BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F 持仓 · 2026年Q2
BNP PARIBAS ASSET MANAGEMENT Holding 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,184 只证券，申报市值合计 997.86 亿美元。前几大持仓：NVDA（5.90%）、AAPL（4.35%）、MSFT（3.81%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $5.89B | 5.90% | 29.4M | 增持 |
| 2 | AAPL | APPLE INC | $4.34B | 4.35% | 15.0M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $3.80B | 3.81% | 10.2M | 增持 |
| 4 | GOOGL | ALPHABET INC | $3.10B | 3.10% | 8.7M | 增持 |
| 5 | AMZN | AMAZON COM INC | $2.88B | 2.88% | 12.1M | 增持 |
| 6 | AVGO | BROADCOM INC | $2.11B | 2.11% | 5.6M | 增持 |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $1.67B | 1.67% | 2.9M | 减持 |
| 8 | GOOG | ALPHABET INC | $1.52B | 1.53% | 4.3M | 增持 |
| 9 | AZN | ASTRAZENECA PLC | $1.41B | 1.41% | 7.5M | 减持 |
| 10 | META | META PLATFORMS INC | $1.33B | 1.33% | 2.4M | 减持 |
| 11 | AMAT | APPLIED MATLS INC | $1.31B | 1.31% | 1.8M | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $1.21B | 1.21% | 1.0M | 减持 |
| 13 | LLY | ELI LILLY & CO | $1.20B | 1.20% | 1.0M | 减持 |
| 14 | LRCX | LAM RESEARCH CORP | $1.08B | 1.08% | 2.5M | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $996.6M | 1.00% | 2.9M | 减持 |
| 16 | TSLA | TESLA INC | $981.8M | 0.98% | 2.3M | 减持 |
| 17 | V | VISA INC | $817.0M | 0.82% | 2.4M | 增持 |
| 18 | KLAC | KLA CORP | $812.1M | 0.81% | 2.7M | 增持 |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $808.0M | 0.81% | 1.7M | 增持 |
| 20 | INTC | INTEL CORP | $749.0M | 0.75% | 5.4M | 减持 |
| 21 | TTE | TOTALENERGIES SE | $711.6M | 0.71% | 9.2M | 减持 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $666.4M | 0.67% | 712,347 | 增持 |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $603.3M | 0.60% | 2.0M | 减持 |
| 24 | ANET | ARISTA NETWORKS INC | $581.8M | 0.58% | 3.4M | 增持 |
| 25 | DB | DEUTSCHE BK AG | $581.8M | 0.58% | 17.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR