Bdf Gestion Portfolio Holdings

Bdf Gestion

  • $818 Billion
  • Q4 2025

Bdf Gestion has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $818 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $84.5B, Apple Inc. with a value of $77.8B, Microsoft Corp with a value of $68.8B, Broadcom Inc. with a value of $33.8B, and Alphabet Inc. with a value of $33.3B.

Examining the 13F form we can see an decrease of $26.8B in the current position value, from $845B to 818B.

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 $818 Billion
Technology: $392 Billion
Financial Services: $97.8 Billion
Healthcare: $95.4 Billion
Communication Services: $90.2 Billion
Industrials: $32.9 Billion
Real Estate: $23.8 Billion
Consumer Cyclical: $22.9 Billion
Consumer Defensive: $21.9 Billion
Other: $7.41 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$84.5 Billion 10.33% of portfolio
453,284
Q4 2025 Reduced 5.52%
$4.3T
$77.8 Billion 9.51% of portfolio
286,137
Q4 2025 Reduced 3.5%
$3.78T
$68.8 Billion 8.4% of portfolio
142,168
Q4 2025 Reduced 6.25%
$139B
$33.8 Billion 4.13% of portfolio
97,683
Q4 2025 Reduced 14.78%
$1.74T
$33.3 Billion 4.08% of portfolio
106,262
Q4 2025 Reduced 6.25%
$1.37T
$31.1 Billion 3.8% of portfolio
47,108
Q4 2025 Reduced 3.66%
$971B
$20.1 Billion 2.46% of portfolio
18,702
Q4 2025 Reduced 6.25%
$881B
$19.3 Billion 2.36% of portfolio
59,928
Q4 2025 Reduced 6.25%
$533B
$12.5 Billion 1.53% of portfolio
35,735
Q4 2025 Reduced 1.06%
$414B
$10.2 Billion 1.24% of portfolio
44,504
Q4 2025 Added 28.91%
$193B
$9.61 Billion 1.17% of portfolio
16,963
Q4 2025 Reduced 6.25%
$190B
$9.16 Billion 1.12% of portfolio
78,512
Q4 2025 Reduced 6.25%
$342B
$8.6 Billion 1.05% of portfolio
48,378
Q4 2025 Added 8.4%
$512B
$8.23 Billion 1.01% of portfolio
14,413
Q4 2025 Reduced 13.04%
$367B
$8.13 Billion 0.99% of portfolio
23,630
Q4 2025 Reduced 6.25%
$593B
$7.83 Billion 0.96% of portfolio
40,191
Q4 2025 Added 53.82%
$228B
$7.62 Billion 0.93% of portfolio
60,809
Q4 2025 Reduced 6.25%
$197B
$6.99 Billion 0.85% of portfolio
27,187
Q4 2025 Reduced 6.25%
$237B
$6.6 Billion 0.81% of portfolio
24,928
Q4 2025 Reduced 6.25%
$388B
$6.63 Billion 0.81% of portfolio
30,935
Q4 2025 Reduced 6.25%
$268B
$6.24 Billion 0.76% of portfolio
21,857
Q4 2025 New
$265B
$6.18 Billion 0.76% of portfolio
7,031
Q4 2025 Reduced 43.75%
$49.1B
$6.15 Billion 0.75% of portfolio
65,627
Q4 2025 Added 837.53%
$319B
$5.77 Billion 0.7% of portfolio
74,854
Q4 2025 Reduced 6.25%
$222B
$5.53 Billion 0.68% of portfolio
9,551
Q4 2025 Reduced 6.25%
$346B
$5.49 Billion 0.67% of portfolio
38,286
Q4 2025 Reduced 6.25%
$300B
$5.3 Billion 0.65% of portfolio
16,067
Q4 2025 Reduced 6.25%
$306B
$5.05 Billion 0.62% of portfolio
72,228
Q4 2025 Reduced 6.25%
$235B
$4.97 Billion 0.61% of portfolio
47,224
Q3 2025 Reduced 17.21%
$61.4B
$4.7 Billion 0.57% of portfolio
25,504
Q4 2025 Reduced 6.25%
$114B
$4.57 Billion 0.56% of portfolio
35,784
Q4 2025 Reduced 6.25%
$55.8B
$4.58 Billion 0.56% of portfolio
22,408
Q4 2025 Reduced 6.25%
$169B
$4.53 Billion 0.55% of portfolio
29,595
Q4 2025 Added 368.72%
$177B
$4.51 Billion 0.55% of portfolio
25,978
Q4 2025 Reduced 6.25%
$255B
$4.47 Billion 0.55% of portfolio
12,086
Q4 2025 Reduced 6.25%
$152B
$4.21 Billion 0.52% of portfolio
15,710
Q4 2025 Reduced 6.25%
$53.8B
$4.24 Billion 0.52% of portfolio
31,188
Q4 2025 Reduced 6.25%
$24.2B
$3.89 Billion 0.48% of portfolio
9,265
Q4 2025 New
$57.9B
$3.92 Billion 0.48% of portfolio
18,834
Q4 2025 Reduced 6.25%
$38.4B
$3.96 Billion 0.48% of portfolio
11,726
Q4 2025 Reduced 6.25%
$82.2B
$3.82 Billion 0.47% of portfolio
17,415
Q4 2025 Added 66.67%
$53.1B
$3.81 Billion 0.47% of portfolio
12,874
Q4 2025 Reduced 6.25%
$269B
$3.85 Billion 0.47% of portfolio
18,953
Q4 2025 Reduced 6.25%
$118B
$3.65 Billion 0.45% of portfolio
13,459
Q4 2025 Reduced 6.25%
$59.8B
$3.71 Billion 0.45% of portfolio
20,021
Q4 2025 Reduced 6.25%
$147B
$3.63 Billion 0.44% of portfolio
38,046
Q4 2025 Reduced 6.25%
$14.5B
$3.6 Billion 0.44% of portfolio
10,710
Q4 2025 Reduced 6.25%
$132B
$3.42 Billion 0.42% of portfolio
15,000
Q4 2025 New
$31.2B
$3.48 Billion 0.42% of portfolio
44,909
Q4 2025 Reduced 6.25%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $818 Billion
  • Prior Value $845 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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