Filing analysis
BNP Paribas Asset Management Holding S.A.
13F-HR · period Q2 2026 · filed Aug 13, 2026
$99.79BReported 13F value
4,206Positions
10Other managers included
+93New
763Increased
1260Reduced
−102Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $60.01M | 0.1% |
| WSE Wise Group plc Class A… | $36.18M | 0.0% |
| SIMO Silicon Motion Technology… | $35.31M | 0.0% |
| NVO Novo Nordisk A/S | $35.29M | 0.0% |
| SPCX Space Exploration… | $34.63M | 0.0% |
| FRVO Fervo Energy Company | $30.07M | 0.0% |
| XE X-Energy, Inc. Class A Common… | $27.58M | 0.0% |
| QNT Quantinuum Inc. Class A… | $27.45M | 0.0% |
| HTFL Heartflow, Inc. Common Stock | $27.32M | 0.0% |
| TRI Thomson Reuters Corporation | $13.41M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| NVDA NVIDIA Corporation | ▲ Add | +1.9% | $5.89B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -31.3% | $1.67B |
| GOOGL Alphabet Inc. | ▲ Add | +8.3% | $3.10B |
| MU Micron Technology, Inc. | ▼ Trim | -19.7% | $1.21B |
| AMAT Applied Materials, Inc. | ▲ Add | +12.7% | $1.31B |
| AAPL Apple Inc. | ▲ Add | +0.8% | $4.34B |
| KLAC KLA Corporation | ▲ Add | +37.7% ✂ | $812.09M |
| PANW Palo Alto Networks, Inc. | ▼ Trim | -10.8% | $996.57M |
| AVGO Broadcom Inc. | ▲ Add | +2.6% | $2.11B |
| AMZN Amazon.com, Inc. | ▲ Add | +2.5% | $2.88B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.