Oddo Bhf Asset Management Sas Top Holdings and 13F Report (2025) About Oddo Bhf Asset Management SasInvestment ActivityOddo Bhf Asset Management Sas has $1.98 billion in total holdings as of December 31, 2024.Oddo Bhf Asset Management Sas owns shares of 319 different stocks, but just 89 companies or ETFs make up 80% of its holdings.Approximately 24.30% of the portfolio was purchased this quarter.About 24.88% of the portfolio was sold this quarter.This quarter, Oddo Bhf Asset Management Sas has purchased 312 new stocks and bought additional shares in 139 stocks.Oddo Bhf Asset Management Sas sold shares of 80 stocks and completely divested from 52 stocks this quarter.Largest Holdings ICON Public $111,206,277NVIDIA $97,779,235Visa $65,327,996Broadcom $49,728,521Salesforce $44,195,417 Largest New Holdings this Quarter Smartsheet $29,415,750 HoldingCross Country Healthcare $24,516,000 HoldingInnovid $22,048,664 HoldingDOORDASH INC $18,532,685 HoldingMercadoLibre $17,871,624 Holding Largest Purchases this Quarter Smartsheet 525,000 shares (about $29.42M)Salesforce 74,130 shares (about $24.78M)Cross Country Healthcare 1,350,000 shares (about $24.52M)Innovid 7,135,490 shares (about $22.05M)DOORDASH INC 110,478 shares (about $18.53M) Largest Sales this Quarter Uber Technologies 276,466 shares (about $16.68M)ICON Public 79,090 shares (about $16.59M)Applied Materials 81,026 shares (about $13.18M)UnitedHealth Group 22,387 shares (about $11.32M)Visa 35,208 shares (about $11.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOddo Bhf Asset Management Sas Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorICLRICON Public$111,206,277$16,585,964 ▼-13.0%530,2865.6%MedicalNVDANVIDIA$97,779,235$14,043,780 ▲16.8%728,1204.9%Computer and TechnologyVVisa$65,327,996$11,127,136 ▼-14.6%206,7083.3%Business ServicesAVGOBroadcom$49,728,521$2,288,493 ▲4.8%214,4952.5%Computer and TechnologyCRMSalesforce$44,195,417$24,783,883 ▲127.7%132,1912.2%Computer and TechnologyBSXBoston Scientific$38,365,888$1,011,102 ▲2.7%429,5331.9%MedicalPGRProgressive$32,803,807$483,293 ▼-1.5%136,9051.7%FinanceAAPLApple$32,622,213$1,241,082 ▼-3.7%130,2701.6%Computer and TechnologyMSIMotorola Solutions$31,057,234$3,302,633 ▼-9.6%67,1901.6%Computer and TechnologySPGIS&P Global$30,625,857$4,433,463 ▲16.9%61,4941.5%Business ServicesSMARSmartsheet$29,415,750$29,415,750 ▲New Holding525,0001.5%Computer and TechnologyUNHUnitedHealth Group$27,388,272$11,324,688 ▼-29.3%54,1421.4%MedicalNFLXNetflix$26,886,668$249,570 ▼-0.9%30,1651.4%Consumer DiscretionaryHESHess$26,602,000$3,325,250 ▲14.3%200,0001.3%Oils/EnergyJNPRJuniper Networks$26,215,000$1,872,500 ▲7.7%700,0001.3%Computer and TechnologyDDOGDatadog$25,605,602$6,822,283 ▼-21.0%179,1981.3%Computer and TechnologyLLYEli Lilly and Company$24,680,068$5,232,616 ▼-17.5%31,9691.2%MedicalCCRNCross Country Healthcare$24,516,000$24,516,000 ▲New Holding1,350,0001.2%Business ServicesKKRKKR & Co. Inc.$22,887,593$7,066,696 ▲44.7%154,7401.2%FinanceTWTradeweb Markets$22,311,5170.0%170,4211.1%FinanceCTVInnovid$22,048,664$22,048,664 ▲New Holding7,135,4901.1%Computer and TechnologyBKNGBooking$21,965,385$134,147 ▲0.6%4,4211.1%Retail/WholesaleTMOThermo Fisher Scientific$20,515,270$6,726,574 ▲48.8%39,4351.0%MedicalDHRDanaher$19,984,1640.0%87,0581.0%MedicalANETArista Networks$19,572,542$15,747,430 ▲411.7%177,0791.0%Computer and TechnologyDOORDASH INC$18,532,685$18,532,685 ▲New Holding110,4780.9%CL AMELIMercadoLibre$17,871,624$17,871,624 ▲New Holding10,5100.9%Retail/WholesaleFWONKFormula One Group$17,768,9450.0%191,7650.9%Consumer DiscretionarySTLAStellantis$17,561,358$17,561,358 ▲New Holding1,393,4870.9%Auto/Tires/TrucksITGartner$17,473,379$1,394,305 ▲8.7%36,0670.9%Business ServicesHCPHashiCorp$15,888,321$15,888,321 ▲New Holding464,4350.8%Computer and TechnologyROGRogers$15,749,5500.0%155,0000.8%Computer and TechnologyRVNCRevance Therapeutics$15,504,000$13,300,000 ▲603.4%5,100,0000.8%MedicalSNOWSnowflake$15,378,464$948,849 ▼-5.8%99,5950.8%Computer and TechnologyCHXChampionX$14,954,500$1,359,500 ▲10.0%550,0000.8%ConstructionODFLOld Dominion Freight Line$14,822,5390.0%84,0280.7%TransportationTEAMAtlassian$14,553,881$2,974,834 ▼-17.0%59,7990.7%Computer and TechnologyADBEAdobe$14,119,035$1,561,272 ▲12.4%31,7510.7%Computer and TechnologyESTCElastic$13,044,179$5,444,941 ▼-29.4%131,6530.7%Computer and TechnologyMDBMongoDB$13,040,852$74,965 ▲0.6%56,0150.7%Computer and TechnologyCYBRCyberArk Software$12,940,545$11,643,592 ▲897.8%38,8430.7%Computer and TechnologyPHMPulteGroup$12,251,141$9,995,822 ▲443.2%112,4990.6%ConstructionADIAnalog Devices$12,156,749$6,483,642 ▼-34.8%57,2190.6%Computer and TechnologyTTDTrade Desk$12,107,5880.0%103,0170.6%Computer and TechnologyARGXargenx$11,931,615$11,931,615 ▲New Holding19,4010.6%MedicalSIMOSilicon Motion Technology$11,755,8750.0%217,5000.6%Computer and TechnologyFSLRFirst Solar$11,733,178$1,271,748 ▼-9.8%66,5750.6%Oils/EnergyAPHAmphenol$11,627,111$1,380,458 ▲13.5%167,4170.6%Computer and TechnologyALLEAllegion$11,255,730$2,649,406 ▼-19.1%86,1320.6%Industrial ProductsEVBNEvans Bancorp$11,237,952$5,016,781 ▲80.6%259,5370.6%FinanceWDAYWorkday$11,181,472$5,354,122 ▼-32.4%43,3340.6%Computer and TechnologyEMEEMCOR Group$11,045,203$11,045,203 ▲New Holding24,3340.6%ConstructionSHOPShopify$11,037,054$472,956 ▼-4.1%103,8000.6%Computer and TechnologyETNEaton$10,772,168$2,355,613 ▲28.0%32,4590.5%Industrial ProductsTRGPTarga Resources$10,765,335$2,074,706 ▲23.9%60,3100.5%Oils/EnergyIRMIron Mountain$10,696,624$1,668,937 ▲18.5%101,7660.5%Business ServicesGLOBGlobant$10,550,107$1,152,722 ▼-9.8%49,2030.5%Computer and TechnologySPOTSpotify Technology$10,486,5870.0%23,4400.5%Business ServicesAMEDAmedisys$10,440,850$3,631,600 ▲53.3%115,0000.5%MedicalCOSTCostco Wholesale$10,390,502$531,437 ▲5.4%11,3400.5%Retail/WholesaleCDMOAvid Bioservices$10,241,855$10,241,855 ▲New Holding829,3000.5%MedicalACNAccenture$9,617,587$735,593 ▲8.3%27,3390.5%Computer and TechnologyGOOGAlphabet$9,541,425$922,872 ▼-8.8%50,1020.5%Computer and TechnologyZSZscaler$9,037,098$6,156,672 ▼-40.5%50,0920.5%Computer and TechnologySYKStryker$8,959,124$81,731 ▲0.9%24,8830.5%MedicalMRKMerck & Co., Inc.$8,796,519$127,135 ▼-1.4%88,4250.4%MedicalLINDE PLC$8,735,131$1,245,125 ▲16.6%20,8640.4%SHSGTLBGitLab$8,727,150$1,222,006 ▲16.3%154,8740.4%Computer and TechnologyRSGRepublic Services$8,460,021$1,290,570 ▲18.0%42,0520.4%Business ServicesANSSANSYS$8,433,2500.0%25,0000.4%Computer and TechnologyHOODRobinhood Markets$8,368,000$8,368,000 ▲New Holding224,5840.4%FinanceHTLFHeartland Financial USA$8,343,059$8,015,813 ▲2,449.5%136,0910.4%FinanceMCKMcKesson$8,122,927$872,532 ▼-9.7%14,2530.4%MedicalSRDXSurmodics$8,046,205$1,314,205 ▲19.5%203,1870.4%MedicalJPMJPMorgan Chase & Co.$7,774,275$917,850 ▲13.4%32,4320.4%FinanceAXPAmerican Express$7,635,813$1,398,771 ▲22.4%25,7280.4%FinanceTXNTexas Instruments$7,633,532$1,453,202 ▼-16.0%40,7100.4%Computer and TechnologyFTNTFortinet$7,572,666$7,572,666 ▲New Holding80,1510.4%Computer and TechnologyDXCMDexCom$7,512,738$447,255 ▼-5.6%96,6020.4%MedicalMRVLMarvell Technology$7,293,676$9,467,001 ▼-56.5%66,0360.4%Computer and TechnologyCFLTConfluent$7,188,544$3,301,740 ▼-31.5%257,1010.4%Computer and TechnologyVRTXVertex Pharmaceuticals$7,157,187$306,052 ▲4.5%17,7730.4%MedicalSTXSeagate Technology$7,095,459$1,491,264 ▲26.6%82,2090.4%Computer and TechnologyCHDChurch & Dwight$6,883,531$949,720 ▲16.0%65,7390.3%Consumer StaplesWMTWalmart$6,627,895$5,927,231 ▲845.9%73,3580.3%Retail/WholesaleCRWDCrowdStrike$6,560,576$2,931,627 ▲80.8%19,1740.3%Computer and TechnologyCSCOCisco Systems$6,528,339$5,970,083 ▲1,069.4%110,2760.3%Computer and TechnologyIBMInternational Business Machines$6,510,925$1,145,754 ▲21.4%29,6180.3%Computer and TechnologyFIVNFive9$6,502,4000.0%160,0000.3%Computer and TechnologyELVElevance Health$6,428,083$1,292,257 ▼-16.7%17,4250.3%MedicalWFCWells Fargo & Company$6,417,548$882,004 ▲15.9%91,3660.3%FinanceHUBSHubSpot$6,378,929$5,409,025 ▲557.7%9,1550.3%Computer and TechnologyPFIEProfire Energy$5,778,500$5,778,500 ▲New Holding2,275,0000.3%Oils/EnergyEXASExact Sciences$5,447,621$1,436,778 ▲35.8%96,9500.3%MedicalABBVAbbVie$5,398,171$1,107,426 ▲25.8%30,3780.3%MedicalAMEAMETEK$5,280,356$1,370,877 ▲35.1%29,2930.3%Computer and TechnologyAFRMAffirm$5,086,429$5,086,429 ▲New Holding83,5210.3%Business ServicesFICOFair Isaac$4,929,543$1,656,454 ▲50.6%2,4760.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$4,769,815$972,470 ▲25.6%16,8040.2%FinanceAEAdams Resources & Energy$4,718,750$4,718,750 ▲New Holding125,0000.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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