Bdf Gestion Portfolio Holdings

Bdf Gestion

  • $894 Billion
  • Q2 2025

Bdf Gestion has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $894 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $94.7B, Microsoft Corp with a value of $91.1B, Apple Inc. with a value of $70.7B, Meta Platforms, Inc. with a value of $38.1B, and Broadcom Inc. with a value of $33.3B.

Examining the 13F form we can see an decrease of $23.1B in the current position value, from $917B to 894B.

Bdf Gestion is based out at Paris, I0

Below you can find more details about Bdf Gestion portfolio as well as his latest detailed transactions.

Portfolio value $894 Billion
Technology: $419 Billion
Financial Services: $115 Billion
Healthcare: $104 Billion
Communication Services: $90.2 Billion
Industrials: $46.3 Billion
Consumer Cyclical: $31.1 Billion
Consumer Defensive: $26.1 Billion
Real Estate: $24.1 Billion
Other: $7.21 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$33.3 Billion 3.73% of portfolio
120,968
Q2 2025 Reduced 1.31%
$175B
$8.03 Billion 0.9% of portfolio
185,572
Q2 2025 Reduced 9.82%
$194B
$7.84 Billion 0.88% of portfolio
7,629
Q4 2024 Reduced 11.51%
$69B
$7.12 Billion 0.8% of portfolio
16,944
Q2 2025 Reduced 9.83%
$177B
$6.95 Billion 0.78% of portfolio
33,471
Q2 2025 Added 50.0%
$183B
$6.53 Billion 0.73% of portfolio
12,022
Q2 2025 Reduced 5.89%
$143B
$6.46 Billion 0.72% of portfolio
52,342
Q2 2025 Added 13.67%
$169B
$6.31 Billion 0.71% of portfolio
74,175
Q2 2025 Reduced 22.38%
$176B
$6.05 Billion 0.68% of portfolio
20,243
Q2 2025 Reduced 9.83%
$92.7B
$5.5 Billion 0.62% of portfolio
81,592
Q2 2025 Reduced 9.83%
$40.4B
$5.4 Billion 0.6% of portfolio
40,184
Q2 2025 Reduced 9.82%
$126B
$5.16 Billion 0.58% of portfolio
16,728
Q2 2025 Reduced 9.83%
$53.1B
$5.14 Billion 0.57% of portfolio
16,588
Q2 2025 Reduced 9.83%
$167B
$4.99 Billion 0.56% of portfolio
12,308
Q2 2025 Reduced 9.83%
$53B
$4.89 Billion 0.55% of portfolio
24,267
Q2 2025 Reduced 9.83%
$101B
$4.85 Billion 0.54% of portfolio
46,106
Q2 2025 Reduced 9.83%
$77.1B
$4.38 Billion 0.49% of portfolio
17,761
Q2 2025 Reduced 9.83%
$173B
$4.17 Billion 0.47% of portfolio
7,907
Q2 2025 Reduced 9.83%
$95.7B
$4.2 Billion 0.47% of portfolio
187,423
Q2 2025 Added 390.24%
$62.1B
$4.21 Billion 0.47% of portfolio
52,406
Q2 2025 Reduced 9.83%
$25.3B
$4.11 Billion 0.46% of portfolio
60,904
Q2 2025 Reduced 9.83%
$53.2B
$4.15 Billion 0.46% of portfolio
25,796
Q2 2025 Reduced 9.83%
$171B
$4.09 Billion 0.46% of portfolio
10,560
Q2 2025 Reduced 9.84%
$125B
$4.13 Billion 0.46% of portfolio
17,342
Q1 2025 New
$39.1B
$4.01 Billion 0.45% of portfolio
31,599
Q2 2025 Reduced 9.83%
$33B
$4 Billion 0.45% of portfolio
45,836
Q2 2025 Reduced 5.89%
$149B
$3.97 Billion 0.44% of portfolio
36,997
Q2 2025 Reduced 9.83%
$148B
$3.97 Billion 0.44% of portfolio
10,023
Q2 2025 Reduced 9.83%
$41.6B
$3.92 Billion 0.44% of portfolio
12,500
Q1 2025 New
$36.5B
$3.89 Billion 0.44% of portfolio
16,015
Q2 2025 Reduced 9.83%
$45.2B
$3.91 Billion 0.44% of portfolio
16,291
Q2 2025 Reduced 9.83%
$26.2B
$3.65 Billion 0.41% of portfolio
57,862
Q2 2025 Reduced 9.83%
$170B
$3.54 Billion 0.4% of portfolio
19,363
Q2 2025 Reduced 9.83%
$12.3B
$3.53 Billion 0.4% of portfolio
13,801
Q2 2025 Reduced 9.83%
$48.4B
$3.48 Billion 0.39% of portfolio
44,483
Q2 2025 Reduced 9.83%
$173B
$3.38 Billion 0.38% of portfolio
21,232
Q2 2025 Reduced 9.83%
$144B
$3.4 Billion 0.38% of portfolio
17,215
Q2 2025 Reduced 9.83%
$71.4B
$3.37 Billion 0.38% of portfolio
103,368
Q2 2025 Reduced 9.83%
$83.5B
$3.34 Billion 0.37% of portfolio
8,596
Q2 2025 Reduced 9.84%
$10.5B
$3.19 Billion 0.36% of portfolio
17,930
Q2 2025 Reduced 9.83%
$16.1B
$3.19 Billion 0.36% of portfolio
48,975
Q2 2025 Reduced 9.83%
$102B
$3.05 Billion 0.34% of portfolio
16,609
Q2 2025 Reduced 9.83%
$11.9B
$3.02 Billion 0.34% of portfolio
24,610
Q2 2025 Reduced 9.83%
$71.6B
$3.03 Billion 0.34% of portfolio
817
Q2 2025 Reduced 9.92%
$39B
$2.93 Billion 0.33% of portfolio
37,554
Q2 2025 Reduced 9.83%
$74.1B
$2.96 Billion 0.33% of portfolio
32,570
Q2 2025 Reduced 9.83%
$57.5B
$2.83 Billion 0.32% of portfolio
5,297
Q2 2025 Reduced 9.84%
$44B
$2.86 Billion 0.32% of portfolio
31,972
Q2 2025 Added 162.73%
$79.5B
$2.86 Billion 0.32% of portfolio
16,580
Q2 2025 Reduced 9.83%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $894 Billion
  • Prior Value $917 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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