ODDO BHF ASSET MANAGEMENT SAS
Top Portfolio Positions
227 positions ·
$2,452,495,214 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,423,831 | $248,316,126 | 10.13% | |
| MSFT |
Microsoft Corp
Technology
|
489,634 | $181,247,817 | 7.39% | |
| AVGO |
Broadcom Inc.
Technology
|
401,348 | $124,221,219 | 5.07% | |
| AAPL |
Apple Inc.
Technology
|
463,287 | $117,577,607 | 4.79% | |
| MCK |
Mckesson Corp
Healthcare
|
45,227 | $39,137,636 | 1.60% | |
| NFLX |
Netflix Inc
Communication Services
|
393,936 | $37,876,946 | 1.54% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
20,502 | $35,448,368 | 1.45% | |
| NOW |
ServiceNow, Inc.
Technology
|
338,265 | $35,365,605 | 1.44% | |
| OS |
OneStream, Inc.
Technology
|
1,450,000 | $34,800,000 | 1.42% | |
| EA |
Electronic Arts Inc.
Communication Services
|
167,500 | $34,148,225 | 1.39% |
Portfolio Trend
7 quarters · across all stocks
Holdings in SIMO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,737,400 | 60,000 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,844,750 | 192,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,621,175 | 217,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,349,475 | 217,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,996,800 | 217,500 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,755,875 | 217,500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,210,950 | 217,500 | Shares | Sole | 2024-12-03 | |
| No 13F history on record for this holder in this stock. | ||||||