Universe · entity
ODDO BHF ASSET MANAGEMENT SAS
Institutional manager (13F) · CIK 1686970
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $248M | 1,423,831 |
| 2 | MICROSOFT CORP | $181M | 489,634 |
| 3 | BROADCOM INC | $124M | 401,348 |
| 4 | APPLE INC | $118M | 463,287 |
| 5 | MCKESSON CORP | $39M | 45,227 |
| 6 | NETFLIX INC | $38M | 393,936 |
| 7 | ALPHABET INC | $37M | 128,881 |
| 8 | MERCADOLIBRE INC | $35M | 20,502 |
| 9 | SERVICENOW INC | $35M | 338,265 |
| 10 | ONESTREAM INC | $35M | 1,450,000 |
| 11 | Electronic Arts Inc | $34M | 167,500 |
| 12 | CSG SYS INTL INC | $34M | 420,000 |
| 13 | ARISTA NETWORKS INC | $33M | 272,353 |
| 14 | HOLOGIC INC | $33M | 440,000 |
| 15 | DAY ONE BIOPHARMACEUTICALS I | $33M | 1,550,000 |
| 16 | APELLIS PHARMACEUTICALS INC | $33M | 825,000 |
| 17 | EMCOR GROUP INC | $31M | 42,007 |
| 18 | AMPHENOL CORP NEW | $31M | 241,745 |
| 19 | ZIM Integrated Shipping Servi | $30M | 1,150,000 |
| 20 | ASCENDIS PHARMA A/S | $29M | 128,657 |
| 21 | HOWMET AEROSPACE INC | $29M | 126,223 |
| 22 | CANTALOUPE INC | $28M | 2,625,000 |
| 23 | WARNER BROS DISCOVERY INC | $27M | 1,000,000 |
| 24 | NORFOLK SOUTHN CORP | $27M | 95,000 |
| 25 | BOOKING HOLDINGS INC | $26M | 6,197 |
| 26 | SNOWFLAKE INC | $25M | 165,220 |
| 27 | APPLIED MATLS INC | $22M | 63,705 |
| 28 | SEMRUSH HLDGS INC | $21M | 1,800,000 |
| 29 | S&P GLOBAL INC | $21M | 49,702 |
| 30 | CISCO SYS INC | $21M | 270,155 |
| 31 | BOSTON SCIENTIFIC CORP | $21M | 327,138 |
| 32 | BRIGHTHOUSE FINL INC | $20M | 340,000 |
| 33 | SHOPIFY INC | $20M | 122,698 |
| 34 | GREAT LAKES DREDGE & DOCK CO | $20M | 1,166,388 |
| 35 | ATLASSIAN CORPORATION | $20M | 289,808 |
| 36 | GILEAD SCIENCES INC | $20M | 141,289 |
| 37 | CHART INDS INC | $20M | 95,000 |
| 38 | THERMO FISHER SCIENTIFIC INC | $18M | 37,282 |
| 39 | ARGENX SE | $18M | 25,009 |
| 40 | PALANTIR TECHNOLOGIES INC | $17M | 116,489 |
| 41 | NEWMONT CORP | $17M | 157,384 |
| 42 | CARDINAL HEALTH INC | $17M | 80,449 |
| 43 | MOTOROLA SOLUTIONS INC | $17M | 38,367 |
| 44 | ROGERS CORP | $17M | 155,000 |
| 45 | GE VERNOVA INC | $17M | 19,041 |
| 46 | DOORDASH INC | $16M | 106,125 |
| 47 | WESTERN DIGITAL CORP | $16M | 58,195 |
| 48 | STARBUCKS CORP | $14M | 159,858 |
| 49 | HARTFORD INSURANCE GROUP INC | $14M | 104,377 |
| 50 | CURTISS WRIGHT CORP | $14M | 20,203 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.