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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 27
增持 44
减持 15
清仓 64
方向
标的
Δ市值
现股数(环比)
建仓
MSFT
MICROSOFT CORP
+$233.4M
482,677
清仓
V
VISA INC
-$68.1M
0
-100%
清仓
—
VERONA PHARMA PLC
-$49.9M
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。
清仓
—
ARISTA NETWORKS INC
-$45.5M
0
-100%
建仓
NOW
SERVICENOW INC
+$42.9M
279,748
增持
NVDA
NVIDIA CORPORATION
+$40.0M
1,370,537
+19%
建仓
ANET
ARISTA NETWORKS INC
+$39.8M
303,958
清仓
PWR
QUANTA SERVICES INC
-$37.4M
0
-100%
增持
AAPL
APPLE INC
+$33.6M
462,845
+28%
清仓
—
MAC Copper Ltd
-$31.7M
0
-100%
建仓
—
CIDARA THERAPEUTICS INC
+$31.5M
142,500
清仓
—
Mr Cooper Group Inc
-$31.1M
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$30.8M
0
-100%
增持
—
DAYFORCE INC
+$30.6M
465,000
+2007%
清仓
—
LIVANOVA PLC
-$29.8M
0
-100%
减持
ORCL
ORACLE CORP
-$28.0M
145,843
-27%
建仓
—
AVIDITY BIOSCIENCES INC
+$27.2M
377,500
清仓
—
KELLANOVA
-$24.9M
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$24.6M
0
-100%
清仓
—
DEUTSCHE BANK A G
-$24.5M
0
-100%
增持
—
FRONTIER COMMUNICATIONS PARE
+$23.4M
641,100
+2259%
清仓
FWONK
LIBERTY MEDIA CORP DEL
-$21.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$19.7M
139,209
+75%
清仓
AZO
AUTOZONE INC
-$19.7M
0
-100%
清仓
KKR
KKR & CO INC
-$19.1M
0
-100%
建仓
—
SOHO HOUSE & CO INC
+$18.9M
2,113,000
建仓
WBD
WARNER BROS DISCOVERY INC
+$18.7M
650,000
建仓
—
ASTRAZENECA PLC
+$18.4M
199,779
清仓
—
SURMODICS INC
-$18.2M
0
-100%
增持
CSCO
CISCO SYS INC
+$17.8M
493,609
+67%
清仓
—
EATON CORP PLC
-$17.6M
0
-100%
减持
PHM
PULTE GROUP INC
-$17.5M
11,392
-92%
增持
GOOG
ALPHABET INC
+$17.4M
125,357
+39%
清仓
—
LAM RESEARCH CORP
-$16.8M
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$16.5M
65,000
+767%
清仓
—
ALLEGION PLC
-$15.6M
0
-100%
建仓
—
DENNYS CORP
+$15.6M
2,500,000
减持
MRVL
MARVELL TECHNOLOGY INC
-$13.7M
71,252
-70%
建仓
NEM
NEWMONT CORP
+$12.9M
128,716
清仓
—
STELLANTIS N.V
-$12.6M
0
-100%
增持
MCK
MCKESSON CORP
+$12.4M
47,559
+38%
建仓
—
SAPIENS INTERNATIONAL CORP NV
+$12.3M
283,763
增持
T
AT&T INC
+$12.3M
715,415
+271%
增持
LLY
ELI LILLY & CO
+$12.2M
34,349
+6%
减持
CCRN
CROSS CTRY HEALTHCARE INC
-$12.1M
1,272,700
-19%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$12.0M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$11.6M
0
-100%
减持
DDOG
DATADOG INC
-$11.5M
6,755
-92%
减持
MDB
MONGODB INC
-$11.2M
17,271
-71%
增持
CRM
SALESFORCE INC
+$11.2M
80,856
+87%
增持
SHOP
SHOPIFY INC
+$11.0M
122,698
+13%
建仓
CW
CURTISS WRIGHT CORP
+$10.9M
19,803
建仓
—
WIDEOPENWEST INC
+$10.8M
2,073,829
建仓
ABVX
ABIVAX SA
+$10.7M
79,350
增持
BSX
BOSTON SCIENTIFIC CORP
+$10.0M
567,904
+26%
增持
DHR
DANAHER CORPORATION
+$9.1M
72,285
+93%
增持
WDC
WESTERN DIGITAL CORP
+$9.1M
82,610
+92%
增持
CAH
CARDINAL HEALTH INC
+$9.1M
77,489
+77%
建仓
RDDT
REDDIT INC
+$8.7M
38,018
增持
WELL
WELLTOWER INC
+$8.7M
86,147
+111%
清仓
—
MERUS N V
-$8.7M
0
-100%
增持
BAC
BANK AMERICA CORP
+$8.3M
157,727
+2008%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.1M
46,633
+40%
建仓
SAIL
SAILPOINT INC
+$8.0M
397,486
清仓
—
PENTAIR PLC
-$7.7M
0
-100%
增持
MRK
MERCK & CO INC
+$7.6M
102,778
+165%
增持
AVGO
BROADCOM INC
+$7.6M
305,376
+3%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$7.5M
0
-100%
清仓
—
LINDE PLC
-$7.3M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$7.3M
0
-100%
减持
FSLR
FIRST SOLAR INC
-$6.8M
28,847
-56%
减持
TXN
TEXAS INSTRS INC
-$6.8M
31,065
-53%
清仓
BNY
BANK NEW YORK MELLON CORP
-$6.6M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$6.2M
88,827
+78%
建仓
COHR
COHERENT CORP
+$6.1M
32,815
清仓
REGN
REGENERON PHARMACEUTICALS
-$5.8M
0
-100%
增持
ZS
ZSCALER INC
+$5.7M
62,195
+125%
清仓
—
ACCENTURE PLC IRELAND
-$5.6M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$5.5M
129,714
+38%
减持
SNOW
SNOWFLAKE INC
-$5.4M
44,989
-34%
清仓
VLTO
VERALTO CORP
-$5.4M
0
-100%
清仓
FTNT
FORTINET INC
-$5.3M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$5.3M
30,133
-21%
清仓
CIEN
CIENA CORP
-$5.3M
0
-100%
清仓
C
CITIGROUP INC
-$5.3M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$5.2M
31,033
清仓
AXP
AMERICAN EXPRESS CO
-$5.0M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$5.0M
40,351
-10%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$4.9M
24,213
清仓
—
MONDAY COM LTD
-$4.7M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$4.6M
18,224
清仓
TAP
MOLSON COORS BEVERAGE CO
-$4.5M
0
-100%
建仓
—
SYNCHRONOSS TECHNOLOGIES INC
+$4.5M
520,000
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$4.4M
56,062
清仓
BRKR
BRUKER CORP
-$4.4M
0
-100%
建仓
CAI
CARIS LIFE SCIENCES INC
+$4.4M
162,313
增持
MFC
MANULIFE FINL CORP
+$4.3M
265,600
+29%
清仓
PGNY
PROGYNY INC
-$4.3M
0
-100%
建仓
—
ASTRIA THERAPEUTICS INC
+$4.2M
317,300
增持
SPGI
S&P GLOBAL INC
+$4.0M
69,452
+5%
清仓
AYI
ACUITY BRANDS INC
-$4.0M
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$4.0M
34,973
清仓
—
ZIMVIE INC
-$3.9M
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$3.9M
89,810
+120%
清仓
LII
LENNOX INTL INC
-$3.9M
0
-100%
增持
HWM
HOWMET AEROSPACE INC
+$3.9M
159,854
+9%
清仓
MKL
MARKEL GROUP INC
-$3.9M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$3.9M
129,941
+8%
清仓
—
ROYAL CARIBBEAN GROUP
-$3.8M
0
-100%
清仓
FWONA
LIBERTY MEDIA CORP DEL
-$3.7M
0
-100%
增持
U
UNITY SOFTWARE INC
+$3.7M
172,611
+77%
清仓
CFG
CITIZENS FINL GROUP INC
-$3.5M
0
-100%
清仓
MTB
M & T BK CORP
-$3.5M
0
-100%
清仓
UNP
UNION PAC CORP
-$3.5M
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$3.4M
49,659
+76%
清仓
CACC
CREDIT ACCEP CORP MICH
-$3.3M
0
-100%
清仓
—
SCPHARMACEUTICALS INC
-$3.3M
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$3.2M
85,588
+37%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.2M
10,848
-36%
增持
APH
AMPHENOL CORP NEW
+$3.2M
171,882
+6%
减持
WAB
WABTEC
-$3.1M
5,645
-74%
增持
LOW
LOWES COS INC
+$3.1M
39,539
+54%
增持
WMT
WALMART INC
+$3.1M
107,737
+24%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$3.0M
81,362
+32%
建仓
—
CUREVAC NV
+$2.9M
650,557
清仓
SJM
SMUCKER J M CO
-$2.9M
0
-100%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$2.9M
0
-100%
清仓
OGS
ONE GAS INC
-$2.9M
0
-100%
增持
TJX
TJX COS INC NEW
+$2.9M
39,690
+77%
清仓
—
STERIS PLC
-$2.8M
0
-100%
清仓
KLAC
KLA CORP
-$2.8M
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$2.8M
192,500
-11%
增持
ABBV
ABBVIE INC
+$2.7M
57,067
+28%
清仓
CASY
CASEYS GEN STORES INC
-$2.7M
0
-100%
清仓
ATO
ATMOS ENERGY CORP
-$2.7M
0
-100%
清仓
PTC
PTC INC
-$2.7M
0
-100%
清仓
—
LOGITECH INTL S A
-$2.7M
0
-100%
清仓
—
UBS GROUP AG
-$2.6M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
36,574
+26%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$2.6M
0
-100%
建仓
ISPO
INSPIRATO INC
+$2.6M
625,000
增持
NFLX
NETFLIX INC
-$2.6M
478,971
+1109%
增持
ADI
ANALOG DEVICES INC
+$2.6M
31,234
+30%
清仓
GL
GLOBE LIFE INC
-$2.5M
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$2.5M
0
-100%
清仓
CHH
CHOICE HOTELS INTL INC
-$2.5M
0
-100%
增持
INCY
INCYTE CORP
+$2.4M
36,919
+161%
增持
MELI
MERCADOLIBRE INC
-$2.4M
16,052
+8%
清仓
SLGN
SILGAN HLDGS INC
-$2.4M
0
-100%
减持
HUBS
HUBSPOT INC
-$2.3M
21,276
-8%
