§ 13F · FUND PROFILE
ODDO BHF ASSET MANAGEMENT SAS.
AUM · $2.2B (13F)Positions · 253Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$686M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 570K | $204M | 9.4% | NEW |
| 2 | V | VISA INC | 226K | $78M | 3.6% | NEW |
| 3 | GOOG | ALPHABET INC | 138K | $49M | 2.3% | +7% |
| 4 | AAUC | ALLIED GOLD CORP | 1.31M | $44M | 2.0% | +1097% |
| 5 | GTLS | CHART INDS INC | 180K | $38M | 1.7% | +89% |
| 6 | EA | ELECTRONIC ARTS INC | 183K | $37M | 1.7% | +9% |
| 7 | — | Janus Henderson Group PLC | 700K | $36M | 1.7% | NEW |
| 8 | HWM | HOWMET AEROSPACE INC | 133K | $36M | 1.7% | +5% |
| 9 | EME | EMCOR GROUP INC | 43K | $35M | 1.6% | +1% |
| 10 | APH | AMPHENOL CORP | 196K | $35M | 1.6% | −19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ODDO SIGNAL
AC read
ODDO BHF ASSET MANAGEMENT SAS is a Other fund managing $2.2 billion in assets. The fund runs a broad portfolio of 253 positions.
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