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ODDO BHF ASSET MANAGEMENT SAS
ODDO BHF ASSET MANAGEMENT SAS is an institution, managing $2.6B across 345 long positions as of Q3 2025 with 35% Technology concentration.
- Portfolio Value
- $2.6B
- Positions
- 345
- Top Holding
- NVDA at 8.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ODDO BHF ASSET MANAGEMENT SAS's portfolio (28.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $215.6M | 8.22% | +$1.6M Bought | 0.00% 1.2M shares | |
Semiconductors Technology | $98.1M | 3.74% | +$9.3M Bought | 0.01% 297.4K shares | |
Consumer Electronics Technology | $92.2M | 3.52% | +$15.9M Bought | 0.00% 362.2K shares | |
Financial - Credit Services Financial Services | $68.1M | 2.60% | +$1.8M Bought | 0.01% 199.4K shares | |
Software - Infrastructure Technology | $56.4M | 2.15% | +$16.1M Bought | 0.01% 200.6K shares | |
Unknown Unknown | $49.9M | 1.90% | +$23.7M Bought | — 467.5K shares | |
Entertainment Communication Services | $47.5M | 1.81% | +$1.8M Bought | 0.01% 39.6K shares | |
Computer Hardware Technology | $45.5M | 1.74% | +$1.9M Bought | 0.02% 312.4K shares | |
Medical - Devices Healthcare | $44.1M | 1.68% | +$3.7M Bought | 0.03% 451.8K shares | |
Engineering & Construction Industrials | $37.4M | 1.43% | +$9.5M Bought | 0.06% 90.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ODDO BHF ASSET MANAGEMENT SAS's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ODDO BHF ASSET MANAGEMENT SAS
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