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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 25 of 114  ·  2,265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NWSA NEWS CORP NEW Communication Services 970,741.0 $25.4M 0.03% NEW $26.12 +0.5%
482 KGS KODIAK GAS SVCS INC Energy 676,824.0 $25.3M 0.03% NEW $37.40 +93.6%
483 PLMR PALOMAR HLDGS INC Financial Services 187,345.0 $25.2M 0.03% NEW $134.76 -14.1%
484 AGCO AGCO CORP Industrials 241,482.0 $25.2M 0.03% NEW $104.32 +7.4%
485 CSX CSX CORP Industrials 694,323.0 $25.2M 0.03% NEW $36.27 +26.5%
486 AJG GALLAGHER ARTHUR J & CO Financial Services 96,163.0 $24.9M 0.03% NEW $258.86 -19.9%
487 DKS DICKS SPORTING GOODS INC Consumer Cyclical 124,923.0 $24.7M 0.03% NEW $198.07 +11.9%
488 FLUTTER ENTMT PLC 114,581.0 $24.7M 0.03% NEW $215.14
489 DELL DELL TECHNOLOGIES INC Technology 195,067.0 $24.6M 0.03% NEW $125.95 +100.8%
490 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 280,120.0 $24.5M 0.03% NEW $87.44 -23.1%
491 APD AIR PRODS & CHEMS INC Basic Materials 98,834.0 $24.4M 0.03% NEW $246.98 +17.5%
492 GDS GDS HLDGS LTD Technology 691,698.0 $24.1M 0.03% NEW $34.90 +0.7%
493 IDYA IDEAYA BIOSCIENCES INC Healthcare 697,925.0 $24.1M 0.03% NEW $34.57 -14.5%
494 KMI KINDER MORGAN INC DEL Energy 875,811.0 $24.1M 0.03% NEW $27.48 +21.9%
495 DRI DARDEN RESTAURANTS INC Consumer Cyclical 129,599.0 $23.9M 0.03% NEW $184.10 +7.0%
496 ALB ALBEMARLE CORP Basic Materials 168,438.0 $23.8M 0.03% NEW $141.44 +20.1%
497 MRVL MARVELL TECHNOLOGY INC Technology 278,919.0 $23.7M 0.03% NEW $85.06 +124.2%
498 TWLO TWILIO INC Communication Services 166,554.0 $23.7M 0.03% NEW $142.22 +33.1%
499 BXP BXP INC Real Estate 349,631.0 $23.6M 0.03% NEW $67.52 -10.9%
500 KEY KEYCORP Financial Services 1,140,415.0 $23.6M 0.03% NEW $20.65 +4.1%
Page 25 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%