EdgeMarket › What Oddo Bhf Asset Management Sas reported owning
What Oddo Bhf Asset Management Sas reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
275Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 248.3M | 9.8% | 1.4M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 181.2M | 7.1% | 489.6K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 124.2M | 4.9% | 401.3K | 368.45 | +26.5% |
| AAPL Apple Inc. | 117.6M | 4.6% | 463.3K | 309.35 | +36.9% |
| MCK MCKESSON CORP | 39.1M | 1.5% | 45.2K | 858.90 | +22.2% |
| NFLX NETFLIX INC | 37.9M | 1.5% | 393.9K | 79.59 | -34.4% |
| GOOG Alphabet Inc. | 36.9M | 1.5% | 128.9K | 341.75 | +70.7% |
| MELI MERCADOLIBRE INC | 35.4M | 1.4% | 20.5K | 1,922.73 | -17.7% |
| NOW ServiceNow, Inc. | 35.4M | 1.4% | 338.3K | 128.48 | -27.8% |
| unmapped CUSIP 68278B107 | 34.8M | 1.4% | 1.4M | — | — |
| EA ELECTRONIC ARTS INC. | 34.1M | 1.3% | 167.5K | 209.70 | +33.5% |
| unmapped CUSIP 126349109 | 33.6M | 1.3% | 420.0K | — | — |
| ANET Arista Networks, Inc. | 33.4M | 1.3% | 272.4K | 188.65 | +43.5% |
| unmapped CUSIP 436440101 | 33.3M | 1.3% | 440.0K | — | — |
| unmapped CUSIP 23954D109 | 33.2M | 1.3% | 1.6M | — | — |
| unmapped CUSIP 03753U106 | 33.2M | 1.3% | 825.0K | — | — |
| EME EMCOR Group, Inc. | 31.0M | 1.2% | 42.0K | 776.62 | +28.3% |
| APH AMPHENOL CORP /DE/ | 30.5M | 1.2% | 241.7K | 157.01 | +44.5% |
| ZIM ZIM Integrated Shipping Services Ltd. | 30.3M | 1.2% | 1.1M | 28.25 | +84.3% |
| ASND Ascendis Pharma A/S | 29.4M | 1.2% | 128.7K | 253.29 | +31.4% |
| HWM Howmet Aerospace Inc. | 29.1M | 1.1% | 126.2K | 271.68 | +58.0% |
| unmapped CUSIP 138103106 | 28.4M | 1.1% | 2.6M | — | — |
| WBD Warner Bros. Discovery, Inc. | 27.5M | 1.1% | 1.0M | 28.55 | +147.4% |
| NSC NORFOLK SOUTHERN CORP | 27.3M | 1.1% | 95.0K | 350.72 | +22.8% |
| BKNG Booking Holdings Inc. | 26.1M | 1.0% | 6.2K | 209.62 | -7.1% |
| SNOW Snowflake Inc. | 24.9M | 1.0% | 165.2K | 332.78 | +70.8% |
| AMAT APPLIED MATERIALS INC /DE | 21.8M | 0.9% | 63.7K | 492.32 | +205.9% |
| unmapped CUSIP 81686C104 | 21.5M | 0.8% | 1.8M | — | — |
| SPGI S&P Global Inc. | 21.1M | 0.8% | 49.7K | 431.29 | -22.6% |
| CSCO CISCO SYSTEMS, INC. | 21.0M | 0.8% | 270.2K | 111.04 | +65.5% |
| BSX BOSTON SCIENTIFIC CORP | 20.5M | 0.8% | 327.1K | 50.37 | -52.5% |
| BHF Brighthouse Financial, Inc. | 20.4M | 0.8% | 340.0K | 52.27 | +12.0% |
| SHOP SHOPIFY INC. | 20.3M | 0.8% | 122.7K | 149.25 | +8.7% |
| unmapped CUSIP 390607109 | 19.8M | 0.8% | 1.2M | — | — |
| TEAM Atlassian Corp | 19.8M | 0.8% | 289.8K | 171.81 | +3.2% |
| GILD GILEAD SCIENCES, INC. | 19.7M | 0.8% | 141.3K | 146.12 | +23.1% |
| unmapped CUSIP 16115Q308 | 19.6M | 0.8% | 95.0K | — | — |
| TMO THERMO FISHER SCIENTIFIC INC. | 18.3M | 0.7% | 37.3K | 629.27 | +27.2% |
| ARGX ARGENX SE | 18.3M | 0.7% | 25.0K | 1,039.78 | +57.3% |
| PLTR Palantir Technologies Inc. | 17.0M | 0.7% | 116.5K | 179.94 | +15.3% |
| NEM NEWMONT Corp /DE/ | 17.0M | 0.7% | 157.4K | 131.58 | +90.7% |
| CAH CARDINAL HEALTH INC | 17.0M | 0.7% | 80.4K | 229.51 | +50.1% |
| MSI Motorola Solutions, Inc. | 16.7M | 0.7% | 38.4K | 480.47 | +4.0% |
| ROG ROGERS CORP | 16.6M | 0.7% | 155.0K | 126.55 | +71.0% |
| GEV GE Vernova Inc. | 16.6M | 0.7% | 19.0K | 956.85 | +58.3% |
| DASH DoorDash, Inc. | 15.9M | 0.6% | 106.1K | 223.49 | -8.3% |
| WDC WESTERN DIGITAL CORP | 15.7M | 0.6% | 58.2K | 459.44 | +507.4% |
| SBUX STARBUCKS CORP | 14.3M | 0.6% | 159.9K | 107.08 | +19.6% |
| HIG HARTFORD INSURANCE GROUP, INC. | 14.1M | 0.6% | 104.4K | 136.10 | +1.6% |
| CW CURTISS WRIGHT CORP | 13.8M | 0.5% | 20.2K | 634.99 | +32.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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