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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5B
$3.6 Billion 0.44% of portfolio
10,710
Q4 2025 Reduced 6.25%
Arista Networks Inc
-
$3.54 Billion 0.43% of portfolio
-
Q4 2025 Added 20.19%
$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%
$76.2B
$3.41 Billion 0.42% of portfolio
63,329
Q4 2025 Reduced 6.25%
$86.4B
$3.47 Billion 0.42% of portfolio
11,112
Q4 2025 Reduced 6.25%
$104B
$3.34 Billion 0.41% of portfolio
12,982
Q4 2025 Reduced 6.25%
$100B
$3.34 Billion 0.41% of portfolio
41,043
Q3 2025 Reduced 17.21%
$193B
$3.34 Billion 0.41% of portfolio
29,316
Q4 2025 Reduced 6.25%
$181B
$3.38 Billion 0.41% of portfolio
136,106
Q4 2025 Reduced 6.25%
$42.6B
$3.38 Billion 0.41% of portfolio
24,524
Q4 2025 Reduced 6.25%
$12.2B
$3.3 Billion 0.4% of portfolio
14,842
Q3 2025 Reduced 17.22%
$63.4B
$3.31 Billion 0.4% of portfolio
8,623
Q4 2025 Reduced 38.53%
Caterpillar Inc
-
$3.19 Billion 0.39% of portfolio
-
Q4 2025 Reduced 6.26%
$62.7B
$3.21 Billion 0.39% of portfolio
40,673
Q4 2025 Reduced 6.25%
$159B
$3.21 Billion 0.39% of portfolio
6,135
Q4 2025 Reduced 6.25%
$143B
$3.1 Billion 0.38% of portfolio
84,101
Q4 2025 Reduced 45.8%
$160B
$3.06 Billion 0.37% of portfolio
13,360
Q4 2025 Reduced 6.25%
$22.5B
$2.98 Billion 0.36% of portfolio
47,270
Q4 2025 Reduced 6.25%
$73.4B
$2.91 Billion 0.36% of portfolio
80,230
Q4 2025 Reduced 6.25%
$59.7B
$2.96 Billion 0.36% of portfolio
6,306
Q4 2025 Reduced 6.26%
$53.4B
$2.94 Billion 0.36% of portfolio
34,524
Q4 2025 Reduced 6.25%
$66.3B
$2.92 Billion 0.36% of portfolio
13,784
Q4 2025 Reduced 6.25%
$151B
$2.87 Billion 0.35% of portfolio
8,194
Q4 2025 Reduced 6.26%
$270B
$2.83 Billion 0.35% of portfolio
15,938
Q4 2025 New
Coherent Corp
-
$2.79 Billion 0.34% of portfolio
-
Q4 2025 New
$522B
$2.75 Billion 0.34% of portfolio
22,939
Q4 2025 Reduced 6.25%
$42.8B
$2.76 Billion 0.34% of portfolio
28,402
Q4 2025 Reduced 6.25%
$34.9B
$2.77 Billion 0.34% of portfolio
12,428
Q4 2025 Reduced 6.25%
$187B
$2.82 Billion 0.34% of portfolio
16,478
Q4 2025 Reduced 6.25%
$136B
$2.73 Billion 0.33% of portfolio
7,778
Q4 2025 Reduced 6.26%
$89.8B
$2.61 Billion 0.32% of portfolio
14,077
Q4 2025 Reduced 6.25%
$64.9B
$2.55 Billion 0.31% of portfolio
32,100
Q4 2025 New
$34.7B
$2.42 Billion 0.3% of portfolio
19,204
Q4 2025 Added 75.78%
$12.6B
$2.34 Billion 0.29% of portfolio
30,000
Q4 2025 New
$92.7B
$2.39 Billion 0.29% of portfolio
7,715
Q4 2025 Reduced 6.26%
$55.9B
$2.32 Billion 0.28% of portfolio
2,868
Q4 2025 Reduced 6.27%
$16.4B
$2.26 Billion 0.28% of portfolio
33,165
Q3 2025 New
$172B
$2.25 Billion 0.27% of portfolio
55,123
Q4 2025 Reduced 6.25%
$182B
$2.17 Billion 0.27% of portfolio
3,279
Q4 2025 Reduced 6.26%
$14.7B
$2.18 Billion 0.27% of portfolio
27,000
Q3 2025 New
$42.8B
$2.18 Billion 0.27% of portfolio
9,700
Q4 2025 Reduced 6.25%
$84.9B
$2.09 Billion 0.26% of portfolio
12,890
Q4 2025 Reduced 6.25%
$42.9B
$2.11 Billion 0.26% of portfolio
16,374
Q4 2025 Reduced 6.25%
$73.2B
$2.14 Billion 0.26% of portfolio
632
Q4 2025 Reduced 6.37%
$47B
$2.02 Billion 0.25% of portfolio
4,110
Q4 2025 Reduced 6.25%
Aptiv PLC
-
$2.04 Billion 0.25% of portfolio
-
Q3 2025 Added 205.81%
$11.3B
$2.03 Billion 0.25% of portfolio
19,099
Q4 2025 Reduced 6.25%
$144B
$2 Billion 0.24% of portfolio
4,292
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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