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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 9 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MFC MANULIFE FINL CORP Financial Services 716,046.0 $26.0M 0.13% +5K +0.6% $36.36 +11.7%
162 BRKR BRUKER CORP Healthcare 547,603.0 $25.8M 0.13% +46K +9.2% $47.11 +21.5%
163 BMA BANCO MACRO SA Financial Services 283,920.0 $25.6M 0.13% -39K -12.0% $90.16 +12.8%
164 IAG IAMGOLD CORP Basic Materials 1,540,000.0 $25.4M 0.13% -520K -25.2% $16.49 +2.4%
165 PEP PEPSICO INC Consumer Defensive 176,355.0 $25.3M 0.13% -129K -42.3% $143.53 -1.0%
166 MDLZ MONDELEZ INTL INC Consumer Defensive 458,248.0 $24.7M 0.12% -130K -22.1% $53.83 +11.7%
167 MLYS MINERALYS THERAPEUTICS INC Healthcare 678,387.0 $24.6M 0.12% +111K +19.5% $36.29 -32.1%
168 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 785,098.0 $24.4M 0.12% -75K -8.7% $31.12 -46.6%
169 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 408,426.0 $24.3M 0.12% -134K -24.8% $59.43 -8.0%
170 APP APPLOVIN CORP Technology 35,921.0 $24.2M 0.12% +2K +4.7% $673.85 -30.3%
171 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 83,989.0 $24.1M 0.12% +10K +13.8% $287.26 +21.4%
172 CHE CHEMED CORP NEW Healthcare 56,231.0 $24.1M 0.12% +13K +30.6% $427.88 +2.0%
173 CCK CROWN HLDGS INC Consumer Cyclical 228,207.0 $23.5M 0.12% -89K -28.1% $102.97 -1.4%
174 FORTINET INC 294,476.0 $23.4M 0.12% -16K -5.1% $79.41
175 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 803,138.0 $23.3M 0.12% +25K +3.2% $29.04 -9.7%
176 VERA VERA THERAPEUTICS INC Healthcare 449,554.0 $22.8M 0.11% +22K +5.2% $50.64 -30.7%
177 IBM INTERNATIONAL BUSINESS MACHS Technology 76,807.0 $22.8M 0.11% +7K +10.7% $296.22 -15.9%
178 NTRA NATERA INC Healthcare 99,146.0 $22.7M 0.11% -668.0 -0.7% $229.10 +1.0%
179 SHOP SHOPIFY INC Technology 139,005.0 $22.4M 0.11% +55K +64.9% $161.23 -32.5%
180 CI THE CIGNA GROUP Healthcare 80,184.0 $22.1M 0.11% +3K +3.9% $275.24 +1.5%
Page 9 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%