§ 13F · FUND PROFILE
ODDO BHF ASSET MANAGEMENT SAS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 275Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$455M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.42M | $248M | 9.8% | +4% |
| 2 | MSFT | MICROSOFT CORP | 490K | $181M | 7.1% | +1% |
| 3 | AVGO | BROADCOM INC | 401K | $124M | 4.9% | +31% |
| 4 | AAPL | APPLE INC | 463K | $118M | 4.6% | ±0% |
| 5 | MCK | MCKESSON CORP | 45K | $39M | 1.5% | −5% |
| 6 | NFLX | NETFLIX INC | 394K | $38M | 1.5% | −18% |
| 7 | GOOG | ALPHABET INC | 129K | $37M | 1.5% | +3% |
| 8 | MELI | MERCADOLIBRE INC | 21K | $35M | 1.4% | +28% |
| 9 | NOW | SERVICENOW INC | 338K | $35M | 1.4% | +21% |
| 10 | OS | ONESTREAM INC | 1.45M | $35M | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ODDO SIGNAL
AC read
ODDO BHF ASSET MANAGEMENT SAS is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed