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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $86.1B AUM 4,052 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 1354 Added 664 Reduced 118 Exited
Page 29 of 68  ·  1,354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TFII TRANSFORCE INC Industrials 5,983.0 $651K 0.00% +4K +277.0% $108.84 +34.9%
562 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 34,602.0 $647K 0.00% +3K +8.6% $18.70 -11.9%
563 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 6,881.0 $635K 0.00% +651.0 +10.4% $92.27 +20.3%
564 ZTO ZTO EXPRESS CAYMAN INC Industrials 24,333.0 $612K 0.00% +1K +5.8% $25.17 -7.7%
565 VOD VODAFONE GROUP PLC Communication Services 40,197.0 $604K 0.00% +5K +14.7% $15.02 +1.5%
566 VNO VORNADO RLTY TR Real Estate 23,194.0 $603K 0.00% +1K +5.0% $25.99 +21.6%
567 CPT CAMDEN PPTY TR Real Estate 5,752.0 $562K 0.00% +558.0 +10.7% $97.66 +8.7%
568 VOYA VOYA FINANCIAL INC Financial Services 8,330.0 $555K 0.00% +471.0 +6.0% $66.66 +23.6%
569 CHYM CHIME FINL INC Financial Services 28,956.0 $542K 0.00% +12K +75.6% $18.73 -3.3%
570 PLUG PLUG PWR INC Industrials 234,163.0 $529K 0.00% +218K +1364.1% $2.26 +46.5%
571 QCRH QCR HLDGS INC Financial Services 6,119.0 $523K 0.00% +90.0 +1.5% $85.45 +6.9%
572 CACI CACI INTL INC Technology 929.0 $515K 0.00% +109.0 +13.3% $554.76 -11.7%
573 WT WISDOMTREE INC Financial Services 34,973.0 $509K 0.00% +326.0 +0.9% $14.56 +32.0%
574 NVAX NOVAVAX INC Healthcare 62,453.0 $508K 0.00% +61K +3731.5% $8.14 +10.3%
575 WERN WERNER ENTERPRISES INC Industrials 17,025.0 $501K 0.00% +3K +22.6% $29.41 +35.9%
576 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 12,231.0 $482K 0.00% +12K +3936.6% $39.39 -6.9%
577 QBTS D-WAVE QUANTUM INC Technology 32,648.0 $471K 0.00% +6K +23.1% $14.43 +33.7%
578 LNTH LANTHEUS HLDGS INC Healthcare 6,204.0 $471K 0.00% +267.0 +4.5% $75.85 +24.5%
579 RVTY REVVITY INC Healthcare 5,188.0 $455K 0.00% +507.0 +10.8% $87.61 +8.2%
580 RYN RAYONIER INC Real Estate 21,946.0 $453K 0.00% +14K +176.7% $20.62 -1.9%
Page 29 of 68  ·  1,354 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 35.8%
Healthcare 14.1%
Financial Services 10.7%
Consumer Cyclical 10.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Defensive 3.5%
Basic Materials 3.0%
Real Estate 2.4%
Energy 2.2%