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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$94.7 Billion 10.6% of portfolio
599,324
Q1 2025 Reduced 10.25%
$3.95T
$91.1 Billion 10.2% of portfolio
183,166
Q2 2025 Reduced 15.55%
$3.69T
$70.7 Billion 7.91% of portfolio
344,400
Q2 2025 Reduced 9.82%
$1.78T
$38.1 Billion 4.26% of portfolio
51,602
Q2 2025 Added 9.35%
$127B
$33.3 Billion 3.73% of portfolio
120,968
Q2 2025 Reduced 1.31%
$1.24T
$24.3 Billion 2.72% of portfolio
136,907
Q2 2025 Reduced 36.4%
$859B
$22.4 Billion 2.51% of portfolio
77,211
Q2 2025 Added 6.92%
$608B
$18.8 Billion 2.1% of portfolio
24,098
Q2 2025 Reduced 9.83%
$551B
$15.5 Billion 1.73% of portfolio
43,628
Q2 2025 Reduced 9.83%
$548B
$11.3 Billion 1.26% of portfolio
20,021
Q2 2025 Reduced 9.83%
$405B
$11.2 Billion 1.25% of portfolio
30,446
Q2 2025 Reduced 9.83%
$254B
$10.7 Billion 1.2% of portfolio
15,100
Q2 2025 Reduced 30.53%
$381B
$10.7 Billion 1.2% of portfolio
226,575
Q2 2025 Reduced 28.7%
$282B
$10.3 Billion 1.15% of portfolio
72,324
Q4 2024 Reduced 11.49%
$545B
$9.37 Billion 1.05% of portfolio
7,000
Q2 2025 New
$232B
$8.76 Billion 0.98% of portfolio
32,120
Q2 2025 Added 27.78%
$229B
$7.99 Billion 0.89% of portfolio
58,761
Q2 2025 Reduced 9.83%
$368B
$7.86 Billion 0.88% of portfolio
49,328
Q2 2025 Reduced 9.83%
$172B
$7.84 Billion 0.88% of portfolio
7,629
Q4 2024 Reduced 11.51%
$351B
$7.74 Billion 0.87% of portfolio
41,700
Q2 2025 Reduced 22.58%
$78.6B
$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%
$684B
$6.9 Billion 0.77% of portfolio
31,561
Q2 2025 Reduced 9.83%
$293B
$6.69 Billion 0.75% of portfolio
96,441
Q2 2025 Reduced 9.82%
$306B
$6.58 Billion 0.74% of portfolio
93,057
Q2 2025 Reduced 9.82%
$169B
$6.53 Billion 0.73% of portfolio
12,022
Q2 2025 Reduced 5.89%
$155B
$6.46 Billion 0.72% of portfolio
52,342
Q2 2025 Added 13.67%
$245B
$6.46 Billion 0.72% of portfolio
20,703
Q2 2025 Reduced 39.06%
$185B
$6.31 Billion 0.71% of portfolio
74,175
Q2 2025 Reduced 22.38%
$150B
$6.05 Billion 0.68% of portfolio
20,243
Q2 2025 Reduced 9.83%
$314B
$5.82 Billion 0.65% of portfolio
24,420
Q2 2025 Added 42.37%
$84.1B
$5.5 Billion 0.62% of portfolio
81,592
Q2 2025 Reduced 9.83%
$37.5B
$5.4 Billion 0.6% of portfolio
40,184
Q2 2025 Reduced 9.82%
$124B
$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%
$187B
$4.99 Billion 0.56% of portfolio
12,308
Q2 2025 Reduced 9.83%
$227B
$4.97 Billion 0.56% of portfolio
15,574
Q2 2025 Reduced 9.83%
$55.9B
$4.89 Billion 0.55% of portfolio
24,267
Q2 2025 Reduced 9.83%
$96.8B
$4.85 Billion 0.54% of portfolio
46,106
Q2 2025 Reduced 9.83%
$49.5B
$4.61 Billion 0.52% of portfolio
28,873
Q2 2025 Reduced 9.83%
$203B
$4.52 Billion 0.51% of portfolio
57,042
Q2 2025 Reduced 44.34%
$73.8B
$4.38 Billion 0.49% of portfolio
17,761
Q2 2025 Reduced 9.83%
$367B
$4.41 Billion 0.49% of portfolio
32,345
Q2 2025 New
$182B
$4.17 Billion 0.47% of portfolio
7,907
Q2 2025 Reduced 9.83%
$89.6B
$4.2 Billion 0.47% of portfolio
187,423
Q2 2025 Added 390.24%
$61.1B
$4.21 Billion 0.47% of portfolio
52,406
Q2 2025 Reduced 9.83%
$23.7B
$4.11 Billion 0.46% of portfolio
60,904
Q2 2025 Reduced 9.83%
$55.4B
$4.15 Billion 0.46% of portfolio
25,796
Q2 2025 Reduced 9.83%
$157B
$4.09 Billion 0.46% of portfolio
10,560
Q2 2025 Reduced 9.84%

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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