BNP Paribas

Analysts

Introduced as BNP Paribas by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.

Coverage on earnings calls

• ARRYArray Technologies, Inc.
• EMREMERSON ELECTRIC CO
• FLUTFlutter Entertainment plc
• IFFINTERNATIONAL FLAVORS & FRAGRANCES INC
• WSTWEST PHARMACEUTICAL SERVICES INC

Recent rating changes

Upgrades, downgrades, initiations and target changes by BNP Paribas named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.

Rating actions by BNP Paribas

Date	Stock	Action	Rating	Price targetPT	Source
2026-09-24	SNPSSYNOPSYS INC	Upgrade	—	—	Synopsys in focus as BNP Paribas upgrades, says investor day could be 'positive catalyst'
2026-06-02	CRWVCoreWeave, Inc.	Upgrade	—	—	CoreWeave Shares Advance Following BNP Paribas Upgrade and Ongoing AI Sector Strength (CRWV)

13F holdings: the firm's own book

13F filing of BNP Paribas's parent, BNP Paribas, for the quarter ended Jun 30, 2026, filed Aug 13, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what BNP Paribas's brokerage clients hold; client positions are private.

Largest positions

Largest positions in the 13F filing

Rank	Holding	Class	Shares	Value	Weight
1	LQDiShares iBoxx USD Investment Grade Corporate Bond ETF	Fund	3,391,228	$369.9M	10.0%
2	HYGiShares iBoxx USD High Yield Corporate Bond ETF	Fund	2,619,837	$209.5M	5.7%
3	BKLNInvesco Senior Loan ETF	Fund	9,433,095	$192.2M	5.2%
4	NVDANVIDIA CORPORATION COM	Equity	911,077	$181.1M	4.9%
5	MSFTMICROSOFT CORP COM	Equity	473,863	$176.6M	4.8%
6	AVGOBROADCOM INC COM	Equity	360,611	$135.5M	3.7%
7	GOOGALPHABET INC CAP STK CL C	Equity	367,558	$129.5M	3.5%
8	AAPLAPPLE INCPUT	Equity	369,737	$106.1M	2.9%
9	MCOMICRON TECHNOLOGY INC COM	Equity	92,176	$105.9M	2.9%
10	PANWPALO ALTO NETWORKS INC COM	Equity	286,837	$97.0M	2.6%
11	JPMJPMORGAN CHASE & CO COM	Equity	290,350	$94.9M	2.6%
12	TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	Equity	192,576	$91.7M	2.5%
13	GOOGLALPHABET INC CAP STK CL A	Equity	251,031	$88.9M	2.4%
14	AMZNAMAZON COM INCCOM SHS	Equity	369,463	$88.0M	2.4%
15	APHAMPHENOL CORPPUT	Equity	422,913	$73.2M	2.0%
16	KOCOCA COLA CO COM	Equity	742,958	$60.6M	1.6%
17	VVISA INC COM CL A	Equity	169,724	$58.0M	1.6%
18	PHPARKER-HANNIFIN CORP COM	Equity	54,208	$52.7M	1.4%
19	METAMETA PLATFORMS INC CL A	Equity	93,517	$52.7M	1.4%
20	AMATAPPLIED MATLS INCPUT	Equity	68,524	$49.1M	1.3%
21	LLYELI LILLY & CO COM	Equity	38,251	$45.8M	1.2%
22	MCKMCKESSON CORP COM	Equity	55,123	$41.3M	1.1%
23	BKNGBOOKING HOLDINGS INC COM	Equity	207,890	$37.4M	1.0%
24	AMDADVANCED MICRO DEVICES INCPUT	Equity	57,711	$33.4M	0.9%
25	CSCOCISCO SYS INC COM	Equity	278,974	$32.8M	0.9%

Biggest additions

Largest increases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
BKLNInvesco Senior Loan ETF	Added	9,433,095	54,084	+$191.1M
LQDiShares iBoxx USD Investment Grade Corporate Bond ETF	Added	3,391,228	2,573,766	+$89.2M
APHAMPHENOL CORPPUT	Added	422,913	42,500	+$65.9M
BKNGBOOKING HOLDINGS INC COM	Added	207,890	8,012	+$35.9M
HYGiShares iBoxx USD High Yield Corporate Bond ETF	Added	2,619,837	2,361,821	+$20.6M
DDDUPONT DE NEMOURS INC COMMON STOCK	New	130,892	0	+$17.8M
TMUSTARGET CORPSPONSORED ADS	Added	108,192	44,712	+$8.3M
METAMETA PLATFORMS INC CL A	Added	93,517	79,210	+$8.1M
KLACKLA CORP COM NEW	Added	28,346	3,685	+$7.4M
CMICUMMINS INC COM	Added	11,113	1,290	+$7.0M

Biggest reductions

Largest decreases vs the prior quarter

Holding	Change	Shares nowShares	Prior quarter	Value changeΔ value
AMATAPPLIED MATLS INCPUT	Reduced	68,524	184,795	−$83.3M
BRK.BBERKSHIRE HATHAWAY INC DELCL A	Reduced	6,039	105,372	−$49.2M
AMZNAMAZON COM INCCOM SHS	Reduced	369,463	560,282	−$45.5M
MCOMICRON TECHNOLOGY INC COM	Reduced	92,176	119,457	−$31.4M
AMDADVANCED MICRO DEVICES INCPUT	Reduced	57,711	110,941	−$30.8M
AAPLAPPLE INCPUT	Reduced	369,737	467,729	−$28.1M
DDOGDATADOG INC CL A COM	Reduced	46,624	144,858	−$25.6M
CSCOCISCO SYS INC COM	Reduced	278,974	444,575	−$19.4M
VCITVanguard Intermediate-Term Corporate Bond ETF	Reduced	1	190,001	−$15.8M
PWRINTERCONTINENTAL EXCHANGE INSPONSORED ADS	Reduced	5,393	29,210	−$14.3M

Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.