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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 138 of 291  ·  5,804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 TSLX Sixth Street Specialty Lending Inc Financial Services 96,541.0 $1.8M 0.00% +5K +5.0% $18.38 -10.3%
2742 VIAV Viavi Solutions Inc Technology 53,212.0 $1.8M 0.00% -1.1M -95.5% $33.28 +59.1%
2743 MICROCHIP TECHNOLOGY INC 1,784,000.0 $1.8M 0.00% -5.8M -76.5% $0.99
2744 Lake Superior Acquisition Corp 175,140.0 $1.8M 0.00% +20K +12.8% $10.03
2745 CPRX Catalyst Pharmaceuticals Inc Healthcare 70,709.0 $1.8M 0.00% +39K +125.3% $24.76 +26.8%
2746 CDNS PUT Cadence Design Systems Inc Technology 63.0 $1.8M 0.00% -959.0 -93.8% $27787.00 -98.6%
2747 NRP Natural Resource Partners LP Energy 14,427.0 $1.7M 0.00% +4K +38.1% $121.00 -17.0%
2748 THG Hanover Insurance Group Inc Financial Services 10,068.0 $1.7M 0.00% -2K -15.2% $173.35 +19.8%
2749 LMND Lemonade Inc Financial Services 27,767.0 $1.7M 0.00% -197K -87.6% $62.68 -7.6%
2750 Hippo Holdings Inc 66,612.0 $1.7M 0.00% $26.06
2751 SBH Sally Beauty Holdings Inc Consumer Cyclical 125,311.0 $1.7M 0.00% -229K -64.6% $13.85 -3.8%
2752 LUNR Intuitive Machines Inc Industrials 93,448.0 $1.7M 0.00% +15K +18.8% $18.56 +12.9%
2753 CARS Cars.com Inc Consumer Cyclical 213,585.0 $1.7M 0.00% +30K +16.2% $8.12 +21.2%
2754 Karbon Capital Partners Corp 172,168.0 $1.7M 0.00% NEW $10.05
2755 CVNA PUT Carvana Co Consumer Cyclical 55.0 $1.7M 0.00% -233.0 -80.9% $31438.00 -99.8%
2756 PTF Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Technology Momentum ETF 20,000.0 $1.7M 0.00% NEW $86.33 +50.1%
2757 BX CALL Blackstone Inc Financial Services 150.0 $1.7M 0.00% -291.0 -66.0% $11499.00 -99.0%
2758 DRD DRDGOLD Ltd Basic Materials 58,696.0 $1.7M 0.00% +52K +810.9% $29.37 -26.1%
2759 KEYS PUT Keysight Technologies Inc Technology 61.0 $1.7M 0.00% NEW $28237.00 -98.8%
2760 Dave Inc 9,875.0 $1.7M 0.00% -45K -81.9% $174.09
Page 138 of 291  ·  5,804 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%