小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 61
增持 51
减持 20
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
—
ICON PLC
-$42.0M
395,559
-25%
增持
NVDA
NVIDIA CORPORATION
+$31.5M
1,193,139
+64%
清仓
—
SMARTSHEET INC
-$29.4M
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。
增持
AAPL
APPLE INC
+$25.3M
260,892
+100%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$24.2M
183,100
清仓
—
INNOVID CORP
-$22.0M
0
-100%
建仓
—
AIR TRANSPORT SERVICES GRP I
+$21.2M
944,300
建仓
—
BEACON ROOFING SUPPLY INC
+$17.0M
137,200
建仓
BABA
ALIBABA GROUP HLDG LTD
+$16.9M
128,182
建仓
ACCD
Accolade Inc
+$16.4M
2,355,000
增持
—
LAM RESEARCH CORP
+$16.0M
225,933
+3450%
清仓
—
HASHICORP INC
-$15.9M
0
-100%
建仓
—
VERONA PHARMA PLC
+$15.6M
245,358
清仓
—
REVANCE THERAPEUTICS INC
-$15.5M
0
-100%
建仓
—
Patterson Cos Inc
+$15.3M
490,600
增持
REGN
REGENERON PHARMACEUTICALS
+$15.0M
24,856
+2252%
建仓
—
PAYCOR HCM INC
+$14.7M
655,000
增持
ORCL
ORACLE CORP
+$14.4M
118,395
+823%
减持
DHR
DANAHER CORPORATION
-$13.4M
32,213
-63%
减持
DDOG
DATADOG INC
-$12.8M
129,486
-28%
建仓
BNS
BANK NOVA SCOTIA HALIFAX
+$12.3M
180,500
建仓
GILD
GILEAD SCIENCES INC
+$12.2M
108,549
清仓
ADI
ANALOG DEVICES INC
-$12.2M
0
-100%
增持
LLY
ELI LILLY & CO
+$11.6M
43,901
+37%
建仓
MFC
MANULIFE FINL CORP
+$11.4M
255,200
增持
CSCO
CISCO SYS INC
+$11.0M
283,407
+157%
建仓
—
NEVRO CORP
+$10.8M
1,850,000
清仓
—
GLOBANT S A
-$10.6M
0
-100%
清仓
—
AVID BIOSERVICES INC
-$10.2M
0
-100%
增持
V
VISA INC
+$10.0M
214,921
+4%
增持
—
DESPEGAR COM CORP
+$9.7M
525,000
+7200%
减持
WDAY
WORKDAY INC
-$9.7M
6,380
-85%
增持
—
PACTIV EVERGREEN INC
+$9.4M
780,800
+194%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$9.3M
74,892
建仓
GIS
GENERAL MLS INC
+$8.9M
148,722
增持
ELV
ELEVANCE HEALTH INC
+$8.8M
35,109
+101%
清仓
GTLB
GITLAB INC
-$8.7M
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$8.6M
77,275
清仓
—
HEARTLAND FINL USA INC
-$8.3M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$8.2M
52,203
-22%
减持
HOOD
ROBINHOOD MKTS INC
-$8.2M
4,000
-98%
建仓
—
CHIMERIX INC
+$8.1M
950,413
增持
SPGI
S&P GLOBAL INC
+$7.9M
75,876
+23%
增持
AVGO
BROADCOM INC
-$7.8M
250,686
+17%
清仓
DXCM
DEXCOM INC
-$7.5M
0
-100%
建仓
ZTS
ZOETIS INC
+$7.5M
45,602
建仓
—
VOXX INTL CORP
+$7.5M
1,000,000
建仓
TAP
MOLSON COORS BEVERAGE CO
+$7.5M
123,074
建仓
LOW
LOWES COS INC
+$7.4M
31,874
增持
—
TRANE TECHNOLOGIES PLC
+$7.4M
24,093
+1121%
建仓
AMT
AMERICAN TOWER CORP NEW
+$7.0M
31,992
增持
PGR
PROGRESSIVE CORP
+$6.8M
140,014
+2%
增持
CAH
CARDINAL HEALTH INC
+$6.8M
54,123
+905%
建仓
MCO
MOODYS CORP
+$6.7M
14,313
增持
GWW
GRAINGER W W INC
+$6.7M
8,194
+503%
增持
NFLX
NETFLIX INC
+$6.6M
35,945
+19%
建仓
SLF
SUN LIFE FINANCIAL INC.
+$6.6M
80,416
增持
BKNG
BOOKING HOLDINGS INC
+$6.6M
6,201
+40%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$6.6M
59,100
减持
—
ELASTIC N V
-$6.6M
72,445
-45%
减持
IRM
IRON MTN INC DEL
-$6.4M
49,686
-51%
增持
EME
EMCOR GROUP INC
+$6.4M
47,182
+94%
增持
GOOG
ALPHABET INC
+$6.4M
101,764
+103%
减持
—
STELLANTIS N.V
-$6.3M
1,097,896
-21%
建仓
HD
HOME DEPOT INC
+$6.3M
17,087
增持
TXN
TEXAS INSTRS INC
+$6.0M
75,808
+86%
建仓
MET
METLIFE INC
+$5.9M
73,331
清仓
—
PROFIRE ENERGY INC
-$5.8M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$5.7M
65,983
-34%
减持
MDB
MONGODB INC
-$5.6M
42,234
-25%
建仓
KMB
KIMBERLY-CLARK CORP
+$5.5M
38,461
增持
ADBE
ADOBE INC
+$5.4M
50,890
+60%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$5.4M
19,821
增持
WM
WASTE MGMT INC DEL
+$5.3M
29,663
+292%
减持
IT
GARTNER INC
-$5.1M
29,505
-18%
增持
CRM
SALESFORCE INC
-$5.1M
145,853
+10%
减持
—
EATON CORP PLC
-$4.9M
21,566
-34%
减持
AFRM
AFFIRM HLDGS INC
-$4.8M
5,350
-94%
增持
ABBV
ABBVIE INC
+$4.7M
48,330
+59%
清仓
—
ADAMS RES & ENERGY INC
-$4.7M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$4.7M
11,572
+10%
增持
VLTO
VERALTO CORP
+$4.6M
63,409
+320%
增持
C
CITIGROUP INC
+$4.6M
74,429
+659%
建仓
CCI
CROWN CASTLE INC
+$4.6M
43,997
建仓
MLM
MARTIN MARIETTA MATLS INC
+$4.6M
9,591
建仓
NTAP
NETAPP INC
+$4.6M
52,148
增持
ECL
ECOLAB INC
+$4.5M
24,982
+228%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$4.5M
94,422
减持
MRK
MERCK & CO INC
-$4.5M
47,969
-46%
清仓
GLW
CORNING INC
-$4.3M
0
-100%
建仓
UNP
UNION PAC CORP
+$4.3M
18,077
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.2M
30,657
+60%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$4.1M
50,058
增持
T
AT&T INC
+$4.0M
152,532
+1031%
增持
NXT
NEXTRACKER INC-CL A
+$4.0M
198,771
+66%
建仓
SJM
SMUCKER J M CO
+$3.9M
33,190
增持
RSG
REPUBLIC SVCS INC
+$3.9M
50,935
+21%
建仓
DLR
DIGITAL RLTY TR INC
+$3.9M
26,959
建仓
CI
THE CIGNA GROUP
+$3.8M
11,638
建仓
PG
PROCTER AND GAMBLE CO
+$3.7M
21,633
增持
KKR
KKR & CO INC
-$3.6M
166,515
+8%
增持
OC
OWENS CORNING NEW
+$3.6M
38,037
+250%
增持
COR
CENCORA INC
+$3.4M
17,958
+150%
建仓
SNA
SNAP ON INC
+$3.3M
9,939
清仓
—
ICC HLDGS INC
-$3.3M
0
-100%
增持
CBOE
CBOE GLOBAL MKTS INC
+$3.2M
26,290
+88%
清仓
AMGN
AMGEN INC
-$3.2M
0
-100%
减持
URI
UNITED RENTALS INC
-$3.1M
745
-85%
建仓
—
PENTAIR PLC
+$3.1M
35,254
建仓
—
Logility Supply Chain Solutio
+$3.0M
207,400
建仓
—
DISCOVER FINL SVCS
+$2.9M
17,025
建仓
SYF
SYNCHRONY FINANCIAL
+$2.9M
54,595
清仓
—
BM TECHNOLOGIES INC
-$2.9M
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.9M
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.8M
182,502
建仓
VMC
VULCAN MATLS CO
+$2.8M
12,060
建仓
ES
EVERSOURCE ENERGY
+$2.8M
45,270
增持
FISV
FISERV INC
+$2.8M
20,895
+138%
建仓
WAT
WATERS CORP
+$2.8M
7,542
减持
STN
STANTEC INC
-$2.7M
13,733
-65%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$2.6M
34,499
建仓
—
HOLOGIC INC
+$2.5M
40,987
建仓
WSM
WILLIAMS SONOMA INC
+$2.5M
15,844
增持
GEV
GE VERNOVA LLC
+$2.5M
12,878
+197%
清仓
—
ASPEN TECHNOLOGY INC
-$2.5M
0
-100%
增持
RF
REGIONS FINANCIAL CORP NEW
+$2.4M
149,549
+338%
建仓
—
DEUTSCHE BANK A G
+$2.4M
111,971
建仓
—
Sequans Communications SA
+$2.4M
1,160,000
建仓
FDX
FEDEX CORP
+$2.4M
9,958
增持
TMUS
T-MOBILE US INC
+$2.4M
19,278
+54%
建仓
FSV
FIRSTSERVICE CORP
+$2.3M
9,700
建仓
VEEV
VEEVA SYS INC
+$2.3M
9,838
增持
QCOM
QUALCOMM INC
+$2.3M
17,714
+511%
增持
AMAT
APPLIED MATLS INC
+$2.3M
37,224
+94%
增持
—
CHAMPIONX CORPORATION
+$2.2M
575,000
+5%
建仓
—
FLUTTER ENTMT PLC
+$2.2M
12,704
减持
—
HESS CORP
+$2.1M
180,000
-10%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
15,130
+504%
增持
WELL
WELLTOWER INC
+$2.1M
15,803
+560%
建仓
—
NXP SEMICONDUCTORS N V
+$2.1M
11,011
建仓
—
ROYALTY PHARMA PLC
+$2.0M
65,289
增持
AZO
AUTOZONE INC
+$2.0M
998
+78%
建仓
TGT
TARGET CORP
+$2.0M
19,180
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.9M
2,656
+173%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.9M
31,625
减持
—
CONFLUENT INC
-$1.9M
225,030
-12%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.9M
399,220
-7%
增持
PGNY
PROGYNY INC
+$1.9M
220,402
+26%
增持
PANW
PALO ALTO NETWORKS INC
+$1.9M
18,313
+170%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.9M
10,140
