Bpifrance SA
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Bpifrance SA reported 3 stock positions worth $2.1 billion. Its top holding was Stellantis (STLA) at 92.0% of the portfolio, followed by Constellium (CSTM, 8.0%) and Sequans Communications S A (0.0%). Compared with Q1 2025, it reduced 1. The biggest sale was Sequans Communications S A (shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- MAISONS ALFORT, CEDEX, I0
- CIK
- 0001731118
- Portfolio Value
- $2.1B (Q2 2025)
- SEC Filing
- 0001104659-25-072481 ↗ filed Jul 31, 2025
Holdings Value
Holdings 3 stocks · $2.1B
| STLA Stellantis NV | 91.96% | 192,703,907 | $1.9B | No change |
| CSTM Constellium SE | 8.02% | 12,593,903 | $167.5M | No change |
| SEQUANS COMMUNICATIONS S A | 0.02% | 315,578 | $464K | Reduce -74.0% |
Portfolio Sells Q1 2025 → Q2 2025
| SEQUANS COMMUNICATIONS S A | Reduce -74.0% | 0.02% | −0.09 |
Portfolio Buys Q1 2025 → Q2 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 |