Holdings of BNP Paribas Funds Disruptive Technology
BNP Paribas Asset Management Luxembourg · 44 declared positions · as of Dec 31, 2025
Fund report · Ten largest lines: 49.5 % of net assets · Compare with another fund · Report an error
Positions
| Rank | Company | Currency | Shares | Value | Weight |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION Etats-Unis d'Amérique | USD | 935,694 | 385.3M € | 8.02 % |
| 2 | ALPHABET INCORPORATED - A Etats-Unis d'Amérique | USD | 1,144,462 | 305M € | 6.35 % |
| 3 | AMAZON.COM INC Etats-Unis d'Amérique | USD | 1,512,582 | 297.3M € | 6.20 % |
| 4 | NVIDIA CORPORATION Etats-Unis d'Amérique | USD | 1,713,141 | 272M € | 5.67 % |
| 5 | CIENA CORP Etats-Unis d'Amérique | USD | 1,064,650 | 212M € | 4.42 % |
| 6 | ADVANCED MICRO DEVICES Etats-Unis d'Amérique | USD | 1,146,974 | 209.1M € | 4.36 % |
| 7 | TAIWAN SEMICONDUCTOR - SP ADR Taïwan | USD | 688,586 | 178.2M € | 3.72 % |
| 8 | META PLATFORMS - A Etats-Unis d'Amérique | USD | 310,776 | 174.7M € | 3.64 % |
| 9 | FIRST SOLAR INC Etats-Unis d'Amérique | USD | 766,106 | 170.4M € | 3.55 % |
| 10 | ASML HOLDING NV Pays-Bas | EUR | 184,238 | 169.8M € | 3.54 % |
| 11 | APPLE INC Etats-Unis d'Amérique | USD | 707,023 | 163.7M € | 3.41 % |
| 12 | MASTERCARD INC - A Etats-Unis d'Amérique | USD | 268,518 | 130.5M € | 2.72 % |
| 13 | MONGODB INC Etats-Unis d'Amérique | USD | 304,628 | 108.9M € | 2.27 % |
| 14 | ARISTA NETWORKS INC Etats-Unis d'Amérique | USD | 973,877 | 108.7M € | 2.27 % |
| 15 | PURE STORAGE INC - A Etats-Unis d'Amérique | USD | 1,888,022 | 107.7M € | 2.25 % |
| 16 | MARVELL TECHNOLOGY INC Etats-Unis d'Amérique | USD | 1,445,606 | 104.6M € | 2.18 % |
| 17 | JFROG LTD Etats-Unis d'Amérique | USD | 1,881,220 | 100M € | 2.09 % |
| 18 | MANHATTAN ASSOCIATES INCORPORATED Etats-Unis d'Amérique | USD | 629,464 | 92.9M € | 1.94 % |
| 19 | LAM RESEARCH CORP Etats-Unis d'Amérique | USD | 633,517 | 92.3M € | 1.93 % |
| 20 | COPART INCORPORATED Etats-Unis d'Amérique | USD | 2,674,501 | 89.2M € | 1.86 % |
| 21 | TOAST INC - A Etats-Unis d'Amérique | USD | 2,783,178 | 84.2M € | 1.75 % |
| 22 | COSTAR GROUP INC Etats-Unis d'Amérique | USD | 1,446,613 | 82.8M € | 1.73 % |
| 23 | INTUITIVE SURGICAL INCORPORATED Etats-Unis d'Amérique | USD | 170,611 | 82.3M € | 1.72 % |
| 24 | INTUIT INC Etats-Unis d'Amérique | USD | 136,924 | 77.2M € | 1.61 % |
| 25 | MONDAY.COM LIMITED Israël | USD | 588,756 | 74M € | 1.54 % |
| 26 | ENTEGRIS INCORPORATED Etats-Unis d'Amérique | USD | 975,969 | 70M € | 1.46 % |
| 27 | PALO ALTO NETWORKS INC Etats-Unis d'Amérique | USD | 441,498 | 69.2M € | 1.44 % |
| 28 | PLEXUS CORP Etats-Unis d'Amérique | USD | 539,319 | 67.5M € | 1.41 % |
| 29 | SERVICENOW INCORPORATED Etats-Unis d'Amérique | USD | 513,590 | 67M € | 1.40 % |
| 30 | KEYENCE CORP Japon | JPY | 192,900 | 59.6M € | 1.24 % |
| 31 | PAYCOM SOFTWARE INC Etats-Unis d'Amérique | USD | 437,339 | 59.3M € | 1.24 % |
| 32 | GARTNER INCORPORATED Etats-Unis d'Amérique | USD | 268,779 | 57.7M € | 1.20 % |
| 33 | SIEMENS ENERGY AG - REG Allemagne | EUR | 224,048 | 53.6M € | 1.12 % |
| 34 | TRANE TECHNOLOGIES PLC Irlande | USD | 137,454 | 45.6M € | 0.95 % |
| 35 | NOVA LTD Israël | USD | 158,261 | 44.3M € | 0.92 % |
| 36 | INTERCONTINENTAL EXCHANGE INC Etats-Unis d'Amérique | USD | 305,238 | 42.1M € | 0.88 % |
| 37 | AMERICAN TOWER CORP - A Etats-Unis d'Amérique | USD | 244,514 | 36.6M € | 0.76 % |
| 38 | AXCELIS TECHNOLOGIES INC Etats-Unis d'Amérique | USD | 449,254 | 30.7M € | 0.64 % |
| 39 | IRHYTHM TECHNOLOGIES INC Etats-Unis d'Amérique | USD | 180,819 | 27.3M € | 0.57 % |
| 40 | SNOWFLAKE INCORPORATED - A Etats-Unis d'Amérique | USD | 137,539 | 25.7M € | 0.54 % |
| 41 | BLOCK INC - A Etats-Unis d'Amérique | USD | 420,700 | 23.3M € | 0.49 % |
| 42 | VARONIS SYSTEMS INC Etats-Unis d'Amérique | USD | 816,591 | 22.8M € | 0.48 % |
| 43 | TENCENT HOLDINGS LTD Chine | HKD | 336,000 | 22M € | 0.46 % |
| 44 | SPS COMMERCE INC Etats-Unis d'Amérique | USD | 247,456 | 18.8M € | 0.39 % |
Source: report published by BNP Paribas Funds Disruptive Technology.
Country breakdown
- Etats-Unis d'Amérique 86.3 %
- Taïwan 3.8 %
- Pays-Bas 3.6 %
- Israël 2.5 %
- Japon 1.3 %
- Allemagne 1.1 %
- Irlande 1.0 %
- Chine 0.5 %
The countries are those of the fund report. Weights are in % of net assets.
Currency breakdown
- USD 93.5 %
- EUR 4.7 %
- JPY 1.3 %
- HKD 0.5 %
Each line is counted in its quoted currency, as the fund declares it.
Cite this page
Titelia. "Holdings of BNP Paribas Funds Disruptive Technology". https://titelia.com/en/funds/bnp-paribas-funds-disruptive-technology