account_balance
Investment manager · 13F filer · SEC CIK 1686970
Oddo BHF Asset Management Sas
Reported value$2.16Bas of Jun 30, 2026
Positions253 71 new, 93 sold out
Top 10 weight27.3%GOOGL alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc
9.4%New
VVisa Inc
3.6%New
GOOGAlphabet Inc
2.3%Added +7%
AAUCAllied Gold Corp
2.0%Added +1097%
GTLSChart Inds Inc
1.7%Added +89%
EAElectronic Arts Inc
1.7%Added +9%
Janus Henderson Group PLC
1.7%New
HWMHowmet Aerospace Inc
1.7%Added +5%
EMEEmcor Group Inc
1.6%
APHAmphenol Corp
1.6%Trimmed −19%
SNOWSnowflake Inc
1.6%Trimmed −18%
Ascendis Pharma A/s
1.6%
GOOGLAlphabet Inc
9.4%New
V3.6%GOOG2.3%AAUC2.0%GTLS1.7%EA1.7%Janus Henderson Group PLC1.7%
HWM1.7%EME1.6%APH1.6%SNOW1.6%Ascendis Pharma A/s1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc 9.4% NewV Visa Inc 3.6% NewGOOG Alphabet Inc 2.3% Added +7%AAUC Allied Gold Corp 2.0% Added +1097%GTLS Chart Inds Inc 1.7% Added +89%EA Electronic Arts Inc 1.7% Added +9%
Janus Henderson Group PLC 1.7% New
HWM Howmet Aerospace Inc 1.7% Added +5%EME Emcor Group Inc 1.6% HeldAPH Amphenol Corp 1.6% Trimmed −19%SNOW Snowflake Inc 1.6% Trimmed −18%Ascendis Pharma A/s 1.6% Held
What changed