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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 13 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EXEL EXELIXIS INC Healthcare 287,218.0 $12.6M 0.06% -409K -58.7% $43.83 +18.4%
242 LOW LOWES COS INC Consumer Cyclical 51,841.0 $12.5M 0.06% +5K +9.6% $241.17 -7.9%
243 EWTX EDGEWISE THERAPEUTICS INC Healthcare 501,214.0 $12.4M 0.06% +280K +126.6% $24.82 +48.3%
244 NET CLOUDFLARE INC Technology 63,086.0 $12.4M 0.06% +675.0 +1.1% $197.16 +13.7%
245 ENSG ENSIGN GROUP INC Healthcare 71,238.0 $12.4M 0.06% $174.21 -11.8%
246 EYPT EYEPOINT INC Healthcare 674,395.0 $12.3M 0.06% NEW $18.27 -25.7%
247 INGERSOLL RAND INC 155,334.0 $12.3M 0.06% +28K +21.7% $79.22
248 WTRG ESSENTIAL UTILS INC Utilities 318,034.0 $12.2M 0.06% +9K +2.8% $38.36 -4.3%
249 SBUX STARBUCKS CORP Consumer Cyclical 144,695.0 $12.2M 0.06% +10K +7.4% $84.21 +19.5%
250 ORKA ORUKA THERAPEUTICS INC Healthcare 400,509.0 $12.1M 0.06% +34K +9.1% $30.31 +138.7%
251 ITW ILLINOIS TOOL WKS INC Industrials 48,856.0 $12.0M 0.06% -2K -3.4% $246.31 +7.2%
252 PHM PULTE GROUP INC Consumer Cyclical 101,701.0 $11.9M 0.06% +46K +82.9% $117.26 +8.3%
253 LULU LULULEMON ATHLETICA INC Consumer Cyclical 57,079.0 $11.9M 0.06% -87K -60.3% $207.82 -46.2%
254 MTZ MASTEC INC Industrials 54,398.0 $11.8M 0.06% -15K -21.5% $217.38 +74.7%
255 BURL BURLINGTON STORES INC Consumer Cyclical 40,239.0 $11.6M 0.06% +36K +868.2% $288.86 +16.6%
256 IMNM IMMUNOME INC Healthcare 539,882.0 $11.6M 0.06% -320K -37.2% $21.48 -12.8%
257 KD KYNDRYL HLDGS INC Technology 428,199.0 $11.4M 0.06% -145K -25.2% $26.56 -58.6%
258 APH AMPHENOL CORP NEW Technology 84,138.0 $11.4M 0.06% -23K -21.8% $135.15 +21.3%
259 PAYC PAYCOM SOFTWARE INC Technology 67,677.0 $10.8M 0.05% -52K -43.6% $159.37 -21.7%
260 MET METLIFE INC Financial Services 134,164.0 $10.6M 0.05% +57K +74.5% $78.94 +8.4%
Page 13 of 35  ·  685 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%