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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 35
增持 50
减持 36
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$52.2M
489,634
+1%
清仓
JPM
JPMORGAN CHASE & CO.
-$44.9M
0
-100%
清仓
LLY
ELI LILLY & CO
-$36.9M
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。
建仓
—
ONESTREAM INC
+$34.8M
1,450,000
建仓
EA
Electronic Arts Inc
+$34.1M
167,500
减持
BSX
BOSTON SCIENTIFIC CORP
-$33.6M
327,138
-42%
建仓
—
CSG SYS INTL INC
+$33.6M
420,000
建仓
—
HOLOGIC INC
+$33.3M
440,000
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$33.2M
1,550,000
建仓
—
APELLIS PHARMACEUTICALS INC
+$33.2M
825,000
清仓
—
DAYFORCE INC
-$32.2M
0
-100%
清仓
—
CIDARA THERAPEUTICS INC
-$31.5M
0
-100%
建仓
—
ZIM Integrated Shipping Servi
+$30.3M
1,150,000
清仓
PGR
PROGRESSIVE CORP
-$28.8M
0
-100%
建仓
—
CANTALOUPE INC
+$28.4M
2,625,000
清仓
—
AVIDITY BIOSCIENCES INC
-$27.2M
0
-100%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$24.4M
0
-100%
建仓
—
SEMRUSH HLDGS INC
+$21.5M
1,800,000
清仓
CRM
SALESFORCE INC
-$21.4M
0
-100%
建仓
BHF
BRIGHTHOUSE FINL INC
+$20.4M
340,000
建仓
GLDD
GREAT LAKES DREDGE & DOCK CO
+$19.8M
1,166,388
清仓
—
SOHO HOUSE & CO INC
-$18.9M
0
-100%
增持
GTLS
CHART INDS INC
+$18.6M
95,000
+1840%
增持
AVGO
BROADCOM INC
+$18.5M
401,348
+31%
清仓
—
ASTRAZENECA PLC
-$18.4M
0
-100%
清仓
T
AT&T INC
-$17.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$17.0M
270,155
-45%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$16.6M
10,151
-78%
减持
ORCL
ORACLE CORP
-$16.2M
83,000
-43%
清仓
WELL
WELLTOWER INC
-$16.0M
0
-100%
清仓
—
DENNYS CORP
-$15.6M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$15.2M
49,702
-28%
增持
SNOW
SNOWFLAKE INC
+$15.0M
165,220
+267%
建仓
SBUX
STARBUCKS CORP
+$14.3M
159,858
减持
ZS
ZSCALER INC
-$13.7M
2,376
-96%
建仓
—
ARCELLX INC
+$13.2M
115,000
建仓
—
ON24 INC
+$12.7M
1,566,256
清仓
—
SAPIENS INTERNATIONAL CORP NV
-$12.3M
0
-100%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$11.1M
60,000
-69%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.9M
37,282
-26%
清仓
—
WIDEOPENWEST INC
-$10.8M
0
-100%
清仓
SAP
SAP SE
-$10.5M
0
-100%
建仓
—
AMICUS THERAPEUTICS INC
+$9.8M
681,000
减持
DHR
DANAHER CORPORATION
-$9.5M
37,278
-48%
增持
DDOG
DATADOG INC
+$9.3M
86,339
+1178%
增持
WBD
WARNER BROS DISCOVERY INC
+$8.7M
1,000,000
+54%
增持
NSC
NORFOLK SOUTHN CORP
+$8.5M
95,000
+46%
减持
DASH
DOORDASH INC
-$8.4M
106,125
-1%
增持
AAPL
APPLE INC
-$8.3M
463,287
+0%
减持
BAC
BANK AMERICA CORP
-$8.2M
9,636
-94%
减持
PANW
PALO ALTO NETWORKS INC
-$8.2M
51,025
-43%
增持
GNRC
GENERAC HLDGS INC
+$8.1M
48,880
+363%
清仓
SAIL
SAILPOINT INC
-$8.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$7.9M
34,336
+1272%
减持
HUBS
HUBSPOT INC
-$7.8M
2,886
-86%
清仓
U
UNITY SOFTWARE INC
-$7.6M
0
-100%
增持
NOW
SERVICENOW INC
-$7.5M
338,265
+21%
增持
APH
AMPHENOL CORP NEW
+$7.3M
241,745
+41%
增持
NVDA
NVIDIA CORPORATION
-$7.3M
1,423,831
+4%
清仓
MDB
MONGODB INC
-$7.2M
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$7.2M
2,790
-92%
增持
GEV
GE VERNOVA INC
+$7.1M
19,041
+31%
增持
BKNG
BOOKING HOLDINGS INC
-$7.1M
6,197
+0%
减持
NFLX
NETFLIX INC
-$7.0M
393,936
-18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.9M
116,489
+104%
建仓
MCBI
Mountain Commerce Bancorp Inc
+$6.8M
300,000
建仓
EWCZ
EUROPEAN WAX CTR INC
+$6.6M
1,149,300
建仓
LITE
LUMENTUM HLDGS INC
+$6.4M
9,168
建仓
NTRA
NATERA INC
+$6.4M
32,053
减持
ANET
ARISTA NETWORKS INC
-$6.4M
272,353
-10%
清仓
COHR
COHERENT CORP
-$6.1M
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.7M
21,053
-42%
建仓
FIX
COMFORT SYS USA INC
+$5.7M
4,138
增持
HOOD
ROBINHOOD MKTS INC
+$5.5M
136,451
+290%
建仓
PL
PLANET LABS PBC
+$5.5M
195,761
清仓
ALAB
ASTERA LABS INC
-$5.2M
0
-100%
建仓
ONDS
ONDAS HLDGS INC
+$5.0M
553,085
建仓
AAUC
ALLIED GOLD CORP
+$4.7M
109,400
建仓
ROK
ROCKWELL AUTOMATION INC
+$4.7M
13,114
减持
FSLR
FIRST SOLAR INC
-$4.6M
14,650
-49%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$4.6M
0
-100%
减持
MRK
MERCK & CO INC
-$4.6M
52,036
-49%
减持
AMAT
APPLIED MATLS INC
+$4.5M
63,705
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.5M
24,470
+126%
清仓
—
SYNCHRONOSS TECHNOLOGIES INC
-$4.5M
0
-100%
增持
NEM
NEWMONT CORP
+$4.2M
157,384
+22%
清仓
—
ASTRIA THERAPEUTICS INC
-$4.2M
0
-100%
增持
CAT
CATERPILLAR INC
+$4.1M
9,311
+117%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.8M
27,352
+54%
增持
GILD
GILEAD SCIENCES INC
+$3.8M
141,289
+9%
建仓
RKLB
ROCKET LAB CORP
+$3.7M
57,472
减持
HWM
HOWMET AEROSPACE INC
-$3.7M
126,223
-21%
建仓
FFWM
FIRST FNDTN INC
+$3.7M
626,987
建仓
SCHW
SCHWAB CHARLES CORP
+$3.5M
36,859
减持
VEEV
VEEVA SYS INC
-$3.1M
10,538
-53%
增持
MELI
MERCADOLIBRE INC
+$3.1M
20,502
+28%
减持
BNS
BANK NOVA SCOTIA HALIFAX
-$3.1M
73,100
-27%
减持
HD
HOME DEPOT INC
-$3.1M
517
-94%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$3.1M
47,375
清仓
—
CUREVAC NV
-$2.9M
0
-100%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$2.9M
104,377
+28%
增持
CW
CURTISS WRIGHT CORP
+$2.8M
20,203
+2%
增持
TWST
TWIST BIOSCIENCE CORP
+$2.6M
145,960
+8%
清仓
ISPO
INSPIRATO INC
-$2.6M
0
-100%
增持
TEAM
ATLASSIAN CORPORATION
+$2.5M
289,808
+171%
清仓
MPC
MARATHON PETE CORP
-$2.4M
0
-100%
增持
—
SEALED AIR CORP NEW
+$2.4M
78,000
+283%
减持
CAI
CARIS LIFE SCIENCES INC
-$2.4M
109,539
-33%
增持
GOOG
ALPHABET INC
-$2.4M
128,881
+3%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$2.3M
25,521
+5%
增持
ETR
ENTERGY CORP NEW
+$2.1M
46,389
+38%
清仓
TRGP
TARGA RES CORP
-$2.1M
0
-100%
建仓
CMI
CUMMINS INC
+$2.1M
3,866
建仓
VRT
VERTIV HOLDINGS CO
+$2.0M
8,062
增持
ZTS
ZOETIS INC
+$2.0M
67,557
+42%
减持
QCOM
QUALCOMM INC
-$1.9M
18,739
-26%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$1.9M
66,538
+19%
清仓
—
JAMF HLDG CORP
-$1.9M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$1.9M
32,549
+4%
减持
SYK
STRYKER CORPORATION
-$1.9M
21,403
-15%
减持
—
ASCENDIS PHARMA A/S
+$1.7M
128,657
-1%
增持
WMT
WALMART INC
+$1.7M
110,137
+2%
增持
NTAP
NETAPP INC
+$1.7M
73,038
+35%
增持
ABVX
ABIVAX SA
-$1.6M
81,496
+3%
减持
EME
EMCOR GROUP INC
-$1.6M
42,007
-21%
建仓
GM
GENERAL MTRS CO
+$1.5M
20,314
减持
WDC
WESTERN DIGITAL CORP
+$1.5M
58,195
-30%
增持
TJX
TJX COS INC NEW
+$1.5M
47,626
+20%
增持
ARGX
ARGENX SE
-$1.5M
25,009
+7%
减持
CCRN
CROSS CTRY HEALTHCARE INC
-$1.5M
940,000
-26%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
32,162
+43%
减持
JBL
JABIL INC
-$1.4M
5,470
-56%
建仓
—
FARMER BROS CO
+$1.4M
1,075,000
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
8,496
+3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
74,252
+4%
减持
DE
DEERE & CO
-$1.3M
1,120
-72%
建仓
UHG
UNITED HOMES GROUP INC
+$1.2M
1,075,000
减持
WMB
WILLIAMS COS INC
+$1.2M
112,228
-3%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.2M
19,715
+14%
增持
GIS
GENERAL MLS INC
-$1.2M
161,492
+4%
减持
MSI
MOTOROLA SOLUTIONS INC
+$1.2M
38,367
-5%
建仓
BKR
BAKER HUGHES COMPANY
+$1.1M
18,716
增持
ADBE
ADOBE INC
-$1.1M
12,055
+4%
减持
ECL
ECOLAB INC
-$1.1M
23,695
-16%
增持
AME
AMETEK INC
+$1.1M
32,237
+14%
增持
CAH
CARDINAL HEALTH INC
+$1.1M
80,449
+4%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$1.1M
33,013
+10%
增持
DAL
DELTA AIR LINES INC DEL
+$1.1M
109,576
+22%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$1.0M
37,100
+5%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$985.0K
13,594
