Oddo BHF Asset Management Sas holds a diversified book of 275 stocks worth $2.5B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Onestream Inc and trimmed McKesson Corp. Their largest long position is Nvidia Corp at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1686970/holdings"
Use Arkolith to show ODDO BHF ASSET MANAGEMENT SAS's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $248.3M | 1.42M | 9.8% | ▲+3.9% Added · +53K sh | |
| 2 | Microsoft Corp COM | $181.2M | 489.6K | 7.1% | ▲+1.4% Added · +7K sh | |
| 3 | Broadcom Inc COM | $124.2M | 401.3K | 4.9% | ▲+31% Added · +96K sh | |
| 4 | Apple Inc COM | $117.6M | 463.3K | 4.6% | ▲+0.1% Added · +442 sh | |
| 5 | McKesson Corp COM | $39.1M | 45.2K | 1.5% | ▼−4.9% Reduced · −2K sh | |
| 6 | Netflix Inc COM | $37.9M | 393.9K | 1.5% | ▼−18% Reduced · −85K sh | |
| 7 | Alphabet Inc CAP STK CL C | $36.9M | 128.9K | 1.5% | ▲+2.8% Added · +4K sh | |
| 8 | Mercadolibre Inc COM | $35.4M | 20.5K | 1.4% | ▲+28% Added · +4K sh | |
| 9 | Servicenow Inc COM | $35.4M | 338.3K | 1.4% | ▲+21% Added · +59K sh | |
| 10 | Onestream Inc CL A | $34.8M | 1.45M | 1.4% | ▲New New position | |
| 11 | Electronic Arts Inc COM | $34.1M | 167.5K | 1.3% | ▲New New position | |
| 12 | CSG Sys Intl Inc COM | $33.6M | 420.0K | 1.3% | ▲New New position | |
| 13 | Arista Networks Inc COM SHS | $33.4M | 272.4K | 1.3% | ▼−10% Reduced · −32K sh | |
| 14 | Hologic Inc COM | $33.3M | 440.0K | 1.3% | ▲New New position | |
| 15 | Day One Biopharmaceuticals I COM | $33.2M | 1.55M | 1.3% | ▲New New position | |
| 16 | Apellis Pharmaceuticals Inc COM | $33.2M | 825.0K | 1.3% | ▲New New position | |
| 17 | Emcor Group Inc COM | $31.0M | 42.0K | 1.2% | ▼−21% Reduced · −11K sh | |
| 18 | Amphenol Corp New CL A | $30.5M | 241.7K | 1.2% | ▲+41% Added · +70K sh | |
| 19 | ZIM Integrated Shipping Servi COM | $30.3M | 1.15M | 1.2% | ▲New New position | |
| 20 | Ascendis Pharma A/s SPONSORED ADR | $29.4M | 128.7K | 1.2% | ▼−1.0% Reduced · −1K sh | |
| 21 | Howmet Aerospace Inc COM | $29.1M | 126.2K | 1.1% | ▼−21% Reduced · −34K sh | |
| 22 | Cantaloupe Inc COM | $28.4M | 2.63M | 1.1% | ▲New New position | |
| 23 | Warner Bros Discovery Inc COM SER A | $27.5M | 1.00M | 1.1% | ▲+54% Added · +350K sh | |
| 24 | Norfolk Southn Corp COM | $27.3M | 95.0K | 1.1% | ▲+46% Added · +30K sh | |
| 25 | Booking Holdings Inc COM | $26.1M | 6.2K | 1.0% | ▲+0.1% Added · +7 sh | |
| 26 | Snowflake Inc CL A | $24.9M | 165.2K | 1.0% | ▲+267% Added · +120K sh | |
| 27 | Applied Matls Inc COM | $21.8M | 63.7K | 0.9% | ▼−5.3% Reduced · −4K sh | |
| 28 | Semrush Hldgs Inc CL A COM | $21.5M | 1.80M | 0.8% | ▲New New position | |
| 29 | S&P Global Inc COM | $21.1M | 49.7K | 0.8% | ▼−28% Reduced · −20K sh | |
| 30 | Cisco Sys Inc COM | $21.0M | 270.2K | 0.8% | ▼−45% Reduced · −223K sh | |
| 31 | Boston Scientific Corp COM | $20.5M | 327.1K | 0.8% | ▼−42% Reduced · −241K sh | |
| 32 | Brighthouse Finl Inc COM | $20.4M | 340.0K | 0.8% | ▲New New position | |
| 33 | Shopify Inc CL A SUB VTG SHS | $20.3M | 122.7K | 0.8% | —Held | |
| 34 | Great Lakes Dredge & Dock Co COM | $19.8M | 1.17M | 0.8% | ▲New New position | |
| 35 | Atlassian Corporation CL A | $19.8M | 289.8K | 0.8% | ▲+171% Added · +183K sh | |
| 36 | Gilead Sciences Inc COM | $19.7M | 141.3K | 0.8% | ▲+8.9% Added · +12K sh | |
| 37 | Chart Inds Inc COM | $19.6M | 95.0K | 0.8% | ▲19× Added · +90K sh | |
| 38 | Thermo Fisher Scientific Inc COM | $18.3M | 37.3K | 0.7% | ▼−26% Reduced · −13K sh | |
| 39 | Argenx SE SPONSORED ADR | $18.3M | 25.0K | 0.7% | ▲+6.5% Added · +2K sh | |
| 40 | Palantir Technologies Inc CL A | $17.0M | 116.5K | 0.7% | ▲+104% Added · +59K sh | |
| 41 | Newmont Corp COM | $17.0M | 157.4K | 0.7% | ▲+22% Added · +29K sh | |
| 42 | Cardinal Health Inc COM | $17.0M | 80.4K | 0.7% | ▲+3.8% Added · +3K sh | |
| 43 | Motorola Solutions Inc COM NEW | $16.7M | 38.4K | 0.7% | ▼−4.9% Reduced · −2K sh | |
| 44 | Rogers Corp COM | $16.6M | 155.0K | 0.7% | —Held | |
| 45 | Ge Vernova Inc COM | $16.6M | 19.0K | 0.7% | ▲+31% Added · +4K sh | |
| 46 | Doordash Inc CL A | $15.9M | 106.1K | 0.6% | ▼−1.3% Reduced · −1K sh | |
| 47 | Western Digital Corp COM | $15.7M | 58.2K | 0.6% | ▼−30% Reduced · −24K sh | |
| 48 | Starbucks Corp COM | $14.3M | 159.9K | 0.6% | ▲New New position | |
| 49 | Hartford Insurance Group Inc COM | $14.1M | 104.4K | 0.6% | ▲+28% Added · +23K sh | |
| 50 | Curtiss Wright Corp COM | $13.8M | 20.2K | 0.5% | ▲+2.0% Added · +400 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 275 | $2.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 278 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 363 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 377 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 5, 2026 | 389 | $2.4B | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 319 | $2.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 3, 2024 | 312 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.