BNP Paribas Asset Management Holding S.A.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,859 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 14.7M | $2.7B | 7.1% | $115.90 | +56.89% | 28 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.5M | $1.9B | 4.9% | $155.56 | +63.09% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 6M | $1.3B | 3.4% | $131.32 | +69.19% | 28 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5M | $1.2B | 3.1% | $115.89 | +110.44% | 28 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.3M | $921.8M | 2.4% | $522.77 | +42.09% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 2.4M | $790.4M | 2.0% | $221.70 | +47.98% | 28 qtrssince 2018-Q4 | Increased 76 |
TESLA INC | 1.4M | $637.9M | 1.7% | $247.67 | +78.95% | 28 qtrssince 2018-Q4 | Increased 50 |
ADVANCED MICRO DEVICES | 3.2M | $520.6M | 1.3% | $99.65 | +62.36% | 28 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 665,247 | $506.6M | 1.3% | $512.76 | +47.87% | 28 qtrssince 2018-Q4 | Increased 63 |
FIRST SOLAR INC | 2M | $450.3M | 1.2% | $127.56 | +75.23% | 28 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 968,970 | $433.1M | 1.1% | $363.83 | +20.72% | 28 qtrssince 2018-Q4 | Increased 62 |
BOSTON SCIENTIFIC CORP | 4.4M | $432.1M | 1.1% | $50.89 | +91.84% | 28 qtrssince 2018-Q4 | Increased 52 |
MASTERCARD INC - A | 742,477 | $420.8M | 1.1% | $481.17 | +17.74% | 28 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 1.2M | $405.6M | 1.1% | $195.13 | +73.56% | 28 qtrssince 2018-Q4 | Increased 50 |
CIENA CORP | 2.5M | $365.1M | 0.9% | $45.55 | +219.77% | 28 qtrssince 2018-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 2.5M | $339.7M | 0.9% | $87.01 | +50.40% | 28 qtrssince 2018-Q4 | Increased 57 |
TJX COMPANIES INC | 2.3M | $336.1M | 0.9% | $91.13 | +56.69% | 28 qtrssince 2018-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 2.2M | $320.6M | 0.8% | $84.81 | +69.05% | 16 qtrssince 2021-Q4 | Decreased 0 |
INTUIT INC | 457,976 | $312.1M | 0.8% | $516.57 | +33.99% | 28 qtrssince 2018-Q4 | Decreased 0 |
SERVICENOW INC | 337,841 | $310.5M | 0.8% | $168.73 | +11.52% | 28 qtrssince 2018-Q4 | Increased 70 |
BNP Paribas Asset Management Holding S.A. manages $38.6B across 1859 positions as of Q3 2025. Top holdings: NVDA (7.1%), AAPL (4.9%), AMZN (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 54 new positions, 276 exits, 879 increased. Top move: AVGO (INCREASED, conviction 76). Portfolio: $38.6B across 1859 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer