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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 78 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 BIO BIO RAD LABS INC Healthcare 254.0 $77K NEW $303.15 -5.1%
1542 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,499.0 $77K NEW $51.37 -36.4%
1543 TEM TEMPUS AI INC Healthcare 1,312.0 $77K NEW $58.69 -21.3%
1544 LAZ LAZARD INC Financial Services 1,564.0 $76K NEW $48.59 -1.1%
1545 MVST MICROVAST HOLDINGS INC Industrials 27,238.0 $76K NEW $2.79 -47.7%
1546 AVT AVNET INC Technology 1,557.0 $75K NEW $48.17 +78.3%
1547 MWA MUELLER WTR PRODS INC Industrials 3,145.0 $75K NEW $23.85 +6.1%
1548 RLI RLI CORP Financial Services 1,165.0 $75K NEW $64.38 -18.4%
1549 PCVX VAXCYTE INC Healthcare 1,636.0 $75K NEW $45.84 +3.2%
1550 PIPER SANDLER COMPANIES 221.0 $75K NEW $339.37
1551 ABCB AMERIS BANCORP Financial Services 995.0 $74K NEW $74.37 +13.9%
1552 ASB ASSOCIATED BANC CORP Financial Services 2,886.0 $74K NEW $25.64 +9.2%
1553 OZK BANK OZK LITTLE ROCK ARK Financial Services 1,616.0 $74K NEW $45.79 +5.1%
1554 BYD BOYD GAMING CORP Consumer Cyclical 866.0 $74K NEW $85.45 -7.2%
1555 NEU NEWMARKET CORP Basic Materials 107.0 $74K NEW $691.59 +6.7%
1556 GTLB GITLAB INC Technology 1,932.0 $73K NEW $37.78 -29.3%
1557 LPX LOUISIANA PAC CORP Basic Materials 899.0 $73K NEW $81.20 -13.2%
1558 BOX BOX INC Technology 2,420.0 $72K NEW $29.75 -12.9%
1559 CSTL CASTLE BIOSCIENCES INC Healthcare 1,839.0 $72K NEW $39.15 -48.5%
1560 MHK MOHAWK INDS INC Consumer Cyclical 655.0 $72K NEW $109.92 -6.8%
Page 78 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%