BDF-Gestion
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), BDF-Gestion reported 154 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 10.1% of the portfolio, followed by Nvidia (NVDA, 9.0%) and Apple (AAPL, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0001632812
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001632812-24-000006 ↗ filed Jul 11, 2024
Holdings Value
Holdings 154 stocks · $1.0B
| MSFT Microsoft Corp. | 10.08% | 234,432 | $104.8M | — |
| NVDA Nvidia Corp. | 8.96% | 754,490 | $93.2M | — |
| AAPL Apple Inc. | 8.74% | 431,516 | $90.9M | — |
| GOOG Alphabet Inc. Class C | 4.29% | 243,215 | $44.6M | — |
| META Meta Platforms Inc. Class A | 2.76% | 56,817 | $28.6M | — |
| LLY Eli Lilly & Co. | 2.63% | 30,196 | $27.3M | — |
| AVGO Broadcom Inc. | 1.94% | 12,590 | $20.2M | — |
| V Visa Inc. Class A | 1.38% | 54,666 | $14.3M | — |
| UNH Unitedhealth Group Inc. | 1.37% | 28,048 | $14.3M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.37% | 359,065 | $14.3M | — |
| HD Home Depot Inc. | 1.36% | 40,974 | $14.1M | — |
| AMD Advanced Micro Devices | 1.27% | 81,716 | $13.3M | — |
| MRK Merck & Co. Inc. | 1.15% | 96,959 | $12.0M | — |
| MA Mastercard Inc. Class A | 1.06% | 25,089 | $11.1M | — |
| ABBV Abbvie Inc. | 1.00% | 60,857 | $10.4M | — |
| PG The Procter & Gamble Co. | 0.98% | 61,808 | $10.2M | — |
| GS Goldman Sachs Group Inc. | 0.96% | 22,142 | $10.0M | — |
| CDW CDW Corp. | 0.95% | 44,065 | $9.9M | — |
| AMAT Applied Materials Inc. | 0.94% | 41,592 | $9.8M | — |
| VZ Verizon Communications Inc. | 0.92% | 232,513 | $9.6M | — |
| EA Electronic Arts Inc. | 0.92% | 68,380 | $9.5M | — |
| TSLA Tesla Inc. | 0.91% | 47,801 | $9.5M | — |
| MU Micron Technology Inc. | 0.78% | 62,000 | $8.2M | — |
| KDP Keurig Dr Pepper Inc. | 0.76% | 237,414 | $7.9M | — |
| ACN Accenture PLC Class A | 0.74% | 25,367 | $7.7M | — |
| ABT Abbott Laboratories | 0.74% | 73,627 | $7.7M | — |
| AMGN Amgen Inc. | 0.72% | 23,874 | $7.5M | — |
| KO The Coca-Cola Co. | 0.71% | 116,598 | $7.4M | — |
| MSI Motorola Solutions Inc. | 0.71% | 19,110 | $7.4M | — |
| ADBE Adobe Inc. | 0.71% | 13,234 | $7.4M | — |
| CRM Salesforce Inc. | 0.70% | 28,403 | $7.3M | — |
| INTU Intuit Inc. | 0.69% | 10,949 | $7.2M | — |
| BKNG Booking Holdings Inc. | 0.66% | 1,741 | $6.9M | — |
| NOW ServiceNow Inc. | 0.65% | 8,621 | $6.8M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 61,065 | $6.7M | — |
| MDLZ Mondelez International Inc. Class A | 0.64% | 102,233 | $6.7M | — |
| TMO Thermo Fisher Scientific Inc. | 0.61% | 11,516 | $6.4M | — |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.61% | 91,000 | $6.3M | — |
| GE General Electric filed as GE AEROSPACE | 0.58% | 38,067 | $6.1M | — |
| SPG Simon Property Group Inc. | 0.56% | 38,538 | $5.9M | — |
| ELV Elevance Health Inc. | 0.56% | 10,773 | $5.8M | — |
| CSCO Cisco Systems Inc. | 0.55% | 120,836 | $5.7M | — |
| PLD Prologis Inc. | 0.52% | 48,167 | $5.4M | — |
| DHR Danaher Corp. | 0.52% | 21,572 | $5.4M | — |
| QCOM Qualcomm Inc. | 0.51% | 26,605 | $5.3M | — |
| TXN Texas Instruments Inc. | 0.51% | 27,081 | $5.3M | — |
| BLK BlackRock Finance Inc. | 0.50% | 6,581 | $5.2M | — |
| EW Edwards Lifesciences Corp. | 0.50% | 55,736 | $5.1M | — |
| ADP Automatic Data Processing | 0.48% | 20,962 | $5.0M | — |
| LIN Linde PLC | 0.46% | 11,000 | $4.8M | — |
| MET Metlife Inc. | 0.44% | 65,665 | $4.6M | — |
| AXP American Express Co. | 0.43% | 19,515 | $4.5M | — |
| ADI Analog Devices Inc. | 0.43% | 19,677 | $4.5M | — |
| SPGI S&P Global Inc. | 0.43% | 9,909 | $4.4M | — |
| DDOG Datadog Inc. Class A | 0.42% | 34,022 | $4.4M | — |
| CSX CSX Corp. | 0.42% | 129,517 | $4.3M | — |
| RSG Republic Services Inc. | 0.42% | 22,256 | $4.3M | — |
| SYK Stryker Corp. | 0.41% | 12,560 | $4.3M | — |
| ADSK Autodesk Inc. | 0.41% | 17,113 | $4.2M | — |
| OC Owens Corning | 0.41% | 24,349 | $4.2M | — |
| HON Honeywell International Inc. | 0.39% | 18,815 | $4.0M | — |
| BDX Becton Dickinson and Co. | 0.38% | 17,105 | $4.0M | — |
| HIG Hartford Insurance Group Inc. | 0.38% | 39,596 | $4.0M | — |
| CL Colgate-Palmolive Co. | 0.38% | 40,810 | $4.0M | — |
| BR Broadridge Financial Solutio | 0.38% | 20,069 | $4.0M | — |
| SCI Service Corp. International | 0.38% | 55,500 | $3.9M | — |
| C Citigroup Inc. | 0.37% | 60,845 | $3.9M | — |
| HCA HCA Healthcare Inc. | 0.37% | 11,992 | $3.9M | — |
| FITB Fifth Third Bancorp | 0.37% | 105,148 | $3.8M | — |
| ON On Semiconductor | 0.36% | 54,354 | $3.7M | — |
| VTR Ventas Inc. | 0.36% | 72,500 | $3.7M | — |
| BSX Boston Scientific Corp. | 0.34% | 46,358 | $3.6M | — |
| ISRG Intuitive Surgical Inc. | 0.34% | 8,024 | $3.6M | — |
| JLL Jones Lang Lasalle Inc. | 0.34% | 17,295 | $3.6M | — |
| SNPS Synopsys Inc. | 0.34% | 5,934 | $3.5M | — |
| MCK McKesson Corp. | 0.34% | 6,000 | $3.5M | — |
| PPG PPG Industries Inc. | 0.33% | 27,424 | $3.5M | — |
| ZUO Zuora Inc. Class A | 0.33% | 345,000 | $3.4M | — |
| CTSH Cognizant Tech Solutions-A | 0.31% | 47,054 | $3.2M | — |
| KR Kroger Co. | 0.30% | 63,021 | $3.1M | — |
| CI The Cigna Group | 0.30% | 9,471 | $3.1M | — |
| ALL Allstate Corp. | 0.29% | 19,110 | $3.1M | — |
| AZO AutoZone Inc. | 0.29% | 1,027 | $3.0M | — |
| MAR Marriott International Class A | 0.29% | 12,461 | $3.0M | — |
| CATERPILLAR INC | 0.29% | 9,000 | $3.0M | — |
| URI United Rentals Inc. | 0.29% | 4,635 | $3.0M | — |
| FISV Fiserv Inc. | 0.29% | 20,000 | $3.0M | — |
| ANET Arista Networks Inc. | 0.29% | 8,500 | $3.0M | — |
| VRSK Verisk Analytics Inc. | 0.28% | 10,857 | $2.9M | — |
| COO The Cooper Cos Inc. | 0.28% | 33,436 | $2.9M | — |
| OTIS Otis Worldwide Corp. | 0.28% | 30,268 | $2.9M | — |
| UPS United Parcel Service Class B | 0.28% | 21,254 | $2.9M | — |
| CVS CVS Health Corp. | 0.28% | 49,059 | $2.9M | — |
| GM General Motors Co. | 0.28% | 62,120 | $2.9M | — |
| PCAR Paccar Inc. | 0.28% | 27,804 | $2.9M | — |
| SBUX Starbucks Corp. | 0.27% | 36,672 | $2.9M | — |
| ICE Intercontinental Exchange Inc. | 0.27% | 20,812 | $2.8M | — |
| AMP Ameriprise Financial Inc. | 0.27% | 6,639 | $2.8M | — |
| PAYX Paychex Inc. | 0.27% | 23,582 | $2.8M | — |
| TRU Transunion | 0.26% | 36,828 | $2.7M | — |
| A Agilent Technologies Inc. | 0.26% | 20,994 | $2.7M | — |
| EQIX Equinix Inc. | 0.26% | 3,515 | $2.7M | — |
| EHC Encompass Health Corp. | 0.25% | 30,837 | $2.6M | — |
| STE Steris PLC | 0.25% | 12,045 | $2.6M | — |
| PEP Pepsico Inc. | 0.25% | 16,022 | $2.6M | — |
| BAH Booz Allen Hamilton Holdings | 0.25% | 17,159 | $2.6M | — |
| DD Dupont DE Nemours Inc. | 0.25% | 32,449 | $2.6M | — |
| DE Deere & Co. | 0.25% | 6,934 | $2.6M | — |
| ARE Alexandria Real Estate Equit | 0.25% | 21,885 | $2.6M | — |
| RMD Resmed Inc. | 0.25% | 13,323 | $2.6M | — |
| LH Labcorp Holdings Inc. | 0.24% | 12,343 | $2.5M | — |
| ETN Eaton Corp. PLC | 0.24% | 8,000 | $2.5M | — |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 97,500 | $2.5M | — |
| JNJ Johnson & Johnson | 0.24% | 37,035 | $2.5M | — |
| GIS General Mills Inc. | 0.23% | 38,159 | $2.4M | — |
| DELL Dell Technologies -C | 0.22% | 16,539 | $2.3M | — |
| PKG Packaging Corp. of America | 0.21% | 12,187 | $2.2M | — |
| SWK Stanley Black & Decker Inc. | 0.21% | 27,124 | $2.2M | — |
| WDAY Workday Inc. Class A | 0.20% | 9,398 | $2.1M | — |
| CHD Church & Dwight Co. Inc. | 0.20% | 19,732 | $2.0M | — |
| PTC PTC Inc. | 0.19% | 11,000 | $2.0M | — |
| STT State Street Corp. | 0.19% | 26,438 | $2.0M | — |
| TMUS T-Mobile US Inc. | 0.19% | 11,000 | $1.9M | — |
| MDT Medtronic PLC | 0.18% | 24,320 | $1.9M | — |
| MSA Msa Safety Inc. | 0.18% | 10,000 | $1.9M | — |
| HOLX Hologic Inc. | 0.18% | 25,211 | $1.9M | — |
| TGT Target Corp. | 0.18% | 12,576 | $1.9M | — |
| LECO Lincoln Electric Holdings | 0.18% | 9,850 | $1.9M | — |
| TEL Te Connectivity Ltd. | 0.18% | 12,269 | $1.8M | — |
| RGLD Royal Gold Inc. | 0.18% | 14,629 | $1.8M | — |
| GPK Graphic Packaging Holding Co. | 0.18% | 69,538 | $1.8M | — |
| GEHC GE Healthcare Technology | 0.17% | 23,354 | $1.8M | — |
| GENPACT LIMITED | 0.17% | 54,549 | $1.8M | — |
| CMI Cummins Inc. | 0.17% | 6,320 | $1.8M | — |
| REG Regency Centers Corp. | 0.17% | 28,000 | $1.7M | — |
| ITW Illinois Tool Works | 0.17% | 7,288 | $1.7M | — |
| ROK Rockwell Automation Inc. | 0.16% | 6,176 | $1.7M | — |
| J Jacobs Solutions Inc. | 0.16% | 12,124 | $1.7M | — |
| BMY Bristol-Myers Squibb Co. | 0.16% | 40,742 | $1.7M | — |
| MOH Molina Healthcare Inc. | 0.15% | 5,352 | $1.6M | — |
| ENSG The Ensign Group Inc. | 0.15% | 12,747 | $1.6M | — |
| TFX Teleflex Inc. | 0.15% | 7,410 | $1.6M | — |
| QRVO Qorvo Inc. | 0.15% | 13,405 | $1.6M | — |
| MSCI MSCI Inc. | 0.14% | 3,017 | $1.5M | — |
| ALV Autoliv Inc. | 0.12% | 12,000 | $1.3M | — |
| APD Air Products & Chemicals Inc. | 0.12% | 4,964 | $1.3M | — |
| TROX Tronox Holdings PLC | 0.12% | 81,129 | $1.3M | — |
| RPRX Royalty Pharma PLC Class A | 0.10% | 38,181 | $1.0M | — |
| HUBS HubSpot Inc. | 0.09% | 1,536 | $906K | — |
| DOX Amdocs Ltd. | 0.08% | 10,551 | $833K | — |
| NDAQ Nasdaq Inc. | 0.08% | 13,750 | $829K | — |
| VLTO Veralto Corp. | 0.08% | 8,190 | $782K | — |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.07% | 10,551 | $743K | — |
| IVZ Invesco Ltd. | 0.04% | 30,215 | $452K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $746.8M | MS, AMD, SWK, WMS, RRX |
| Q1 2026 | 144 | $748.6M | NVDA, AAPL, MSFT, GOOG, AVGO |
| Q4 2025 | 147 | $813.9M | NVDA, AAPL, MSFT, AVGO, GOOG |
| Q3 2025 | 143 | $840.0M | NVDA, MSFT, AAPL, AVGO, META |
| Q2 2025 | 137 | $893.5M | NVDA, MSFT, AAPL, META, AVGO |
| Q1 2025 | 143 | $916.6M | AAPL, MSFT, NVDA, GOOG, META |
| Q4 2024Amended | 136 | $974.8M | AAPL, MSFT, NVDA, GOOG, AVGO |
| Q3 2024 | 150 | $931.0M | ADI, EA, GENPACT LIMITED, SNPS, GS |
| Q2 2024 | 154 | $1.0B | MSFT, NVDA, AAPL, GOOG, META |