BDF-GESTION portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$738.38M
Full value: $738,377,226 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 145 | $738,377,226 | +$25,895,852 | -$33,395,109 | -$7,499,257 | NVDA, AAPL, MSFT, GOOG, AVGO | 13F-HR | 19 Oct 2026, 12:04 |
| Q2 2026 | 143 | $181,179,011 | $0 | $0 | $0 | KLAC, CATERPILLAR INC, HD, TROX, ADI | 13F-HR | 07 Jul 2026, 12:12 |
| Q1 2026 | 144 | $748,555,247 | +$61,262,915 | -$72,458,701 | -$11,195,786 | NVDA, AAPL, MSFT, GOOG, AVGO | 13F-HR | 10 Apr 2026, 09:10 |
| Q4 2025 | 147 | $818,226,893 | +$52,800,172 | -$81,566,610 | -$28,766,438 | NVDA, AAPL, MSFT, AVGO, GOOG | 13F-HR | 09 Jan 2026, 14:50 |
| Q3 2025 | 143 | $845,003,516 | +$43,884,082 | -$165,234,185 | -$121,350,103 | NVDA, MSFT, AAPL, AVGO, META | 13F-HR | 09 Oct 2025, 12:53 |
| Q2 2025 | 137 | $893,525,135 | +$37,296,498 | -$158,579,590 | -$121,283,092 | NVDA, MSFT, AAPL, META, AVGO | 13F-HR | 11 Jul 2025, 12:20 |
| Q1 2025 | 143 | $913,969,105 | +$31,605,749 | -$21,852,436 | +$9,753,313 | AAPL, MSFT, NVDA, GOOG, META | 13F-HR | 17 Apr 2025, 13:40 |
| Q4 2024 | 136 | $966,229,226 | +$36,537,485 | -$31,038,720 | +$5,498,765 | AAPL, MSFT, NVDA, GOOG, AVGO | Restatement | 23 Jan 2025, 13:11 |
| Q3 2024 | 152 | $223,589,664 | $0 | $0 | $0 | GENPACT LTD, AMD, MA, KO, MU | 13F-HR | 15 Oct 2024, 13:09 |
| Q2 2024 | 154 | $1,037,239,386 | $0 | $0 | $0 | MSFT, NVDA, AAPL, GOOG, META | 13F-HR | 11 Jul 2024, 11:26 |
Showing 1-10 of 10 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 19 Oct 2026
- Latest reported 13F value
- $738,377,226
- Largest 13F holdings
-
NVDA AAPL MSFT GOOG AVGO META LLY MU AMD JPM V PLTR
+8 more
ABBV INTC AMAT LRCX PANW CRWD CSCO MA - Form 13F summary
-
- BDF-GESTION Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BDF-GESTION reported 145 equity holdings with a total reported market value of $738,377,226 for Q3 2026. Top reported holdings included NVDA, AAPL, MSFT, GOOG, and AVGO.
- Manager signature
- Mayama CISSOKHO - Deputy Head of General Secretary
- Manager location
- Paris, France
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value