Oddo Bhf Asset Management Sas 13F Holdings · Q2 2026
Oddo Bhf Asset Management Sas reported 238 securities worth $2.16B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOGL (9.42%), V (3.59%), GOOG (2.26%). Among its top 25 positions this quarter: 6 new, 9 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $203.7M | 9.42% | 570,022 | New |
| 2 | V | VISA INC | $77.6M | 3.59% | 226,061 | New |
| 3 | GOOG | ALPHABET INC | $48.9M | 2.26% | 138,260 | Added |
| 4 | AAUC | ALLIED GOLD CORP | $44.1M | 2.04% | 1.3M | Added |
| 5 | GTLS | CHART INDS INC | $37.6M | 1.74% | 180,000 | Added |
| 6 | EA | ELECTRONIC ARTS INC | $37.4M | 1.73% | 182,500 | Added |
| 7 | JHG | Janus Henderson Group PLC | $36.4M | 1.68% | 700,000 | New |
| 8 | HWM | HOWMET AEROSPACE INC | $35.7M | 1.65% | 132,836 | Added |
| 9 | EME | EMCOR GROUP INC | $35.3M | 1.63% | 42,504 | Added |
| 10 | APH | AMPHENOL CORP | $34.6M | 1.60% | 195,964 | Trimmed |
| 11 | ASND | ASCENDIS PHARMA A/S | $34.3M | 1.59% | 128,657 | Hold |
| 12 | SNOW | SNOWFLAKE INC | $34.3M | 1.59% | 134,932 | Trimmed |
| 13 | TMHC | TAYLOR MORRISON HOME CORP | $34.1M | 1.58% | 475,000 | New |
| 14 | WDC | WESTERN DIGITAL CORP | $31.8M | 1.47% | 49,785 | Trimmed |
| 15 | NSC | NORFOLK SOUTHN CORP | $31.5M | 1.46% | 100,000 | Added |
| 16 | WBD | WARNER BROS DISCOVERY INC | $31.4M | 1.45% | 1.2M | Added |
| 17 | ZIM | ZIM Integrated Shipping Servi | $29.9M | 1.38% | 1.1M | Hold |
| 18 | CSCO | CISCO SYS INC | $28.6M | 1.32% | 243,303 | Trimmed |
| 19 | MELI | MERCADOLIBRE | $28.6M | 1.32% | 16,849 | Trimmed |
| 20 | NUVL | NUVALENT INC | $28.1M | 1.30% | 227,386 | New |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $26.8M | 1.24% | 53,454 | Added |
| 22 | WELL | WELLTOWER INC | $26.3M | 1.22% | 115,936 | New |
| 23 | ROG | ROGERS CORP | $25.4M | 1.17% | 155,000 | Hold |
| 24 | ANET | ARISTA NETWORKS INC | $23.8M | 1.10% | 140,151 | Trimmed |
| 25 | ARGX | ARGENX SE | $23.2M | 1.07% | 25,009 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR