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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$119B
$4.13 Billion 0.46% of portfolio
17,342
Q1 2025 New
$302B
$4.01 Billion 0.45% of portfolio
50,000
Q2 2025 New
$41B
$4.01 Billion 0.45% of portfolio
31,599
Q2 2025 Reduced 9.83%
$31B
$4 Billion 0.45% of portfolio
45,836
Q2 2025 Reduced 5.89%
$147B
$3.97 Billion 0.44% of portfolio
36,997
Q2 2025 Reduced 9.83%
$142B
$3.97 Billion 0.44% of portfolio
10,023
Q2 2025 Reduced 9.83%
$39.4B
$3.92 Billion 0.44% of portfolio
12,500
Q1 2025 New
$40.5B
$3.89 Billion 0.44% of portfolio
16,015
Q2 2025 Reduced 9.83%
$43.1B
$3.91 Billion 0.44% of portfolio
16,291
Q2 2025 Reduced 9.83%
$27.4B
$3.65 Billion 0.41% of portfolio
57,862
Q2 2025 Reduced 9.83%
$162B
$3.54 Billion 0.4% of portfolio
19,363
Q2 2025 Reduced 9.83%
$13.6B
$3.53 Billion 0.4% of portfolio
13,801
Q2 2025 Reduced 9.83%
$47.6B
$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%
$75.3B
$3.37 Billion 0.38% of portfolio
103,368
Q2 2025 Reduced 9.83%
$70.7B
$3.34 Billion 0.37% of portfolio
8,596
Q2 2025 Reduced 9.84%
$201B
$3.33 Billion 0.37% of portfolio
4,227
Q2 2025 Reduced 9.85%
$11.3B
$3.19 Billion 0.36% of portfolio
17,930
Q2 2025 Reduced 9.83%
$17B
$3.19 Billion 0.36% of portfolio
48,975
Q2 2025 Reduced 9.83%
$452B
$3.12 Billion 0.35% of portfolio
29,556
Q2 2025 Reduced 9.83%
$102B
$3.05 Billion 0.34% of portfolio
16,609
Q2 2025 Reduced 9.83%
$11.8B
$3.02 Billion 0.34% of portfolio
24,610
Q2 2025 Reduced 9.83%
$75.9B
$3.03 Billion 0.34% of portfolio
817
Q2 2025 Reduced 9.92%
$35.6B
$2.93 Billion 0.33% of portfolio
37,554
Q2 2025 Reduced 9.83%
Lam Research Corp
-
$2.94 Billion 0.33% of portfolio
-
Q2 2025 New
$70.9B
$2.96 Billion 0.33% of portfolio
32,570
Q2 2025 Reduced 9.83%
$55.2B
$2.83 Billion 0.32% of portfolio
5,297
Q2 2025 Reduced 9.84%
$47.2B
$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%
$61.8B
$2.82 Billion 0.32% of portfolio
12,624
Q2 2025 Reduced 9.83%
$146B
$2.75 Billion 0.31% of portfolio
11,822
Q2 2025 Reduced 9.83%
$42.1B
$2.74 Billion 0.31% of portfolio
10,632
Q2 2025 Reduced 9.83%
Arista Networks Inc
-
$2.78 Billion 0.31% of portfolio
-
Q2 2025 Reduced 9.83%
Caterpillar Inc
-
$2.79 Billion 0.31% of portfolio
-
Q2 2025 Reduced 9.84%
$153B
$2.81 Billion 0.31% of portfolio
5,532
Q2 2025 Reduced 9.84%
$63.6B
$2.79 Billion 0.31% of portfolio
3,698
Q2 2025 Reduced 9.85%
$48.7B
$2.74 Billion 0.31% of portfolio
18,819
Q2 2025 Reduced 9.83%
$40.8B
$2.7 Billion 0.3% of portfolio
8,662
Q2 2025 Reduced 9.84%
$86B
$2.72 Billion 0.3% of portfolio
9,943
Q2 2025 Reduced 9.83%
$14B
$2.67 Billion 0.3% of portfolio
19,431
Q2 2025 Reduced 9.83%
Labcorp Holdings Inc
-
$2.59 Billion 0.29% of portfolio
-
Q2 2025 Reduced 9.83%
$16.9B
$2.59 Billion 0.29% of portfolio
29,391
Q2 2025 Reduced 9.83%
$85.6B
$2.5 Billion 0.28% of portfolio
7,557
Q2 2025 Reduced 9.83%
$95.7B
$2.43 Billion 0.27% of portfolio
4,733
Q2 2025 Reduced 9.85%
$76.9B
$2.44 Billion 0.27% of portfolio
49,577
Q2 2025 Reduced 9.83%
$36.7B
$2.39 Billion 0.27% of portfolio
24,155
Q2 2025 Reduced 9.83%
$24.4B
$2.31 Billion 0.26% of portfolio
9,610
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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