ODDO BHF ASSET MANAGEMENT SAS 13F Holdings

CIK 0001686970 · PARIS, I0

As of Sep 30, 2025, ODDO BHF ASSET MANAGEMENT SAS reported 363 positions worth $2.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,155,775$215.6M8.72%
BROADCOM INCAVGOTechnology297,444$98.1M3.97%
APPLE INCAAPLTechnology362,227$92.2M3.73%
VISA INC-CLASS A SHARESVFinancial Services199,375$68.1M2.75%
ORACLE CORPORCLTechnology200,630$56.4M2.28%
VERONA PHARMA PLCVRNAHealthcare467,471$49.9M2.02%
NETFLIX INCNFLXCommunication Services39,618$47.5M1.92%
ARISTA NETWORKS INCANETTechnology312,416$45.5M1.84%
BOSTON SCIENTIFIC CORPBSXHealthcare451,842$44.1M1.78%
QUANTA SERVICES INCPWRIndustrials90,223$37.4M1.51%
MERCADOLIBRE INCMELIConsumer Cyclical14,867$34.7M1.41%
S&P GLOBAL INCSPGIFinancial Services66,357$32.3M1.31%
BOOKING HOLDINGS INCBKNGIndustrials5,902$31.9M1.29%
MAC COPPER LTDMTALBasic Materials2,600,000$31.7M1.28%
EMCOR GROUP INCEMEIndustrials48,239$31.3M1.27%
MR COOPER GROUP INCCOOPFinancial Services147,500$31.1M1.26%
SPOTIFY TECHNOLOGY SASPOTCommunication Services44,188$30.8M1.25%
LIVANOVA PLCLIVNHealthcare569,232$29.8M1.21%
DOORDASH INCDASHCommunication Services107,551$29.3M1.18%
HOWMET AEROSPACE INCHWMIndustrials147,167$28.9M1.17%
THERMO FISHER SCIENTIFIC INCTMOHealthcare58,511$28.4M1.15%
PROGRESSIVE CORPPGRFinancial Services108,100$26.7M1.08%
MCKESSON CORPMCKHealthcare34,394$26.6M1.07%
JPMORGAN CHASE & COJPMFinancial Services79,606$25.1M1.02%
KELLANOVAKConsumer Defensive303,567$24.9M1.01%