Institutional Fund
Oddo Bhf Asset Management Sas
Paris, FranceCIK 16869705 filings on record
Portfolio Value
$2.54B
Q1 2026
Holdings
275
Reported positions
New Buys
48
Opened this quarter
QoQ Change
-4.9%
from $2.67B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.8%
- Microsoft Corp7.1%
- Broadcom Inc4.9%
- Apple Inc4.6%
- Mckesson Corp1.5%
- Netflix Inc1.5%
- Other70.5%
Portfolio Holdings
275 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.42M | $248.30M | 9.8% | +53.3K | Added |
| 2 | Microsoft Corp | 489.6K | $181.24M | 7.1% | +7.0K | Added |
| 3 | Broadcom Inc | 401.3K | $124.21M | 4.9% | +96.0K | Added |
| 4 | Apple Inc | 463.3K | $117.58M | 4.6% | +442 | Added |
| 5 | Mckesson Corp | 45.2K | $39.14M | 1.5% | −2.3K | Reduced |
| 6 | Netflix Inc | 393.9K | $37.88M | 1.5% | −85.0K | Reduced |
| 7 | Alphabet Inc | 128.9K | $36.94M | 1.5% | +3.5K | Added |
| 8 | Mercadolibre Inc | 20.5K | $35.45M | 1.4% | +4.5K | Added |
| 9 | Servicenow Inc | 338.3K | $35.37M | 1.4% | +58.5K | Added |
| 10 | Onestream Inc | 1.45M | $34.80M | 1.4% | +1.45M | New |
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