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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 February 12, 2025 · Accession 0001178913-25-000431

Total Value
$1.98B
Positions
319
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1ICON PLCICLR530,286$111.2M5.61%
2NVIDIA CORPORATIONNVDA728,120$97.8M4.93%
3VISA INCV206,708$65.3M3.29%
4BROADCOM INCAVGO214,495$49.7M2.51%
5SALESFORCE INCCRM132,191$44.2M2.23%
6BOSTON SCIENTIFIC CORPBSX429,533$38.4M1.93%
7PROGRESSIVE CORP743315103136,905$32.8M1.65%
8APPLE INCAAPL130,270$32.6M1.65%
9MOTOROLA SOLUTIONS INCMSI67,190$31.1M1.57%
10S&P GLOBAL INCSPGI61,494$30.6M1.54%
11SMARTSHEET INC83200N103525,000$29.4M1.48%
12UNITEDHEALTH GROUP INCUNH54,142$27.4M1.38%
13NETFLIX INCNFLX30,165$26.9M1.36%
14HESS CORPHESM200,000$26.6M1.34%
15JUNIPER NETWORKS INC48203R104700,000$26.2M1.32%
16DATADOG INCDDOG179,198$25.6M1.29%
17ELI LILLY & COLLY31,969$24.7M1.24%
18CROSS CTRY HEALTHCARE INC2274831041,350,000$24.5M1.24%
19KKR & CO INCKKRT154,740$22.9M1.15%
20TRADEWEB MKTS INC892672106170,421$22.3M1.13%
21INNOVID CORPINHD7,135,490$22.0M1.11%
22BOOKING HOLDINGS INCBKNG4,421$22.0M1.11%
23THERMO FISHER SCIENTIFIC INCTMO39,435$20.5M1.03%
24DANAHER CORPORATION23585110287,058$20.0M1.01%
25ARISTA NETWORKS INCANET177,079$19.6M0.99%
26DOORDASH INCDASH110,478$18.5M0.93%
27MERCADOLIBRE INCMELI10,510$17.9M0.90%
28LIBERTY MEDIA CORP DELFWONB191,765$17.8M0.90%
29STELLANTIS N.VSTLA1,393,487$17.6M0.89%
30GARTNER INCIT36,067$17.5M0.88%
31HASHICORP INC418100103464,435$15.9M0.80%
32ROGERS CORPROG155,000$15.7M0.79%
33REVANCE THERAPEUTICS INC7613301095,100,000$15.5M0.78%
34SNOWFLAKE INCSNOW99,595$15.4M0.78%
35CHAMPIONX CORPORATION15872M104550,000$15.0M0.75%
36OLD DOMINION FREIGHT LINE INODFL84,028$14.8M0.75%
37ATLASSIAN CORPORATIONTEAM59,799$14.6M0.73%
38ADOBE INCADBE31,751$14.1M0.71%
39ELASTIC N VESTC131,653$13.0M0.66%
40MONGODB INCMDB56,015$13.0M0.66%
41CYBERARK SOFTWARE LTDM2682V10838,843$12.9M0.65%
42PULTE GROUP INC745867101112,499$12.3M0.62%
43ANALOG DEVICES INCADI57,219$12.2M0.61%
44THE TRADE DESK INC88339J105103,017$12.1M0.61%
45ARGENX SEARGX19,401$11.9M0.60%
46SILICON MOTION TECHNOLOGY COSIMO217,500$11.8M0.59%
47FIRST SOLAR INCFSLR66,575$11.7M0.59%
48AMPHENOL CORP NEW032095101167,417$11.6M0.59%
49ALLEGION PLCALLE86,132$11.3M0.57%
50EVANS BANCORP INC29911Q208259,537$11.2M0.57%
51WORKDAY INCWDAY43,334$11.2M0.56%
52EMCOR GROUP INCEME24,334$11.0M0.56%
53SHOPIFY INCSHOP103,800$11.0M0.56%
54EATON CORP PLCETN32,459$10.8M0.54%
55TARGA RES CORPTRGP60,310$10.8M0.54%
56IRON MTN INC DEL46284V101101,766$10.7M0.54%
57GLOBANT S AGLOB49,203$10.6M0.53%
58SPOTIFY TECHNOLOGY S ASPOT23,440$10.5M0.53%
59AMEDISYS INC023436108115,000$10.4M0.53%
60COSTCO WHSL CORP NEW22160K10511,340$10.4M0.52%
61AVID BIOSERVICES INC05368M106829,300$10.2M0.52%
62ACCENTURE PLC IRELANDACN27,339$9.6M0.48%
63ALPHABET INCGOOG50,102$9.5M0.48%
64ZSCALER INCZS50,092$9.0M0.46%
65STRYKER CORPORATIONSYK24,883$9.0M0.45%
66MERCK & CO INCMRK88,425$8.8M0.44%
67LINDE PLCLIN20,864$8.7M0.44%
68GITLAB INCGTLB154,874$8.7M0.44%
69REPUBLIC SVCS INC76075910042,052$8.5M0.43%
70ANSYS INC03662Q10525,000$8.4M0.43%
71ROBINHOOD MKTS INC770700102224,584$8.4M0.42%
72HEARTLAND FINL USA INC42234Q102136,091$8.3M0.42%
73MCKESSON CORPMCK14,253$8.1M0.41%
74SURMODICS INC868873100203,187$8.0M0.41%
75JPMORGAN CHASE & COVYLD32,432$7.8M0.39%
76AMERICAN EXPRESS COAXP25,728$7.6M0.39%
77TEXAS INSTRS INC88250810440,710$7.6M0.38%
78FORTINET INCFTNT80,151$7.6M0.38%
79DEXCOM INCDXCM96,602$7.5M0.38%
80MARVELL TECHNOLOGY INCMRVL66,036$7.3M0.37%
81CONFLUENT INC20717M103257,101$7.2M0.36%
82VERTEX PHARMACEUTICALS INCVRTX17,773$7.2M0.36%
83SEAGATE TECHNOLOGY HLDNGS PLSE82,209$7.1M0.36%
84CHURCH & DWIGHT CO INCCHD65,739$6.9M0.35%
85WALMART INCWMT73,358$6.6M0.33%
86CROWDSTRIKE HLDGS INCCRWD19,174$6.6M0.33%
87CISCO SYS INCCSCO110,276$6.5M0.33%
88INTERNATIONAL BUSINESS MACHSINTR29,618$6.5M0.33%
89FIVE9 INCFIVN160,000$6.5M0.33%
90ELEVANCE HEALTH INCELV17,425$6.4M0.32%
91WELLS FARGO CO NEW94974610191,366$6.4M0.32%
92HUBSPOT INCHUBS9,155$6.4M0.32%
93PROFIRE ENERGY INC74316X1012,275,000$5.8M0.29%
94EXACT SCIENCES CORP30063P10596,950$5.4M0.27%
95ABBVIE INCABBV30,378$5.4M0.27%
96AMETEK INCAME29,293$5.3M0.27%
97AFFIRM HLDGS INCAFRM83,521$5.1M0.26%
98FAIR ISAAC CORPFICO2,476$4.9M0.25%
99GALLAGHER ARTHUR J & CO36357610916,804$4.8M0.24%
100ADAMS RES & ENERGY INC006351308125,000$4.7M0.24%
101HOWMET AEROSPACE INCHWM42,518$4.7M0.23%
102PACTIV EVERGREEN INC69526K105265,500$4.6M0.23%
103NEXTRACKER INCNXT120,054$4.4M0.22%
104STANTEC INCSTN38,762$4.4M0.22%
105CORNING INCGLW91,416$4.3M0.22%
106SEQUANS COMMUNICATIONS S ASQNS1,160,000$4.0M0.20%
107ACUITY BRANDS INCAYI13,793$4.0M0.20%
108WABTEC92974010820,910$4.0M0.20%
109GAN LTDG3728V1092,160,000$3.9M0.20%
110MARKEL GROUP INCMKL2,182$3.8M0.19%
111MARRIOTT INTL INC NEW57190320213,429$3.7M0.19%
112KLA CORPKLAC5,850$3.7M0.19%
113PTC INCPTC19,763$3.6M0.18%
114CATERPILLAR INCCAT9,996$3.6M0.18%
115TERRITORIAL BANCORP INC88145X108370,296$3.6M0.18%
116UNITED RENTALS INCURI5,053$3.6M0.18%
117CREDIT ACCEP CORP MICH2253101017,509$3.5M0.18%
118WILLIAMS COS INC96945710063,116$3.4M0.17%
119ICC HLDGS INC44931Q104143,138$3.3M0.17%
120LENNOX INTL INC5261071075,349$3.3M0.16%
121MARATHON PETE CORPMARA23,079$3.2M0.16%
122AMGEN INCAMGN12,311$3.2M0.16%
123M & T BK CORP55261F10416,702$3.1M0.16%
124MARKFORGED HOLDING CORPORATI57064N2011,000,000$3.1M0.16%
125APPLIED MATLS INC03822210519,233$3.1M0.16%
126LIBERTY MEDIA CORP DELFWONB37,110$3.1M0.16%
127CHOICE HOTELS INTL INC16990510621,841$3.1M0.16%
128SILGAN HLDGS INCSLGN59,469$3.1M0.16%
129PROGYNY INCPGNY175,000$3.0M0.15%
130LAMAR ADVERTISING CO NEWLAMR24,632$3.0M0.15%
131ONE GAS INCOGS43,107$3.0M0.15%
132BM TECHNOLOGIES INC05591L107590,000$2.9M0.15%
133TAKE-TWO INTERACTIVE SOFTWARTTWO15,636$2.9M0.15%
134TAIWAN SEMICONDUCTOR MFG LTD87403910014,104$2.8M0.14%
135HUBBELL INCHUBB6,617$2.8M0.14%
136T-MOBILE US INCTMUSZ12,536$2.8M0.14%
137CBOE GLOBAL MKTS INC12503M10814,019$2.7M0.14%
138GOLDMAN SACHS GROUP INCGSCE4,710$2.7M0.14%
139DECKERS OUTDOOR CORPDECK13,154$2.7M0.13%
140MARSH & MCLENNAN COS INC57174810212,504$2.7M0.13%
141GRACO INCGGG31,194$2.6M0.13%
142CONSTELLATION ENERGY CORPCEG11,678$2.6M0.13%
143QUANTA SVCS INC74762E1028,254$2.6M0.13%
144IQVIA HLDGS INCIQV12,848$2.5M0.13%
145DAYFORCE INC15677J10834,606$2.5M0.13%
146CULLEN FROST BANKERS INCCFR-PB18,632$2.5M0.13%
147ASPEN TECHNOLOGY INC29109X10610,000$2.5M0.13%
148INGERSOLL RAND INCIR27,518$2.5M0.13%
149TWIST BIOSCIENCE CORPTWST52,837$2.5M0.12%
150CARMAX INCKMX29,481$2.4M0.12%
151POST HLDGS INCPOST20,786$2.4M0.12%
152ATMOS ENERGY CORPATO16,960$2.4M0.12%
153EXPEDITORS INTL WASH INC30213010921,305$2.4M0.12%
154AMERIPRISE FINL INC03076C1064,380$2.3M0.12%
155RLI CORPRLI13,854$2.3M0.12%
156ROYAL CARIBBEAN GROUPV7780T1039,865$2.3M0.11%
157AECOMACM20,677$2.2M0.11%
158VISTRA CORPVST16,002$2.2M0.11%
159XYLEM INCXYL18,779$2.2M0.11%
160GRAPHIC PACKAGING HLDG COGPK79,275$2.2M0.11%
161MORNINGSTAR INCMORN6,357$2.1M0.11%
162ORACLE CORPORCL-PD12,830$2.1M0.11%
163OREILLY AUTOMOTIVE INC67103H1071,749$2.1M0.10%
164CDW CORPCDW11,528$2.0M0.10%
165GLOBE LIFE INCGL-PD17,933$2.0M0.10%
166HAMILTON LANE INCHLNE13,409$2.0M0.10%
167GENTEX CORPGNTX68,057$2.0M0.10%
168WHITE MTNS INS GROUP LTDG9618E107999$1.9M0.10%
169DOMINOS PIZZA INCDPZ4,623$1.9M0.10%
170SIMPSON MFG INC82907310511,260$1.9M0.09%
171OWENS CORNING NEWOC10,871$1.9M0.09%
172STEEL CONNECT INC858098205161,602$1.9M0.09%
173ARCH CAP GROUP LTDG0450A10519,946$1.8M0.09%
174HYATT HOTELS CORPH11,616$1.8M0.09%
175FISERV INCFISV8,791$1.8M0.09%
176ROBERT HALF INC.RHI25,539$1.8M0.09%
177AUTOZONE INCAZO561$1.8M0.09%
178CASEYS GEN STORES INC1475281034,520$1.8M0.09%
179ECOLAB INCECL7,624$1.8M0.09%
180DEERE & CODE4,114$1.7M0.09%
181CENCORA INCCOR7,182$1.6M0.08%
182HCA HEALTHCARE INCHCA5,337$1.6M0.08%
183U HAUL HOLDING COMPANYUHAL-B24,830$1.6M0.08%
184IDEX CORP45167R1047,596$1.6M0.08%
185PALANTIR TECHNOLOGIES INCPLTR20,748$1.6M0.08%
186VALERO ENERGY CORPVLO12,779$1.6M0.08%
187TETRA TECH INC NEWTTEK38,976$1.6M0.08%
188BANK AMERICA CORP06050510435,000$1.5M0.08%
189VERALTO CORPVLTO15,099$1.5M0.08%
190WASTE MGMT INC DEL94106L1097,566$1.5M0.08%
191SAIA INCSAIA3,280$1.5M0.08%
192GENPACT LIMITEDG34,363$1.5M0.07%
193MARINUS PHARMACEUTICALS INC56854Q2002,700,000$1.4M0.07%
194GRAINGER W W INC3848021041,359$1.4M0.07%
195GE VERNOVA LLCGEV4,337$1.4M0.07%
196ROLLINS INCROL30,646$1.4M0.07%
197SIMON PPTY GROUP INC NEW8288061098,202$1.4M0.07%
198ERIE INDTY CO29530P1023,360$1.4M0.07%
199AXON ENTERPRISE INCAXON2,259$1.3M0.07%
200STERIS PLCSTE6,379$1.3M0.07%
201AMERICAN WTR WKS CO INC NEW03042010310,487$1.3M0.07%
202MOLINA HEALTHCARE INCMOH4,457$1.3M0.07%
203WATSCO INCWSO-B2,726$1.3M0.07%
204VALVOLINE INCVVV35,584$1.3M0.06%
205MKS INSTRS INCMKSI12,115$1.3M0.06%
206PALO ALTO NETWORKS INCPANW6,772$1.2M0.06%
207SCIENCE APPLICATIONS INTL CO80862510710,949$1.2M0.06%
208TRUIST FINL CORP89832Q10928,013$1.2M0.06%
209METTLER TOLEDO INTERNATIONALMTD972$1.2M0.06%
210SL GREEN RLTY CORP78440X88716,863$1.1M0.06%
211ALIGN TECHNOLOGY INCALGN5,481$1.1M0.06%
212AMDOCS LTDDOX13,275$1.1M0.06%
213MEDPACE HLDGS INCMEDP3,399$1.1M0.06%
214VERTIV HOLDINGS COVRT9,930$1.1M0.06%
215TJX COS INC NEW8725401099,216$1.1M0.06%
216REXFORD INDL RLTY INC76169C10028,771$1.1M0.06%
217PHILLIPS 66PSX9,752$1.1M0.06%
218BIO-TECHNE CORPTECH15,033$1.1M0.05%
219FLUENCE ENERGY INCFLNC68,103$1.1M0.05%
220INTERNATIONAL PAPER CO46014610319,425$1.0M0.05%
221ROYAL BK CDA7800871026,000$1.0M0.05%
222SPIRE INCSRJN14,940$1.0M0.05%
223US FOODS HLDG CORPUSFD14,857$1.0M0.05%
224TRANSUNIONTRU10,791$1.0M0.05%
225DRAFTKINGS INC NEWDKNG26,649$991,3430.05%
226BALL CORPBALL17,795$981,0380.05%
227SITEONE LANDSCAPE SUPPLY INCSITE7,285$959,9440.05%
228CARETRUST REIT INCCTRE35,023$947,3720.05%
229IDEXX LABS INC45168D1042,257$933,1340.05%
230E L F BEAUTY INCELF7,410$930,3260.05%
231ONTO INNOVATION INCONTO5,544$924,0180.05%
232POOL CORPPOOL2,678$913,0370.05%
233SOUTHWEST AIRLS CO844741BG2881$909,2830.05%
234UBER TECHNOLOGIES INCUBER888$898,2080.05%
235BUILDERS FIRSTSOURCE INCBLDR6,191$884,8800.04%
236MORGAN STANLEYMS-PQ7,000$880,0400.04%
237SEA LTDSE690$878,2790.04%
238SYNOVUS FINL CORP87161C50117,121$877,1090.04%
239SHIFT4 PMTS INC82452JAB5645$867,4830.04%
240MAGNACHIP SEMICONDUCTOR CORPMX215,098$864,6940.04%
241BRIGHTCOVE INC10921T101197,492$859,0900.04%
242UNITED STATES STL CORP NEWUNTCW25,000$849,7500.04%
243BLACKSTONE INCBX4,809$829,1680.04%
244HILTON WORLDWIDE HLDGS INCHLT3,348$827,4920.04%
245FORTIVE CORPFTV10,946$820,9500.04%
246ONEOK INC NEWOKE8,111$814,3440.04%
247REGIONS FINANCIAL CORP NEWRF-PF34,138$802,9260.04%
248PARKER-HANNIFIN CORPPH1,256$798,8540.04%
249BENTLEY SYS INCBSY810$788,1030.04%
250BJS WHSL CLUB HLDGS INC05550J1018,749$781,7230.04%
251CITIZENS FINL GROUP INCCIA17,612$770,7010.04%
252TRANSDIGM GROUP INCTDG606$767,9720.04%
253STEEL DYNAMICS INCSTLD6,645$757,9950.04%
254SILICON LABORATORIES INCSLAB6,071$754,1400.04%
255REGENERON PHARMACEUTICALSREGN1,057$752,9330.04%
256CABLE ONE INCCABO2,074$751,0370.04%
257UNITED THERAPEUTICS CORP DELUTHR2,124$749,4320.04%
258GENERAC HLDGS INCGNRC4,822$747,6510.04%
259DAYFORCE INC15677JAD0775$747,4250.04%
260ALLSTATE CORPALL-PJ3,790$730,6740.04%
261ENTEGRIS INCENTG7,370$730,0720.04%
262TRANE TECHNOLOGIES PLCTT1,974$729,0970.04%
263AAON INCAAON6,091$716,7890.04%
264ACADIA HEALTHCARE COMPANY INACHC17,489$693,4390.03%
265CITIGROUP INCC-PR9,804$690,1040.03%
266MIDDLEBY CORPMIDD605$678,6640.03%
267FLEX LTDFLEX17,386$667,4490.03%
268CUBESMARTCUBE15,208$651,6630.03%
269CHIPOTLE MEXICAN GRILL INCCMG10,752$648,3460.03%
270CARDINAL HEALTH INCCAH5,383$636,6470.03%
271AFLAC INCAFL6,131$634,1910.03%
272CELSIUS HLDGS INCCELH23,404$616,4610.03%
273D R HORTON INC23331A1094,392$614,0890.03%
274SECUREWORKS CORP81374A10572,228$611,0490.03%
275FORD MTR CO DEL345370CZ1620$600,4580.03%
276LENNAR CORPLEN-B4,248$579,3000.03%
277EXACT SCIENCES CORP30063PAB1603$561,2450.03%
278BLACKROCK INCBLK546$559,7100.03%
279LIVE NATION ENTERTAINMENT INLYV400$552,1840.03%
280CELANESE CORP DELCE7,614$526,9650.03%
281NRG ENERGY INCNRG5,628$507,7580.03%
282DATADOG INCDDOG315$492,0400.02%
283PDD HOLDINGS INCPDD4,842$469,6260.02%
284PEBBLEBROOK HOTEL TRPEB-PH495$461,4850.02%
285WESCO INTL INC95082P1052,545$460,5430.02%
286LAM RESEARCH CORPLRCX6,364$459,6720.02%
287QUALCOMM INCQCOM2,901$445,6520.02%
288JOHN BEAN TECHNOLOGIES CORPJBTM423$419,6200.02%
289BIOMARIN PHARMACEUTICAL INCBMRN425$396,4090.02%
290UBER TECHNOLOGIES INCUBER6,358$383,5150.02%
291DROPBOX INCDBX375$383,4300.02%
292ENPHASE ENERGY INCENPH460$378,6690.02%
293BECTON DICKINSON & COBDX1,643$372,7470.02%
294MEDTRONIC PLCMDT4,605$367,8470.02%
295SHOPIFY INCSHOP360$367,3200.02%
296JOHNSON & JOHNSONJNJ2,503$361,9840.02%
297BANDWIDTH INCBAND390$360,0920.02%
298UBS GROUP AGUBS12,661$351,0900.02%
299VERIZON COMMUNICATIONS INCVZ8,743$349,6330.02%
300ARES MANAGEMENT CORPORATIONARES-PB6,000$337,4660.02%
301H WORLD GROUP LTDHWLDF300$320,7590.02%
302TEXAS PACIFIC LAND CORPORATITPL288$318,5160.02%
303WESTERN ALLIANCE BANCORPWAL-PA3,700$309,0980.02%
304AT&T INCT-PC13,484$307,0310.02%
305RAPID7 INCRPD326$303,0270.02%
306WELLTOWER INCWELL2,394$301,7160.02%
307MANITEX INTL INC56342010851,914$301,1010.02%
308NCL CORP LTD62886HBK6275$291,3470.01%
309ZSCALER INCZS225$279,1380.01%
310DRILLING TOOLS INTL CORP26205E10782,056$268,3230.01%
311RIVIAN AUTOMOTIVE INCRIVN200$206,7460.01%
312TCTM KIDS IT EDUCATION INC876108200260,000$187,3560.01%
313GUIDEWIRE SOFTWARE INCGWRE1,104$186,1120.01%
314DRAFTKINGS INC NEWDKNG200$170,5790.01%
315MATTERPORT INC57709610035,000$165,9000.01%
316DESPEGAR COM CORPG273581037,192$138,4460.01%
317ON SEMICONDUCTOR CORPON100$130,6570.01%
318COINBASE GLOBAL INCCOIN400$99,3200.01%
319SPAR GROUP INCSGRP33,107$64,2280.00%