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ODDO BHF ASSET MANAGEMENT SAS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ODDO BHF ASSET MANAGEMENT SAS
报告期 2026-03-31 · CIK 0001686970
持仓数
275
前50大市值合计
$1.81B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 38
增持 40
减持 35
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
—
ICON PLC
-$63.9M
530,286
-13%
清仓
GOOGL
ALPHABET INC
-$36.1M
0
-100%
清仓
—
POWERSCHOOL HOLDINGS INC
-$34.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
—
SMARTSHEET INC
+$29.4M
525,000
增持
CRM
SALESFORCE INC
+$28.3M
132,191
+128%
清仓
—
CAPRI HOLDINGS LIMITED
-$25.9M
0
-100%
清仓
—
SHARECARE INC
-$25.6M
0
-100%
建仓
CCRN
CROSS CTRY HEALTHCARE INC
+$24.5M
1,350,000
清仓
—
TELLURIAN INC NEW
-$23.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$22.1M
728,120
+17%
建仓
—
INNOVID CORP
+$22.0M
7,135,490
清仓
—
SOUTHWESTERN ENERGY CO
-$21.5M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$20.9M
6,358
-98%
建仓
DASH
DOORDASH INC
+$18.5M
110,478
建仓
MELI
MERCADOLIBRE INC
+$17.9M
10,510
建仓
—
STELLANTIS N.V
+$17.6M
1,393,487
减持
UNH
UNITEDHEALTH GROUP INC
-$17.4M
54,142
-29%
减持
AMAT
APPLIED MATLS INC
-$17.1M
19,233
-81%
建仓
—
HASHICORP INC
+$15.9M
464,435
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$14.9M
0
-100%
增持
AVGO
BROADCOM INC
+$14.4M
214,495
+5%
清仓
—
ITERIS INC NEW
-$13.8M
0
-100%
清仓
—
HAYNES INTL INC
-$12.5M
0
-100%
建仓
ARGX
ARGENX SE
+$11.9M
19,401
增持
—
CYBERARK SOFTWARE LTD
+$11.8M
38,843
+898%
清仓
—
PERFICIENT INC
-$11.8M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$11.8M
0
-100%
增持
—
REVANCE THERAPEUTICS INC
+$11.7M
5,100,000
+603%
建仓
EME
EMCOR GROUP INC
+$11.0M
24,334
清仓
—
STERICYCLE INC
-$10.7M
0
-100%
建仓
—
AVID BIOSERVICES INC
+$10.2M
829,300
减持
REXR
REXFORD INDL RLTY INC
-$9.8M
28,771
-87%
减持
LLY
ELI LILLY & CO
-$9.6M
31,969
-17%
增持
PHM
PULTE GROUP INC
+$9.3M
112,499
+443%
增持
KKR
KKR & CO INC
+$8.9M
154,740
+45%
清仓
—
CATALENT INC
-$8.5M
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$8.4M
224,584
减持
PANW
PALO ALTO NETWORKS INC
-$8.2M
6,772
-75%
增持
—
HEARTLAND FINL USA INC
+$8.0M
136,091
+2449%
减持
ADI
ANALOG DEVICES INC
-$8.0M
57,219
-35%
建仓
FTNT
FORTINET INC
+$7.6M
80,151
减持
FSLR
FIRST SOLAR INC
-$6.7M
66,575
-10%
增持
—
ARISTA NETWORKS INC
+$6.3M
177,079
+412%
增持
CSCO
CISCO SYS INC
+$6.0M
110,276
+1069%
增持
WMT
WALMART INC
+$6.0M
73,358
+846%
建仓
—
PROFIRE ENERGY INC
+$5.8M
2,275,000
清仓
—
AUGMEDIX INC
-$5.7M
0
-100%
增持
HUBS
HUBSPOT INC
+$5.6M
9,155
+558%
增持
—
EVANS BANCORP INC
+$5.6M
259,537
+81%
减持
ZS
ZSCALER INC
-$5.4M
50,092
-41%
清仓
OKTA
OKTA INC
-$5.3M
0
-100%
减持
NFLX
NETFLIX INC
+$5.3M
30,165
-1%
建仓
AFRM
AFFIRM HLDGS INC
+$5.1M
83,521
减持
CBOE
CBOE GLOBAL MKTS INC
-$4.9M
14,019
-62%
建仓
—
ADAMS RES & ENERGY INC
+$4.7M
125,000
清仓
COP
CONOCOPHILLIPS
-$4.7M
0
-100%
建仓
—
PACTIV EVERGREEN INC
+$4.6M
265,500
减持
WDAY
WORKDAY INC
-$4.5M
43,334
-32%
减持
ELV
ELEVANCE HEALTH INC
-$4.5M
17,425
-17%
建仓
NXT
NEXTRACKER INC
+$4.4M
120,054
建仓
GLW
CORNING INC
+$4.3M
91,416
减持
—
ALLEGION PLC
-$4.3M
86,132
-19%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.1M
39,435
+49%
减持
MRVL
MARVELL TECHNOLOGY INC
-$3.7M
66,036
-56%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$3.6M
19,174
+81%
增持
TRGP
TARGA RES CORP
+$3.6M
60,310
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$3.5M
4,421
+1%
增持
SPGI
S&P GLOBAL INC
+$3.5M
61,494
+17%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.3M
429,533
+3%
减持
SNOW
SNOWFLAKE INC
+$3.2M
99,595
-6%
建仓
AMGN
AMGEN INC
+$3.2M
12,311
增持
—
AMEDISYS INC
+$3.2M
115,000
+53%
建仓
MKFG
MARKFORGED HOLDING CORPORATI
+$3.1M
1,000,000
减持
TEAM
ATLASSIAN CORPORATION
+$3.1M
59,799
-17%
建仓
PGNY
PROGYNY INC
+$3.0M
175,000
建仓
—
BM TECHNOLOGIES INC
+$2.9M
590,000
清仓
WCN
WASTE CONNECTIONS INC
-$2.8M
0
-100%
增持
—
HESS CORP
+$2.8M
200,000
+14%
建仓
TMUS
T-MOBILE US INC
+$2.8M
12,536
建仓
PWR
QUANTA SVCS INC
+$2.6M
8,254
清仓
AVTR
AVANTOR INC
-$2.6M
0
-100%
建仓
—
ASPEN TECHNOLOGY INC
+$2.5M
10,000
清仓
EQIX
EQUINIX INC
-$2.5M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$2.4M
136,905
-1%
减持
TXN
TEXAS INSTRS INC
-$2.4M
40,710
-16%
增持
—
EATON CORP PLC
+$2.4M
32,459
+28%
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.4M
67,190
-10%
减持
SHOP
SHOPIFY INC
+$2.4M
103,800
-4%
增持
HUBB
HUBBELL INC
+$2.4M
6,617
+586%
清仓
ENPH
ENPHASE ENERGY INC
-$2.3M
0
-100%
增持
MDB
MONGODB INC
-$2.0M
56,015
+1%
增持
APH
AMPHENOL CORP NEW
+$2.0M
167,417
+13%
减持
MPC
MARATHON PETE CORP
-$2.0M
23,079
-28%
建仓
GL
GLOBE LIFE INC
+$2.0M
17,933
增持
WFC
WELLS FARGO CO NEW
+$2.0M
91,366
+16%
减持
LEN
LENNAR CORP
-$2.0M
4,248
-69%
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
25,728
+22%
增持
WMB
WILLIAMS COS INC
+$1.9M
63,116
+94%
清仓
EXPE
EXPEDIA GROUP INC
-$1.9M
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.9M
0
-100%
减持
DE
DEERE & CO
-$1.9M
4,114
-53%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$1.9M
0
-100%
增持
GTLB
GITLAB INC
+$1.9M
154,874
+16%
建仓
OC
OWENS CORNING NEW
+$1.9M
10,871
清仓
DOV
DOVER CORP
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
32,432
+13%
增持
FICO
FAIR ISAAC CORP
+$1.7M
2,476
+51%
减持
PH
PARKER-HANNIFIN CORP
-$1.7M
1,256
-69%
减持
HCA
HCA HEALTHCARE INC
-$1.7M
5,337
-34%
减持
MOH
MOLINA HEALTHCARE INC
-$1.6M
4,457
-48%
清仓
GM
GENERAL MTRS CO
-$1.6M
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$1.6M
0
-100%
清仓
QRVO
QORVO INC
-$1.6M
0
-100%
建仓
COR
CENCORA INC
+$1.6M
7,182
清仓
KVUE
KENVUE INC
-$1.6M
0
-100%
增持
AME
AMETEK INC
+$1.6M
29,293
+35%
建仓
VLTO
VERALTO CORP
+$1.5M
15,099
清仓
—
DEXCOM INC
-$1.5M
0
-100%
增持
—
SURMODICS INC
+$1.5M
203,187
+20%
建仓
—
MARINUS PHARMACEUTICALS INC
+$1.4M
2,700,000
建仓
GEV
GE VERNOVA LLC
+$1.4M
4,337
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.4M
15,636
-44%
清仓
—
INFORMATICA INC
-$1.4M
0
-100%
减持
MRK
MERCK & CO INC
-$1.4M
88,425
-1%
清仓
BIIB
BIOGEN INC
-$1.4M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.3M
0
-100%
建仓
—
STERIS PLC
+$1.3M
6,379
增持
MTB
M & T BK CORP
+$1.3M
16,702
+62%
清仓
HUM
HUMANA INC
-$1.3M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$1.3M
42,052
+18%
减持
—
ELASTIC N V
-$1.3M
131,653
-29%
减持
VVV
VALVOLINE INC
-$1.3M
35,584
-42%
增持
HWM
HOWMET AEROSPACE INC
+$1.3M
42,518
+26%
清仓
—
ZILLOW GROUP INC
-$1.2M
0
-100%
清仓
INSP
INSPIRE MED SYS INC
-$1.2M
0
-100%
清仓
CPRT
COPART INC
-$1.2M
0
-100%
减持
V
VISA INC
-$1.2M
206,708
-15%
建仓
—
AMDOCS LTD
+$1.1M
13,275
建仓
MEDP
MEDPACE HLDGS INC
+$1.1M
3,399
建仓
VRT
VERTIV HOLDINGS CO
+$1.1M
9,930
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
29,618
+21%
减持
AAPL
APPLE INC
+$1.1M
130,270
-4%
清仓
—
HOLOGIC INC
-$1.1M
0
-100%
增持
RLI
RLI CORP
+$1.1M
13,854
+80%
建仓
FLNC
FLUENCE ENERGY INC
+$1.1M
68,103
增持
MAR
MARRIOTT INTL INC NEW
+$1.0M
13,429
+23%
减持
KLAC
KLA CORP
-$1.0M
5,850
-4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.0M
16,804
+26%
建仓
USFD
US FOODS HLDG CORP
+$1.0M
14,857
建仓
TRU
TRANSUNION
+$1.0M
10,791
