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Oddo Bhf Asset Management Sas

Portfolio Manager
Oddo Bhf Asset Management Sas
Performance
-11.32% (2026 Q1)
AUM (13F)
$2.54B
# of Holdings
275
Performance Rank
Allocation (Top 20)
47.78%

Oddo Bhf Asset Management Sas Holdings Map

Top 50 Oddo Bhf Asset Management Sas Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
9.78%1.42M$248.3M
+3.89%(+53.29K)
2025-Q1: 1.19M shares2025-Q2: 1.15M shares2025-Q3: 1.16M shares2025-Q4: 1.37M shares2026-Q1: 1.42M shares
$134.64(+44.70%)
2026-03-31
MSFT
MICROSOFT CORP
7.14%489.6K$181.2M
+1.44%(+6.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 482.7K shares2026-Q1: 489.6K shares
$499.74(-21.86%)
2026-03-31
AVGO
BROADCOM INC
4.89%401.3K$124.2M
+31.43%(+95.97K)
2025-Q1: 250.7K shares2025-Q2: 269.2K shares2025-Q3: 297.4K shares2025-Q4: 305.4K shares2026-Q1: 401.3K shares
$225.04(+60.17%)
2026-03-31
AAPL
APPLE INC
4.63%463.3K$117.6M
+0.10%(+442)
2025-Q1: 260.9K shares2025-Q2: 299.8K shares2025-Q3: 362.2K shares2025-Q4: 462.8K shares2026-Q1: 463.3K shares
$232.73(+32.62%)
2026-03-31
MCK
MCKESSON CORP
1.54%45.2K$39.1M
-4.90%(-2.33K)
2025-Q1: 14.5K shares2025-Q2: 13.3K shares2025-Q3: 34.4K shares2025-Q4: 47.6K shares2026-Q1: 45.2K shares
$705.35(+11.48%)
2026-03-31
NFLX
NETFLIX INC
1.49%393.9K$37.9M
-17.75%(-85.03K)
2025-Q1: 35.9K shares2025-Q2: 38.1K shares2025-Q3: 39.6K shares2025-Q4: 479.0K shares2026-Q1: 393.9K shares
$82.19(-5.53%)
2026-03-31
GOOG
ALPHABET INC
1.46%128.9K$36.9M
+2.81%(+3.52K)
2025-Q1: 101.8K shares2025-Q2: 97.0K shares2025-Q3: 90.2K shares2025-Q4: 125.4K shares2026-Q1: 128.9K shares
$206.22(+72.72%)
2026-03-31
MELI
MERCADOLIBRE INC
1.4%20.5K$35.4M
+27.72%(+4.45K)
2025-Q1: 11.6K shares2025-Q2: 12.6K shares2025-Q3: 14.9K shares2025-Q4: 16.1K shares2026-Q1: 20.5K shares
$1978.90(-10.89%)
2026-03-31
NOW
SERVICENOW INC
1.39%338.3K$35.4M
+20.92%(+58.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 279.7K shares2026-Q1: 338.3K shares
$161.75(-34.27%)
2026-03-31
OS
ONESTREAM INC
1.37%1.45M$34.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.45M shares
$21.19(+13.26%)
2026-03-31

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