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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 84 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 1,141.0 $51K NEW $44.70 +9.6%
1662 NMIH NMI HLDGS INC Financial Services 1,262.0 $51K NEW $40.41 -6.6%
1663 SOUN SOUNDHOUND AI INC Technology 5,121.0 $51K NEW $9.96 -15.2%
1664 UMH UMH PPTYS INC Real Estate 3,206.0 $51K NEW $15.91 -3.3%
1665 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 929.0 $50K NEW $53.82 +30.0%
1666 STEP STEPSTONE GROUP INC Financial Services 780.0 $50K NEW $64.10 -18.9%
1667 CALX CALIX INC Technology 944.0 $50K NEW $52.97 -27.5%
1668 SHOO MADDEN STEVEN LTD Consumer Cyclical 1,208.0 $50K NEW $41.39 -2.2%
1669 MGRC MCGRATH RENTCORP Industrials 477.0 $50K NEW $104.82 +4.6%
1670 CORZ CORE SCIENTIFIC INC NEW Technology 3,351.0 $49K NEW $14.62 +69.7%
1671 IESC IES HLDGS INC Industrials 125.0 $49K NEW $392.00 +65.3%
1672 KTB KONTOOR BRANDS INC Consumer Cyclical 798.0 $49K NEW $61.40 +13.0%
1673 LGND LIGAND PHARMACEUTICALS INC Healthcare 258.0 $49K NEW $189.92 +17.0%
1674 UFPI UFP INDUSTRIES INC Basic Materials 541.0 $49K NEW $90.57 -11.7%
1675 VRRM VERRA MOBILITY CORP Technology 2,130.0 $48K NEW $22.54 -41.1%
1676 WU WESTERN UN CO Financial Services 5,122.0 $48K NEW $9.37 -8.4%
1677 BHE BENCHMARK ELECTRS INC Technology 1,141.0 $48K NEW $42.07 +96.0%
1678 FRPT FRESHPET INC Consumer Defensive 792.0 $48K NEW $60.61 -15.4%
1679 NWN NORTHWEST NAT HLDG CO Utilities 1,028.0 $48K NEW $46.69 +6.7%
1680 PVH PVH CORPORATION Consumer Cyclical 722.0 $48K NEW $66.48 +27.3%
Page 84 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%