ODDO BHF ASSET MANAGEMENT SAS: 13F holdings
CIK 16869702026Q2
| Positions | 253 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 253 (-22 vs prior quarter) |
|---|
| Reported value | $2.1bn (-14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 570,022 | $203.7m | 9.5% |
| V VISA INC | 226,061 | $77.6m | 3.6% |
| GOOG ALPHABET INC | 138,260 | $48.9m | 2.3% |
| AAUC ALLIED GOLD CORP | 1,310,000 | $44.1m | 2.1% |
| GTLS CHART INDS INC | 180,000 | $37.6m | 1.8% |
| EA ELECTRONIC ARTS INC | 182,500 | $37.4m | 1.7% |
| Janus Henderson Group PLC | 700,000 | $36.4m | 1.7% |
| HWM HOWMET AEROSPACE INC | 132,836 | $35.7m | 1.7% |
| EME EMCOR GROUP INC | 42,504 | $35.3m | 1.6% |
| APH AMPHENOL CORP | 195,964 | $34.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1686970")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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