Oddo Bhf Asset Management Sas Portfolio Holdings

Oddo Bhf Asset Management Sas

  • $2.63 Trillion
  • Q3 2025

Oddo Bhf Asset Management Sas has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.63 Trillion distributed in 363 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $216B, Broadcom Inc. with a value of $98.1B, Apple Inc. with a value of $92.2B, Visa Inc. with a value of $68.1B, and Oracle Corp with a value of $56.4B.

Examining the 13F form we can see an increase of $84.9B in the current position value, from $2.54T to 2.63T.

Oddo Bhf Asset Management Sas is based out at Paris, I0

Below you can find more details about Oddo Bhf Asset Management Sas portfolio as well as his latest detailed transactions.

Portfolio value $2.63 Trillion
Technology: $948 Billion
Healthcare: $446 Billion
Financial Services: $358 Billion
Industrials: $269 Billion
Consumer Cyclical: $181 Billion
Communication Services: $142 Billion
Consumer Defensive: $77.6 Billion
Real Estate: $30.1 Billion
Other: $56.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.1B
$804 Million 0.03% of portfolio
4,725
Q3 2025 Added 1.81%
$13.6B
$724 Million 0.03% of portfolio
10,040
Q3 2025 Reduced 13.49%
$72.9B
$878 Million 0.03% of portfolio
3,385
Q3 2025 Added 1.11%
$6.29B
$752 Million 0.03% of portfolio
21,276
Q3 2025 New
$1.3B
$722 Million 0.03% of portfolio
309,843
Q3 2025 New
$4.06B
$771 Million 0.03% of portfolio
5,883
Q3 2025 Reduced 3.46%
$15.3B
$805 Million 0.03% of portfolio
7,734
Q3 2025 Reduced 3.46%
$10.7B
$916 Million 0.03% of portfolio
7,319
Q3 2025 Reduced 3.46%
Live Nation Entertainment In
-
$692 Million 0.03% of portfolio
-
Q2 2025 Added 6.25%
$6.36B
$715 Million 0.03% of portfolio
5,531
Q3 2025 Reduced 1.36%
$13.9B
$789 Million 0.03% of portfolio
5,620
Q3 2025 New
$8.03B
$662 Million 0.03% of portfolio
3,461
Q3 2025 Reduced 2.53%
$2.33B
$801 Million 0.03% of portfolio
14,402
Q3 2025 Reduced 3.46%
$105M
$673 Million 0.03% of portfolio
215,098
Q3 2024 New
$25.4B
$844 Million 0.03% of portfolio
30,996
Q3 2025 Reduced 13.49%
$61.6B
$740 Million 0.03% of portfolio
26,156
Q2 2025 New
$16.1B
$513 Million 0.02% of portfolio
4,235
Q3 2025 Reduced 1.35%
$5.06B
$513 Million 0.02% of portfolio
7,001
Q2 2025 New
$1.46B
$488 Million 0.02% of portfolio
19,689
Q1 2025 Added 12.58%
$11.9B
$503 Million 0.02% of portfolio
9,189
Q2 2025 Reduced 91.08%
$128B
$439 Million 0.02% of portfolio
4,605
Q3 2024 New
$185M
$617 Million 0.02% of portfolio
79,841
Q3 2025 New
$11.1B
$456 Million 0.02% of portfolio
2,225
Q3 2025 Reduced 2.24%
Ford Mtr CO Del
-
$477 Million 0.02% of portfolio
-
Q2 2025 Reduced 24.19%
Lantheus Hldgs Inc
-
$413 Million 0.02% of portfolio
-
Q2 2025 New
$27.2B
$649 Million 0.02% of portfolio
11,189
Q3 2025 Reduced 35.89%
$17.2B
$551 Million 0.02% of portfolio
3,954
Q2 2025 Reduced 2.39%
$8.22B
$605 Million 0.02% of portfolio
14,880
Q3 2025 Reduced 2.53%
$14.1B
$149 Million 0.01% of portfolio
3,800
Q3 2025 New
$85.9B
$389 Million 0.01% of portfolio
1,760
Q3 2025 Reduced 72.24%
Kenvue Inc
-
$334 Million 0.01% of portfolio
-
Q2 2025 Reduced 2.4%
Biomarin Pharmaceutical Inc
-
$215 Million 0.01% of portfolio
-
Q2 2025 Reduced 47.06%
$18.7B
$254 Million 0.01% of portfolio
1,104
Q3 2024 New
Shift4 Pmts Inc
-
$382 Million 0.01% of portfolio
-
Q2 2025 Reduced 31.74%
$413B
$386 Million 0.01% of portfolio
7,481
Q3 2025 Reduced 77.77%
Bandwidth Inc
-
$380 Million 0.01% of portfolio
-
Q3 2024 New
Ares Management Corp
-
$304 Million 0.01% of portfolio
-
Q4 2024 New
On Semiconductor Corp
-
$171 Million 0.01% of portfolio
-
Q2 2025 Added 50.0%
$163B
$370 Million 0.01% of portfolio
2,800
Q3 2025 Added 180.0%
$4.79B
$270 Million 0.01% of portfolio
21,876
Q3 2025 New
H World Group LTD
-
$337 Million 0.01% of portfolio
-
Q4 2024 Reduced 29.41%
Drilling Tools International
-
$189 Million 0.01% of portfolio
-
Q4 2024 New
Tyler Tex Indpt Sch Dist
-
$276 Million 0.01% of portfolio
-
Q2 2025 New
$46.1B
$342 Million 0.01% of portfolio
3,764
Q3 2025 New
Enphase Energy Inc
-
$269 Million 0.01% of portfolio
-
Q2 2025 Reduced 32.61%
Dropbox Inc
-
$387 Million 0.01% of portfolio
-
Q3 2024 New
$31.1B
$304 Million 0.01% of portfolio
3,154
Q1 2025 New
$72.7B
$340 Million 0.01% of portfolio
258
Q3 2025 Reduced 77.15%
Draftkings Inc New
-
$180 Million 0.01% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 363
  • Current Value $2.63 Trillion
  • Prior Value $2.54 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 191 stocks
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