Fund Holdings — BNP Paribas Asset Management Holding S.A.

Total Portfolio Value
$86.14B
Total Bought
$47.56B
Total Sold
$38.19B
Net Transaction
+$9.37B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)28,856,21728,896,009+39,7925,3835,036,7695.85%+5,031,386
APPLE INC(AAPL)15,899,18214,894,239-1,004,9434,3233,778,8774.39%+3,774,554
MICROSOFT CORP(MSFT)9,684,7789,405,928-278,8504,6843,481,7014.04%+3,477,016
AMAZON COM INC(AMZN)12,765,12711,769,269-995,8582,9472,451,2552.85%+2,448,308
ALPHABET INC(GOOG)7,701,0268,004,432+303,4062,4112,301,1382.67%+2,298,727
BROADCOM INC(AVGO)4,719,0415,438,515+719,4741,6341,682,4381.95%+1,680,804
ASTRAZENECA PLC(AZN)07,624,427+7,624,42701,482,2031.72%+1,482,203
META PLATFORMS INC(META)2,668,4652,361,792-306,6731,7621,350,8091.57%+1,349,048
ALPHABET INC(GOOG)4,435,3434,089,796-345,5471,3921,172,1701.36%+1,170,778
ELI LILLY & CO(LLY)937,3251,157,476+220,1511,0071,064,6491.24%+1,063,642
TESLA INC(TSLA)3,010,7392,514,154-496,5851,356934,6321.09%+933,276
TOTALENERGIES SE(TTE)1,494,5949,692,504+8,197,91083905,7211.05%+905,638
ADVANCED MICRO DEVICES INC(AMD)4,306,9594,187,684-119,275922851,9300.99%+851,008
LAM RESEARCH CORP(LRCX)3,238,6363,444,139+205,503555735,6020.85%+735,047
COSTCO WHOLESALE CORPORATION(COST)627,413705,175+77,762541702,5180.82%+701,977
TJX COS INC NEW(TJX)3,971,9834,264,808+292,825610680,9800.79%+680,370
VISA INC(V)2,573,9232,160,472-413,451903653,0890.76%+652,186
INTUITIVE SURGICAL INC1,672,8681,357,852-315,016948626,2040.73%+625,256
GILEAD SCIENCES INC(GILD)3,672,0014,423,414+751,413451616,3380.72%+615,888
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,892,6771,649,097-243,580575557,1860.65%+556,611
APPLIED MATLS INC1,301,8961,603,668+301,772335547,9160.64%+547,582
PALO ALTO NETWORKS INC(PANW)2,803,6113,276,704+473,093516525,1530.61%+524,636
MASTERCARD INCORPORATED(MA)1,082,9351,030,611-52,324618514,9850.60%+514,367
SERVICENOW INC(NOW)4,084,5804,354,467+269,887626455,6560.53%+455,031
NETFLIX INC.(NFLX)5,922,4904,634,329-1,288,161555445,2800.52%+444,725
MICRON TECHNOLOGY INC(MU)1,137,3221,303,768+166,446325440,1630.51%+439,839
BOSTON SCIENTIFIC CORP(BSX)7,723,0806,966,229-756,851736437,3080.51%+436,571
HOME DEPOT INC(HD)900,0141,249,555+349,541310410,9440.48%+410,634
PROCTER & GAMBLE CO(PG)3,007,8742,831,846-176,028431409,0190.47%+408,587
LINDE PLC(LIN)449,168813,871+364,703191403,4040.47%+403,213
JOHNSON & JOHNSON(JNJ)2,385,4191,642,509-742,910494401,4650.47%+400,971
BANK AMERICA CORP4,885,6968,177,279+3,291,583269398,2190.46%+397,950
CIENA CORP(CIEN)1,973,1501,021,586-951,564461396,5720.46%+396,111
DEUTSCHE BK AG
NAMEN AKT
4,092,64713,337,776+9,245,129136387,0640.45%+386,929
ARISTA NETWORKS INC(ANET)2,984,1003,147,922+163,822391386,4310.45%+386,040
VERTEX PHARMACEUTICALS INC(VRTX)669,807848,047+178,240304378,7130.44%+378,410
AMERICAN EXPRESS CO(AXP)1,073,4921,244,954+171,462397376,5630.44%+376,166
WALMART INC(WMT)3,104,7932,981,696-123,097346370,5450.43%+370,199
NEWMONT CORP(NEM)2,987,3423,311,310+323,968298358,3780.42%+358,080
TRANE TECHNOLOGIES PLC(TT)531,467854,602+323,135207356,1050.41%+355,898
GE AEROSPACE(GE)604,7061,249,651+644,945186354,6130.41%+354,427
FERRARI N V
COM
396,3701,019,456+623,086126340,2860.40%+340,159
GE VERNOVA INC(GEV)271,161384,322+113,161177335,4120.39%+335,235
FIRST SOLAR INC(FSLR)1,853,6411,681,845-171,796484331,7170.39%+331,233
INTEL CORP(INTC)5,773,3387,498,433+1,725,095213330,6900.38%+330,477
ABBVIE INC(ABBV)1,736,0341,491,841-244,193397324,4320.38%+324,035
CISCO SYS INC(CSCO)4,804,9084,056,897-748,011370314,7230.37%+314,353
THERMO FISHER SCIENTIFIC INC(TMO)710,798640,384-70,414412314,7400.37%+314,329
EXXON MOBIL CORP2,021,0141,789,721-231,293243303,3190.35%+303,075
AUTOMATIC DATA PROCESSING IN1,125,7201,456,250+330,530290295,9360.34%+295,647
JPMORGAN CHASE & CO(JPM)1,396,374998,182-398,192450293,6690.34%+293,218
KLA CORP(KLAC)143,745195,629+51,884175287,8650.33%+287,690
CITIGROUP INC(C)2,728,8192,500,805-228,014319283,5850.33%+283,267
AUTODESK INC1,387,7951,176,458-211,337411281,6310.33%+281,220
MERCK & CO INC(MRK)2,654,5002,316,095-338,405279278,6030.32%+278,324
BERKSHIRE HATHAWAY INC DEL466,354572,082+105,728234274,1420.32%+273,907
PALANTIR TECHNOLOGIES INC(PLTR)1,917,1821,872,082-45,100342273,9130.32%+273,572
MARVELL TECHNOLOGY INC(MRVL)278,9192,730,433+2,451,51424270,3760.31%+270,352
BOOKING HOLDINGS INC(BKNG)85,88064,009-21,871460269,4980.31%+269,038
BRISTOL-MYERS SQUIBB CO(BMY)4,466,8284,407,916-58,912241267,3090.31%+267,068
INTUIT(INTU)740,493611,137-129,356491264,2420.31%+263,752
ACCENTURE PLC IRELAND
SHS CLASS A
1,113,9031,319,857+205,954299261,7110.30%+261,412
AMGEN INC(AMGN)925,035741,006-184,029303260,7180.30%+260,415
ISHARES TR
CORE INTL AGGR
5,129,3735,175,776+46,403257257,8050.30%+257,549
ADOBE INC(ADBE)988,8891,055,727+66,838346257,1800.30%+256,834
STELLANTIS N.V(STLA)5,105,94936,522,232+31,416,28348255,7020.30%+255,654
EXELON CORP(EXC)3,350,5034,995,451+1,644,948146244,8780.28%+244,731
COCA COLA CO(KO)3,949,8583,204,661-745,197276243,5810.28%+243,304
DISNEY WALT CO(DIS)1,955,2152,484,324+529,109222239,4340.28%+239,212
TERADYNE INC(TER)417,327776,495+359,16881230,2000.27%+230,119
NEXTERA ENERGY INC(NEE)2,776,2572,479,100-297,157223230,2590.27%+230,036
TEXAS INSTRS INC(TXN)993,9611,185,891+191,930172230,1720.27%+229,999
HILTON WORLDWIDE HLDGS INC(HLT)345,312739,539+394,22799224,8630.26%+224,764
EQUINIX INC(EQIX)219,791226,336+6,545168221,8640.26%+221,695
WELLTOWER INC(WELL)1,032,2641,118,862+86,598192221,1210.26%+220,929
UNITEDHEALTH GROUP INC(UNH)1,151,341817,053-334,288380221,0720.26%+220,692
EATON CORP PLC(ETN)1,031,360604,351-427,009329216,1580.25%+215,830
REGENERON PHARMACEUTICALS(REGN)246,476273,120+26,644190210,9990.24%+210,809
JFROG LTD(FROG)1,075,7944,407,346+3,331,55267206,8370.24%+206,770
TE CONNECTIVITY PLC(TEL)354,091983,751+629,66081205,5300.24%+205,450
FERROVIAL SE
ORD SHS
611,9773,128,072+2,516,09535200,3650.23%+200,330
EVERPURE INC(P)3,068,0273,370,198+302,171206198,9760.23%+198,771
ANALOG DEVICES INC(ADI)515,284620,021+104,737140197,2100.23%+197,071
DANAHER CORP DEL(DHR)717,9821,039,137+321,155164197,1810.23%+197,017
NEUROCRINE BIOSCIENCES INC(NBIX)1,395,9021,493,813+97,911198196,7730.23%+196,575
CATERPILLAR INC(CAT)221,000275,591+54,591127195,2450.23%+195,119
SCHWAB CHARLES CORP(SCHW)1,265,3652,041,408+776,043127191,8370.22%+191,711
INTERCONTINENTAL EXCHANGE IN(ICE)1,201,9911,219,832+17,841195191,8420.22%+191,647
PEPSICO INC(PEP)1,742,9991,230,487-512,512250191,0820.22%+190,832
SALESFORCE INC(CRM)1,190,0311,018,386-171,645315190,0660.22%+189,750
PROLOGIS INC.(PLD)1,351,0251,421,233+70,208173187,8440.22%+187,672
PROGRESSIVE CORP(PGR)931,891940,847+8,956212186,5760.22%+186,364
CADENCE DESIGN SYSTEM INC(CDNS)1,076,444670,931-405,513337186,4210.22%+186,084
PLEXUS CORP(PLXS)1,006,069916,755-89,314148185,6800.22%+185,532
ITT INC(ITT)675,481974,148+298,667117185,6040.22%+185,487
PFIZER INC(PFE)5,873,4236,591,268+717,845146184,9240.21%+184,778
BANK NEW YORK MELLON CORP1,878,5101,529,006-349,504218181,3260.21%+181,107
UBER TECHNOLOGIES INC(UBER)2,682,8722,517,454-165,418219181,0590.21%+180,840
UBS GROUP AG(UBS)3,984,2594,638,662+654,403147178,3820.21%+178,235
AGNICO EAGLE MINES LTD(AEM)491,315878,804+387,489109178,2870.21%+178,178
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