ODDO BHF ASSET MANAGEMENT SAS
PARIS I0 · SEC CIK 0001686970
$21.45亿2026Q2 申报市值
253持仓数
27.6%前十大占比 · 第一大 9.5%
68 / 93新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOOGL 新建仓+$2.04亿
V 新建仓+$7,755.58万
AAUC 加仓+$4,046.02万
Janus Henderson 新建仓+$3,640.00万
TAYLOR MORRISON 新建仓+$3,407.65万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$2.48亿
MSFT 清仓-$1.81亿
AVGO 清仓-$1.24亿
AAPL 清仓-$1.18亿
MCK 清仓-$3,913.76万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | SEAGATE HDD CAYMAN | $164 | 0.00% | 14 | -29 | -67.4% | -$340 | 减仓 |
| AVAV | AEROVIRONMENT INC | $170 | 0.00% | 179 | 179 | — | $170 | 新建仓 |
| — | SUPER MICRO COMPUTER INC | $215 | 0.00% | 232 | -25 | -9.7% | -$23 | 减仓 |
| NET | CLOUDFLARE INC | $225 | 0.00% | 175 | -100 | -36.4% | -$128 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $234 | 0.00% | 160 | 160 | — | $234 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $254 | 0.00% | 15 | -15 | -50.0% | -$254 | 减仓 |
| ALRM | ALARM COM HLDGS INC | $260 | 0.00% | 275 | -25 | -8.3% | -$24 | 减仓 |
| — | ADVANCED ENERGY INDS | $268 | 0.00% | 98 | -2 | -2.0% | -$5 | 减仓 |
| RGEN | REPLIGEN CORP | $271 | 0.00% | 265 | -25 | -8.6% | -$26 | 减仓 |
| — | SOLARIS ENERGY INFRAS INC | $273 | 0.00% | 168 | 168 | — | $273 | 新建仓 |
| — | MICROCHIP TECHNOLOGY INC. | $276 | 0.00% | 251 | 251 | — | $276 | 新建仓 |
| — | NEXTERA ENERGY CAP HLDGS INC | $293 | 0.00% | 223 | -25 | -10.1% | -$33 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $297 | 0.00% | 255 | 255 | — | $297 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $358 | 0.00% | 297 | -125 | -29.6% | -$151 | 减仓 |
| DASH | DOORDASH INC | $387 | 0.00% | 393 | 393 | — | $387 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $403 | 0.00% | 420 | 420 | — | $403 | 新建仓 |
| — | ALIBABA GROUP HLDG LTD | $414 | 0.00% | 350 | 150 | 75.0% | $177 | 加仓 |
| POST | POST HLDGS INC | $415 | 0.00% | 400 | -25 | -5.9% | -$26 | 减仓 |
| — | MERIT MED SYS INC | $422 | 0.00% | 392 | 392 | — | $422 | 新建仓 |
| ITRI | ITRON INC | $423 | 0.00% | 425 | -50 | -10.5% | -$50 | 减仓 |
| — | GRANITE CONSTR INC | $424 | 0.00% | 202 | -25 | -11.0% | -$53 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $426 | 0.00% | 274 | -100 | -26.7% | -$155 | 减仓 |
| NTNX | NUTANIX INC | $467 | 0.00% | 475 | 475 | — | $467 | 新建仓 |
| MKSI | MKS INC. | $468 | 0.00% | 159 | -25 | -13.6% | -$74 | 减仓 |
| COIN | COINBASE GLOBAL INC | $488 | 0.00% | 544 | -75 | -12.1% | -$67 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $493 | 0.00% | 340 | -50 | -12.8% | -$73 | 减仓 |
| MTH | MERITAGE HOMES CORP | $521 | 0.00% | 506 | -50 | -9.0% | -$52 | 减仓 |
| FLR | FLUOR CORP | $540 | 0.00% | 408 | -50 | -10.9% | -$66 | 减仓 |
| — | GLOBAL PMTS INC | $548 | 0.00% | 611 | 114 | 22.9% | $102 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $556 | 0.00% | 575 | 575 | — | $556 | 新建仓 |
| DDOG | DATADOG INC | $633 | 0.00% | 445 | 445 | — | $633 | 新建仓 |
| PSN | PARSONS CORP DEL | $649 | 0.00% | 660 | -75 | -10.2% | -$74 | 减仓 |
| — | JAZZ INVESTMENTS I LTD | $682 | 0.00% | 400 | 400 | — | $682 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $727 | 0.00% | 608 | 100 | 19.7% | $120 | 加仓 |
| SNOW | SNOWFLAKE INC | $883 | 0.00% | 497 | 497 | — | $883 | 新建仓 |
| NET | CLOUDFLARE INC | $1,014 | 0.00% | 799 | 799 | — | $1,014 | 新建仓 |
| ETSY | ETSY INC | $1.82万 | 0.00% | 475 | 475 | — | $1.82万 | 新建仓 |
| — | JD.COM INC | $2.71万 | 0.00% | 545 | -50 | -8.4% | -$2,487 | 减仓 |
| — | Kinross Gold Corp | $6.11万 | 0.00% | 50,900 | 0 | 0.0% | — | 不变 |
| — | ARES MANAGEMENT CORPORATION | $11.03万 | 0.01% | 3,010 | -500 | -14.2% | -$1.83万 | 减仓 |
| GH | GUARDANT HEALTH INC | $11.86万 | 0.01% | 47 | -153 | -76.5% | -$38.61万 | 减仓 |
| UPST | UPSTART HLDGS INC | $12.28万 | 0.01% | 150 | 150 | — | $12.28万 | 新建仓 |
| — | EMERALD HOLDING INC | $12.74万 | 0.01% | 25,279 | 25,279 | — | $12.74万 | 新建仓 |
| — | NEXTERA ENERGY INC | $15.34万 | 0.01% | 3,200 | 3,200 | — | $15.34万 | 新建仓 |
| — | TRIP COM GROUP LTD | $17.23万 | 0.01% | 175 | -25 | -12.5% | -$2.46万 | 减仓 |
| — | ALPHABET INC | $17.45万 | 0.01% | 3,470 | 3,470 | — | $17.45万 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $17.52万 | 0.01% | 4,200 | -700 | -14.3% | -$2.92万 | 减仓 |
| — | ALPHABET INC | $17.66万 | 0.01% | 3,470 | 3,470 | — | $17.66万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $17.84万 | 0.01% | 57,000 | 57,000 | — | $17.84万 | 新建仓 |
| — | STRATEGY INC | $17.89万 | 0.01% | 175 | 175 | — | $17.89万 | 新建仓 |
| HD | HOME DEPOT INC | $18.15万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| — | KKR & CO INC | $19.95万 | 0.01% | 5,000 | -284 | -5.4% | -$1.13万 | 减仓 |
| — | SUPER MICRO COMPUTER INC | $24.99万 | 0.01% | 272 | 272 | — | $24.99万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $25.22万 | 0.01% | 272 | -150 | -35.5% | -$13.91万 | 减仓 |
| GLNG | GOLAR LNG LTD | $28.66万 | 0.01% | 250 | 250 | — | $28.66万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $29.75万 | 0.01% | 3,900 | -5,200 | -57.1% | -$39.67万 | 减仓 |
| — | MAKEMYTRIP LIMITED MAURITIUS | $29.90万 | 0.01% | 327 | 327 | — | $29.90万 | 新建仓 |
| — | OLAPLEX HLDGS INC | $33.74万 | 0.02% | 164,601 | 164,601 | — | $33.74万 | 新建仓 |
| DE | DEERE & CO | $35.84万 | 0.02% | 565 | -555 | -49.6% | -$35.21万 | 减仓 |
| — | Sequans Communications SA | $35.92万 | 0.02% | 105,649 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $36.55万 | 0.02% | 2,500 | -290 | -10.4% | -$4.24万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $38.35万 | 0.02% | 227 | 227 | — | $38.35万 | 新建仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $38.48万 | 0.02% | 12,100 | 1,300 | 12.0% | $4.13万 | 加仓 |
| — | ORACLE CORP | $40.01万 | 0.02% | 8,900 | 8,900 | — | $40.01万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $40.09万 | 0.02% | 7,340 | 7,340 | — | $40.09万 | 新建仓 |
| ZS | ZSCALER INC | $40.47万 | 0.02% | 2,867 | 491 | 20.7% | $6.93万 | 加仓 |
| GME | GAMESTOP CORP | $47.53万 | 0.02% | 465 | 465 | — | $47.53万 | 新建仓 |
| PLUG | PLUG PWR INC | $50.11万 | 0.02% | 184,893 | -88,996 | -32.5% | -$24.12万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $60.12万 | 0.03% | 13,733 | -1,058 | -7.2% | -$4.63万 | 减仓 |
| RNA | ATRIUM THERAPEUTICS INC | $60.65万 | 0.03% | 45,090 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $65.42万 | 0.03% | 5,779 | 880 | 18.0% | $9.96万 | 加仓 |
| KVUE | KENVUE INC | $68.20万 | 0.03% | 35,687 | 5,420 | 17.9% | $10.36万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $71.40万 | 0.03% | 22,332 | -3,824 | -14.6% | -$12.23万 | 减仓 |
| TRMB | TRIMBLE INC | $71.53万 | 0.03% | 13,977 | 2,328 | 20.0% | $11.91万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $72.96万 | 0.03% | 9,379 | -280,429 | -96.8% | -$2,181.46万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $74.48万 | 0.03% | 6,839 | 1,139 | 20.0% | $12.40万 | 加仓 |
| — | ORLA MNG LTD NEW | $75.45万 | 0.04% | 54,400 | 54,400 | — | $75.45万 | 新建仓 |
| ACM | AECOM | $79.47万 | 0.04% | 11,385 | 1,896 | 20.0% | $13.23万 | 加仓 |
| ECHO | ECHOSTAR CORP | $80.31万 | 0.04% | 7,912 | 7,912 | — | $80.31万 | 新建仓 |
| URI | UNITED RENTALS INC | $82.70万 | 0.04% | 730 | -105 | -12.6% | -$11.90万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $83.84万 | 0.04% | 5,552 | 5,552 | — | $83.84万 | 新建仓 |
| WDAY | WORKDAY INC | $92.19万 | 0.04% | 7,531 | 512 | 7.3% | $6.27万 | 加仓 |
| OC | OWENS CORNING NEW | $94.53万 | 0.04% | 5,947 | 2,161 | 57.1% | $34.35万 | 加仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $101.74万 | 0.05% | 215,098 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $101.85万 | 0.05% | 35,255 | 5,871 | 20.0% | $16.96万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $104.36万 | 0.05% | 6,649 | 2,520 | 61.0% | $39.55万 | 加仓 |
| — | RIVIAN AUTOMOTIVE INC | $106.17万 | 0.05% | 985 | -100 | -9.2% | -$10.78万 | 减仓 |
| MS | MORGAN STANLEY | $106.48万 | 0.05% | 5,094 | -872 | -14.6% | -$18.23万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $107.48万 | 0.05% | 2,491 | 2,491 | — | $107.48万 | 新建仓 |
| STN | STANTEC INC | $109.78万 | 0.05% | 11,223 | 1,869 | 20.0% | $18.28万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $111.61万 | 0.05% | 11,612 | -1,982 | -14.6% | -$19.05万 | 减仓 |
| FSLR | FIRST SOLAR INC | $125.58万 | 0.06% | 5,322 | -9,328 | -63.7% | -$220.10万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $127.50万 | 0.06% | 8,695 | -23,467 | -73.0% | -$344.12万 | 减仓 |
| — | ELECTRO-SENSORS INC | $129.91万 | 0.06% | 169,600 | 169,600 | — | $129.91万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $133.79万 | 0.06% | 7,582 | 579 | 8.3% | $10.22万 | 加仓 |
| IRM | IRON MTN INC DEL | $143.58万 | 0.07% | 11,367 | 2,184 | 23.8% | $27.59万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $145.65万 | 0.07% | 8,642 | 603 | 7.5% | $10.16万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $149.82万 | 0.07% | 26,994 | 8,278 | 44.2% | $45.94万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $158.33万 | 0.07% | 40,724 | 3,700 | 10.0% | $14.39万 | 加仓 |
| FOX | FOX CORP | $162.51万 | 0.08% | 34,694 | 1,751 | 5.3% | $8.20万 | 加仓 |