13F filer
Oddo BHF Asset Management SAS
13F Value
$2.16B
Positions
253
Top Position
GOOGL9.4%
Top 5
19.1%
Latest filing changes
vs Mar 31, 2026Holdings253
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGLFiling details
|
9.4% | $203.7M | NEW | 570.0K | — | Common Stock | |
| 2 | V | 3.6% | $77.6M | NEW | 226.1K | — | Common Stock | |
| 3 | GOOG | 2.3% | $48.9M | +7.3% | 138.3K | 1.5% | Common Stock | |
| 4 | AAUC | 2.0% | $44.1M | >999% | 1.31M | 0.2% | Common Stock | |
| 5 | GTLS | 1.7% | $37.6M | +89.5% | 180.0K | 0.8% | Equity | |
| 6 | EA | 1.7% | $37.4M | +9.0% | 182.5K | 1.3% | Common Stock | |
| 7 | Janus Henderson Group PLC — COM | 1.7% | $36.4M | NEW | 700.0K | — | Equity | |
| 8 | HWM | 1.7% | $35.7M | +5.2% | 132.8K | 1.1% | Common Stock | |
| 9 | EME | 1.6% | $35.3M | +1.2% | 42.5K | 1.2% | Common Stock | |
| 10 | APH | 1.6% | $34.6M | -18.9% | 196.0K | 1.2% | Common Stock | |
| 11 | SNOW | 1.6% | $34.3M | -18.3% | 134.9K | 1.0% | Common Stock | |
| 12 | ASNDFiling details
|
1.6% | $34.3M | — | 128.7K | 1.2% | — | Common Stock |
| 13 | TMHC | 1.6% | $34.1M | NEW | 475.0K | — | Common Stock | |
| 14 | WDC | 1.5% | $31.8M | -14.5% | 49.8K | 0.6% | Common Stock | |
| 15 | NSC | 1.5% | $31.5M | +5.3% | 100.0K | 1.1% | Common Stock | |
| 16 | WBD | 1.5% | $31.4M | +17.6% | 1.18M | 1.1% | Common Stock | |
| 17 | ZIM | 1.4% | $29.9M | — | 1.15M | 1.2% | Common Stock | |
| 18 | MELI | 1.3% | $28.6M | -17.8% | 16.8K | 1.4% | Common Stock | |
| 19 | CSCO | 1.3% | $28.6M | -9.9% | 243.3K | 0.8% | Common Stock | |
| 20 | NUVL | 1.3% | $28.1M | NEW | 227.4K | — | Equity |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing125
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.