Institutions / Oddo Bhf Asset Management Sas

Oddo Bhf Asset Management Sas

CIK 1686970 · Institution · as of Dec 31, 2025
Portfolio value
$2.67B
Positions
278
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 278 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$255.61M1,370,5379.6%
Microsoft Corp$233.43M482,6778.7%
Apple Inc.$125.83M462,8454.7%
Broadcom Inc.$105.69M305,3764.0%
Boston Scientific Corp$54.15M567,9042.0%
Netflix Inc$44.91M478,9711.7%
JPMorgan Chase & Co$44.86M139,2091.7%
ServiceNow Inc$42.85M279,7481.6%
Arista Networks, Inc.ANETCommon Stock$39.83M303,9581.5%
Alphabet Inc.$39.34M125,3571.5%
McKesson Corp$39.01M47,5591.5%
Cisco Systems, Inc.$38.02M493,6091.4%
ELI LILLY & Co$36.91M34,3491.4%
S&P Global Inc.$36.29M69,4521.4%
Booking Holdings Inc$33.15M6,1901.2%
Howmet Aerospace Inc.$32.77M159,8541.2%
EMCOR Group Inc$32.63M53,3351.2%
MercadoLibre, Inc.$32.33M16,0521.2%
Dayforce, Inc.$32.16M465,0001.2%
Cidara Therapeutics Inc$31.48M142,5001.2%
Thermo Fisher Scientific Inc.$29.24M50,4661.1%
Progressive CORP/OH$28.81M126,5161.1%
Oracle Corp$28.43M145,8431.1%
Ascendis Pharma A/S$27.71M129,9411.0%
Avidity Biosciences, Inc.$27.23M377,5001.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.