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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 7 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 830,961.0 $38.7M 0.19% +86K +11.5% $46.55 -22.9%
122 MTD METTLER TOLEDO INTERNATIONAL Healthcare 27,436.0 $38.3M 0.19% +429.0 +1.6% $1394.25 -17.9%
123 TRV TRAVELERS COMPANIES INC Financial Services 129,951.0 $37.7M 0.19% -42K -24.3% $290.07 +6.1%
124 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 63,906.0 $37.2M 0.19% +14K +27.9% $582.36 -13.2%
125 NUVL NUVALENT INC Healthcare 358,013.0 $36.0M 0.18% +28K +8.6% $100.59 +22.7%
126 EGO ELDORADO GOLD CORP NEW Basic Materials 992,500.0 $35.7M 0.18% -278K -21.9% $35.93 -8.0%
127 IDYA IDEAYA BIOSCIENCES INC Healthcare 1,031,354.0 $35.7M 0.18% +18K +1.8% $34.57 -9.7%
128 THC TENET HEALTHCARE CORP Healthcare 178,601.0 $35.5M 0.18% +144K +413.0% $198.73 -13.2%
129 MAR MARRIOTT INTL INC NEW Consumer Cyclical 113,756.0 $35.3M 0.18% +48K +73.2% $310.25 +27.7%
130 SYY SYSCO CORP Consumer Defensive 473,384.0 $34.9M 0.17% +224K +89.5% $73.69 +6.8%
131 WPC WP CAREY INC Real Estate 541,223.0 $34.8M 0.17% +390K +257.7% $64.36 +10.7%
132 IDXX IDEXX LABS INC Healthcare 50,559.0 $34.2M 0.17% +28K +120.1% $676.56 -16.9%
133 ADBE ADOBE INC Technology 94,980.0 $33.2M 0.17% +55K +140.2% $350.00 -44.2%
134 CGON CG ONCOLOGY INC Healthcare 797,615.0 $33.1M 0.17% -240K -23.1% $41.52 +47.1%
135 PNC PNC FINL SVCS GROUP INC Financial Services 156,350.0 $32.6M 0.16% -22K -12.6% $208.74 +11.2%
136 PRAXIS PRECISION MEDICINES I 110,590.0 $32.6M 0.16% +48K +75.9% $294.75
137 ULTA ULTA BEAUTY INC Consumer Cyclical 52,879.0 $32.0M 0.16% +22K +71.4% $605.04 -24.6%
138 GE GE AEROSPACE Industrials 101,971.0 $31.4M 0.16% +5K +5.3% $308.04 +16.1%
139 GRUPO CIBEST SA 490,456.0 $31.2M 0.16% +228K +87.2% $63.61
140 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 287,907.0 $30.8M 0.15% +66K +29.8% $107.04 -9.6%
Page 7 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%