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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ODDO BHF ASSET MANAGEMENT SAS

Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001178913-24-003902

Total Value
$2.02B
Positions
312
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (312)

#IssuerTicker / CUSIPSharesValue% of Filing
1ICON PLCICLR609,376$175.1M8.69%
2NVIDIA CORPORATIONNVDA623,542$75.7M3.76%
3VISA INCV241,916$66.5M3.30%
4UNITEDHEALTH GROUP INCUNH76,529$44.7M2.22%
5ALPHABET INCGOOG217,577$36.1M1.79%
6BROADCOM INCAVGO204,624$35.3M1.75%
7PROGRESSIVE CORP743315103138,922$35.3M1.75%
8BOSTON SCIENTIFIC CORPBSX418,213$35.0M1.74%
9ELI LILLY & COLLY38,747$34.3M1.70%
10POWERSCHOOL HOLDINGS INC73939C1061,500,000$34.2M1.70%
11MOTOROLA SOLUTIONS INCMSI74,335$33.4M1.66%
12APPLE INCAAPL135,226$31.5M1.56%
13S&P GLOBAL INCSPGI52,592$27.2M1.35%
14DATADOG INCDDOG226,943$26.1M1.30%
15CAPRI HOLDINGS LIMITEDCPRI610,000$25.9M1.28%
16SHARECARE INC81948W10418,000,000$25.6M1.27%
17JUNIPER NETWORKS INC48203R104650,000$25.3M1.26%
18DANAHER CORPORATION23585110287,058$24.2M1.20%
19HESS CORPHESM175,000$23.8M1.18%
20TELLURIAN INC NEW87968A10423,783,633$23.0M1.14%
21NETFLIX INCNFLX30,445$21.6M1.07%
22SOUTHWESTERN ENERGY CO8454671093,023,168$21.5M1.07%
23UBER TECHNOLOGIES INCUBER282,824$21.3M1.05%
24TRADEWEB MKTS INC892672106170,421$21.1M1.05%
25APPLIED MATLS INC038222105100,259$20.3M1.01%
26ANALOG DEVICES INCADI87,736$20.2M1.00%
27BOOKING HOLDINGS INCBKNG4,394$18.5M0.92%
28FIRST SOLAR INCFSLR73,791$18.4M0.91%
29ROGERS CORPROG155,000$17.5M0.87%
30GARTNER INCIT33,189$16.8M0.83%
31OLD DOMINION FREIGHT LINE INODFL84,028$16.7M0.83%
32THERMO FISHER SCIENTIFIC INCTMO26,505$16.4M0.81%
33SALESFORCE INCCRM58,061$15.9M0.79%
34WORKDAY INCWDAY64,084$15.7M0.78%
35ALLEGION PLCALLE106,406$15.5M0.77%
36CHAMPIONX CORPORATION15872M104500,000$15.1M0.75%
37MONGODB INCMDB55,693$15.1M0.75%
38INTERCONTINENTAL EXCHANGE IN45866F10492,628$14.9M0.74%
39LIBERTY MEDIA CORP DELFWONB191,765$14.8M0.74%
40ADOBE INCADBE28,240$14.6M0.73%
41ZSCALER INCZS84,218$14.4M0.71%
42ELASTIC N VESTC186,608$14.3M0.71%
43KKR & CO INCKKRT106,963$14.0M0.69%
44ITERIS INC NEW46564T1071,931,500$13.8M0.68%
45ARISTA NETWORKS INCANET34,607$13.3M0.66%
46SILICON MOTION TECHNOLOGY COSIMO217,500$13.2M0.66%
47HAYNES INTL INC420877201210,000$12.5M0.62%
48SNOWFLAKE INCSNOW105,740$12.1M0.60%
49PERFICIENT INC71375U101156,348$11.8M0.59%
50VEEVA SYS INCVEEV56,080$11.8M0.58%
51ATLASSIAN CORPORATIONTEAM72,022$11.4M0.57%
52THE TRADE DESK INC88339J105103,017$11.3M0.56%
53MARVELL TECHNOLOGY INCMRVL151,749$10.9M0.54%
54REXFORD INDL RLTY INC76169C100217,156$10.9M0.54%
55ELEVANCE HEALTH INCELV20,928$10.9M0.54%
56GLOBANT S AGLOB54,579$10.8M0.54%
57STERICYCLE INC858912108175,000$10.7M0.53%
58IRON MTN INC DEL46284V10185,888$10.2M0.51%
59MERCK & CO INCMRK89,703$10.2M0.51%
60TEXAS INSTRS INC88250810448,460$10.0M0.50%
61AMPHENOL CORP NEW032095101147,540$9.6M0.48%
62COSTCO WHSL CORP NEW22160K10510,760$9.5M0.47%
63PALO ALTO NETWORKS INCPANW27,472$9.4M0.47%
64ALPHABET INCGOOG54,948$9.2M0.46%
65ACCENTURE PLC IRELANDACN25,248$8.9M0.44%
66STRYKER CORPORATIONSYK24,656$8.9M0.44%
67SHOPIFY INCSHOP108,248$8.7M0.43%
68SPOTIFY TECHNOLOGY S ASPOT23,440$8.6M0.43%
69LINDE PLCLIN17,890$8.5M0.42%
70CATALENT INC148806102140,000$8.5M0.42%
71EATON CORP PLCETN25,361$8.4M0.42%
72ANSYS INC03662Q10525,000$8.0M0.40%
73VERTEX PHARMACEUTICALS INCVRTX17,013$7.9M0.39%
74MCKESSON CORPMCK15,784$7.8M0.39%
75CBOE GLOBAL MKTS INC12503M10837,326$7.6M0.38%
76CONFLUENT INC20717M103375,189$7.6M0.38%
77AMEDISYS INC02343610875,000$7.2M0.36%
78TARGA RES CORPTRGP48,687$7.2M0.36%
79REPUBLIC SVCS INC76075910035,637$7.2M0.36%
80SEAGATE TECHNOLOGY HLDNGS PLSE64,931$7.1M0.35%
81GITLAB INCGTLB133,188$6.9M0.34%
82DEXCOM INCDXCM102,353$6.9M0.34%
83SURMODICS INC868873100170,000$6.6M0.33%
84JPMORGAN CHASE & COVYLD28,603$6.0M0.30%
85CHURCH & DWIGHT CO INCCHD56,669$5.9M0.29%
86AMERICAN EXPRESS COAXP21,015$5.7M0.28%
87AUGMEDIX INC05105P1072,425,000$5.7M0.28%
88EVANS BANCORP INC29911Q208143,676$5.6M0.28%
89INTERNATIONAL BUSINESS MACHSINTR24,406$5.4M0.27%
90OKTA INCOKTA71,869$5.3M0.27%
91MARATHON PETE CORPMARA32,080$5.2M0.26%
92EXACT SCIENCES CORP30063P10571,380$4.9M0.24%
93ABBVIE INCABBV24,146$4.8M0.24%
94KLA CORPKLAC6,069$4.7M0.23%
95CONOCOPHILLIPSCOP44,625$4.7M0.23%
96FIVE9 INCFIVN160,000$4.6M0.23%
97WELLS FARGO CO NEW94974610178,809$4.5M0.22%
98TAKE-TWO INTERACTIVE SOFTWARTTWO27,982$4.3M0.21%
99STANTEC INCSTN38,762$4.2M0.21%
100WABTEC92974010822,873$4.2M0.21%
101ACUITY BRANDS INCAYI13,977$3.8M0.19%
102GALLAGHER ARTHUR J & CO36357610913,378$3.8M0.19%
103REVANCE THERAPEUTICS INC761330109725,000$3.8M0.19%
104TERRITORIAL BANCORP INC88145X108368,598$3.7M0.18%
105AMETEK INCAME21,688$3.7M0.18%
106GAN LTDG3728V1092,077,002$3.7M0.18%
107DEERE & CODE8,700$3.6M0.18%
108ICC HLDGS INC44931Q104152,500$3.5M0.17%
109SEQUANS COMMUNICATIONS S ASQNS2,900,000$3.5M0.17%
110HOWMET AEROSPACE INCHWM33,794$3.4M0.17%
111TWIST BIOSCIENCE CORPTWST73,091$3.3M0.16%
112HCA HEALTHCARE INCHCA8,065$3.3M0.16%
113LAMAR ADVERTISING CO NEWLAMR24,072$3.2M0.16%
114FAIR ISAAC CORPFICO1,644$3.2M0.16%
115LENNOX INTL INC5261071075,252$3.2M0.16%
116ONE GAS INCOGS42,127$3.1M0.16%
117CATERPILLAR INCCAT8,009$3.1M0.16%
118MARKEL GROUP INCMKL1,992$3.1M0.16%
119PTC INCPTC17,231$3.1M0.15%
120CREDIT ACCEP CORP MICH2253101016,811$3.0M0.15%
121UNITED RENTALS INCURI3,693$3.0M0.15%
122SILGAN HLDGS INCSLGN56,668$3.0M0.15%
123CROWDSTRIKE HLDGS INCCRWD10,606$3.0M0.15%
124PULTE GROUP INC74586710120,710$3.0M0.15%
125MOLINA HEALTHCARE INCMOH8,552$2.9M0.15%
126AECOMACM28,357$2.9M0.15%
127WASTE CONNECTIONS INCWCN15,932$2.8M0.14%
128IQVIA HLDGS INCIQV11,695$2.8M0.14%
129MARRIOTT INTL INC NEW57190320210,946$2.7M0.14%
130CHOICE HOTELS INTL INC16990510620,652$2.7M0.13%
131GRACO INCGGG30,485$2.7M0.13%
132LIBERTY MEDIA CORP DELFWONB37,110$2.7M0.13%
133CONSTELLATION ENERGY CORPCEG10,039$2.6M0.13%
134AVANTOR INCAVTR99,970$2.6M0.13%
135VALVOLINE INCVVV61,035$2.6M0.13%
136LENNAR CORPLEN-B13,563$2.5M0.13%
137PARKER-HANNIFIN CORPPH3,990$2.5M0.13%
138EQUINIX INCEQIX2,797$2.5M0.12%
139TAIWAN SEMICONDUCTOR MFG LTD87403910014,104$2.4M0.12%
140HAMILTON LANE INCHLNE14,232$2.4M0.12%
141TETRA TECH INC NEWTTEK49,725$2.3M0.12%
142U HAUL HOLDING COMPANYUHAL-B32,498$2.3M0.12%
143ATMOS ENERGY CORPATO16,574$2.3M0.11%
144MARSH & MCLENNAN COS INC57174810210,281$2.3M0.11%
145GRAPHIC PACKAGING HLDG COGPK77,472$2.3M0.11%
146VALERO ENERGY CORPVLO16,909$2.3M0.11%
147ENPHASE ENERGY INCENPH20,025$2.3M0.11%
148DECKERS OUTDOOR CORPDECK14,082$2.2M0.11%
149CARMAX INCKMX28,810$2.2M0.11%
150MKS INSTRS INCMKSI20,381$2.2M0.11%
151AUTOZONE INCAZO701$2.2M0.11%
152INGERSOLL RAND INCIR22,339$2.2M0.11%
153EXPEDITORS INTL WASH INC30213010916,607$2.2M0.11%
154VISTRA CORPVST18,382$2.2M0.11%
155GOLDMAN SACHS GROUP INCGSCE4,365$2.2M0.11%
156XYLEM INCXYL15,491$2.1M0.10%
157DAYFORCE INC15677J10833,819$2.1M0.10%
158POST HLDGS INCPOST17,694$2.0M0.10%
159CULLEN FROST BANKERS INCCFR-PB18,208$2.0M0.10%
160AMERICAN WTR WKS CO INC NEW03042010313,597$2.0M0.10%
161MORNINGSTAR INCMORN6,212$2.0M0.10%
162ECOLAB INCECL7,624$1.9M0.10%
163EXPEDIA GROUP INCEXPE13,038$1.9M0.10%
164HEWLETT PACKARD ENTERPRISE CHPE-PC93,616$1.9M0.10%
165MGM RESORTS INTERNATIONALMGM48,240$1.9M0.09%
166WASTE MGMT INC DEL94106L1099,045$1.9M0.09%
167ARCH CAP GROUP LTDG0450A10516,497$1.8M0.09%
168M & T BK CORP55261F10410,299$1.8M0.09%
169DOVER CORPDOV9,508$1.8M0.09%
170PHILLIPS 66PSX13,622$1.8M0.09%
171GENTEX CORPGNTX58,992$1.8M0.09%
172HYATT HOTELS CORPH11,352$1.7M0.09%
173SCIENCE APPLICATIONS INTL CO80862510712,297$1.7M0.08%
174AMERIPRISE FINL INC03076C1063,625$1.7M0.08%
175UNITED THERAPEUTICS CORP DELUTHR4,738$1.7M0.08%
176BANK AMERICA CORP06050510442,087$1.7M0.08%
177OREILLY AUTOMOTIVE INC67103H1071,447$1.7M0.08%
178SIMPSON MFG INC8290731058,636$1.7M0.08%
179DOMINOS PIZZA INCDPZ3,834$1.6M0.08%
180GENERAL MTRS CO37045V10036,428$1.6M0.08%
181CDW CORPCDW7,200$1.6M0.08%
182LAUDER ESTEE COS INC51843910416,256$1.6M0.08%
183QORVO INCQRVO15,648$1.6M0.08%
184ACADIA HEALTHCARE COMPANY INACHC25,445$1.6M0.08%
185WHITE MTNS INS GROUP LTDG9618E107947$1.6M0.08%
186REGENERON PHARMACEUTICALSREGN1,520$1.6M0.08%
187KENVUE INCKVUE67,884$1.6M0.08%
188FISERV INCFISV8,678$1.6M0.08%
189AXON ENTERPRISE INCAXON3,809$1.5M0.08%
190IDEX CORP45167R1047,059$1.5M0.08%
191DEXCOM INCDXCM1,580$1.5M0.07%
192ERIE INDTY CO29530P1022,745$1.5M0.07%
193WILLIAMS COS INC96945710032,460$1.5M0.07%
194STEEL CONNECT INC858098205138,902$1.5M0.07%
195ROBERT HALF INC.RHI21,675$1.5M0.07%
196ROYAL CARIBBEAN GROUPV7780T1038,160$1.4M0.07%
197ONTO INNOVATION INCONTO6,886$1.4M0.07%
198SAIA INCSAIA3,220$1.4M0.07%
199INFORMATICA INC45674M10155,125$1.4M0.07%
200BIOGEN INCBIIB7,136$1.4M0.07%
201CHARTER COMMUNICATIONS INC N16119P1084,150$1.3M0.07%
202WATSCO INCWSO-B2,707$1.3M0.07%
203GENPACT LIMITEDG33,741$1.3M0.07%
204HUMANA INCHUM4,122$1.3M0.06%
205CELANESE CORP DELCE9,573$1.3M0.06%
206ROLLINS INCROL25,294$1.3M0.06%
207ORACLE CORPORCL-PD7,291$1.2M0.06%
208ZILLOW GROUP INCZ825$1.2M0.06%
209INSPIRE MED SYS INC4577301095,723$1.2M0.06%
210COPART INCCPRT23,007$1.2M0.06%
211BALL CORPBALL17,596$1.2M0.06%
212RLI CORPRLI7,700$1.2M0.06%
213DRAFTKINGS INC NEWDKNG30,392$1.2M0.06%
214BIO-TECHNE CORPTECH14,865$1.2M0.06%
215GRAINGER W W INC3848021041,122$1.2M0.06%
216METTLER TOLEDO INTERNATIONALMTD776$1.2M0.06%
217E L F BEAUTY INCELF10,640$1.2M0.06%
218ENTEGRIS INCENTG10,256$1.2M0.06%
219SIMON PPTY GROUP INC NEW8288061096,766$1.1M0.06%
220CYBERARK SOFTWARE LTDM2682V1083,893$1.1M0.06%
221IDEXX LABS INC45168D1042,232$1.1M0.06%
222HOLOGIC INCHOLX13,629$1.1M0.06%
223SITEONE LANDSCAPE SUPPLY INCSITE7,285$1.1M0.05%
224DAYFORCE INC15677JAD01,150$1.1M0.05%
225SL GREEN RLTY CORP78440X88715,085$1.1M0.05%
226FORD MTR CO DEL345370CZ11,045$1.0M0.05%
227ROYAL BK CDA7800871026,000$1.0M0.05%
228MAGNACHIP SEMICONDUCTOR CORPMX215,098$1.0M0.05%
229SPIRE INCSRJN14,773$994,0750.05%
230CARETRUST REIT INCCTRE31,929$985,3290.05%
231UBER TECHNOLOGIES INCUBER888$984,0900.05%
232TRUIST FINL CORP89832Q10922,923$980,4170.05%
233CASEYS GEN STORES INC1475281032,392$898,6980.04%
234ARRAY TECHNOLOGIES INCARRY135,852$896,6230.04%
235INTERNATIONAL PAPER CO46014610318,323$895,0790.04%
236SOUTHWEST AIRLS CO844741BG2881$895,0330.04%
237TJX COS INC NEW8725401097,576$890,4830.04%
238UNITED STATES STL CORP NEWUNTCW25,000$883,2500.04%
239MIDDLEBY CORPMIDD755$871,9010.04%
240FORTIVE CORPFTV10,823$854,2590.04%
241SEA LTDSE690$835,0590.04%
242BENTLEY SYS INCBSY810$814,9410.04%
243SHIFT4 PMTS INC82452JAB5645$791,8990.04%
244LATTICE SEMICONDUCTOR CORPLSCC14,860$788,6200.04%
245POOL CORPPOOL2,030$764,9040.04%
246SYNOVUS FINL CORP87161C50116,929$752,8330.04%
247ALIGN TECHNOLOGY INCALGN2,937$746,9380.04%
248HUBSPOT INCHUBS1,392$739,9870.04%
249CELSIUS HLDGS INCCELH23,404$733,9490.04%
250MORGAN STANLEYMS-PQ7,000$729,6800.04%
251UNITY SOFTWARE INCU32,166$727,5950.04%
252CABLE ONE INCCABO2,051$717,4190.04%
253TRANSDIGM GROUP INCTDG502$716,4190.04%
254BJS WHSL CLUB HLDGS INC05550J1018,651$713,5340.04%
255D R HORTON INC23331A1093,735$712,5260.04%
256FLEX LTDFLEX21,023$702,7990.03%
257SILICON LABORATORIES INCSLAB6,003$693,7670.03%
258SHOALS TECHNOLOGIES GROUP INSHLS123,424$692,4090.03%
259LIVE NATION ENTERTAINMENT INLYV550$680,9830.03%
260GSE SYS INC36227K205165,000$671,5500.03%
261PDD HOLDINGS INCPDD4,842$652,7500.03%
262ENPHASE ENERGY INCENPH735$650,1150.03%
263STEEL DYNAMICS INCSTLD5,155$649,9420.03%
264ETSY INCETSY779$638,9940.03%
265WESTERN ALLIANCE BANCORPWAL-PA7,388$638,9880.03%
266TRANE TECHNOLOGIES PLCTT1,632$634,4070.03%
267HILTON WORLDWIDE HLDGS INCHLT2,738$631,1090.03%
268PALANTIR TECHNOLOGIES INCPLTR16,957$630,8000.03%
269WALMART INCWMT7,755$626,2160.03%
270BLACKSTONE INCBX4,019$615,4290.03%
271CITIGROUP INCC-PR9,804$613,7300.03%
272ONEOK INC NEWOKE6,642$605,2850.03%
273ALLSTATE CORPALL-PJ3,127$593,0360.03%
274CITIZENS FINL GROUP INCCIA14,370$590,1760.03%
275EXACT SCIENCES CORP30063PAB1603$585,4930.03%
276SOLAREDGE TECHNOLOGIES INCSEDG615$578,0890.03%
277AFLAC INCAFL5,149$575,6580.03%
278BIOMARIN PHARMACEUTICAL INCBMRN575$550,7970.03%
279BUILDERS FIRSTSOURCE INCBLDR2,822$547,0730.03%
280BECTON DICKINSON & COBDX2,166$522,2230.03%
281MONGODB INCMDB377$520,9010.03%
282BLACKROCK INCBLK546$518,4320.03%
283NRG ENERGY INCNRG5,628$512,7110.03%
284DATADOG INCDDOG390$506,0600.03%
285CISCO SYS INCCSCO9,430$501,8650.02%
286H WORLD GROUP LTDHWLDF425$500,5170.02%
287CARDINAL HEALTH INCCAH4,496$496,8980.02%
288BILL HOLDINGS INCBILL500$468,6030.02%
289PEBBLEBROOK HOTEL TRPEB-PH495$457,1790.02%
290CUBESMARTCUBE8,203$441,5670.02%
291CHIPOTLE MEXICAN GRILL INCCMG7,500$432,1500.02%
292INTEGRA LIFESCIENCES HLDGS CIART451$429,4220.02%
293MEDTRONIC PLCMDT4,605$414,5880.02%
294HUBBELL INCHUBB965$413,3580.02%
295JOHNSON & JOHNSONJNJ2,503$405,6360.02%
296JOHN BEAN TECHNOLOGIES CORPJBTM423$398,0670.02%
297DROPBOX INCDBX375$362,5440.02%
298LAM RESEARCH CORPLRCX444$362,3400.02%
299BANDWIDTH INCBAND390$349,0170.02%
300SHOPIFY INCSHOP360$347,0160.02%
301QUALCOMM INCQCOM2,025$344,3510.02%
302UBS GROUP AGUBS12,661$329,9460.02%
303HEARTLAND FINL USA INC42234Q1025,338$302,6650.02%
304DYNATRACE INCDT5,616$300,2880.01%
305RAPID7 INCRPD326$297,7730.01%
306ZSCALER INCZS225$274,9420.01%
307THE AARONS COMPANY INC00258W10826,400$262,6800.01%
308GUIDEWIRE SOFTWARE INCGWRE155$249,4790.01%
309CONSTELLATION BRANDS INCSTZ867$223,4170.01%
310GUIDEWIRE SOFTWARE INCGWRE1,104$201,9660.01%
311SPAR GROUP INCSGRP33,107$81,1120.00%
312MANITEX INTL INC56342010812,200$68,6860.00%