Institutions / Bdf-Gestion
Bdf-Gestion
CIK 1632812 · Institution · as of Dec 31, 2025
Portfolio value
$818.23M
Positions
147
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 147 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $84.54M | 10.3% |
| Apple Inc. | $77.79M | 9.5% |
| Microsoft Corp | $68.76M | 8.4% |
| Broadcom Inc. | $33.81M | 4.1% |
| Alphabet Inc. | $33.35M | 4.1% |
| Meta Platforms Inc | $31.10M | 3.8% |
| ELI LILLY & Co | $20.10M | 2.5% |
| JPMorgan Chase & Co | $19.31M | 2.4% |
| Visa Inc | $12.53M | 1.5% |
| AbbVie Inc. | $10.17M | 1.2% |
| Intuitive Surgical Inc | $9.61M | 1.2% |
| Citigroup Inc | $9.16M | 1.1% |
| Palantir Technologies Inc | $8.60M | 1.1% |
| Mastercard Inc | $8.23M | 1.0% |
| Home Depot, Inc. | $8.13M | 1.0% |
| Bank of America Corp /De | $7.87M | 1.0% |
| Oracle Corp | $7.83M | 1.0% |
| Abbott Laboratories | $7.62M | 0.9% |
| Applied Materials Inc /De | $6.99M | 0.9% |
| Advanced Micro Devices Inc | $6.63M | 0.8% |
| Salesforce Inc | $6.60M | 0.8% |
| Micron Technology Inc | $6.24M | 0.8% |
| The Goldman Sachs Group, Inc. | $6.18M | 0.8% |
| Netflix Inc | $6.15M | 0.8% |
| Cisco Systems, Inc. | $5.77M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.