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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 12 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BE BLOOM ENERGY CORP Industrials 16,629.0 $1.4M 0.01% -98K -85.5% $86.89 +278.5%
222 FOXA FOX CORP Communication Services 19,219.0 $1.4M 0.01% -14K -42.2% $73.07 -28.5%
223 TRU TRANSUNION Industrials 15,773.0 $1.4M 0.01% -5K -24.8% $85.75 -24.7%
224 EQH EQUITABLE HLDGS INC Financial Services 27,917.0 $1.3M 0.01% -11K -27.7% $47.65 -5.0%
225 ZM ZOOM COMMUNICATIONS INC Technology 15,007.0 $1.3M 0.01% -2K -11.3% $86.29 +0.1%
226 DEXCOM INC 1,400.0 $1.3M 0.01% -300.0 -17.6% $921.40
227 MKS INC. 1,000.0 $1.3M 0.01% -300.0 -23.1% $1280.83
228 BALL BALL CORP Consumer Cyclical 24,055.0 $1.3M 0.01% -5K -16.3% $52.97 +9.0%
229 PPG PPG INDS INC Basic Materials 12,369.0 $1.3M 0.01% -3K -19.9% $102.46 +15.4%
230 CSGP COSTAR GROUP INC Real Estate 18,739.0 $1.3M 0.01% -7K -26.9% $67.24 -55.2%
231 JAZZ INVESTMENTS I LTD 900.0 $1.2M 0.01% -4K -80.4% $1375.81
232 KGC KINROSS GOLD CORP Basic Materials 43,602.0 $1.2M 0.01% -18K -28.7% $28.20 -5.4%
233 SNA SNAP ON INC Industrials 3,536.0 $1.2M 0.01% -7K -65.3% $344.61 +12.4%
234 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 28,300.0 $1.1M 0.01% -6K -16.3% $39.40 -15.5%
235 HEICO CORP NEW 4,103.0 $1.0M 0.01% -2K -37.2% $252.44
236 CHD CHURCH & DWIGHT CO INC Consumer Defensive 11,639.0 $976K 0.01% -1K -10.8% $83.85 +14.1%
237 LII LENNOX INTL INC Industrials 1,949.0 $946K 0.01% -892.0 -31.4% $485.60 +9.6%
238 TW TRADEWEB MKTS INC Financial Services 8,762.0 $942K 0.01% -875.0 -9.1% $107.54 -7.5%
239 IP INTERNATIONAL PAPER CO Consumer Cyclical 23,884.0 $941K 0.01% -6K -20.8% $39.39 -6.5%
240 TYLER TEX INDPT SCH DIST 900.0 $911K 0.01% -200.0 -18.2% $1012.25
Page 12 of 14  ·  267 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%