BDF-GESTION 13F Holdings

CIK 0001632812 · PARIS, I0

As of Sep 30, 2025, BDF-GESTION reported 143 positions worth $845.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology479,780$89.5M10.59%
MICROSOFT CORPMSFTTechnology151,641$78.5M9.29%
APPLE INCAAPLTechnology296,502$75.5M8.93%
BROADCOM INCAVGOTechnology114,626$37.8M4.48%
META PLATFORMS INCMETACommunication Services48,896$35.9M4.25%
ALPHABET INCGOOGEquity113,343$27.6M3.27%
JPMORGAN CHASE & COJPMFinancial Services63,921$20.2M2.39%
ELI LILLY & COLLYHealthcare19,949 5.2M1.80%
VISA INC-CLASS A SHARESVFinancial Services36,117 2.3M1.46%
HOME DEPOT INCHDConsumer Cyclical25,205 0.2M1.21%
GOLDMAN SACHS GROUP INCGSFinancial Services12,500 0.0M1.18%
BANK OF AMERICA CORPBACFinancial Services187,578$9.7M1.15%
MASTERCARD INCMAFinancial Services16,574$9.4M1.12%
ABBOTT LABORATORIESABTHealthcare64,861$8.7M1.03%
CITIGROUP INCCFinancial Services83,744$8.5M1.01%
NETFLIX INCNFLXCommunication Services7,000$8.4M0.99%
PALANTIR TECHNOLOGIES INCPLTRTechnology44,629$8.1M0.96%
INTUITIVE SURGICAL INCISRGHealthcare18,094$8.1M0.96%
ABBVIE INCABBVEquity34,522$8.0M0.95%
ORACLE CORPORCLTechnology26,128$7.3M0.87%
MOTOROLA SOLUTIONS INCMSITechnology14,027$6.4M0.76%
SALESFORCE INCCRMTechnology26,590$6.3M0.75%
PROCTER & GAMBLE COPGConsumer Defensive40,837$6.3M0.74%
TJX COMPANIES INCTJXConsumer Cyclical43,332$6.3M0.74%
APPLIED MATERIALS INCAMATTechnology28,999$5.9M0.70%