Filed: 8/14/2025ACC: 0001178913-25-002930
📋 What this filing means
ODDO BHF ASSET MANAGEMENT SAS filed this quarterly 13F‑HR report disclosing 377 equity positions with a total reported market value of $2.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
377
Positions
$2.54B
Total AUM (reported)
42.88M
Total Shares
Allocation by class
COM$1.92B75.4%
CL A$169.68M6.7%
SHS$124.52M4.9%
COM CL A$82.67M3.3%
COM NEW$51.02M2.0%
SPONSORED ADR$39.21M1.5%
SPONSORED ADS$28.11M1.1%
Portfolio Concentration
Top 3$324.29M12.7%
4–10$295.78M11.6%
11–25$400.60M15.7%
Rest$1.52B59.9%
Top 3 weight
12.7%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 42.88M
Sole
Full voting authority
42.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole377
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings377
Rows:
NVIDIA CORPORATION
SOLEShares1.15M
TypeSH
Market value$181.22M
7.12%
Sole
1.15M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares269.18K
TypeSH
Market value$74.20M
2.92%
Sole
269.18K
Shared
0.00
None
0.00
VISA INC
SOLEShares194K
TypeSH
Market value$68.87M
2.71%
Sole
194K
Shared
0.00
None
0.00
APPLE INC
SOLEShares299.77K
TypeSH
Market value$61.50M
2.42%
Sole
299.77K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares38.09K
TypeSH
Market value$51.01M
2.01%
Sole
38.09K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares413.60K
TypeSH
Market value$44.43M
1.75%
Sole
413.60K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares70.28K
TypeSH
Market value$37.05M
1.46%
Sole
70.28K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares6.09K
TypeSH
Market value$35.27M
1.39%
Sole
6.09K
Shared
0.00
None
0.00
REDFIN CORP
SOLEShares3M
TypeSH
Market value$33.57M
1.32%
Sole
3M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares12.61K
TypeSH
Market value$32.94M
1.30%
Sole
12.61K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares41.21K
TypeSH
Market value$32.12M
1.26%
Sole
41.21K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares143.50K
TypeSH
Market value$31.37M
1.23%
Sole
143.50K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares299.09K
TypeSH
Market value$30.60M
1.20%
Sole
299.09K
Shared
0.00
None
0.00
SPRINGWORKS THERAPEUTICS INC
SOLEShares645K
TypeSH
Market value$30.31M
1.19%
Sole
645K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares104.80K
TypeSH
Market value$27.97M
1.10%
Sole
104.80K
Shared
0.00
None
0.00
JUNIPER NETWORKS INC
SOLEShares700K
TypeSH
Market value$27.95M
1.10%
Sole
700K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares110.48K
TypeSH
Market value$27.23M
1.07%
Sole
110.48K
Shared
0.00
None
0.00
QUANTA SERVICES INC
SOLEShares67.39K
TypeSH
Market value$25.48M
1.00%
Sole
67.39K
Shared
0.00
None
0.00
HESS CORP
SOLEShares180K
TypeSH
Market value$24.94M
0.98%
Sole
180K
Shared
0.00
None
0.00
EMCOR GROUP INC
SOLEShares46.28K
TypeSH
Market value$24.76M
0.97%
Sole
46.28K
Shared
0.00
None
0.00
EVERI HLDGS INC
SOLEShares1.72M
TypeSH
Market value$24.52M
0.96%
Sole
1.72M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares58.58K
TypeSH
Market value$23.76M
0.93%
Sole
58.58K
Shared
0.00
None
0.00
BLUEPRINT MEDICINES CORP
SOLEShares185K
TypeSH
Market value$23.71M
0.93%
Sole
185K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares245.36K
TypeSH
Market value$23.21M
0.91%
Sole
245.36K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares292.94K
TypeSH
Market value$22.67M
0.89%
Sole
292.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.15M | SH | $181.22M 7.12% | 1.15M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 269.18K | SH | $74.20M 2.92% | 269.18K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 194K | SH | $68.87M 2.71% | 194K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 299.77K | SH | $61.50M 2.42% | 299.77K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 38.09K | SH | $51.01M 2.01% | 38.09K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 413.60K | SH | $44.43M 1.75% | 413.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 70.28K | SH | $37.05M 1.46% | 70.28K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 6.09K | SH | $35.27M 1.39% | 6.09K | 0.00 | 0.00 |
REDFIN CORPSOLE | COM | 3M | SH | $33.57M 1.32% | 3M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 12.61K | SH | $32.94M 1.30% | 12.61K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 41.21K | SH | $32.12M 1.26% | 41.21K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 143.50K | SH | $31.37M 1.23% | 143.50K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM | 299.09K | SH | $30.60M 1.20% | 299.09K | 0.00 | 0.00 |
SPRINGWORKS THERAPEUTICS INCSOLE | COM | 645K | SH | $30.31M 1.19% | 645K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 104.80K | SH | $27.97M 1.10% | 104.80K | 0.00 | 0.00 |
JUNIPER NETWORKS INCSOLE | COM | 700K | SH | $27.95M 1.10% | 700K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 110.48K | SH | $27.23M 1.07% | 110.48K | 0.00 | 0.00 |
QUANTA SERVICES INCSOLE | COM | 67.39K | SH | $25.48M 1.00% | 67.39K | 0.00 | 0.00 |
HESS CORPSOLE | COM | 180K | SH | $24.94M 0.98% | 180K | 0.00 | 0.00 |
EMCOR GROUP INCSOLE | COM | 46.28K | SH | $24.76M 0.97% | 46.28K | 0.00 | 0.00 |
EVERI HLDGS INCSOLE | COM | 1.72M | SH | $24.52M 0.96% | 1.72M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 58.58K | SH | $23.76M 0.93% | 58.58K | 0.00 | 0.00 |
BLUEPRINT MEDICINES CORPSOLE | COM | 185K | SH | $23.71M 0.93% | 185K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 245.36K | SH | $23.21M 0.91% | 245.36K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 292.94K | SH | $22.67M 0.89% | 292.94K | 0.00 | 0.00 |
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