Institutional Fund
Bdf-Gestion
Paris, FranceCIK 16328125 filings on record
Portfolio Value
$748.56M
Q1 2026
Holdings
144
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-8.5%
from $818.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation10.2%
- Apple Inc9.7%
- Microsoft Corp7.5%
- Alphabet Inc4.1%
- Broadcom Inc4.0%
- Meta Platforms Inc3.6%
- Other60.9%
Portfolio Holdings
144 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 437.2K | $76.25M | 10.2% | −16.1K | Reduced |
| 2 | Apple Inc | 286.1K | $72.62M | 9.7% | 0 | Held |
| 3 | Microsoft Corp | 150.8K | $55.83M | 7.5% | +8.6K | Added |
| 4 | Alphabet Inc | 106.3K | $30.48M | 4.1% | 0 | Held |
| 5 | Broadcom Inc | 97.7K | $30.23M | 4.0% | 0 | Held |
| 6 | Meta Platforms Inc | 47.1K | $26.95M | 3.6% | 0 | Held |
| 7 | Jpmorgan Chase & Co. | 59.9K | $17.63M | 2.4% | 0 | Held |
| 8 | Eli Lilly & Co | 18.7K | $17.20M | 2.3% | 0 | Held |
| 9 | Visa Inc | 35.7K | $10.80M | 1.4% | 0 | Held |
| 10 | Abbvie Inc | 44.5K | $9.68M | 1.3% | 0 | Held |
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