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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 2025 · Filed February 17, 2026 · Accession 0001178913-26-000495

Total Value
$2.67B
Positions
278
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA1,370,537$255.6M9.57%
2MICROSOFT CORPMSFT482,677$233.4M8.74%
3APPLE INCAAPL462,845$125.8M4.71%
4BROADCOM INCAVGO305,376$105.7M3.96%
5BOSTON SCIENTIFIC CORPBSX567,904$54.1M2.03%
6NETFLIX INCNFLX478,971$44.9M1.68%
7JPMORGAN CHASE & CO.VYLD139,209$44.9M1.68%
8SERVICENOW INCNOW279,748$42.9M1.61%
9ARISTA NETWORKS INCANET303,958$39.8M1.49%
10ALPHABET INCGOOG125,357$39.3M1.47%
11MCKESSON CORPMCK47,559$39.0M1.46%
12CISCO SYS INCCSCO493,609$38.0M1.42%
13ELI LILLY & COLLY34,349$36.9M1.38%
14S&P GLOBAL INCSPGI69,452$36.3M1.36%
15BOOKING HOLDINGS INCBKNG6,190$33.1M1.24%
16HOWMET AEROSPACE INCHWM159,854$32.8M1.23%
17EMCOR GROUP INCEME53,335$32.6M1.22%
18MERCADOLIBRE INCMELI16,052$32.3M1.21%
19DAYFORCE INC15677J108465,000$32.2M1.20%
20CIDARA THERAPEUTICS INC171757206142,500$31.5M1.18%
21THERMO FISHER SCIENTIFIC INCTMO50,466$29.2M1.10%
22PROGRESSIVE CORP743315103126,516$28.8M1.08%
23ORACLE CORPORCL-PD145,843$28.4M1.06%
24ASCENDIS PHARMA A/SASND129,941$27.7M1.04%
25AVIDITY BIOSCIENCES INC05370A108377,500$27.2M1.02%
26SHOPIFY INCSHOP122,698$27.1M1.01%
27FRONTIER COMMUNICATIONS PARE35909D109641,100$24.4M0.91%
28DOORDASH INCDASH107,551$24.4M0.91%
29AMPHENOL CORP NEW032095101171,882$23.2M0.87%
30SALESFORCE INCCRM80,856$21.4M0.80%
31VERTEX PHARMACEUTICALS INCVRTX46,633$21.1M0.79%
32ARGENX SEARGX23,473$19.7M0.74%
33SOHO HOUSE & CO INC5860011092,113,000$18.9M0.71%
34NORFOLK SOUTHN CORP65584410865,000$18.8M0.70%
35WARNER BROS DISCOVERY INCWBD650,000$18.7M0.70%
36ASTRAZENECA PLCAZN199,779$18.4M0.69%
37SILICON MOTION TECHNOLOGY COSIMO192,500$17.8M0.67%
38AT&T INCT-PC715,415$17.8M0.67%
39ATLASSIAN CORPORATIONTEAM106,835$17.3M0.65%
40APPLIED MATLS INC03822210567,287$17.3M0.65%
41DANAHER CORPORATION23585110272,285$16.5M0.62%
42PALO ALTO NETWORKS INCPANW88,827$16.4M0.61%
43WELLTOWER INCWELL86,147$16.0M0.60%
44CARDINAL HEALTH INCCAH77,489$15.9M0.60%
45GILEAD SCIENCES INCGILD129,714$15.9M0.60%
46DENNYS CORP24869P1042,500,000$15.6M0.58%
47MOTOROLA SOLUTIONS INCMSI40,351$15.5M0.58%
48WESTERN DIGITAL CORPWDC82,610$14.2M0.53%
49ROGERS CORPROG155,000$14.2M0.53%
50ZSCALER INCZS62,195$14.0M0.52%
51MANULIFE FINL CORP56501R106265,600$13.2M0.50%
52ABBVIE INCABBV57,067$13.0M0.49%
53NEWMONT CORPNEMCL128,716$12.9M0.48%
54SAPIENS INTERNATIONAL CORP NVG7T16G103283,763$12.3M0.46%
55WALMART INCWMT107,737$12.0M0.45%
56ALNYLAM PHARMACEUTICALS INCALNY30,133$12.0M0.45%
57REPUBLIC SVCS INC76075910054,702$11.6M0.43%
58HARTFORD INSURANCE GROUP INCHIG-PG81,362$11.2M0.42%
59CURTISS WRIGHT CORPCW19,803$10.9M0.41%
60INTERNATIONAL BUSINESS MACHSINTR36,574$10.8M0.41%
61MERCK & CO INCMRK102,778$10.8M0.41%
62WIDEOPENWEST INC96758W1012,073,829$10.8M0.40%
63ABIVAX SAAAVXF79,350$10.7M0.40%
64SAP SESAPGF43,326$10.5M0.39%
65CROSS CTRY HEALTHCARE INC2274831041,272,700$10.3M0.39%
66BANK NOVA SCOTIA HALIFAX064149107100,400$10.2M0.38%
67PALANTIR TECHNOLOGIES INCPLTR57,032$10.1M0.38%
68SNOWFLAKE INCSNOW44,989$9.9M0.37%
69PRUDENTIAL FINL INCPUKPF85,588$9.7M0.36%
70LOWES COS INC54866110739,539$9.5M0.36%
71GE VERNOVA INCGEV14,578$9.5M0.36%
72STRYKER CORPORATIONSYK25,295$8.9M0.33%
73WILLIAMS SONOMA INCWSM49,659$8.9M0.33%
74REDDIT INCRDDT38,018$8.7M0.33%
75BANK AMERICA CORP060505104157,727$8.7M0.32%
76HUBSPOT INCHUBS21,276$8.5M0.32%
77ANALOG DEVICES INCADI31,234$8.5M0.32%
78SAILPOINT INCSAIL397,486$8.0M0.30%
79COINBASE GLOBAL INCCOIN33,894$7.7M0.29%
80UNITY SOFTWARE INCU172,611$7.6M0.29%
81MOODYS CORPMCO14,899$7.6M0.29%
82FIRST SOLAR INCFSLR28,847$7.5M0.28%
83ECOLAB INCECL28,256$7.4M0.28%
84MONGODB INCMDB17,271$7.2M0.27%
85GENERAL MLS INC370334104154,968$7.2M0.27%
86SUN LIFE FINANCIAL INC.SUNFF83,716$7.2M0.27%
87COSTCO WHSL CORP NEW22160K1058,268$7.1M0.27%
88WILLIAMS COS INC969457100115,434$6.9M0.26%
89KIMBERLY-CLARK CORPKMB61,795$6.2M0.23%
90DELTA AIR LINES INC DELDAL89,810$6.2M0.23%
91TAPESTRY INCTPR48,286$6.2M0.23%
92TJX COS INC NEW87254010939,690$6.1M0.23%
93COHERENT CORPCOHR32,815$6.1M0.23%
94MARVELL TECHNOLOGY INCMRVL71,252$6.1M0.23%
95METLIFE INCMET-PF76,333$6.0M0.23%
96ZOETIS INCZTS47,469$6.0M0.22%
97AMERICAN TOWER CORP NEW03027X10033,302$5.8M0.22%
98AMETEK INCAME28,320$5.8M0.22%
99NETAPP INCNTAP54,283$5.8M0.22%
100WELLS FARGO CO NEW94974610161,498$5.7M0.21%
101WHEATON PRECIOUS METALS CORPWPM35,500$5.7M0.21%
102GOLDMAN SACHS GROUP INCGSCE6,298$5.5M0.21%
103APPLOVIN CORPAPP8,081$5.4M0.20%
104CHURCH & DWIGHT CO INCCHD64,706$5.4M0.20%
105TAIWAN SEMICONDUCTOR MFG LTD87403910017,767$5.4M0.20%
106TEXAS INSTRS INC88250810431,065$5.4M0.20%
107ASTERA LABS INCALAB31,033$5.2M0.19%
108CROWDSTRIKE HLDGS INCCRWD10,848$5.1M0.19%
109METTLER TOLEDO INTERNATIONALMTD3,572$5.0M0.19%
110VEEVA SYS INCVEEV22,291$5.0M0.19%
111KEYSIGHT TECHNOLOGIES INCKEYS24,213$4.9M0.18%
112SYNCHRONY FINANCIALSYF-PB56,831$4.7M0.18%
113LABCORP HOLDINGS INCLH18,224$4.6M0.17%
114HEWLETT PACKARD ENTERPRISE CHPE-PC189,977$4.6M0.17%
115HCA HEALTHCARE INCHCA9,760$4.6M0.17%
116CONSTELLATION ENERGY CORPCEG12,678$4.5M0.17%
117SYNCHRONOSS TECHNOLOGIES INC87157B400520,000$4.5M0.17%
118CIRCLE INTERNET GROUP INCCRCL56,062$4.4M0.17%
119REGIONS FINANCIAL CORP NEWRF-PF163,223$4.4M0.17%
120CARIS LIFE SCIENCES INCCAI162,313$4.4M0.16%
121CAPITAL ONE FINL CORP14040H10518,060$4.4M0.16%
122QUALCOMM INCQCOM25,474$4.4M0.16%
123CBOE GLOBAL MKTS INC12503M10817,240$4.3M0.16%
124TWIST BIOSCIENCE CORPTWST135,650$4.3M0.16%
125PUBLIC SVC ENTERPRISE GRP IN74457310652,108$4.2M0.16%
126ASTRIA THERAPEUTICS INC04635X102317,300$4.2M0.16%
127GRACO INCGGG49,484$4.1M0.15%
128ADOBE INCADBE11,567$4.0M0.15%
129ROBINHOOD MKTS INC77070010234,973$4.0M0.15%
130INCYTE CORPINCY36,919$3.6M0.14%
131SNAP ON INCSNA10,346$3.6M0.13%
132DIGITAL RLTY TR INC25386810322,140$3.4M0.13%
133THE CIGNA GROUP12552310012,115$3.3M0.12%
134PRINCIPAL FINANCIAL GROUP INPFG37,257$3.3M0.12%
135HOME DEPOT INCHD9,393$3.2M0.12%
136PROCTER AND GAMBLE CO74271810922,518$3.2M0.12%
137FIVE9 INCFIVN160,000$3.2M0.12%
138EVERSOURCE ENERGYES47,123$3.2M0.12%
139OREILLY AUTOMOTIVE INC67103H10734,179$3.1M0.12%
140ENTERGY CORP NEWENO33,606$3.1M0.12%
141FEDEX CORPFDX10,365$3.0M0.11%
142WATERS CORP9418481037,850$3.0M0.11%
143CUREVAC NVN2451R105650,557$2.9M0.11%
144JABIL INCJBL12,552$2.9M0.11%
145TWILIO INCTWLO18,969$2.7M0.10%
146SIMON PPTY GROUP INC NEW82880610914,206$2.6M0.10%
147INSPIRATO INC45791E206625,000$2.6M0.10%
148VULCAN MATLS CO9291601099,126$2.6M0.10%
149CATERPILLAR INCCAT4,297$2.5M0.09%
150MARATHON PETE CORPMARA15,060$2.4M0.09%
151FIDELITY NATL INFORMATION SV31620M10635,912$2.4M0.09%
152DECKERS OUTDOOR CORPDECK22,744$2.4M0.09%
153ULTA BEAUTY INCULTA3,860$2.3M0.09%
154RALPH LAUREN CORPRL6,454$2.3M0.09%
155CME GROUP INCCME8,191$2.2M0.08%
156TARGA RES CORPTRGP11,347$2.1M0.08%
157FOX CORPFOX32,026$2.1M0.08%
158HUBBELL INCHUBB4,453$2.0M0.07%
159DEERE & CODE4,054$1.9M0.07%
160JAMF HLDG CORP47074L105145,000$1.9M0.07%
161XYLEM INCXYL12,163$1.7M0.06%
162COCA COLA COKO23,499$1.6M0.06%
163AMERICAN WTR WKS CO INC NEW03042010311,853$1.5M0.06%
164CONSTELLATION BRANDS INCSTZ10,555$1.5M0.05%
165BADGER METER INCBMI8,279$1.4M0.05%
166GENERAC HLDGS INCGNRC10,560$1.4M0.05%
167VISTRA CORPVST8,864$1.4M0.05%
168WORKDAY INCWDAY6,641$1.4M0.05%
169NRG ENERGY INCNRG8,666$1.4M0.05%
170AFLAC INCAFL12,405$1.4M0.05%
171EQUINIX INCEQIX1,779$1.4M0.05%
172PULTE GROUP INC74586710111,392$1.3M0.05%
173WEST PHARMACEUTICAL SVSC INC9553061054,755$1.3M0.05%
174SBA COMMUNICATIONS CORP NEWSBAC6,686$1.3M0.05%
175TETRA TECH INC NEWTTEK38,384$1.3M0.05%
176TRIMBLE INCTRMB16,132$1.3M0.05%
177US BANCORP DELUSB-PS23,587$1.3M0.05%
178TAKE-TWO INTERACTIVE SOFTWARTTWO4,797$1.2M0.05%
179RIVIAN AUTOMOTIVE INCRIVN1,085$1.2M0.05%
180STANTEC INCSTN9,354$1.2M0.05%
181TRUIST FINL CORP89832Q10924,567$1.2M0.05%
182WABTEC9297401085,645$1.2M0.05%
183EMERSON ELEC COEMR8,867$1.2M0.04%
184EBAY INC.EBAY13,393$1.2M0.04%
185GRAINGER W W INC3848021041,148$1.2M0.04%
186HASBRO INCHAS14,091$1.2M0.04%
187FAIR ISAAC CORPFICO680$1.1M0.04%
188ALLSTATE CORPALL-PJ5,473$1.1M0.04%
189NEUROCRINE BIOSCIENCES INCNBIX7,620$1.1M0.04%
190MORGAN STANLEYMS-PQ5,966$1.1M0.04%
191CHART INDS INC16115Q3084,898$1.0M0.04%
192DATADOG INCDDOG6,755$918,6120.03%
193HP INCHPQ39,931$889,6630.03%
194DOCUSIGN INCDOCU12,933$884,6170.03%
195AMERICAN WTR CAP CORP03040WBE4855$853,4230.03%
196SEALED AIR CORP NEWSE20,380$844,3430.03%
197HILTON WORLDWIDE HLDGS INCHLT2,938$843,9410.03%
198IRON MTN INC DEL46284V10110,064$834,8090.03%
199BANKFINANCIAL CORP06643P10467,434$809,2080.03%
200MANHATTAN ASSOCIATES INCMANH4,587$794,9730.03%
201HILLENBRAND INC43157110825,000$793,0000.03%
202KINDER MORGAN INC DELEP-PC26,156$719,0280.03%
203AECOMACM7,450$710,2090.03%
204UNITED RENTALS INCURI835$675,7820.03%
205UBER TECHNOLOGIES INCUBER508$660,7880.02%
206T-MOBILE US INCTMUSZ3,200$649,7280.02%
207FORD MTR CO34537086048,914$641,7520.02%
208COINBASE GLOBAL INCCOIN619$634,8090.02%
209PARSONS CORP DELPSN585$609,0900.02%
210VENTAS RLTY LTD PARTNERSHIPVTR425$607,9010.02%
211JD.COM INCJDCMF595$596,6290.02%
212IONIS PHARMACEUTICALS INCIONS374$595,0070.02%
213GULF IS FABRICATION INC40230710249,100$587,7270.02%
214AKAMAI TECHNOLOGIES INCAKAM590$585,6520.02%
215MERITAGE HOMES CORPMTH556$549,6120.02%
216MAGNACHIP SEMICONDUCTOR CORPMX215,098$548,5000.02%
217PLUG POWER INCPLUG273,889$539,5610.02%
218AMERIPRISE FINL INC03076C1061,098$538,3930.02%
219FLUOR CORPFLR458$524,0670.02%
220PDD HOLDINGS INCPDD4,600$521,5940.02%
221JOHNSON & JOHNSONJNJ2,503$517,9960.02%
222MKS INC.MKSI400$512,2410.02%
223KENVUE INCKVUE29,336$506,0460.02%
224ITRON INCITRI475$484,1150.02%
225SEQUANS COMMUNICATIONS SASQNS105,649$474,3640.02%
226POST HLDGS INCPOST425$461,9050.02%
227VERIZON COMMUNICATIONS INCVZ11,243$457,9270.02%
228GLOBAL PMTS INC37940XAU6497$449,1490.02%
229LANTHEUS HLDGS INCLNTH390$446,8430.02%
230GALLAGHER ARTHUR J & CO3635761091,700$439,9430.02%
231ENPHASE ENERGY INCENPH13,606$436,0720.02%
232TKO GROUP HOLDINGS INCTKO1,922$401,6980.02%
233ON SEMICONDUCTOR CORPON422$401,2620.02%
234SEMTECH CORPSMTC200$401,0790.02%
235IMMUNOCORE HLDGS PLCIMCR422$385,9720.01%
236BANDWIDTH INCBAND390$384,8520.01%
237H WORLD GROUP LTDHWLDF300$384,0010.01%
238DROPBOX INCDBX375$377,5240.01%
239GRANITE CONSTR INCGVA227$362,7330.01%
240JAZZ INVESTMENTS I LTD472145AF8300$348,3250.01%
241TRANSDIGM GROUP INCTDG258$343,1010.01%
242POWER INTEGRATIONS INCPOWI9,414$334,5740.01%
243FORD MTR CO345370CZ1320$332,3870.01%
244ARES MANAGEMENT CORPORATIONARES-PB6,510$328,1040.01%
245CLOUDFLARE INCNET275$325,2760.01%
246LUMENTUM HLDGS INCLITE60$319,3710.01%
247REPLIGEN CORPRGEN290$318,9580.01%
248NEXTERA ENERGY CAP HLDGS INCNEE-PW248$310,6920.01%
249ALIBABA GROUP HLDG LTDBBAAY200$310,6830.01%
250BENTLEY SYS INCBSY310$309,1480.01%
251MEDPACE HLDGS INCMEDP525$294,8660.01%
252ALARM COM HLDGS INCALRM300$285,6130.01%
253KKR & CO INCKKRT5,284$273,8430.01%
254TYLER TEX INDPT SCH DIST902252AB1250$253,0430.01%
255TRIP COM GROUP LTDTRPCF200$246,5900.01%
256SEAGATE HDD CAYMANSE69$234,9360.01%
257SPOTIFY USA INC84921RAB6205$233,2710.01%
258SUPER MICRO COMPUTER INCSMCI257$232,0780.01%
259WESTERN DIGITAL CORPWDC50$229,6790.01%
260ASCENDIS PHARMA A/SASND161$229,4740.01%
261TENCENT MUSIC ENTMT GROUPXHLD12,800$224,3840.01%
262BIOMARIN PHARMACEUTICAL INCBMRN225$216,4550.01%
263DARDEN RESTAURANTS INCDRI1,104$203,1580.01%
264DRILLING TOOLS INTERNATIONAL26205E10782,056$201,0370.01%
265LI AUTO INCLAAOF186$187,3310.01%
266H WORLD GROUP LTDHWLDF3,900$183,4950.01%
267DRAFTKINGS INC NEWDKNG200$183,2380.01%
268HAEMONETICS CORP MASSHAE175$182,2950.01%
269ON SEMICONDUCTOR CORPON150$178,8600.01%
270PB BANKSHARES INC69318V1038,268$174,8680.01%
271ADVANCED ENERGY INDS007973AE0100$164,7650.01%
272MARRIOTT VACATIONS WORLDWIDEVAC150$143,2370.01%
273TUYA INCTUYA62,100$131,0310.00%
274RIVIAN AUTOMOTIVE INCRIVN75$95,6660.00%
275KINROSS GOLD CORPKGCRF50,900$85,0030.00%
276WASTE MGMT INC DEL94106L109340$74,7010.00%
277FINEMARK HOLDINGS INC31788B1081,000$37,9200.00%
278MIDDLEBY CORPMIDD135$20,0700.00%