Oddo Bhf Asset Management Sas Portfolio Holdings

Oddo Bhf Asset Management Sas

  • $2.54 Trillion
  • Q2 2025

Oddo Bhf Asset Management Sas has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.54 Trillion distributed in 377 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $181B, Broadcom Inc. with a value of $74.2B, Visa Inc. with a value of $68.9B, Apple Inc. with a value of $61.5B, and Netflix Inc with a value of $51B.

Examining the 13F form we can see an increase of $154B in the current position value, from $2.39T to 2.54T.

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 $2.54 Trillion
Technology: $875 Billion
Healthcare: $448 Billion
Financial Services: $337 Billion
Industrials: $229 Billion
Consumer Cyclical: $192 Billion
Communication Services: $127 Billion
Real Estate: $62.9 Billion
Energy: $58.8 Billion
Other: $117 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$419B
$181 Billion 7.12% of portfolio
1,147,027
Q2 2025 Reduced 3.86%
$140B
$74.2 Billion 2.92% of portfolio
269,182
Q2 2025 Added 7.38%
$560B
$68.9 Billion 2.71% of portfolio
193,999
Q2 2025 Reduced 9.73%
$3.82T
$61.5 Billion 2.42% of portfolio
299,766
Q2 2025 Added 14.9%
$554B
$51 Billion 2.01% of portfolio
38,095
Q2 2025 Added 5.98%
$155B
$44.4 Billion 1.75% of portfolio
413,604
Q2 2025 Added 3.6%
$178B
$37.1 Billion 1.46% of portfolio
70,276
Q2 2025 Reduced 7.38%
$221B
$35.3 Billion 1.39% of portfolio
6,093
Q2 2025 Reduced 1.74%
$1.21B
$33.6 Billion 1.32% of portfolio
3,000,000
Q2 2025 New
$118B
$32.9 Billion 1.3% of portfolio
12,605
Q2 2025 Added 8.93%
$702B
$32.1 Billion 1.26% of portfolio
41,207
Q2 2025 Reduced 6.14%
$643B
$31.4 Billion 1.23% of portfolio
143,497
Q2 2025 Added 21.2%
$43B
$30.6 Billion 1.2% of portfolio
299,092
Q2 2025 Added 9.55%
$2.93B
$30.3 Billion 1.19% of portfolio
645,000
Q2 2025 New
$144B
$28 Billion 1.1% of portfolio
104,804
Q2 2025 Reduced 25.15%
$13B
$28 Billion 1.1% of portfolio
700,000
Q4 2024 Added 7.69%
$53.7B
$25.5 Billion 1.0% of portfolio
67,386
Q2 2025 Added 762.6%
$46.1B
$24.9 Billion 0.98% of portfolio
180,000
Q1 2025 Reduced 10.0%
$29.6B
$24.8 Billion 0.97% of portfolio
46,283
Q2 2025 Reduced 1.91%
$1.28B
$24.5 Billion 0.96% of portfolio
1,722,100
Q2 2025 New
$7.73B
$23.7 Billion 0.93% of portfolio
185,000
Q2 2025 New
$191B
$23.8 Billion 0.93% of portfolio
58,584
Q2 2025 Added 35.13%
$6.48B
$23.2 Billion 0.91% of portfolio
245,358
Q1 2025 New
$56.3B
$22.7 Billion 0.89% of portfolio
292,941
Q2 2025 Added 167.28%
$79.8B
$21.9 Billion 0.86% of portfolio
52,045
Q2 2025 Reduced 0.3%
$14.3B
$21.2 Billion 0.84% of portfolio
218,287
Q2 2025 Reduced 3.38%
$119B
$20.7 Billion 0.81% of portfolio
155,539
Q2 2025 Reduced 6.59%
$275B
$20.7 Billion 0.81% of portfolio
298,739
Q2 2025 Added 5.41%
$537M
$20.6 Billion 0.81% of portfolio
1,575,000
Q2 2025 Added 16.67%
Liberty Media Corp Del
-
$20 Billion 0.79% of portfolio
-
Q3 2024 New
$13.3B
$19.9 Billion 0.78% of portfolio
135,663
Q2 2025 Reduced 20.4%
$73.8B
$19.5 Billion 0.77% of portfolio
184,905
Q2 2025 Added 792.48%
$39.7B
$19.3 Billion 0.76% of portfolio
143,510
Q2 2025 Added 10.83%
Atlassian Corporation
-
$19 Billion 0.75% of portfolio
-
Q2 2025 Added 43.68%
$228M
$18.3 Billion 0.72% of portfolio
2,300,000
Q2 2025 New
$139B
$18 Billion 0.71% of portfolio
23,440
Q3 2024 New
$72.5B
$17.9 Billion 0.7% of portfolio
80,103
Q2 2025 Added 21.4%
$1.43T
$17.2 Billion 0.68% of portfolio
96,957
Q2 2025 Reduced 4.72%
$3.28B
$17.1 Billion 0.67% of portfolio
174,277
Q2 2025 Added 51.55%
$19.1B
$16.6 Billion 0.65% of portfolio
40,793
Q2 2025 Reduced 0.06%
$2.8B
$16.3 Billion 0.64% of portfolio
217,500
Q3 2024 New
$65.8B
$16 Billion 0.63% of portfolio
162,192
Q2 2025 Reduced 4.07%
$32.2B
$15.7 Billion 0.62% of portfolio
148,404
Q2 2025 Added 33.99%
$21.7B
$15.6 Billion 0.61% of portfolio
94,454
Q2 2025 Reduced 4.32%
$80.5B
$15.2 Billion 0.6% of portfolio
4,107
Q2 2025 Added 311.52%
$177B
$15.2 Billion 0.6% of portfolio
73,307
Q2 2025 Reduced 3.3%
$3.12B
$14.7 Billion 0.58% of portfolio
326,369
Q2 2025 New
$252B
$14.6 Billion 0.58% of portfolio
53,670
Q2 2025 Reduced 63.2%
$16.9B
$14.8 Billion 0.58% of portfolio
91,194
Q2 2025 Added 8.53%

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $2.54 Trillion
  • Prior Value $2.39 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 38 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 220 stocks
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