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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 6 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DE DEERE & CO Industrials 45,360.0 $21.1M 0.10% +23K +104.1% $465.59 +26.6%
102 CAT CATERPILLAR INC Industrials 36,497.0 $20.9M 0.10% +4K +11.8% $572.89 +72.1%
103 DYN DYNE THERAPEUTICS INC Healthcare 1,057,263.0 $20.7M 0.10% +223K +26.8% $19.56 +1.2%
104 EW EDWARDS LIFESCIENCES CORP Healthcare 234,968.0 $20.0M 0.10% +173K +279.0% $85.25 +2.5%
105 NKE NIKE INC Consumer Cyclical 308,983.0 $19.7M 0.10% +158K +104.1% $63.71 -29.1%
106 DECK DECKERS OUTDOOR CORP Consumer Cyclical 188,303.0 $19.5M 0.10% +82K +77.5% $103.67 +5.2%
107 DNLI DENALI THERAPEUTICS INC Healthcare 1,166,379.0 $19.3M 0.10% +333K +39.9% $16.51 +41.2%
108 PODD INSULET CORP Healthcare 66,502.0 $18.9M 0.09% +30K +83.3% $284.25 -48.7%
109 RCUS ARCUS BIOSCIENCES INC Healthcare 790,613.0 $18.8M 0.09% +412K +108.9% $23.83 +2.0%
110 XENE XENON PHARMACEUTICALS INC Healthcare 417,402.0 $18.7M 0.09% +21K +5.2% $44.82 +18.0%
111 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 799,384.0 $18.4M 0.09% +45K +5.9% $23.00 +19.3%
112 COF CAPITAL ONE FINL CORP Financial Services 73,678.0 $17.9M 0.09% +6K +9.6% $242.37 -16.9%
113 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 256,600.0 $17.7M 0.09% +18K +7.4% $68.80 +15.8%
114 DGX QUEST DIAGNOSTICS INC Healthcare 101,727.0 $17.7M 0.09% +30K +41.6% $173.54 +12.4%
115 INTU INTUIT Technology 26,337.0 $17.4M 0.09% +363.0 +1.4% $662.45 -59.7%
116 TXN TEXAS INSTRS INC Technology 94,344.0 $16.4M 0.08% +2K +1.8% $173.50 +86.1%
117 KYMR KYMERA THERAPEUTICS INC Healthcare 201,672.0 $15.7M 0.08% +10K +5.2% $77.81 +16.2%
118 ANET ARISTA NETWORKS INC Technology 117,935.0 $15.5M 0.08% +4K +3.6% $131.04 +29.5%
119 MGA MAGNA INTL INC Consumer Cyclical 275,637.0 $14.7M 0.07% +29K +11.9% $53.38 +22.4%
120 APOGEE THERAPEUTICS INC 191,318.0 $14.4M 0.07% +65K +51.7% $75.48
Page 6 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%