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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 15 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DD DUPONT DE NEMOURS INC Basic Materials 25,191.0 $1.0M 0.01% +653.0 +2.7% $40.20 +18.7%
282 TTD THE TRADE DESK INC Technology 26,331.0 $1000K 0.01% +760.0 +3.0% $37.96 -51.2%
283 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,459.0 $994K 0.01% +2K +191.2% $287.23 +23.6%
284 PINS PINTEREST INC Communication Services 38,167.0 $988K 0.01% +302.0 +0.8% $25.89 -21.7%
285 NVR NVR INC Consumer Cyclical 132.0 $963K 0.01% +50.0 +61.0% $7293.08 -11.0%
286 SMCI SUPER MICRO COMPUTER INC Technology 30,128.0 $882K 0.00% +156.0 +0.5% $29.27 +4.7%
287 HRL HORMEL FOODS CORP Consumer Defensive 36,863.0 $874K 0.00% +6K +20.3% $23.70 +1.9%
288 SWKS SKYWORKS SOLUTIONS INC Technology 13,298.0 $843K 0.00% +9K +192.1% $63.41 +14.3%
289 CHTR CHARTER COMMUNICATIONS INC N Communication Services 3,904.0 $815K 0.00% +392.0 +11.2% $208.76 -39.5%
290 CCJ CAMECO CORP Energy 8,837.0 $810K 0.00% +3K +58.2% $91.69 +16.1%
291 CNQ CANADIAN NAT RES LTD Energy 23,692.0 $804K 0.00% +14K +150.8% $33.92 +21.0%
292 CLS CELESTICA INC Technology 2,391.0 $708K 0.00% +1K +120.2% $296.20 +25.8%
293 PBA PEMBINA PIPELINE CORP Energy 18,382.0 $701K 0.00% +8K +85.1% $38.15 +21.0%
294 TECK TECK RESOURCES LTD Basic Materials 13,215.0 $634K 0.00% +262.0 +2.0% $47.94 +34.3%
295 SU SUNCOR ENERGY INC NEW Energy 13,528.0 $601K 0.00% +7K +101.0% $44.44 +24.5%
296 ENTERGY CORP NEW 5,139.0 $475K 0.00% +2K +93.4% $92.43
297 SNAP SNAP INC Communication Services 58,798.0 $475K 0.00% +12K +24.8% $8.07 -42.3%
298 REGCO REGENCY CTRS CORP Real Estate 6,076.0 $419K 0.00% +1K +27.6% $69.03 -67.4%
299 NWSA NEWS CORP NEW Communication Services 15,012.0 $392K 0.00% +3K +29.8% $26.12 -3.2%
300 GATX GATX CORP Industrials 1,411.0 $239K 0.00% +247.0 +21.2% $169.61 +4.5%
Page 15 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%