Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ODDO BHF ASSET MANAGEMENT SAS (CIK 1686970) reported $2.54B across 264 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($248.3M, 9.78%), MSFT ($181.2M, 7.14%), AVGO ($124.2M, 4.89%), AAPL ($117.6M, 4.63%), MCK ($39.1M, 1.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $248.3M | 9.78% | 1.4M | Added |
| 2 | MSFT | MICROSOFT CORP | $181.2M | 7.14% | 489,634 | Added |
| 3 | AVGO | BROADCOM INC | $124.2M | 4.89% | 401,348 | Added |
| 4 | AAPL | APPLE INC | $117.6M | 4.63% | 463,287 | Added |
| 5 | MCK | MCKESSON CORP | $39.1M | 1.54% | 45,227 | Trimmed |
| 6 | NFLX | NETFLIX INC | $37.9M | 1.49% | 393,936 | Trimmed |
| 7 | GOOG | ALPHABET INC | $36.9M | 1.46% | 128,881 | Added |
| 8 | MELI | MERCADOLIBRE INC | $35.4M | 1.40% | 20,502 | Added |
| 9 | NOW | SERVICENOW INC | $35.4M | 1.39% | 338,265 | Added |
| 10 | OS | ONESTREAM INC | $34.8M | 1.37% | 1.4M | New |
| 11 | EA | Electronic Arts Inc | $34.1M | 1.35% | 167,500 | New |
| 12 | CSGS | CSG SYS INTL INC | $33.6M | 1.32% | 420,000 | New |
| 13 | ANET | ARISTA NETWORKS INC | $33.4M | 1.32% | 272,353 | Trimmed |
| 14 | HOLX | HOLOGIC INC | $33.3M | 1.31% | 440,000 | New |
| 15 | DAWN | DAY ONE BIOPHARMACEUTICALS I | $33.2M | 1.31% | 1.6M | New |
| 16 | APLS | APELLIS PHARMACEUTICALS INC | $33.2M | 1.31% | 825,000 | New |
| 17 | EME | EMCOR GROUP INC | $31.0M | 1.22% | 42,007 | Trimmed |
| 18 | APH | AMPHENOL CORP NEW | $30.5M | 1.20% | 241,745 | Added |
| 19 | ZIM | ZIM Integrated Shipping Servi | $30.3M | 1.19% | 1.1M | New |
| 20 | ASND | ASCENDIS PHARMA A/S | $29.4M | 1.16% | 128,657 | Trimmed |
| 21 | HWM | HOWMET AEROSPACE INC | $29.1M | 1.15% | 126,223 | Trimmed |
| 22 | CTLP | CANTALOUPE INC | $28.4M | 1.12% | 2.6M | New |
| 23 | WBD | WARNER BROS DISCOVERY INC | $27.5M | 1.08% | 1.0M | Added |
| 24 | NSC | NORFOLK SOUTHN CORP | $27.3M | 1.07% | 95,000 | Added |
| 25 | BKNG | BOOKING HOLDINGS INC | $26.1M | 1.03% | 6,197 | Added |
Source: SEC Form 13F filings · as of 2026-03-31