Oddo Bhf Asset Management Sas 13F 持仓 · 2026年Q2
Oddo Bhf Asset Management Sas 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 238 只证券，申报市值合计 21.62 亿美元。前几大持仓：GOOGL（9.42%）、V（3.59%）、GOOG（2.26%）。本季前 25 大持仓中：新建仓 6 只、增持 9 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $203.7M | 9.42% | 570,022 | 新建仓 |
| 2 | V | VISA INC | $77.6M | 3.59% | 226,061 | 新建仓 |
| 3 | GOOG | ALPHABET INC | $48.9M | 2.26% | 138,260 | 增持 |
| 4 | AAUC | ALLIED GOLD CORP | $44.1M | 2.04% | 1.3M | 增持 |
| 5 | GTLS | CHART INDS INC | $37.6M | 1.74% | 180,000 | 增持 |
| 6 | EA | ELECTRONIC ARTS INC | $37.4M | 1.73% | 182,500 | 增持 |
| 7 | JHG | Janus Henderson Group PLC | $36.4M | 1.68% | 700,000 | 新建仓 |
| 8 | HWM | HOWMET AEROSPACE INC | $35.7M | 1.65% | 132,836 | 增持 |
| 9 | EME | EMCOR GROUP INC | $35.3M | 1.63% | 42,504 | 增持 |
| 10 | APH | AMPHENOL CORP | $34.6M | 1.60% | 195,964 | 减持 |
| 11 | ASND | ASCENDIS PHARMA A/S | $34.3M | 1.59% | 128,657 | 持平 |
| 12 | SNOW | SNOWFLAKE INC | $34.3M | 1.59% | 134,932 | 减持 |
| 13 | TMHC | TAYLOR MORRISON HOME CORP | $34.1M | 1.58% | 475,000 | 新建仓 |
| 14 | WDC | WESTERN DIGITAL CORP | $31.8M | 1.47% | 49,785 | 减持 |
| 15 | NSC | NORFOLK SOUTHN CORP | $31.5M | 1.46% | 100,000 | 增持 |
| 16 | WBD | WARNER BROS DISCOVERY INC | $31.4M | 1.45% | 1.2M | 增持 |
| 17 | ZIM | ZIM Integrated Shipping Servi | $29.9M | 1.38% | 1.1M | 持平 |
| 18 | CSCO | CISCO SYS INC | $28.6M | 1.32% | 243,303 | 减持 |
| 19 | MELI | MERCADOLIBRE | $28.6M | 1.32% | 16,849 | 减持 |
| 20 | NUVL | NUVALENT INC | $28.1M | 1.30% | 227,386 | 新建仓 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $26.8M | 1.24% | 53,454 | 增持 |
| 22 | WELL | WELLTOWER INC | $26.3M | 1.22% | 115,936 | 新建仓 |
| 23 | ROG | ROGERS CORP | $25.4M | 1.17% | 155,000 | 持平 |
| 24 | ANET | ARISTA NETWORKS INC | $23.8M | 1.10% | 140,151 | 减持 |
| 25 | ARGX | ARGENX SE | $23.2M | 1.07% | 25,009 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR