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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 39 of 117  ·  2,339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BIO Bio-Rad Laboratories Inc Healthcare 26,326.0 $7.3M 0.00% -46K -63.7% $278.75 +3.3%
762 DAWN Day One Biopharmaceuticals Inc Healthcare 337,767.0 $7.2M 0.00% -116K -25.5% $21.44 +0.4%
763 IJT iShares S&P Small-Cap 600 Growth ETF 50,028.0 $7.2M 0.00% -1K -2.8% $144.71 +10.8%
764 MLCO Melco Resorts & Entertainment Ltd Consumer Cyclical 1,269,782.0 $7.2M 0.00% -130K -9.3% $5.68 -4.2%
765 LOW PUT Lowe's Cos Inc Consumer Cyclical 305.0 $7.2M 0.00% -921.0 -75.1% $23628.00 -99.1%
766 SHOP PUT Shopify Inc Technology 607.0 $7.2M 0.00% -2K -77.5% $11862.00 -99.1%
767 COMP Compass Inc Technology 981,734.0 $7.2M 0.00% -1.9M -65.9% $7.31 +3.7%
768 EBAY CALL eBay Inc Consumer Cyclical 787.0 $7.2M 0.00% -2K -71.4% $9102.00 -98.7%
769 DG CALL Dollar General Corp Consumer Defensive 598.0 $7.1M 0.00% -524.0 -46.7% $11873.00 -99.1%
770 BP PUT BP PLC Energy 1,504.0 $7.1M 0.00% -1K -43.3% $4700.00 -99.0%
771 EXTR Extreme Networks Inc Technology 468,596.0 $7.1M 0.00% -372K -44.3% $15.08 +59.9%
772 STM PUT STMicroelectronics NV Technology 2,040.0 $7.0M 0.00% -2K -44.0% $3455.00 -98.2%
773 EXLS ExlService Holdings Inc Technology 230,404.0 $7.0M 0.00% -705K -75.4% $30.45 -4.9%
774 SPHB Invesco S&P 500 High Beta ETF 60,419.0 $7.0M 0.00% -50K -45.3% $115.95 +18.7%
775 AVPT AvePoint Inc Technology 733,225.0 $7.0M 0.00% -9K -1.2% $9.51 +6.5%
776 AEM Agnico Eagle Mines Ltd Basic Materials 33,606.0 $6.8M 0.00% -2K -5.5% $202.98 -12.2%
777 KTOS Kratos Defense & Security Solutions Inc Industrials 96,131.0 $6.8M 0.00% -506K -84.0% $70.51 -24.2%
778 RIO PUT Rio Tinto PLC Basic Materials 723.0 $6.7M 0.00% -515.0 -41.6% $9329.00 -98.9%
779 PPTA Perpetua Resources Corp Basic Materials 239,149.0 $6.7M 0.00% -169K -41.4% $28.12 -12.4%
780 ACHR Archer Aviation Inc Industrials 1,296,126.0 $6.7M 0.00% -3.8M -74.7% $5.17 +11.8%
Page 39 of 117  ·  2,339 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%