Bpifrance SA

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Bpifrance SA reported 2 stock positions worth $1.4 billion. Its top holding was Stellantis (STLA) at 80.3% of the portfolio, followed by Constellium (CSTM, 19.7%). Compared with Q1 2026, it reduced 1. The biggest sale was Constellium (CSTM, shares −33%).

Most Recent 13F
Q2 2026
Location
MAISONS ALFORT, CEDEX, I0
CIK
0001731118
Portfolio Value
$1.4B (Q2 2026)
SEC Filing
0001104659-26-086920 ↗ filed Jul 27, 2026

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $5.9B Q1 2024 Q2 2024: $4.1B Q2 2024 Q3 2024: $2.9B Q3 2024 Q4 2024: $2.7B Q4 2024 Q1 2025: $2.3B Q1 2025 Q2 2025: $2.1B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.4B Q4 2025 Q1 2026: $1.7B Q1 2026 Q2 2026: $1.4B $1.4B Q2 2026

Holdings 2 stocks · $1.4B

STLA Stellantis NV 80.33% 192,703,907 $1.1B No change
CSTM Constellium SE 19.67% 8,403,903 $267.8M Reduce -33.3%

Portfolio Sells Q1 2026 → Q2 2026

CSTM Constellium SE Reduce -33.3% 19.67% +0.96

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$1.4BSTLA, CSTM
Q1 2026 2$1.7BSTLA, CSTM
Q4 2025 2$2.4BSTLA, CSTM
Q3 2025 2$2.0BSTLA, CSTM
Q2 2025 3$2.1BSTLA, CSTM, SEQUANS COMMUNICATIONS S A
Q1 2025 3$2.3BSTLA, CSTM, SEQUANS COMMUNICATIONS S A
Q4 2024 3$2.7BSTLA, CSTM, SEQUANS COMMUNICATIONS S A
Q3 2024 4$2.9BSTLA, CSTM, SEQUANS COMMUNICATIONS S A, GETR
Q2 2024 5$4.1BSTLA, CSTM, CRTO, SEQUANS COMMUNICATIONS S A, GETR
Q1 2024 5$5.9BSTLA, CSTM, CRTO, SEQUANS COMMUNICATIONS S A, GETR