BNP PARIBAS ASSET MANAGEMENT Holding S.A.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), BNP PARIBAS ASSET MANAGEMENT Holding S.A. reported 1,859 stock positions worth $38.6 billion. Its top holding was Nvidia (NVDA) at 7.1% of the portfolio, followed by Apple (AAPL, 4.9%) and Amazon.com (AMZN, 3.4%). Compared with Q2 2025, it opened 53 new positions, sold out of 275, added to 881 and reduced 608. The biggest buy was Broadcom (AVGO, shares +52%) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001520354
- Portfolio Value
- $38.6B (Q3 2025)
- SEC Filing
- 0001520354-25-000036 ↗ filed Nov 7, 2025
Holdings Value
Holdings 1,859 stocks · $38.6B
| NVDA Nvidia Corp. | 7.07% | 14,683,460 | $2.7B | Reduce -8.2% |
| AAPL Apple Inc. | 4.91% | 7,480,778 | $1.9B | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.42% | 6,028,600 | $1.3B | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 3.14% | 5,003,739 | $1.2B | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 2.39% | 1,260,051 | $921.8M | Reduce -6.5% |
| AVGO Broadcom Inc. | 2.05% | 2,405,613 | $790.4M | Add +52.5% |
| TSLA Tesla Inc. | 1.65% | 1,439,226 | $637.9M | Add +0.9% |
| AMD Advanced Micro Devices | 1.35% | 3,218,051 | $520.6M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 1.31% | 665,247 | $506.6M | Add +32.9% |
| FSLR First Solar Inc. | 1.17% | 2,041,734 | $450.3M | Reduce -8.8% |
| ISRG Intuitive Surgical Inc. | 1.12% | 968,970 | $433.1M | Add +31.2% |
| BSX Boston Scientific Corp. | 1.12% | 4,430,125 | $432.1M | Add +5.2% |
| MA Mastercard Inc. Class A | 1.09% | 742,477 | $420.8M | Add +9.2% |
| V Visa Inc. Class A | 1.05% | 1,193,870 | $405.6M | Add +2.2% |
| CIEN Ciena Corp. | 0.95% | 2,506,186 | $365.1M | Reduce -18.2% |
| LRCX Lam Research Corp. | 0.88% | 2,541,627 | $339.7M | Add +35.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.87% | 2,332,547 | $336.1M | Reduce -14.4% |
| ANET Arista Networks Inc. | 0.83% | 2,204,765 | $320.6M | Reduce -7.5% |
| INTU Intuit Inc. | 0.81% | 457,976 | $312.1M | Reduce -7.5% |
| NOW ServiceNow Inc. | 0.80% | 337,841 | $310.5M | Add +152.6% |
| PANW Palo Alto Networks Inc. | 0.80% | 1,518,765 | $308.7M | Add +23.4% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.78% | 3,585,729 | $300.5M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.77% | 1,238,668 | $299.1M | Add +31.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.76% | 1,044,640 | $291.8M | Reduce -3.9% |
| ADBE Adobe Inc. | 0.70% | 770,824 | $271.5M | Add +16.7% |
| COST Costco Wholesale Corp. | 0.70% | 291,325 | $268.4M | Reduce -3.7% |
| IAGG iShares Intl Aggregate Bond | 0.68% | 5,583,011 | $262.8M | No change |
| HD Home Depot Inc. | 0.57% | 544,267 | $220.3M | Reduce -16.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 4,150,998 | $214.1M | Reduce -37.5% |
| CSGP Costar Group Inc. | 0.53% | 2,437,206 | $205.6M | Add +7.6% |
| GILD Gilead Sciences Inc. | 0.48% | 1,690,287 | $186.8M | Reduce -29.5% |
| AMT American Tower Corp. | 0.48% | 967,777 | $186.1M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.47% | 584,653 | $183.1M | Add +43.3% |
| MANH Manhattan Associates Inc. | 0.47% | 879,334 | $180.2M | Reduce -1.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.46% | 456,333 | $178.6M | Add +2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 1,517,471 | $173.4M | Add +59.0% |
| INTC Intel Corp. | 0.43% | 4,931,468 | $165.5M | Reduce -35.3% |
| CPRT Copart Inc. | 0.43% | 3,653,187 | $164.2M | Add +4.1% |
| MDB Mongodb Inc. | 0.42% | 527,267 | $163.7M | Add +1.1% |
| AXP American Express Co. | 0.42% | 490,464 | $162.4M | Reduce -12.7% |
| XYL Xylem Inc. | 0.42% | 1,099,625 | $162.1M | Reduce -8.5% |
| ICE Intercontinental Exchange Inc. | 0.42% | 959,372 | $161.6M | Add +6.0% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 883,766 | $160.2M | Add +91.9% |
| ADP Automatic Data Processing | 0.40% | 524,965 | $153.3M | Add +10.4% |
| CSCO Cisco Systems Inc. | 0.39% | 2,241,346 | $152.2M | Reduce -2.8% |
| ADSK Autodesk Inc. | 0.39% | 472,919 | $149.7M | Add +9.9% |
| PFE Pfizer Inc. | 0.39% | 5,881,478 | $149.4M | Reduce -22.2% |
| TOST Toast Inc. Class A | 0.38% | 4,044,838 | $147.7M | Add +17.0% |
| PYPL PayPal Holdings Inc. | 0.37% | 2,143,321 | $143.5M | Reduce -3.2% |
| CTAS Cintas Corp. | 0.36% | 689,505 | $140.7M | Add +37.8% |
| MU Micron Technology Inc. | 0.36% | 839,320 | $139.9M | Reduce -6.9% |
| GEV GE Vernova Inc. | 0.36% | 227,022 | $138.5M | Reduce -8.3% |
| EW Edwards Lifesciences Corp. | 0.35% | 1,749,453 | $136.0M | Add +8.3% |
| NBIX Neurocrine Biosciences Inc. | 0.34% | 948,033 | $133.0M | Reduce -8.2% |
| PLXS Plexus Corp. | 0.34% | 915,296 | $132.4M | Add +4.0% |
| AZO AutoZone Inc. | 0.34% | 30,858 | $132.0M | Add +326.9% |
| REGN Regeneron Pharmaceuticals | 0.34% | 234,832 | $132.0M | Reduce -46.7% |
| TXN Texas Instruments Inc. | 0.34% | 716,280 | $131.6M | Reduce -28.7% |
| IT Gartner Inc. | 0.33% | 484,034 | $127.1M | Add +54.9% |
| GE General Electric filed as GE AEROSPACE | 0.32% | 408,649 | $122.4M | Reduce -9.1% |
| PG The Procter & Gamble Co. | 0.32% | 799,759 | $122.0M | Add +8.4% |
| FTNT Fortinet Inc. | 0.30% | 1,370,633 | $115.0M | Add +5.0% |
| HOLX Hologic Inc. | 0.29% | 1,691,297 | $113.9M | Reduce -2.4% |
| PAYC Paycom Software Inc. | 0.29% | 541,601 | $112.5M | Add +0.4% |
| ABBV Abbvie Inc. | 0.29% | 487,025 | $111.9M | Add +44.1% |
| MET Metlife Inc. | 0.29% | 1,351,876 | $111.3M | Reduce -6.6% |
| CDNS Cadence Design SYS Inc. | 0.29% | 315,888 | $110.9M | Reduce -2.7% |
| TRV The Travelers Cos Inc. | 0.29% | 396,757 | $110.3M | Add +41.4% |
| SPGI S&P Global Inc. | 0.29% | 227,455 | $110.2M | Add +1.6% |
| ENTG Entegris Inc. | 0.28% | 1,188,575 | $109.9M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 386,946 | $108.6M | Add +75.5% |
| BKNG Booking Holdings Inc. | 0.28% | 20,208 | $108.6M | Reduce -3.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.28% | 1,001,460 | $108.3M | Reduce -28.3% |
| MCD McDonald's Corp. | 0.28% | 356,594 | $108.2M | Reduce -15.3% |
| DHR Danaher Corp. | 0.28% | 543,807 | $107.7M | Reduce -8.9% |
| MELI MercadoLibre Inc. | 0.27% | 45,245 | $105.7M | Add +2.7% |
| AMAT Applied Materials Inc. | 0.27% | 517,156 | $105.5M | Reduce -24.2% |
| NKE Nike Inc. Class B | 0.27% | 1,502,547 | $104.8M | Add +21.4% |
| PGR Progressive Corp. | 0.27% | 424,202 | $103.9M | Add +8.0% |
| PEP Pepsico Inc. | 0.27% | 739,363 | $103.8M | Reduce -33.4% |
| XOM Exxon Mobil Corp. | 0.27% | 929,892 | $103.4M | Add +4.7% |
| HIG Hartford Insurance Group Inc. | 0.27% | 773,229 | $102.5M | Reduce -10.6% |
| CME Cme Group Inc. | 0.27% | 381,445 | $102.3M | Reduce -52.3% |
| JNJ Johnson & Johnson | 0.26% | 551,916 | $100.9M | Add +22.6% |
| WDAY Workday Inc. Class A | 0.26% | 418,491 | $100.6M | Add +300.8% |
| DASH DoorDash Inc. Class A | 0.26% | 368,157 | $99.9M | Add +11.4% |
| CTSH Cognizant Tech Solutions-A | 0.25% | 1,469,682 | $98.3M | Add +67.8% |
| ORCL Oracle Corp. | 0.25% | 351,131 | $98.2M | Reduce -4.7% |
| IRTC Irhythm Holdings Inc. | 0.25% | 570,254 | $98.1M | Reduce -22.4% |
| KR Kroger Co. | 0.25% | 1,419,149 | $95.3M | Add +70.7% |
| UNH Unitedhealth Group Inc. | 0.24% | 275,286 | $94.5M | Reduce -12.6% |
| KLAC KLA Corp. | 0.24% | 87,547 | $94.4M | Add +69.1% |
| ITT Itt Inc. | 0.24% | 521,429 | $93.2M | Add +36.6% |
| ACN Accenture PLC Class A | 0.24% | 378,566 | $92.9M | Add +13.4% |
| MDT Medtronic PLC | 0.24% | 961,183 | $91.4M | Reduce -5.2% |
| ACLS Axcelis Technologies Inc. | 0.24% | 930,362 | $90.8M | Add +1.0% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 2,013,208 | $90.3M | Reduce -6.9% |
| MBB iShares MBS ETF | 0.23% | 975,687 | $88.8M | No change |
| EXPD Expeditors Intl Wash Inc. | 0.23% | 716,259 | $87.1M | Add +27.9% |
| ACGL Arch Capital Group Ltd. | 0.23% | 964,978 | $87.1M | Add +9.3% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Sold out | 0.00% | −6.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −1.27 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.56 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.51 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.43 |
| CYBR Cyberark Software Ltd./Israel | Reduce -99.2% | 0.00% | −0.39 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.35 |
| SHOP Shopify Inc. Class A | Reduce -93.3% | 0.03% | −0.34 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.31 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.28 |
| CME Cme Group Inc. | Reduce -52.3% | 0.27% | −0.27 |
| MSI Motorola Solutions Inc. | Reduce -80.7% | 0.06% | −0.23 |
| REGN Regeneron Pharmaceuticals | Reduce -46.7% | 0.34% | −0.22 |
| KO The Coca-Cola Co. | Reduce -53.9% | 0.18% | −0.22 |
| BAC Bank of America Corp. | Reduce -37.5% | 0.55% | −0.21 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.19 |
| PAYX Paychex Inc. | Reduce -71.4% | 0.06% | −0.17 |
| TXN Texas Instruments Inc. | Reduce -28.7% | 0.34% | −0.17 |
| MRSH Marsh & McLennan Cos | Reduce -49.0% | 0.16% | −0.17 |
| GILD Gilead Sciences Inc. | Reduce -29.5% | 0.48% | −0.16 |
| AIG American International Group | Reduce -56.0% | 0.11% | −0.15 |
| KKR KKR & Co. Inc. | Reduce -77.1% | 0.05% | −0.15 |
| INTU Intuit Inc. | Reduce -7.5% | 0.81% | −0.14 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.14 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.13 |
| CNC Centene Corp. | Sold out | 0.00% | −0.13 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.12 |
| MCO Moody's Corp. | Reduce -54.0% | 0.09% | −0.11 |
| FFIV F5 Inc. | Sold out | 0.00% | −0.11 |
| LULU Lululemon Athletica Inc. | Reduce -38.7% | 0.10% | −0.11 |
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.11 |
| SCHW Schwab (charles) Corp. | Reduce -48.6% | 0.14% | −0.10 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.10 |
| ON On Semiconductor | Reduce -40.4% | 0.14% | −0.09 |
| PEP Pepsico Inc. | Reduce -33.4% | 0.27% | −0.09 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.09 |
| WELL Welltower Inc. | Reduce -57.2% | 0.10% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -48.1% | 0.11% | −0.09 |
| VICI Vici Properties Inc. | Reduce -68.6% | 0.04% | −0.08 |
| AMH American Homes 4 Rent- A | Reduce -57.0% | 0.05% | −0.07 |
| C Citigroup Inc. | Reduce -53.1% | 0.10% | −0.07 |
| FLNC Fluence Energy Inc. | Reduce -86.4% | 0.02% | −0.07 |
| SXT Sensient Technologies Corp. | Sold out | 0.00% | −0.07 |
| COO The Cooper Cos Inc. | Reduce -55.9% | 0.06% | −0.07 |
| SFM Sprouts Farmers Market Inc. | Reduce -34.4% | 0.06% | −0.07 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -40.9% | 0.14% | −0.07 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.07 |
| UPS United Parcel Service Class B | Reduce -62.6% | 0.03% | −0.06 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +52.5% | 2.05% | +0.99 |
| TSLA Tesla Inc. | Add +0.9% | 1.65% | +0.55 |
| NOW ServiceNow Inc. | Add +152.6% | 0.80% | +0.47 |
| LRCX Lam Research Corp. | Add +35.1% | 0.88% | +0.43 |
| GOOG Alphabet Inc. Class C | Add +31.1% | 0.77% | +0.37 |
| LLY Eli Lilly & Co. | Add +32.9% | 1.31% | +0.36 |
| AZO AutoZone Inc. | Add +326.9% | 0.34% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | Add +91.9% | 0.41% | +0.26 |
| WDAY Workday Inc. Class A | Add +300.8% | 0.26% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +43.3% | 0.47% | +0.19 |
| PANW Palo Alto Networks Inc. | Add +23.4% | 0.80% | +0.19 |
| DIS The Walt Disney Co. | Add +59.0% | 0.45% | +0.16 |
| MA Mastercard Inc. Class A | Add +9.2% | 1.09% | +0.16 |
| MDB Mongodb Inc. | Add +1.1% | 0.42% | +0.16 |
| ISRG Intuitive Surgical Inc. | Add +31.2% | 1.12% | +0.14 |
| ABBV Abbvie Inc. | Add +44.1% | 0.29% | +0.14 |
| KLAC KLA Corp. | Add +69.1% | 0.24% | +0.13 |
| AFL Aflac Inc. | Add +177.4% | 0.19% | +0.13 |
| HBAN Huntington Bancshares Inc. | Add +152.2% | 0.20% | +0.13 |
| ALB Albemarle Corp. | Add +394.0% | 0.15% | +0.13 |
| IBM Intl Business Machines Corp. | Add +75.5% | 0.28% | +0.12 |
| BLD Topbuild Corp. | Add +308.3% | 0.15% | +0.12 |
| ROST Ross Stores Inc. | Add +62.7% | 0.22% | +0.11 |
| EVR Evercore Inc. Class A | Add +148.6% | 0.15% | +0.11 |
| SBUX Starbucks Corp. | Add +131.7% | 0.19% | +0.11 |
| TRV The Travelers Cos Inc. | Add +41.4% | 0.29% | +0.10 |
| RUN Sunrun Inc. | Add +132.9% | 0.13% | +0.10 |
| KR Kroger Co. | Add +70.7% | 0.25% | +0.10 |
| APP AppLovin Corp. Class A | Add +125.7% | 0.12% | +0.10 |
| ETR Entergy Corp. | Add +352.4% | 0.12% | +0.10 |
| ITT Itt Inc. | Add +36.6% | 0.24% | +0.10 |
| F Ford Motor Co. | Add +130.6% | 0.15% | +0.09 |
| JNJ Johnson & Johnson | Add +22.6% | 0.26% | +0.09 |
| CTAS Cintas Corp. | Add +37.8% | 0.36% | +0.09 |
| EQIX Equinix Inc. | Add +71.1% | 0.20% | +0.09 |
| ADI Analog Devices Inc. | Add +59.1% | 0.21% | +0.09 |
| SPSC SPS Commerce Inc. | Add +205.1% | 0.15% | +0.09 |
| KMB Kimberly-Clark Corp. | Add +120.7% | 0.16% | +0.09 |
| CSGP Costar Group Inc. | Add +7.6% | 0.53% | +0.09 |
| EME Emcor Group Inc. | Add +45.2% | 0.19% | +0.09 |
| CTSH Cognizant Tech Solutions-A | Add +67.8% | 0.25% | +0.09 |
| LGN Legence Corp. Class A | New | 0.08% | +0.08 |
| ADBE Adobe Inc. | Add +16.7% | 0.70% | +0.08 |
| HOOD Robinhood Markets Inc. Class A | Add +391.4% | 0.09% | +0.08 |
| ACLS Axcelis Technologies Inc. | Add +1.0% | 0.24% | +0.08 |
| EMR Emerson Electric Co. | Add +86.0% | 0.16% | +0.08 |
| INCY Incyte Corp. | Add +129.8% | 0.12% | +0.08 |
| BRO Brown & Brown Inc. | Add +876.9% | 0.09% | +0.08 |
| ULTA Ulta Beauty Inc. | Add +50.9% | 0.17% | +0.08 |
| NEM Newmont Corp. | Add +15.6% | 0.17% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,171 | $99.0B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q1 2026 | 2,257 | $86.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 2,265 | $87.2B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q3 2025 | 1,859 | $38.6B | NVDA, AAPL, AMZN, GOOGL, META |
| Q2 2025 | 2,081 | $41.0B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 864 | $37.3B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q4 2024 | 900 | $40.3B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q3 2024 | 880 | $40.4B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q2 2024 | 971 | $38.7B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 885 | $37.6B | MSFT, AAPL, NVDA, AMZN, GOOGL |