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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $87.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2265 New
Page 74 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 3,762.0 $101K NEW $26.85 -31.4%
1462 ALV AUTOLIV INC Consumer Cyclical 853.0 $101K NEW $118.41 +3.7%
1463 FA FIRST ADVANTAGE CORP NEW Industrials 6,968.0 $101K NEW $14.49 +6.4%
1464 GKOS GLAUKOS CORP Healthcare 893.0 $101K NEW $113.10 +6.3%
1465 DH DEFINITIVE HEALTHCARE CORP Healthcare 34,934.0 $100K NEW $2.86 -70.2%
1466 GATX GATX CORP Industrials 587.0 $100K NEW $170.36 -0.4%
1467 CART MAPLEBEAR INC Consumer Cyclical 2,231.0 $100K NEW $44.82 -8.0%
1468 GTES GATES INDL CORP PLC Industrials 4,668.0 $100K NEW $21.42 +14.3%
1469 ESTC ELASTIC N V Technology 1,330.0 $100K NEW $75.19 -27.1%
1470 SEIC SEI INVTS CO Financial Services 1,207.0 $99K NEW $82.02 +10.4%
1471 CHDN CHURCHILL DOWNS INC Consumer Cyclical 857.0 $98K NEW $114.35 -25.6%
1472 MTRN MATERION CORP Basic Materials 791.0 $98K NEW $123.89 +73.6%
1473 CFR CULLEN FROST BANKERS INC Financial Services 767.0 $97K NEW $126.47 +10.2%
1474 NWS NEWS CORP NEW Communication Services 3,278.0 $97K NEW $29.59 +0.3%
1475 CWAN CLEARWATER ANALYTICS HLDGS I Technology 3,990.0 $96K NEW $24.06 +1.1%
1476 GBCI GLACIER BANCORP INC NEW Financial Services 2,164.0 $95K NEW $43.90 +8.6%
1477 GBX GREENBRIER COS INC Industrials 2,028.0 $95K NEW $46.84 +2.3%
1478 MIDD MIDDLEBY CORP Industrials 638.0 $95K NEW $148.90 -0.5%
1479 SIGI SELECTIVE INS GROUP INC Financial Services 1,138.0 $95K NEW $83.48 +8.6%
1480 CBSH COMMERCE BANCSHARES INC Financial Services 1,796.0 $94K NEW $52.34 +0.1%
Page 74 of 114  ·  2,265 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 37.3%
Healthcare 12.7%
Consumer Cyclical 10.7%
Financial Services 10.7%
Communication Services 9.0%
Industrials 7.9%
Consumer Defensive 3.4%
Real Estate 2.4%
Basic Materials 2.3%
Energy 2.2%