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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 8 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PHM PULTE GROUP INC Consumer Cyclical 101,701.0 $11.9M 0.06% +46K +82.9% $117.26 +8.3%
142 BURL BURLINGTON STORES INC Consumer Cyclical 40,239.0 $11.6M 0.06% +36K +868.2% $288.86 +16.6%
143 MET METLIFE INC Financial Services 134,164.0 $10.6M 0.05% +57K +74.5% $78.94 +8.4%
144 CEG CONSTELLATION ENERGY CORP Utilities 29,941.0 $10.6M 0.05% +5K +20.8% $353.29 -22.4%
145 HWM HOWMET AEROSPACE INC Industrials 50,799.0 $10.4M 0.05% +1K +3.0% $205.03 +35.4%
146 DOV DOVER CORP Industrials 52,987.0 $10.3M 0.05% +3K +5.7% $195.25 +14.5%
147 NRIX NURIX THERAPEUTICS INC Healthcare 534,259.0 $10.1M 0.05% +272K +103.6% $18.97 -7.5%
148 ALAB ASTERA LABS INC Technology 59,580.0 $9.9M 0.05% +16K +36.3% $166.37 +150.7%
149 CNTA CENTESSA PHARMACEUTICALS PLC Healthcare 395,623.0 $9.9M 0.05% +52K +15.3% $25.01 +60.0%
150 AN AUTONATION INC Consumer Cyclical 47,420.0 $9.8M 0.05% +23K +90.5% $206.49 -8.6%
151 COIN COINBASE GLOBAL INC Financial Services 43,253.0 $9.8M 0.05% +16K +57.0% $226.15 -27.8%
152 EL LAUDER ESTEE COS INC Consumer Defensive 92,404.0 $9.7M 0.05% +53K +137.1% $104.72 -19.0%
153 TOL TOLL BROTHERS INC Consumer Cyclical 71,166.0 $9.6M 0.05% +32K +81.8% $135.23 +15.1%
154 SMMT SUMMIT THERAPEUTICS INC Healthcare 540,662.0 $9.5M 0.05% +27K +5.2% $17.49 -21.4%
155 BBY BEST BUY INC Consumer Cyclical 136,907.0 $9.2M 0.05% +121K +773.3% $66.93 +11.6%
156 HALO HALOZYME THERAPEUTICS INC Healthcare 135,349.0 $9.1M 0.04% +55K +69.2% $67.30 +1.9%
157 AMT AMERICAN TOWER CORP NEW Real Estate 51,758.0 $9.1M 0.04% +6K +13.3% $175.58 +0.3%
158 ED CONSOLIDATED EDISON INC Utilities 87,065.0 $8.6M 0.04% +7K +9.3% $99.32 +7.1%
159 TEAM ATLASSIAN CORPORATION Technology 52,487.0 $8.5M 0.04% +11K +27.7% $162.15 -49.0%
160 WMB WILLIAMS COS INC Energy 140,502.0 $8.4M 0.04% +14K +10.8% $60.11 +21.6%
Page 8 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%