Bpifrance SA
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Bpifrance SA reported 3 stock positions worth $2.3 billion. Its top holding was Stellantis (STLA) at 94.3% of the portfolio, followed by Constellium (CSTM, 5.6%) and Sequans Communications S A (0.1%). Compared with Q4 2024, it reduced 1. The biggest sale was Sequans Communications S A (shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MAISONS ALFORT, CEDEX, I0
- CIK
- 0001731118
- Portfolio Value
- $2.3B (Q1 2025)
- SEC Filing
- 0001104659-25-044788 ↗ filed May 6, 2025
Holdings Value
Holdings 3 stocks · $2.3B
| STLA Stellantis NV | 94.29% | 192,703,907 | $2.1B | No change |
| CSTM Constellium SE | 5.60% | 12,593,903 | $127.1M | No change |
| SEQUANS COMMUNICATIONS S A | 0.11% | 1,211,860 | $2.5M | Reduce -8.2% |
Portfolio Sells Q4 2024 → Q1 2025
| SEQUANS COMMUNICATIONS S A | Reduce -8.2% | 0.11% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $1.4B | STLA, CSTM |
| Q1 2026 | 2 | $1.7B | STLA, CSTM |
| Q4 2025 | 2 | $2.4B | STLA, CSTM |
| Q3 2025 | 2 | $2.0B | STLA, CSTM |
| Q2 2025 | 3 | $2.1B | STLA, CSTM, SEQUANS COMMUNICATIONS S A |
| Q1 2025 | 3 | $2.3B | STLA, CSTM, SEQUANS COMMUNICATIONS S A |
| Q4 2024 | 3 | $2.7B | STLA, CSTM, SEQUANS COMMUNICATIONS S A |
| Q3 2024 | 4 | $2.9B | STLA, CSTM, SEQUANS COMMUNICATIONS S A, GETR |
| Q2 2024 | 5 | $4.1B | STLA, CSTM, CRTO, SEQUANS COMMUNICATIONS S A, GETR |
| Q1 2024 | 5 | $5.9B | STLA, CSTM, CRTO, SEQUANS COMMUNICATIONS S A, GETR |