OB

ODDO BHF ASSET MANAGEMENT SAS

13F
ODDO BHF ASSET MANAGEMENT SAS
Last update 2025-05-12 357 Stocks (93 new)
Value $2.35 Bil Turnover 34 %
Countries:
Top Holdings: NVDA(5.50%)V(3.20%)ICLR(2.95%)AAPL(2.47%)AVGO(1.79%)
Summary Stock Picks Current Portfolio
ODDO BHF ASSET MANAGEMENT SAS Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
1,193,139
129,312.4
+63.87%
5.500
+2.14%
0.000
+66.22%
+27.14%
4,163,321.8
Semiconductors
V
Visa Inc
214,921
75,309.2
+3.97%
3.200
+0.12%
0.010
+6.32%
+12.68%
693,346.1
Credit Services
ICLR
Icon PLC
395,559
69,218.9
-25.41%
2.950
-1.43%
0.500
+17.29%
-19.95%
13,342.9
Medical Diagnostics & Research
AAPL
Apple Inc
260,892
57,951.9
+100.27%
2.470
+1.24%
0.000
+4.92%
-14.19%
3,201,867.7
Hardware
AVGO
Broadcom Inc
250,686
41,972.4
+16.87%
1.790
+0.26%
0.010
+58.71%
+21.47%
1,317,495.8
Semiconductors
BSX
Boston Scientific Corp
399,220
40,273.3
-7.06%
1.710
-0.14%
0.030
+8.47%
+20.12%
158,737.2
Medical Devices & Instruments
PGR
Progressive Corp
140,014
39,625.4
+2.27%
1.690
+0.04%
0.020
-7.17%
+4.69%
144,158.3
Insurance
CRM
Salesforce Inc
145,853
39,142.4
+10.34%
1.670
+0.16%
0.020
+7.15%
-19.60%
256,179.3
Software
SPGI
S&P Global Inc
75,876
38,549.9
+23.39%
1.640
+0.31%
0.020
+12.08%
+6.01%
161,330.5
Capital Markets
LLY
Eli Lilly and Co
43,901
36,258.3
+37.32%
1.540
+0.42%
0.000
-3.41%
+3.95%
717,744.1
Drug Manufacturers

ODDO BHF ASSET MANAGEMENT SAS's Historical Top Holdings Breakdowns

ODDO BHF ASSET MANAGEMENT SAS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+2.14%
●
106.98 ($126.74) 149.43
$170.72
34.70%
Add 63.87%
1,193,139
465,019
SMAR Unlock Delisted
Smartsheet Inc
2025-03-31
Sold Out
Sold Out
-1.49%
●
56.06 ($56.28) 56.47
$56.47
0.34%
Sold Out
0
-525,000
ICLR
Icon PLC
2025-03-31
Reduce
Reduce
-1.43%
●
174.99 ($193.87) 222.58
$167.87
-13.41%
Reduce -25.41%
395,559
-134,727
AAPL
Apple Inc
2025-03-31
Add
Add
+1.24%
●
209.68 ($231.67) 247.1
$214.38
-7.47%
Add 100.27%
260,892
130,622
CTV
Innovid Corp
2025-03-31
Sold Out
Sold Out
-1.12%
●
3.02 ($3.09) 3.15
$3.14
1.62%
Sold Out
0
-7,135,490
ITCI Unlock Delisted
Intra-Cellular Therapies Inc
2025-03-31
New Buy
New Buy
+1.03%
●
81.78 ($124.62) 131.92
$131.87
5.82%
New holding
183,100
183,100
HCP Unlock Delisted
HashiCorp Inc
2025-03-31
Sold Out
Sold Out
-0.81%
●
33.99 ($34.32) 34.81
$34.78
1.34%
Sold Out
0
-464,435
RVNC
Revance Therapeutics Inc
2025-03-31
Sold Out
Sold Out
-0.79%
●
3.06 ($3.5) 3.68
$3.65
4.29%
Sold Out
0
-5,100,000
BABA
Alibaba Group Holding Ltd
2025-03-31
New Buy
New Buy
+0.72%
●
80.53 ($115.31) 147.57
$122.67
6.39%
New holding
128,182
128,182
BECN Unlock Delisted
Beacon Roofing Supply Inc
2025-03-31
New Buy
New Buy
+0.72%
●
100.48 ($116.47) 123.86
$124.17
6.61%
New holding
137,200
137,200

ODDO BHF ASSET MANAGEMENT SAS Total Holding History ($B)

To

ODDO BHF ASSET MANAGEMENT SAS's Asset Allocation

To

ODDO BHF ASSET MANAGEMENT SAS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ODDO BHF ASSET MANAGEMENT SAS's Hypothetical Growth since 2025-03-31

ODDO BHF ASSET MANAGEMENT SAS's Yearly Returns

Year Portfolio % % Excess Gain %

ODDO BHF ASSET MANAGEMENT SAS's Holdings Heat Map

Size field:

ODDO BHF ASSET MANAGEMENT SAS's Holdings Bubble Chart

ODDO BHF ASSET MANAGEMENT SAS News

  • 1

Discussions on ODDO BHF ASSET MANAGEMENT SAS

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.