StockDriftsStockDriftsTop 50 Oddo Bhf Asset Management Sas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.42% | 570.0K | $203.7M | new | $315.43(+8.91%) | 2026-06-30 | |
| V | VISA INC | 3.59% | 226.1K | $77.6M | new | $278.93(+28.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.26% | 138.3K | $48.9M | +7.28%(+9.38K) | $213.48(+60.38%) | 2026-06-30 | |
| AAUC | ALLIED GOLD CORP | 2.04% | 1.31M | $44.1M | +1097.44%(+1.20M) | $27.32(-17.56%) | 2026-06-30 | |
| GTLS | CHART INDS INC | 1.74% | 180.0K | $37.6M | +89.47%(+85.00K) | $206.49(+1.65%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS INC | 1.73% | 182.5K | $37.4M | +8.96%(+15.00K) | $204.08(+2.76%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC | 1.65% | 132.8K | $35.7M | +5.24%(+6.61K) | $168.79(+66.85%) | 2026-06-30 | |
| EME | EMCOR GROUP INC | 1.63% | 42.5K | $35.3M | +1.18%(+497) | $456.58(+82.53%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 1.6% | 196.0K | $34.6M | -18.94%(-45.78K) | $87.52(+94.19%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 1.59% | 134.9K | $34.3M | -18.33%(-30.29K) | $171.71(+93.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.91% |
Oddo Bhf Asset Management Sas reports $2.16B in US-listed equity holdings across 253 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.4%), V (3.6%) and GOOG (2.3%). The top 20 holdings account for 41.36% of reported assets. Its disclosed equity book has returned +2.31% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oddo Bhf Asset Management Sas’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1686970). View Oddo Bhf Asset Management Sas’s 13F filings on SEC