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Portfolio (Quarterly) Guide ↗

BNP PARIBAS FINANCIAL MARKETS

· CIK 0001166588
13F Portfolio $205.8B AUM 17,681 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 581 New 2339 Added 2339 Reduced 505 Exited
Page 8 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 MTB PUT M&T Bank Corp Financial Services 131 $2.6M 0.00% SOLD
142 IRhythm Holdings Inc 1,889,000 $2.6M 0.00% SOLD
143 Exact Sciences Corp 2,494,000 $2.6M 0.00% SOLD
144 Viking Acquisition Corp I 251,763 $2.5M 0.00% SOLD
145 PAYX PUT Paychex Inc Industrials 226 $2.5M 0.00% SOLD
146 DHI CALL DR Horton Inc Consumer Cyclical 172 $2.5M 0.00% SOLD
147 ONON CALL On Holding AG Consumer Cyclical 514 $2.4M 0.00% SOLD
148 SNAP PUT Snap Inc Communication Services 2,953 $2.4M 0.00% SOLD
149 PLUG CALL Plug Power Inc Industrials 12,048 $2.4M 0.00% SOLD
150 FSV FirstService Corp Real Estate 15,237 $2.4M 0.00% SOLD
151 ROST CALL Ross Stores Inc Consumer Cyclical 125 $2.3M 0.00% SOLD
152 JetBlue Airways Corp 2,325,000 $2.2M 0.00% SOLD
153 CTSH PUT Cognizant Technology Solutions Corp Technology 270 $2.2M 0.00% SOLD
154 NOC CALL Northrop Grumman Corp Industrials 39 $2.2M 0.00% SOLD
155 IWL iShares Russell Top 200 ETF 13,000 $2.2M 0.00% SOLD
156 A PUT Agilent Technologies Inc Healthcare 157 $2.1M 0.00% SOLD
157 SRTY ProShares UltraPro Short Russell2000 50,000 $2.1M 0.00% SOLD
158 OKTA PUT Okta Inc Technology 240 $2.1M 0.00% SOLD
159 ECL CALL Ecolab Inc Basic Materials 79 $2.1M 0.00% SOLD
160 KMB CALL Kimberly-Clark Corp Consumer Defensive 204 $2.1M 0.00% SOLD
Page 8 of 26  ·  505 positions
Sector Allocation
Technology 32.3%
Financial Services 14.5%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 9.0%
Communication Services 8.0%
Consumer Defensive 4.3%
Energy 4.0%
Basic Materials 2.5%
Utilities 2.5%