Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2025) About Oddo Bhf Asset Management SasInvestment ActivityOddo Bhf Asset Management Sas has $2.39 billion in total holdings as of March 31, 2025.Oddo Bhf Asset Management Sas owns shares of 382 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Approximately 34.63% of the portfolio was purchased this quarter.About 13.06% of the portfolio was sold this quarter.This quarter, Oddo Bhf Asset Management Sas has purchased 319 new stocks and bought additional shares in 147 stocks.Oddo Bhf Asset Management Sas sold shares of 95 stocks and completely divested from 33 stocks this quarter.Largest Holdings NVIDIA $129,312,405Visa $75,309,159Icon $69,218,869Apple $57,951,940Broadcom $41,972,357 Largest New Holdings this Quarter 46116X101 - Intra-Cellular Therapies $24,154,552 Holding00922R105 - Air Transport Services Group $21,190,092 Holding073685109 - Beacon Roofing Supply $16,971,640 Holding01609W102 - Alibaba Group $16,949,506 Holding00437E102 - Accolade $16,437,900 Holding Largest Purchases this Quarter NVIDIA 465,019 shares (about $50.40M)Apple 130,622 shares (about $29.02M)Intra-Cellular Therapies 183,100 shares (about $24.15M)Air Transport Services Group 944,300 shares (about $21.19M)Beacon Roofing Supply 137,200 shares (about $16.97M) Largest Sales this Quarter Icon 134,727 shares (about $23.58M)Danaher 54,845 shares (about $11.24M)Robinhood Markets 220,584 shares (about $9.18M)Workday 36,954 shares (about $8.63M)Motorola Solutions 14,987 shares (about $6.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOddo Bhf Asset Management Sas Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$129,312,405$50,398,759 ▲63.9%1,193,1395.4%Computer and TechnologyVVisa$75,309,159$2,877,867 ▲4.0%214,9213.2%Business ServicesICLRIcon$69,218,869$23,575,878 ▼-25.4%395,5592.9%MedicalAAPLApple$57,951,940$29,015,065 ▲100.3%260,8922.4%Computer and TechnologyAVGOBroadcom$41,972,357$6,059,459 ▲16.9%250,6861.8%Computer and TechnologyBSXBoston Scientific$40,273,314$3,057,975 ▼-7.1%399,2201.7%MedicalPGRProgressive$39,625,362$879,878 ▲2.3%140,0141.7%FinanceCRMSalesforce$39,142,388$3,666,454 ▲10.3%145,8531.6%Computer and TechnologySPGIS&P Global$38,549,896$7,306,983 ▲23.4%75,8761.6%FinanceLLYEli Lilly and Company$36,258,275$9,854,758 ▲37.3%43,9011.5%MedicalNFLXNetflix$33,519,791$5,390,023 ▲19.2%35,9451.4%Consumer DiscretionaryHESHess$28,751,400$3,194,600 ▼-10.0%180,0001.2%EnergyBKNGBooking$28,567,449$8,200,300 ▲40.3%6,2011.2%Retail/WholesaleUNHUnitedHealth Group$27,513,743$835,686 ▼-2.9%52,5461.2%MedicalJNPRJuniper Networks$25,333,0000.0%700,0001.1%Computer and TechnologyTWTradeweb Markets$25,300,7020.0%170,4211.1%FinanceITCIIntra-Cellular Therapies$24,154,552$24,154,552 ▲New Holding183,1001.0%MedicalMSIMotorola Solutions$22,854,995$6,561,458 ▼-22.3%52,2031.0%Computer and TechnologyMELIMercadoLibre$22,575,468$2,071,824 ▲10.1%11,5720.9%Retail/WholesaleTMOThermo Fisher Scientific$21,574,381$1,950,224 ▲9.9%43,3540.9%MedicalATSGAir Transport Services Group$21,190,092$21,190,092 ▲New Holding944,3000.9%TransportationANETArista Networks$21,154,132$7,434,051 ▲54.2%273,0270.9%Computer and TechnologyDOORDASH INC$20,192,0640.0%110,4780.8%CL ACCRNCross Country Healthcare$20,101,5000.0%1,350,0000.8%Business ServicesADBEAdobe$19,517,842$7,340,381 ▲60.3%50,8900.8%Computer and TechnologyKKRKKR & Co. Inc.$19,250,799$1,361,308 ▲7.6%166,5150.8%FinanceCSCOCisco Systems$17,489,046$10,683,914 ▲157.0%283,4070.7%Computer and TechnologyEMEEMCOR Group$17,439,883$8,445,306 ▲93.9%47,1820.7%ConstructionFWONKLiberty Media Corporation - Liberty Formula One Series C$17,260,7680.0%191,7650.7%Consumer DiscretionaryCHXChampionX$17,135,000$745,000 ▲4.5%575,0000.7%ConstructionBECNBeacon Roofing Supply$16,971,640$16,971,640 ▲New Holding137,2000.7%Retail/WholesaleBABAAlibaba Group$16,949,506$16,949,506 ▲New Holding128,1820.7%Retail/WholesaleORCLOracle$16,552,805$14,759,043 ▲822.8%118,3950.7%Computer and TechnologyACCDAccolade$16,437,900$16,437,900 ▲New Holding2,355,0000.7%Business ServicesLRCXLam Research$16,425,329$15,962,666 ▲3,450.2%225,9330.7%Computer and TechnologyGOOGAlphabet$15,898,071$8,070,891 ▲103.1%101,7640.7%Computer and TechnologyREGNRegeneron Pharmaceuticals$15,764,421$15,094,040 ▲2,251.6%24,8560.7%MedicalVRNAVerona Pharma PLC American Depositary Share$15,577,779$15,577,779 ▲New Holding245,3580.7%MedicalPDCOPatterson Companies$15,326,344$15,326,344 ▲New Holding490,6000.6%MedicalELVElevance Health$15,271,011$7,691,833 ▲101.5%35,1090.6%MedicalPYCRPaycor HCM$14,698,200$14,698,200 ▲New Holding655,0000.6%Computer and TechnologyPTVEPactiv Evergreen$14,054,400$9,275,400 ▲194.1%780,8000.6%IndustrialsODFLOld Dominion Freight Line$13,902,4330.0%84,0280.6%TransportationCYBRCyberArk Software$13,795,808$666,874 ▲5.1%40,8160.6%Computer and TechnologyTEAMAtlassian$13,792,165$1,102,219 ▲8.7%64,9930.6%Computer and TechnologyTXNTexas Instruments$13,622,698$6,307,111 ▲86.2%75,8080.6%Computer and TechnologySPOTSpotify Technology$12,892,7030.0%23,4400.5%Computer and TechnologyDDOGDatadog$12,846,306$4,931,927 ▼-27.7%129,4860.5%Computer and TechnologyARGXargenex$12,768,896$1,286,123 ▲11.2%21,5740.5%MedicalFSLRFirst Solar$12,480,790$4,063,713 ▲48.3%98,7170.5%EnergyITGartner$12,384,429$2,754,334 ▼-18.2%29,5050.5%Business ServicesRSGRepublic Services$12,334,420$2,151,107 ▲21.1%50,9350.5%Business ServicesBNSBank of Nova Scotia$12,315,515$12,315,515 ▲New Holding180,5000.5%FinanceSHOPShopify$12,270,899$2,369,936 ▲23.9%128,6460.5%Computer and TechnologyGILDGilead Sciences$12,162,915$12,162,915 ▲New Holding108,5490.5%MedicalTRGPTarga Resources$11,508,983$581,363 ▼-4.8%57,4100.5%EnergyMFCManulife Financial$11,443,168$11,443,168 ▲New Holding255,2000.5%FinancePHMPulteGroup$11,386,128$178,769 ▼-1.5%110,7600.5%ConstructionSTLAStellantis$11,266,934$3,033,442 ▼-21.2%1,097,8960.5%Auto/Tires/TrucksALLEAllegion$11,263,264$26,483 ▲0.2%86,3350.5%IndustrialsAPHAmphenol$11,089,367$108,486 ▲1.0%169,0710.5%Computer and TechnologySIMOSilicon Motion Technology$10,996,8000.0%217,5000.5%Computer and TechnologyCRWDCrowdStrike$10,809,045$4,048,676 ▲59.9%30,6570.5%Computer and TechnologyNVRONevro$10,804,000$10,804,000 ▲New Holding1,850,0000.5%MedicalAMEDAmedisys$10,652,4500.0%115,0000.4%MedicalROGRogers$10,467,1500.0%155,0000.4%Computer and TechnologyEVBNEvans Bancorp$10,299,459$185,302 ▲1.8%264,2920.4%FinanceABBVAbbVie$10,126,102$3,761,303 ▲59.1%48,3300.4%MedicalLINDE PLC$9,940,948$225,835 ▲2.3%21,3490.4%SHSDESPDespegar.com$9,864,750$9,729,612 ▲7,199.8%525,0000.4%TransportationMCKMcKesson$9,754,317$162,191 ▲1.7%14,4940.4%MedicalSNOWSnowflake$9,644,075$4,912,730 ▼-33.7%65,9830.4%Computer and TechnologySYKStryker$9,418,362$159,993 ▲1.7%25,3130.4%MedicalCOSTCostco Wholesale$9,282,831$1,442,315 ▼-13.4%9,8150.4%Retail/WholesaleHIGThe Hartford Insurance Group$9,266,387$9,266,387 ▲New Holding74,8920.4%FinanceGISGeneral Mills$8,892,088$8,892,088 ▲New Holding148,7220.4%Consumer StaplesACNAccenture$8,638,625$116,890 ▲1.4%27,7140.4%Computer and TechnologyPRUPrudential Financial$8,630,072$8,630,072 ▲New Holding77,2750.4%FinanceNXTNextracker$8,376,210$3,317,134 ▲65.6%198,7710.4%EnergyJPMJPMorgan Chase & Co.$8,274,214$318,645 ▲4.0%33,7310.3%FinanceTTTrane Technologies$8,117,414$7,452,334 ▲1,120.5%24,0930.3%ConstructionVRTXVertex Pharmaceuticals$8,095,040$521,666 ▼-6.1%16,6970.3%MedicalGWWW.W. Grainger$8,094,279$6,751,818 ▲502.9%8,1940.3%IndustrialsCMRXChimerix$8,088,015$8,088,015 ▲New Holding950,4130.3%MedicalANSSANSYS$7,914,0000.0%25,0000.3%Computer and TechnologyHUBSHubSpot$7,874,661$2,644,501 ▲50.6%13,7840.3%Computer and TechnologyWMTWalmart$7,848,075$1,407,976 ▲21.9%89,3960.3%Retail/WholesaleZSZscaler$7,773,897$2,165,357 ▼-21.8%39,1790.3%Computer and TechnologyFTNTFortinet$7,509,024$206,878 ▼-2.7%78,0020.3%Computer and TechnologyZTSZoetis$7,508,369$7,508,369 ▲New Holding45,6020.3%MedicalVOXXVOXX International$7,500,000$7,500,000 ▲New Holding1,000,0000.3%Computer and TechnologyTAPMolson Coors Beverage$7,491,514$7,491,514 ▲New Holding123,0740.3%Consumer StaplesIBMInternational Business Machines$7,466,514$101,702 ▲1.4%30,0270.3%Computer and TechnologyCAHCardinal Health$7,456,526$6,714,910 ▲905.4%54,1230.3%MedicalLOWLowe's Companies$7,433,973$7,433,973 ▲New Holding31,8740.3%Retail/WholesaleMDBMongoDB$7,407,844$2,417,188 ▼-24.6%42,2340.3%Computer and TechnologySRDXSurmodics$7,327,200$1,123,901 ▲18.1%240,0000.3%MedicalAMTAmerican Tower$6,961,459$6,961,459 ▲New Holding31,9920.3%FinanceWMWaste Management$6,867,281$5,115,676 ▲292.1%29,6630.3%Business ServicesCHDChurch & Dwight$6,844,125$391,272 ▼-5.4%62,1840.3%Consumer StaplesShowing largest 100 holdings. 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