Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2026)

About Oddo Bhf Asset Management Sas

Investment Activity

Oddo Bhf Asset Management Sas has $2.54 billion in total holdings as of March 31, 2026.
Oddo Bhf Asset Management Sas owns shares of 275 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
Approximately 26.93% of the portfolio was purchased this quarter.
About 25.14% of the portfolio was sold this quarter.
This quarter, Oddo Bhf Asset Management Sas has purchased 278 new stocks and bought additional shares in 117 stocks.
Oddo Bhf Asset Management Sas sold shares of 54 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

NVIDIA: $248,300,130
Microsoft: $181,237,634
Broadcom: $124,211,348
Apple: $117,577,608
McKesson: $39,137,637

Largest New Holdings this Quarter

68278B107 - ONESTREAM INC: $34,800,000 Holding
285512109 - Electronic Arts: $34,148,225 Holding
126349109 - CSG Systems International: $33,574,800 Holding
436440101 - Hologic: $33,259,600 Holding
23954D109 - Day One Biopharmaceuticals: $33,232,000 Holding

Largest Purchases this Quarter

ONESTREAM INC: 1,450,000 shares (about $34.80M)
Electronic Arts: 167,500 shares (about $34.15M)
CSG Systems International: 420,000 shares (about $33.57M)
Hologic: 440,000 shares (about $33.26M)
Day One Biopharmaceuticals: 1,550,000 shares (about $33.23M)

Largest Sales this Quarter

Cisco Systems: 223,454 shares (about $17.35M)
Vertex Pharmaceuticals: 36,482 shares (about $16.29M)
Boston Scientific: 240,766 shares (about $15.11M)
Silicon Motion Technology: 132,500 shares (about $14.88M)
Oracle: 62,843 shares (about $9.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$248,300,130	$9,293,875 â–²	3.9%	1,423,831	9.8%	Computer and Technology
MSFT Microsoft	$181,237,634	$2,575,128 â–²	1.4%	489,634	7.1%	Computer and Technology
AVGO Broadcom	$124,211,348	$29,701,933 â–²	31.4%	401,348	4.9%	Computer and Technology
AAPL Apple	$117,577,608	$112,175 â–²	0.1%	463,287	4.6%	Computer and Technology
MCK McKesson	$39,137,637	$2,018,020 â–¼	-4.9%	45,227	1.5%	Medical
NFLX Netflix	$37,876,946	$8,176,115 â–¼	-17.8%	393,936	1.5%	Consumer Discretionary
GOOG Alphabet	$36,943,975	$1,010,161 â–²	2.8%	128,881	1.5%	Computer and Technology
MELI MercadoLibre	$35,448,368	$7,694,139 â–²	27.7%	20,502	1.4%	Retail/Wholesale
NOW ServiceNow	$35,365,606	$6,117,952 â–²	20.9%	338,265	1.4%	Computer and Technology
ONESTREAM INC	$34,800,000	$34,800,000 â–²	New Holding	1,450,000	1.4%	CL A
EA Electronic Arts	$34,148,225	$34,148,225 â–²	New Holding	167,500	1.3%	Consumer Discretionary
CSGS CSG Systems International	$33,574,800	$33,574,800 â–²	New Holding	420,000	1.3%	Computer and Technology
ARISTA NETWORKS INC	$33,439,501	$3,880,462 â–¼	-10.4%	272,353	1.3%	COM SHS
HOLX Hologic	$33,259,600	$33,259,600 â–²	New Holding	440,000	1.3%	Medical
DAWN Day One Biopharmaceuticals	$33,232,000	$33,232,000 â–²	New Holding	1,550,000	1.3%	Medical
APLS Apellis Pharmaceuticals	$33,189,750	$33,189,750 â–²	New Holding	825,000	1.3%	Medical
EME EMCOR Group	$31,014,188	$8,363,576 â–¼	-21.2%	42,007	1.2%	Construction
APH Amphenol	$30,544,481	$8,827,190 â–²	40.6%	241,745	1.2%	Computer and Technology
ZIM ZIM Integrated Shipping Services	$30,302,500	$30,302,500 â–²	New Holding	1,150,000	1.2%	Transportation
ASND Ascendis Pharma A/S	$29,427,716	$293,689 â–¼	-1.0%	128,657	1.2%	Medical
HWM Howmet Aerospace	$29,089,353	$7,750,600 â–¼	-21.0%	126,223	1.1%	Aerospace
CTLP Cantaloupe	$28,376,250	$28,376,250 â–²	New Holding	2,625,000	1.1%	Business Services
WBD Warner Bros. Discovery	$27,460,000	$9,611,000 â–²	53.8%	1,000,000	1.1%	Consumer Discretionary
NSC Norfolk Southern	$27,265,000	$8,610,000 â–²	46.2%	95,000	1.1%	Transportation
BKNG Booking	$26,091,353	$29,472 â–²	0.1%	6,197	1.0%	Retail/Wholesale
SNOW Snowflake	$24,918,480	$18,133,239 â–²	267.2%	165,220	1.0%	Computer and Technology
AMAT Applied Materials	$21,773,732	$1,224,292 â–¼	-5.3%	63,705	0.9%	Computer and Technology
SEMRUSH HLDGS INC	$21,492,000	$21,492,000 â–²	New Holding	1,800,000	0.8%	CL A COM
SPGI S&P Global	$21,140,249	$8,400,465 â–¼	-28.4%	49,702	0.8%	Finance
CSCO Cisco Systems	$20,972,969	$17,347,426 â–¼	-45.3%	270,155	0.8%	Computer and Technology
BSX Boston Scientific	$20,527,910	$15,108,067 â–¼	-42.4%	327,138	0.8%	Medical
BHF Brighthouse Financial	$20,359,200	$20,359,200 â–²	New Holding	340,000	0.8%	Finance
SHOPIFY INC	$20,311,410		0.0%	122,698	0.8%	CL A SUB VTG SHS
GLDD Great Lakes Dredge & Dock	$19,828,596	$19,828,596 â–²	New Holding	1,166,388	0.8%	Construction
TEAM Atlassian	$19,779,396	$12,487,907 â–²	171.3%	289,808	0.8%	Computer and Technology
GILD Gilead Sciences	$19,691,448	$1,613,208 â–²	8.9%	141,289	0.8%	Medical
GTLS Chart Industries	$19,641,250	$18,628,589 â–²	1,839.6%	95,000	0.8%	Industrials
TMO Thermo Fisher Scientific	$18,308,087	$6,474,272 â–¼	-26.1%	37,282	0.7%	Medical
ARGX argenex	$18,262,822	$1,121,664 â–²	6.5%	25,009	0.7%	Medical
PALANTIR TECHNOLOGIES INC	$17,040,011	$8,697,370 â–²	104.3%	116,489	0.7%	CL A
NEM Newmont	$17,036,818	$3,103,311 â–²	22.3%	157,384	0.7%	Basic Materials
CAH Cardinal Health	$16,999,678	$625,478 â–²	3.8%	80,449	0.7%	Medical
MSI Motorola Solutions	$16,650,127	$860,996 â–¼	-4.9%	38,367	0.7%	Computer and Technology
ROG Rogers	$16,636,150		0.0%	155,000	0.7%	Computer and Technology
GE VERNOVA INC	$16,618,619	$3,895,221 â–²	30.6%	19,041	0.7%	COM
DOORDASH INC	$15,934,669	$214,114 â–¼	-1.3%	106,125	0.6%	CL A
WDC Western Digital	$15,741,166	$6,604,014 â–¼	-29.6%	58,195	0.6%	Computer and Technology
SBUX Starbucks	$14,321,678	$14,321,678 â–²	New Holding	159,858	0.6%	Retail/Wholesale
HIG The Hartford Insurance Group	$14,114,902	$3,112,319 â–²	28.3%	104,377	0.6%	Finance
CW Curtiss-Wright	$13,760,667	$272,448 â–²	2.0%	20,203	0.5%	Aerospace
WALMART INC	$13,687,826	$298,272 â–²	2.2%	110,137	0.5%	COM
MFC Manulife Financial	$13,269,048	$541,496 â–²	4.3%	276,900	0.5%	Finance
ACLX Arcellx	$13,204,300	$13,204,300 â–²	New Holding	115,000	0.5%	Medical
ABBV AbbVie	$12,877,800	$466,299 â–²	3.8%	59,211	0.5%	Medical
ONTF ON24	$12,686,674	$12,686,674 â–²	New Holding	1,566,256	0.5%	Computer and Technology
RSG Republic Services	$12,363,796	$385,609 â–²	3.2%	56,463	0.5%	Business Services
ORCL Oracle	$12,210,130	$9,244,834 â–¼	-43.1%	83,000	0.5%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$10,923,011	$952,906 â–²	9.6%	33,013	0.4%	Medical
ADI Analog Devices	$10,355,139	$418,354 â–²	4.2%	32,549	0.4%	Computer and Technology
DDOG Datadog	$10,192,319	$9,394,891 â–²	1,178.1%	86,339	0.4%	Computer and Technology
FOLD Amicus Therapeutics	$9,847,260	$9,847,260 â–²	New Holding	681,000	0.4%	Medical
LOW Lowe's Companies	$9,735,681	$393,406 â–²	4.2%	41,204	0.4%	Retail/Wholesale
CRWD CrowdStrike	$9,553,333	$5,318,165 â–²	125.6%	24,470	0.4%	Computer and Technology
GNRC Generac	$9,547,730	$7,485,045 â–²	362.9%	48,880	0.4%	Industrials
HOOD Robinhood Markets	$9,456,054	$7,032,425 â–²	290.2%	136,451	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$9,243,608	$3,239,251 â–²	53.9%	27,352	0.4%	Computer and Technology
WSM Williams-Sonoma	$9,112,853	$58,528 â–²	0.6%	49,980	0.4%	Retail/Wholesale
ABIVAX SA	$9,074,580	$238,957 â–²	2.7%	81,496	0.4%	SPONSORED ADS
CCRN Cross Country Healthcare	$8,836,000	$3,127,380 â–¼	-26.1%	940,000	0.3%	Business Services
PRU Prudential Financial	$8,713,069	$351,977 â–²	4.2%	89,191	0.3%	Finance
COST Costco Wholesale	$8,465,669	$227,186 â–²	2.8%	8,496	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$8,389,477	$7,777,907 â–²	1,271.8%	34,336	0.3%	Medical
PANW Palo Alto Networks	$8,180,328	$6,060,417 â–¼	-42.6%	51,025	0.3%	Computer and Technology
WMB Williams Companies	$8,167,954	$233,333 â–¼	-2.8%	112,228	0.3%	Energy
ZTS Zoetis	$7,985,913	$2,374,602 â–²	42.3%	67,557	0.3%	Medical
SLF Sun Life Financial	$7,609,589	$313,740 â–²	4.3%	87,316	0.3%	Finance
TJX TJX Companies	$7,605,872	$1,267,379 â–²	20.0%	47,626	0.3%	Retail/Wholesale
NTAP NetApp	$7,478,361	$1,920,324 â–²	34.6%	73,038	0.3%	Computer and Technology
MRVL Marvell Technology	$7,354,661	$297,150 â–²	4.2%	74,252	0.3%	Computer and Technology
DAL Delta Air Lines	$7,284,612	$1,314,044 â–²	22.0%	109,576	0.3%	Transportation
KEYS Keysight Technologies	$7,206,365	$369,340 â–²	5.4%	25,521	0.3%	Computer and Technology
DHR Danaher	$7,067,909	$6,637,327 â–¼	-48.4%	37,278	0.3%	Medical
BNS Bank of Nova Scotia	$7,051,957	$2,633,631 â–¼	-27.2%	73,100	0.3%	Finance
TPR Tapestry	$7,035,886	$222,248 â–²	3.3%	49,861	0.3%	Retail/Wholesale
SYK Stryker	$7,032,159	$1,278,754 â–¼	-15.4%	21,403	0.3%	Medical
TWST Twist Bioscience	$6,936,019	$489,931 â–²	7.6%	145,960	0.3%	Medical
AME AMETEK	$6,906,970	$839,241 â–²	13.8%	32,237	0.3%	Computer and Technology
MCBI Mountain Commerce Bancorp	$6,834,000	$6,834,000 â–²	New Holding	300,000	0.3%	Financial Services
WPM Wheaton Precious Metals	$6,774,460	$292,160 â–²	4.5%	37,100	0.3%	Basic Materials
MCO Moody's	$6,773,654	$273,965 â–²	4.2%	15,527	0.3%	Finance
SIMO Silicon Motion Technology	$6,737,400	$14,878,425 â–¼	-68.8%	60,000	0.3%	Computer and Technology
EWCZ European Wax Center	$6,642,954	$6,642,954 â–²	New Holding	1,149,300	0.3%	Consumer Staples
CAT Caterpillar	$6,596,471	$3,552,218 â–²	116.7%	9,311	0.3%	Industrials
LITE Lumentum	$6,442,904	$6,442,904 â–²	New Holding	9,168	0.3%	Computer and Technology
NTRA Natera	$6,410,279	$6,410,279 â–²	New Holding	32,053	0.3%	Medical
CIRCLE INTERNET GROUP INC	$6,348,391	$999,515 â–²	18.7%	66,538	0.3%	COM CL A
ECL Ecolab	$6,303,344	$1,213,317 â–¼	-16.1%	23,695	0.2%	Basic Materials
MRK Merck & Co., Inc.	$6,259,410	$6,103,755 â–¼	-49.4%	52,036	0.2%	Medical
KIMBERLY-CLARK CORP	$6,212,379	$251,015 â–²	4.2%	64,397	0.2%	COM
TXN Texas Instruments	$6,025,850		0.0%	31,065	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2026)

About Oddo Bhf Asset Management Sas

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2026)

About Oddo Bhf Asset Management Sas

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOddo Bhf Asset Management Sas

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools