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Holders — by stockHoldings — by fund

BNP PARIBAS FINANCIAL MARKETS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1166588

$288.87B

disclosed book value

5,105

positions

6.1%

largest position share

Positions, as of 2026-06-30

top 100 of 5,105 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYState Street SPDR S&P 500 ETF TrustPUT235,680$17.60B6.1%
2MUMicron Technology Inc8.1M$9.35B3.2%
3QQQNASDAQ 100 IndexPUT112,341$8.27B2.9%
4NVDANVIDIA Corp33.2M$6.65B2.3%
5MUMicron Technology IncPUT44,670$5.16B1.8%
6AMZNAmazon.com Inc16.8M$4.01B1.4%
7TSLATesla Inc9.0M$3.80B1.3%
8GOOGLAlphabet Inc9.9M$3.54B1.2%
9AMDAdvanced Micro Devices Inc5.9M$3.40B1.2%
10TSLATesla IncPUT74,622$3.14B1.1%
11AAPLApple Inc10.8M$3.12B1.1%
12AMDAdvanced Micro Devices IncPUT53,248$3.09B1.1%
13QQQNASDAQ 100 IndexCALL37,087$2.73B0.9%
14MSFTMicrosoft Corp7.3M$2.73B0.9%
15XBIState Street SPDR S&P Biotech ETF16.8M$2.66B0.9%
16JPMJPMorgan Chase & Co8.1M$2.64B0.9%
17SMHVanEck Semiconductor ETFPUT39,728$2.61B0.9%
18GOOGAlphabet Inc7.2M$2.53B0.9%
19AVGOBroadcom Inc6.3M$2.40B0.8%
20SPYState Street SPDR S&P 500 ETF Trust3.2M$2.38B0.8%
21SNDKSandisk Corp992,504$2.26B0.8%
22IWMiShares Russell 2000 ETF7.1M$2.12B0.7%
23NVDANVIDIA CorpPUT102,327$2.05B0.7%
24IWMiShares Russell 2000 ETFPUT66,071$1.99B0.7%
25INTCIntel Corp13.8M$1.92B0.7%
26METAMeta Platforms Inc3.4M$1.91B0.7%
27AMZNAmazon.com IncPUT69,690$1.66B0.6%
28EWYiShares MSCI South Korea ETF8.1M$1.63B0.6%
29UNHUnitedHealth Group Inc3.7M$1.53B0.5%
30GEGeneral Electric Co4.0M$1.48B0.5%
31AAPLApple IncPUT49,834$1.44B0.5%
32CSCOCisco Systems Inc12.2M$1.43B0.5%
33DIAState Street SPDR Dow Jones Industrial Average ETF TrustPUT26,992$1.41B0.5%
34IWMiShares Russell 2000 ETFCALL46,421$1.39B0.5%
35MSFTMicrosoft CorpPUT35,274$1.32B0.5%
36EWYiShares MSCI South Korea ETFPUT64,100$1.29B0.4%
37SMHVanEck Semiconductor ETFCALL19,495$1.28B0.4%
38LRCXLam Research Corp2.9M$1.24B0.4%
39AMATApplied Materials Inc1.7M$1.22B0.4%
40TSMTaiwan Semiconductor Manufacturing Co Ltd2.5M$1.18B0.4%
41ORCLOracle Corp7.9M$1.16B0.4%
42LLYEli Lilly & Co961,496$1.15B0.4%
43VVisa Inc3.3M$1.15B0.4%
44METAMeta Platforms IncPUT20,106$1.13B0.4%
45SMHVanEck Semiconductor ETF1.7M$1.10B0.4%
46SOXXiShares Semiconductor ETF1.7M$1.10B0.4%
47AVGOBroadcom IncPUT27,716$1.05B0.4%
48EXMOCExxon Mobil Corp7.3M$991.7M0.3%
49ORCLOracle CorpPUT66,977$981.5M0.3%
50KLACKLA Corp3.2M$976.0M0.3%
51BRK/BBerkshire Hathaway Inc1.9M$956.4M0.3%
52WDCWestern Digital Corp1.5M$954.0M0.3%
53AAPLApple IncCALL32,484$940.0M0.3%
54WMTWalmart Inc8.0M$900.9M0.3%
55WDCWestern Digital CorpPUT13,580$867.4M0.3%
56HDHome Depot IncThe2.4M$830.6M0.3%
57GOOGLAlphabet IncPUT22,654$809.6M0.3%
58MSMorgan Stanley3.8M$797.8M0.3%
59IGViShares Expanded Tech-Software Sector ETFCALL86,420$783.0M0.3%
60ACWIiShares MSCI ACWI ETF4.9M$776.3M0.3%
61ABBVAbbVie Inc3.1M$768.8M0.3%
62UNHUnitedHealth Group IncPUT18,200$756.4M0.3%
63TXNTexas Instruments Inc2.5M$739.4M0.3%
64CATCaterpillar Inc685,740$730.2M0.3%
65JNJJohnson & Johnson2.8M$711.0M0.2%
66AMZNAmazon.com IncCALL29,734$708.7M0.2%
67SPYState Street SPDR S&P 500 ETF TrustCALL9,456$706.1M0.2%
68EMBiShares J.P. Morgan USD Emerging Markets Bond ETF7.3M$704.8M0.2%
69PLTRPalantir Technologies IncPUT58,668$684.5M0.2%
70ASML Holding NV342,594$681.6M0.2%
71INTCIntel CorpPUT48,018$670.5M0.2%
72NFLXNetflix Inc9.4M$669.5M0.2%
73SOXXiShares Semiconductor ETFPUT10,195$653.3M0.2%
74COSTCostco Wholesale Corp692,107$647.4M0.2%
75XLIState Street Industrial Select Sector SPDR ETF3.5M$639.1M0.2%
76PLTRPalantir Technologies Inc5.3M$614.0M0.2%
77ADIAnalog Devices Inc1.5M$603.9M0.2%
78MAMastercard Inc1.1M$567.1M0.2%
79HYGiShares iBoxx USD High Yield Corporate Bond ETF7.1M$566.4M0.2%
80BACBank of America Corp9.9M$564.6M0.2%
81QQQNASDAQ 100 Index756,921$557.4M0.2%
82GEVGE Vernova Inc470,130$552.3M0.2%
83PANWPalo Alto Networks Inc1.5M$513.8M0.2%
84GSGoldman Sachs Group IncThe503,866$509.6M0.2%
85TSLATesla IncCALL12,009$505.1M0.2%
86MDYState Street SPDR S&P MidCap 400 ETF TrustPUT7,179$504.9M0.2%
87QCOMQUALCOMM Inc2.7M$499.9M0.2%
88CAHCardinal Health Inc2.1M$499.6M0.2%
89CCitigroup IncPUT35,658$499.1M0.2%
90Linde PLC947,555$491.7M0.2%
91IBMInternational Business Machines Corp1.7M$491.1M0.2%
92XLPState Street Consumer Staples Select Sector SPDR ETF5.8M$485.0M0.2%
93Seagate Technology Holdings PLCPUT5,000$482.5M0.2%
94AMGNAmgen Inc1.3M$478.6M0.2%
95GOOGAlphabet IncPUT13,492$476.7M0.2%
96LITELumentum Holdings Inc552,811$474.3M0.2%
97JPMJPMorgan Chase & CoPUT14,228$465.7M0.2%
98CVXChevron Corp2.8M$459.9M0.2%
99Seagate Technology Holdings PLC473,888$457.3M0.2%
100BEBloom Energy Corp1.5M$453.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.