Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2025) About Oddo Bhf Asset Management SasInvestment ActivityOddo Bhf Asset Management Sas has $2.54 billion in total holdings as of June 30, 2025.Oddo Bhf Asset Management Sas owns shares of 377 different stocks, but just 113 companies or ETFs make up 80% of its holdings.Approximately 17.12% of the portfolio was purchased this quarter.About 19.86% of the portfolio was sold this quarter.This quarter, Oddo Bhf Asset Management Sas has purchased 382 new stocks and bought additional shares in 65 stocks.Oddo Bhf Asset Management Sas sold shares of 220 stocks and completely divested from 43 stocks this quarter.Largest Holdings NVIDIA $181,218,796Broadcom $74,200,018Visa $68,869,144Apple $61,502,990Netflix $51,014,157 Largest New Holdings this Quarter 75737F108 - Redfin $33,570,000 Holding85205L107 - SpringWorks Therapeutics $30,308,550 Holding30034T103 - Everi $24,522,704 Holding09627Y109 - Blueprint Medicines $23,713,300 Holding92673K108 - Vigil Neuroscience $18,285,000 Holding Largest Purchases this Quarter Redfin 3,000,000 shares (about $33.57M)SpringWorks Therapeutics 645,000 shares (about $30.31M)Everi 1,722,100 shares (about $24.52M)Blueprint Medicines 185,000 shares (about $23.71M)Quanta Services 59,574 shares (about $22.52M) Largest Sales this Quarter Icon 389,653 shares (about $56.68M)Salesforce 92,183 shares (about $25.14M)Progressive 35,210 shares (about $9.40M)UnitedHealth Group 29,352 shares (about $9.16M)Nextracker 159,838 shares (about $8.69M) 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$181,218,796$7,285,235 ▼-3.9%1,147,0277.1%Computer and TechnologyAVGOBroadcom$74,200,018$5,098,422 ▲7.4%269,1822.9%Computer and TechnologyVVisa$68,869,144$7,427,256 ▼-9.7%193,9992.7%Business ServicesAAPLApple$61,502,990$7,975,779 ▲14.9%299,7662.4%Computer and TechnologyNFLXNetflix$51,014,157$2,879,129 ▲6.0%38,0952.0%Consumer DiscretionaryBSXBoston Scientific$44,425,206$1,544,985 ▲3.6%413,6041.7%MedicalSPGIS&P Global$37,051,205$2,952,455 ▼-7.4%70,2761.5%FinanceBKNGBooking$35,273,839$625,238 ▼-1.7%6,0931.4%Retail/WholesaleRDFNRedfin$33,570,000$33,570,000 ▲New Holding3,000,0001.3%FinanceMELIMercadoLibre$32,944,806$2,699,880 ▲8.9%12,6051.3%Retail/WholesaleLLYEli Lilly and Company$32,122,093$2,100,054 ▼-6.1%41,2071.3%MedicalORCLOracle$31,372,749$5,488,050 ▲21.2%143,4971.2%Computer and TechnologyANETArista Networks$30,600,103$2,666,710 ▲9.5%299,0921.2%Computer and TechnologySWTXSpringWorks Therapeutics$30,308,550$30,308,550 ▲New Holding645,0001.2%MedicalPGRProgressive$27,967,995$9,396,140 ▼-25.1%104,8041.1%FinanceJNPRJuniper Networks$27,951,0000.0%700,0001.1%Computer and TechnologyDOORDASH INC$27,233,9320.0%110,4781.1%CL APWRQuanta Services$25,477,299$22,523,738 ▲762.6%67,3861.0%ConstructionHESHess$24,937,2000.0%180,0001.0%EnergyEMEEMCOR Group$24,756,314$480,866 ▼-1.9%46,2831.0%ConstructionEVRIEveri$24,522,704$24,522,704 ▲New Holding1,722,1001.0%Business ServicesTMOThermo Fisher Scientific$23,755,045$6,175,566 ▲35.1%58,5840.9%MedicalBPMCBlueprint Medicines$23,713,300$23,713,300 ▲New Holding185,0000.9%MedicalVRNAVerona Pharma PLC American Depositary Share$23,205,9600.0%245,3580.9%MedicalMRVLMarvell Technology$22,673,633$14,190,516 ▲167.3%292,9410.9%Computer and TechnologyMSIMotorola Solutions$21,882,841$66,433 ▼-0.3%52,0450.9%Computer and TechnologyLRCXLam Research$21,248,057$744,262 ▼-3.4%218,2870.8%Computer and TechnologyCSCOCisco Systems$20,726,512$1,063,734 ▲5.4%298,7390.8%Computer and TechnologyKKRKKR & Co. Inc.$20,691,353$1,460,137 ▼-6.6%155,5390.8%FinanceCCRNCross Country Healthcare$20,553,750$2,936,250 ▲16.7%1,575,0000.8%Business ServicesFWONKLiberty Media Corporation - Liberty Formula One Series C$20,039,4430.0%191,7650.8%Consumer DiscretionaryTWTradeweb Markets$19,861,063$5,088,571 ▼-20.4%135,6630.8%FinanceJCIJohnson Controls International$19,529,666$17,341,431 ▲792.5%184,9050.8%ConstructionDDOGDatadog$19,277,698$1,883,844 ▲10.8%143,5100.8%Computer and TechnologyTEAMAtlassian$18,965,357$5,765,928 ▲43.7%93,3840.7%Computer and TechnologyVIGLVigil Neuroscience$18,285,000$18,285,000 ▲New Holding2,300,0000.7%MedicalSPOTSpotify Technology$17,986,4500.0%23,4400.7%Computer and TechnologySNOWSnowflake$17,924,648$3,159,632 ▲21.4%80,1030.7%Computer and TechnologyGOOGAlphabet$17,201,886$852,847 ▼-4.7%96,9570.7%Computer and TechnologyAMEDAmedisys$17,147,114$5,832,264 ▲51.5%174,2770.7%MedicalCYBRCyberArk Software$16,597,856$9,358 ▼-0.1%40,7930.7%Computer and TechnologySIMOSilicon Motion Technology$16,349,4750.0%217,5000.6%Computer and TechnologyAPHAmphenol$16,016,460$679,301 ▼-4.1%162,1920.6%Computer and TechnologyPHMPulteGroup$15,650,686$3,969,936 ▲34.0%148,4040.6%ConstructionFSLRFirst Solar$15,635,915$705,697 ▼-4.3%94,4540.6%EnergyAZOAutoZone$15,246,129$11,541,323 ▲311.5%4,1070.6%Retail/WholesaleTXNTexas Instruments$15,219,999$519,258 ▼-3.3%73,3070.6%Computer and TechnologyODFLOld Dominion Freight Line$14,800,786$1,163,042 ▲8.5%91,1940.6%TransportationLIVNLivaNova$14,693,132$14,693,132 ▲New Holding326,3690.6%MedicalCRMSalesforce$14,635,851$25,138,376 ▼-63.2%53,6700.6%Computer and TechnologyADBEAdobe$14,431,398$5,256,926 ▼-26.7%37,3020.6%Computer and TechnologyCHXChampionX$14,283,0000.0%575,0000.6%ConstructionREGNRegeneron Pharmaceuticals$14,154,525$1,105,125 ▲8.5%26,9610.6%MedicalSHOPShopify$12,897,860$1,941,456 ▼-13.1%111,8150.5%Computer and TechnologyINZYInozyme Pharma$12,800,000$12,800,000 ▲New Holding3,200,0000.5%MedicalBNSBank of Nova Scotia$12,703,110$888,540 ▼-6.5%168,7000.5%FinanceALLEAllegion$12,699,710$257,110 ▲2.1%88,1190.5%IndustrialsRSGRepublic Services$12,406,702$154,378 ▼-1.2%50,3090.5%Business ServicesSATXSatixFy Communications$12,306,000$12,306,000 ▲New Holding4,200,0000.5%Computer and TechnologyJPMJPMorgan Chase & Co.$12,228,404$2,449,450 ▲25.0%42,1800.5%FinanceARGXargenex$11,892,0200.0%21,5740.5%MedicalALNYAlnylam Pharmaceuticals$11,719,675$5,256,245 ▲81.3%35,9400.5%MedicalHUBSHubSpot$11,411,472$3,738,884 ▲48.7%20,5010.4%Computer and TechnologyGILDGilead Sciences$11,316,723$718,105 ▼-6.0%102,0720.4%MedicalASNDAscendis Pharma A/S$10,968,212$10,968,212 ▲New Holding63,5470.4%MedicalZSZscaler$10,867,975$1,431,880 ▼-11.6%34,6180.4%Computer and TechnologyROGRogers$10,614,4000.0%155,0000.4%Computer and TechnologyMFCManulife Financial$10,379,936$731,472 ▼-6.6%238,4000.4%FinanceSYKStryker$10,000,345$13,054 ▼-0.1%25,2800.4%MedicalCFLTConfluent$9,903,218$4,293,220 ▲76.5%397,2410.4%Computer and TechnologyTTTrane Technologies$9,892,465$646,055 ▼-6.1%22,6160.4%ConstructionMDBMongoDB$9,816,823$948,105 ▲10.7%46,7490.4%Computer and TechnologyMCKMcKesson$9,765,759$855,154 ▼-8.1%13,3270.4%MedicalTTDTrade Desk$9,758,820$2,342,626 ▲31.6%135,5580.4%Computer and TechnologyLINDE PLC$9,339,028$677,496 ▼-6.8%19,9050.4%SHSSTLAStellantis$9,228,842$113,135 ▼-1.2%1,084,6000.4%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$9,161,795$4,333,886 ▲89.8%67,2080.4%CL ACOSTCostco Wholesale$8,842,144$874,117 ▼-9.0%8,9320.3%Retail/WholesaleABBVAbbVie$8,836,069$134,946 ▼-1.5%47,6030.3%MedicalANSSANSYS$8,780,5000.0%25,0000.3%Computer and TechnologyFIFiserv$8,615,673$5,013,166 ▲139.2%49,9720.3%Business ServicesIBMInternational Business Machines$8,460,481$390,878 ▼-4.4%28,7010.3%Computer and TechnologyPANWPalo Alto Networks$8,434,647$4,687,075 ▲125.1%41,2170.3%Computer and TechnologyWMTWalmart$8,378,084$363,057 ▼-4.2%85,6830.3%Retail/WholesaleHWMHowmet Aerospace$8,286,321$37,598 ▲0.5%44,5190.3%AerospaceACNAccenture$8,279,3210.0%27,7140.3%Computer and TechnologyPNRPentair$8,184,569$4,565,393 ▲126.1%79,7250.3%Business ServicesGWWW.W. Grainger$8,028,572$495,154 ▼-5.8%7,7180.3%IndustrialsSRDXSurmodics$7,965,251$834,851 ▲11.7%268,1000.3%MedicalPRUPrudential Financial$7,754,912$547,514 ▼-6.6%72,1790.3%FinanceAMATApplied Materials$7,738,186$923,588 ▲13.6%42,2690.3%Computer and TechnologyCRWDCrowdStrike$7,445,603$8,168,314 ▼-52.3%14,6190.3%Computer and TechnologyRDUSRadius Recycling$7,410,624$7,410,624 ▲New Holding249,6000.3%Business ServicesWFCWells Fargo & Company$7,376,168$138,768 ▼-1.8%92,0640.3%FinanceDHRDanaher$7,365,872$1,002,516 ▲15.8%37,2880.3%MedicalHIGThe Hartford Insurance Group$7,304,667$2,196,881 ▼-23.1%57,5760.3%FinanceMCHPMicrochip Technology$7,285,617$7,285,617 ▲New Holding103,5330.3%Computer and TechnologyUNHUnitedHealth Group$7,234,794$9,155,630 ▼-55.9%23,1940.3%MedicalGISGeneral Mills$7,197,186$508,101 ▼-6.6%138,9150.3%Consumer StaplesECLEcolab$7,196,742$465,592 ▲6.9%26,7100.3%Basic MaterialsShowing largest 100 holdings. View all holdings. 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