ODDO BHF ASSET MANAGEMENT SAS — 13F holdings

ODDO BHF ASSET MANAGEMENT SAS reported 253 holdings worth $2.16B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GOOGL ALPHABET INC — $204M (9.4%)
2. V VISA INC — $77.6M (3.6%)
3. GOOG ALPHABET INC — $48.9M (2.3%)
4. AAUC Allied Gold Corp — $44.1M (2.0%)
5. CHART INDS INC — $37.6M (1.7%)
6. EA ELECTRONIC ARTS INC — $37.4M (1.7%)
7. Janus Henderson Group PLC — $36.4M (1.7%)
8. HWM HOWMET AEROSPACE INC — $35.7M (1.7%)
9. EME EMCOR GROUP INC — $35.3M (1.6%)
10. APH AMPHENOL CORP NEW — $34.6M (1.6%)