.51
266 BNS BANK NOVA SCOTIA HALIFAX Financial Services 21,687.0 $1.6M 0.01% +4K +20.3% $73.85 +17.8%
267 BN BROOKFIELD CORP Financial Services 34,427.0 $1.6M 0.01% +21K +158.5% $45.98 -3.3%
268 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 22,919.0 $1.5M 0.01% +15K +198.4% $67.39 +13.8%
269 SUI SUN CMNTYS INC Real Estate 12,279.0 $1.5M 0.01% +4K +41.0% $123.92 -4.4%
270 CNC CENTENE CORP DEL Healthcare 36,840.0 $1.5M 0.01% +6K +18.7% $41.15 +48.3%
271 CLX CLOROX CO DEL Consumer Defensive 14,949.0 $1.5M 0.01% +9K +165.7% $100.83 -5.0%
272 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 14,531.0 $1.3M 0.01% +2K +20.2% $89.92 -2.2%
273 GS GOLDMAN SACHS GROUP INC Financial Services 1,423.0 $1.3M 0.01% +573.0 +67.4% $879.04 +24.7%
274 IOT SAMSARA INC Technology 34,891.0 $1.2M 0.01% +11K +44.3% $35.45 -10.6%
275 PSTG PURE STORAGE INC Technology 17,804.0 $1.2M 0.01% +3K +23.7% $67.01 +11.5%
276 TRP TC ENERGY CORP Energy 21,016.0 $1.2M 0.01% +16K +296.4% $55.14 +22.8%
277 AKAM AKAMAI TECHNOLOGIES INC Technology 12,861.0 $1.1M 0.01% +3K +28.0% $87.25 +43.2%
278 DVN DEVON ENERGY CORP NEW Energy 29,859.0 $1.1M 0.01% +315.0 +1.1% $36.63 +15.0%
279 NTNX NUTANIX INC Technology 20,337.0 $1.1M 0.01% +3K +17.2% $51.69 -9.3%
280 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 52,531.0 $1.0M 0.01% +6K +12.2% $19.71 -16.2%
Page 14 of 16  ·  302 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 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%