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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 3 of 30  ·  581 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APP CALL AppLovin Corp Technology 309.0 $12.3M 0.01% NEW $39800.00 -98.7%
42 BMNR BitMine Immersion Technologies Inc Financial Services 620,521.0 $12.3M 0.01% NEW $19.78 -4.4%
43 Super Micro Computer Inc 14,037,000.0 $12.2M 0.01% NEW $0.87
44 FEZ PUT State Street SPDR EURO STOXX 50 ETF 1,875.0 $11.6M 0.01% NEW $6208.00 -98.9%
45 FNDF Schwab Fundamental International Equity ETF 213,315.0 $10.4M 0.01% NEW $48.93 +8.1%
46 IJK iShares S&P Mid-Cap 400 Growth ETF 100,001.0 $10.1M 0.01% NEW $100.62 +9.5%
47 XHB PUT State Street SPDR S&P Homebuilders ETF 1,000.0 $9.9M 0.01% NEW $9872.00 -99.0%
48 Cambridge Acquisition Corp 974,770.0 $9.7M 0.01% NEW $9.96
49 IYC iShares U.S. Consumer Discretionary ETF 100,000.0 $9.7M 0.01% NEW $96.92 +3.5%
50 FTXR First Trust Nasdaq Transportation ETF 250,000.0 $9.5M 0.01% NEW $38.11 +8.8%
51 Pinnacle Financial Partners Inc 108,974.0 $9.4M 0.01% NEW $86.14
52 JEF CALL Jefferies Financial Group Inc Financial Services 2,250.0 $9.3M 0.01% NEW $4127.00 -98.7%
53 Kensington Capital Acquisition Corp VI 848,185.0 $8.5M 0.00% NEW $10.04
54 Hennessy Capital Investment Corp VIII 830,643.0 $8.3M 0.00% NEW $10.00
55 QIAGEN NV 206,427.0 $8.3M 0.00% NEW $40.04
56 Lantheus Holdings Inc 6,761,000.0 $8.1M 0.00% NEW $1.20
57 SO CALL Southern Co Utilities 836.0 $8.1M 0.00% NEW $9652.00 -99.0%
58 RKT CALL Rocket Cos Inc Financial Services 5,400.0 $7.7M 0.00% NEW $1425.00 -99.1%
59 Mountain Lake Acquisition Corp II 742,960.0 $7.4M 0.00% NEW $9.93
60 MORT VanEck Mortgage REIT Income ETF 700,000.0 $7.2M 0.00% NEW $10.26 -1.8%
Page 3 of 30  ·  581 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 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%