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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $19.1B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 664 New
Page 10 of 34  ·  664 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MTB M & T BK CORP Financial Services 101,459.0 $20.1M 0.10% NEW $197.62 +25.8%
182 VNET VNET GROUP INC Technology 1,922,000.0 $19.9M 0.10% NEW $10.33 -23.7%
183 IBM INTERNATIONAL BUSINESS MACHS Technology 69,355.0 $19.6M 0.10% NEW $282.16 -25.1%
184 CELC CELCUITY INC Healthcare 390,924.0 $19.3M 0.10% NEW $49.40 +85.2%
185 CHE CHEMED CORP NEW Healthcare 43,056.0 $19.3M 0.10% NEW $447.74 +10.0%
186 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 73,823.0 $19.2M 0.10% NEW $259.44 +26.6%
187 FCX FREEPORT-MCMORAN INC Basic Materials 486,128.0 $19.1M 0.10% NEW $39.22 +55.5%
188 TMUS T-MOBILE US INC Communication Services 79,166.0 $19.0M 0.10% NEW $239.38 -21.6%
189 EXACT SCIENCES CORP 345,399.0 $18.9M 0.10% NEW $54.71
190 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 860,232.0 $18.6M 0.10% NEW $21.58 -11.7%
191 TWLO TWILIO INC Communication Services 180,787.0 $18.1M 0.10% NEW $100.09 +111.3%
192 VZ VERIZON COMMUNICATIONS INC Communication Services 410,994.0 $18.1M 0.10% NEW $43.95 -2.5%
193 EME EMCOR GROUP INC Industrials 27,443.0 $17.8M 0.09% NEW $649.54 +18.5%
194 TERN TERNS PHARMACEUTICALS INC Healthcare 2,368,235.0 $17.8M 0.09% NEW $7.51 +605.1%
195 INTU INTUIT Technology 25,974.0 $17.7M 0.09% NEW $682.91 -59.0%
196 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 724,000.0 $17.6M 0.09% NEW $24.33 +26.2%
197 HIMS HIMS & HERS HEALTH INC Healthcare 306,273.0 $17.4M 0.09% NEW $56.72 -34.5%
198 KD KYNDRYL HLDGS INC Technology 572,769.0 $17.2M 0.09% NEW $30.03 -61.0%
199 MAR MARRIOTT INTL INC NEW Consumer Cyclical 65,686.0 $17.1M 0.09% NEW $260.44 +41.7%
200 TXN TEXAS INSTRS INC Technology 92,676.0 $17.0M 0.09% NEW $183.73 +63.9%
Page 10 of 34  ·  664 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 36.7%
Healthcare 22.2%
Financial Services 11.6%
Consumer Cyclical 7.9%
Communication Services 7.0%
Industrials 5.9%
Consumer Defensive 3.0%
Basic Materials 1.6%
Real Estate 1.6%
Utilities 1.6%