Arkolith/Funds/BNP Paribas

BNP Paribas

CIK 872786
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

BNP Paribas holds a focused book of 328 reported positions worth $3.7B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Dupont De Nemours Inc and trimmed Nvidia Corp. Their largest long position is Ishr Ibx Usd Invgd CB ETF-Ui at 10% of the reported non-option book.

Opened
34
bought for the first time
+31 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
125
sold some, still holds it
+122 more · largest first
Sold out
40
exited the position entirely
+37 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
46%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

79% mapped to company sectors

Information Technology
43%
ETFs / funds
21%
Financials
9%
Industrials
7%
Health Care
5%
Consumer Discretionary
4%
Consumer Staples
3%
Materials
2%

+5 sectors below the cut, 5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as BNP Paribas

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP11 / 80$643.2M
Uhlmann Price Securities, LLC46 / 80$2.5B
Ketron Financial18 / 80$282.5M
Jia Investment Alliance Pte. LTD.17 / 80$929.6M
Draper Asset Management, LLC9 / 80$170.3M
HughesLittle Investment Management Ltd.8 / 80$490.0M
Explore Capital Management, LLC8 / 80$96.3M
Howard Hughes Medical Institute17 / 80$376.0M

Ranked by the share of each fund's own book sitting in the names it shares with BNP Paribas: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

328 positions
#SecurityValueShares% PortLast moveHistory
1iShares iBoxx USD Investment Grade Corporate Bond ETF
Fund
$369.9M3.39M
10.0%
+32%
Added · +817K sh
2iShares iBoxx USD High Yield Corporate Bond ETF
Fund
$209.5M2.62M
5.7%
+11%
Added · +258K sh
3Invesco Senior Loan ETF
Fund
$192.2M9.43M
5.2%
174×
Added · +9.4M sh
4Nvidia Corporation Com
Equity
$181.1M911.1K
4.9%
−0.3%
Reduced · −3K sh
5Microsoft Corp Com
Equity
$176.6M473.9K
4.8%
+0.6%
Added · +3K sh
6Broadcom Inc Com
Equity
$135.5M360.6K
3.7%
+0.1%
Added · +555 sh
7Alphabet Inc Cap STK CL C
Equity
$129.5M367.6K
3.5%
−5.7%
Reduced · −22K sh
8Apple Incput
Equity
$106.1M369.7K
2.9%
−21%
Reduced · −98K sh
9Micron Technology Inc Com
Equity
$105.9M92.2K
2.9%
−23%
Reduced · −27K sh
10Palo Alto Networks Inc Com
Equity
$97.0M286.8K
2.6%
−9.9%
Reduced · −31K sh
11JPMorgan Chase & Co Com
Equity
$94.9M290.4K
2.6%
+6.0%
Added · +16K sh
12Taiwan Semiconductor Manufac Sponsored Ads
Equity
$91.7M192.6K
2.5%
−2.1%
Reduced · −4K sh
13Alphabet Inc Cap STK CL A
Equity
$88.9M251.0K
2.4%
−14%
Reduced · −40K sh
14Amazon Com Inccom SHS
Equity
$88.0M369.5K
2.4%
−34%
Reduced · −191K sh
15Amphenol Corpput
Equity
$73.2M422.9K
2.0%
+895%
Added · +380K sh
16Coca Cola Co Com
Equity
$60.6M743.0K
1.6%
−2.2%
Reduced · −17K sh
17Visa Inc Com CL A
Equity
$58.0M169.7K
1.6%
−0.9%
Reduced · −2K sh
18Parker-Hannifin Corp Com
Equity
$52.7M54.2K
1.4%
+4.1%
Added · +2K sh
19Meta Platforms Inc CL A
Equity
$52.7M93.5K
1.4%
+18%
Added · +14K sh
20Applied Matls Incput
Equity
$49.1M68.5K
1.3%
−63%
Reduced · −116K sh
21Eli Lilly & Co Com
Equity
$45.8M38.3K
1.2%
+4.4%
Added · +2K sh
22McKesson Corp Com
Equity
$41.3M55.1K
1.1%
−9.9%
Reduced · −6K sh
23Booking Holdings Inc Com
Equity
$37.4M207.9K
1.0%
26×
Added · +200K sh
24Advanced Micro Devices Incput
Equity
$33.4M57.7K
0.9%
−48%
Reduced · −53K sh
25Cisco Sys Inc Com
Equity
$32.8M279.0K
0.9%
−37%
Reduced · −166K sh
26Thermo Fisher Scientific Inc Com
Equity
$32.0M63.6K
0.9%
−11%
Reduced · −8K sh
27Synopsys Inc Com
Equity
$30.2M67.8K
0.8%
−1.3%
Reduced · −901 sh
28S&P Global Inc Com
Equity
$28.0M68.8K
0.8%
+0.2%
Added · +142 sh
29Progressive Corpput
Equity
$24.6M112.3K
0.7%
+11%
Added · +11K sh
30Exxon Mobil Corp Com
Equity
$24.4M179.2K
0.7%
+1.8%
Added · +3K sh
31Servicenow Inc Com
Equity
$23.3M234.9K
0.6%
+17%
Added · +34K sh
32Abbvie Inc Com
Equity
$20.0M79.6K
0.5%
+17%
Added · +11K sh
33Pfizer Inc Com
Equity
$19.5M810.8K
0.5%
+11%
Added · +81K sh
34T-Mobile US Incput
Equity
$19.1M112.3K
0.5%
−2.6%
Reduced · −3K sh
35Vertiv Holdings Co Com CL A
Equity
$18.9M57.0K
0.5%
+3.4%
Added · +2K sh
36Marvell Technology Inc Com
Equity
$18.2M61.2K
0.5%
−28%
Reduced · −24K sh
37Dupont De Nemours Inc Common Stock
Equity
$17.8M130.9K
0.5%
New
New position
38Emerson Elec Co Com
Equity
$17.7M123.7K
0.5%
+0.2%
Added · +223 sh
39Biogen Incput
Equity
$17.2M67.6K
0.5%
−5.0%
Reduced · −4K sh
40Goldman Sachs Group Inc Com
Equity
$16.7M16.6K
0.5%
−17%
Reduced · −3K sh
41Union Pac Corpcom
Equity
$16.5M60.5K
0.4%
+22%
Added · +11K sh
42Consolidated Edison Incput
Equity
$16.3M147.7K
0.4%
+5.7%
Added · +8K sh
43Walmart Inc Com
Equity
$16.3M143.8K
0.4%
−18%
Reduced · −32K sh
44Amgen Incgw&k Mun Inc ETF
Equity
$16.3M45.0K
0.4%
−17%
Reduced · −9K sh
45Citigroup Inc Com New
Equity
$15.9M113.0K
0.4%
+70%
Added · +47K sh
46Zoetis Inc CL A
Equity
$15.6M214.5K
0.4%
+0.4%
Added · +868 sh
47Ge Vernova Inc Com
Equity
$15.3M13.1K
0.4%
−4.5%
Reduced · −613 sh
48Gilead Sciences Inc Com
Equity
$15.0M118.7K
0.4%
+21%
Added · +20K sh
49Home Depot Inc Com
Equity
$14.8M42.2K
0.4%
−9.8%
Reduced · −5K sh
50Target Corpsponsored Ads
Equity
$14.1M108.2K
0.4%
+142%
Added · +63K sh
Showing 50 of 328 positions
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Filing history

As-of date vs the date the SEC received each filing

$16.8B · Q4 2024Q1 2024 · $2.1BQ2 2026 · $3.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d616$3.7B13F-HR
Q1 2026Mar 31, 2026May 12, 202642d641$3.1B13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d672$3.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d628$3.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d661$3.1B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d657$2.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d685$16.8B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d686$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d621$2.0B13F-HR
Q1 2024Mar 31, 2024May 2, 202432d640$2.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.