EdgeMarket › What Bdf-Gestion reported owning
What Bdf-Gestion reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
748.6MPositions
144Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 76.2M | 10.2% | 437.2K | 214.72 | +22.4% |
| AAPL Apple Inc. | 72.6M | 9.7% | 286.1K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 55.8M | 7.5% | 150.8K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 30.5M | 4.1% | 106.3K | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 30.2M | 4.0% | 97.7K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 27.0M | 3.6% | 47.1K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 17.6M | 2.4% | 59.9K | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 17.2M | 2.3% | 18.7K | 1,255.40 | +78.0% |
| V VISA INC. | 10.8M | 1.4% | 35.7K | 371.04 | +7.9% |
| ABBV AbbVie Inc. | 9.7M | 1.3% | 44.5K | 264.96 | +26.7% |
| NFLX NETFLIX INC | 7.9M | 1.1% | 82.6K | 79.59 | -34.4% |
| HD HOME DEPOT, INC. | 7.8M | 1.0% | 23.6K | 335.61 | -16.5% |
| AMAT APPLIED MATERIALS INC /DE | 7.3M | 1.0% | 21.2K | 492.32 | +205.9% |
| MA Mastercard Inc | 7.2M | 1.0% | 14.4K | 580.63 | -2.0% |
| ORCL ORACLE CORP | 6.9M | 0.9% | 47.0K | 146.47 | -37.7% |
| LRCX LAM RESEARCH CORP | 6.8M | 0.9% | 32.0K | 314.00 | +216.7% |
| PLTR Palantir Technologies Inc. | 6.5M | 0.9% | 44.4K | 179.94 | +15.3% |
| ISRG INTUITIVE SURGICAL INC | 6.2M | 0.8% | 13.4K | 378.81 | -21.2% |
| GS GOLDMAN SACHS GROUP INC | 5.9M | 0.8% | 7.0K | 1,039.28 | +44.2% |
| CSCO CISCO SYSTEMS, INC. | 5.8M | 0.8% | 74.9K | 111.04 | +65.5% |
| C CITIGROUP INC | 5.7M | 0.8% | 50.5K | 131.65 | +41.3% |
| unmapped CUSIP 149123951 | 5.7M | 0.8% | 8.1K | — | — |
| MU MICRON TECHNOLOGY INC | 5.7M | 0.8% | 16.9K | 966.78 | +724.8% |
| MRK Merck & Co., Inc. | 5.7M | 0.8% | 47.2K | 152.55 | +80.2% |
| PG PROCTER & GAMBLE Co | 5.5M | 0.7% | 38.3K | 144.68 | -9.3% |
| ADI ANALOG DEVICES INC | 5.5M | 0.7% | 17.3K | 373.09 | +52.4% |
| CRM Salesforce, Inc. | 5.5M | 0.7% | 29.5K | 209.17 | -15.1% |
| BAC BANK OF AMERICA CORP /DE/ | 5.5M | 0.7% | 113.0K | 61.69 | +27.6% |
| KO COCA COLA CO | 5.5M | 0.7% | 72.2K | 91.10 | +28.9% |
| KLAC KLA CORP | 5.5M | 0.7% | 3.7K | 183.99 | +109.5% |
| TXN TEXAS INSTRUMENTS INC | 5.0M | 0.7% | 26.0K | 264.36 | +31.7% |
| AMD ADVANCED MICRO DEVICES INC | 4.9M | 0.7% | 24.0K | 473.25 | +186.5% |
| ABT ABBOTT LABORATORIES | 4.9M | 0.6% | 47.3K | 116.64 | -11.9% |
| PEP PEPSICO INC | 4.8M | 0.6% | 31.0K | 143.48 | -4.8% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 4.4M | 0.6% | 18.3K | 235.68 | -2.8% |
| UNH UNITEDHEALTH GROUP INC | 4.3M | 0.6% | 16.1K | 390.11 | +30.1% |
| LIN LINDE PLC | 4.1M | 0.6% | 8.4K | 487.57 | +1.1% |
| PANW Palo Alto Networks Inc | 4.1M | 0.5% | 25.5K | 357.87 | +94.0% |
| TMUS T-Mobile US, Inc. | 4.0M | 0.5% | 19.0K | 183.04 | -29.3% |
| T AT&T INC. | 3.9M | 0.5% | 136.1K | 25.29 | -13.6% |
| PLD Prologis, Inc. | 3.9M | 0.5% | 29.8K | 141.80 | +28.7% |
| BKT BLACKROCK INCOME TRUST, INC. | 3.9M | 0.5% | 4.1K | 10.44 | -11.1% |
| ALL ALLSTATE CORP | 3.9M | 0.5% | 18.8K | 253.83 | +18.8% |
| NOW ServiceNow, Inc. | 3.9M | 0.5% | 37.2K | 128.48 | -27.8% |
| RGLD ROYAL GOLD INC | 3.8M | 0.5% | 14.8K | 259.01 | +52.6% |
| MSI Motorola Solutions, Inc. | 3.7M | 0.5% | 8.6K | 480.47 | +4.0% |
| COR Cencora, Inc. | 3.7M | 0.5% | 11.7K | 318.04 | +4.7% |
| AXP AMERICAN EXPRESS CO | 3.7M | 0.5% | 12.1K | 336.00 | +8.9% |
| BSX BOSTON SCIENTIFIC CORP | 3.6M | 0.5% | 57.1K | 50.37 | -52.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 3.6M | 0.5% | 7.3K | 629.27 | +27.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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