Oddo Bhf Asset Management Sas
Annual return '25
+35.1%
SPY '25
+17.7%
Alpha
+17.4ptsvs SPY
Invested
$2.5B
Holdings
322
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.42M shares)
9.9%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (489.6k shares)
7.2%
03
$AVGO
BROADCOM INC
Q1 2026: New position (401.3k shares)
5.0%
04
$AAPL
APPLE INC
Q1 2026: New position (463.3k shares)
4.7%
05
$JPM
JPMORGAN CHASE & CO.
Q3 2025: Increased +88.7% (42.2k → 79.6k shares)
1.7%
06
$MCK
MCKESSON CORP
Q1 2026: New position (45.2k shares)
1.6%
07
$NFLX
NETFLIX INC
Q1 2026: New position (393.9k shares)
1.5%
08
$GOOG
ALPHABET INC
Q1 2026: New position (128.9k shares)
1.5%
09
$MELI
MERCADOLIBRE INC
Q1 2026: New position (20.5k shares)
1.4%
10
$NOW
SERVICENOW INC
Q1 2026: New position (338.3k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.