Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BDF-GESTION (CIK 1632812) reported $748.6M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($76.2M, 10.19%), AAPL ($72.6M, 9.70%), MSFT ($55.8M, 7.46%), GOOG ($30.5M, 4.07%), AVGO ($30.2M, 4.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $76.2M | 10.19% | 437,187 | Trimmed |
| 2 | AAPL | APPLE INC | $72.6M | 9.70% | 286,137 | Hold |
| 3 | MSFT | MICROSOFT CORP | $55.8M | 7.46% | 150,812 | Added |
| 4 | GOOG | ALPHABET INC-CL C | $30.5M | 4.07% | 106,262 | Hold |
| 5 | AVGO | BROADCOM INC | $30.2M | 4.04% | 97,683 | Hold |
| 6 | META | META PLATFORMS INC-CLASS A | $27.0M | 3.60% | 47,108 | Hold |
| 7 | JPM | JPMORGAN CHASE & CO | $17.6M | 2.35% | 59,928 | Hold |
| 8 | LLY | ELI LILLY & CO | $17.2M | 2.30% | 18,702 | Hold |
| 9 | V | VISA INC-CLASS A SHARES | $10.8M | 1.44% | 35,735 | Hold |
| 10 | ABBV | ABBVIE INC | $9.7M | 1.29% | 44,504 | Hold |
| 11 | NFLX | NETFLIX INC | $7.9M | 1.06% | 82,627 | Added |
| 12 | HD | HOME DEPOT INC | $7.8M | 1.04% | 23,630 | Hold |
| 13 | AMAT | APPLIED MATERIALS INC | $7.3M | 0.97% | 21,247 | Trimmed |
| 14 | MA | MASTERCARD INC - A | $7.2M | 0.96% | 14,413 | Hold |
| 15 | ORCL | ORACLE CORP | $6.9M | 0.92% | 46,984 | Added |
| 16 | LRCX | LAM RESEARCH CORP | $6.8M | 0.91% | 31,962 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC-A | $6.5M | 0.87% | 44,377 | Trimmed |
| 18 | ISRG | INTUITIVE SURGICAL INC | $6.2M | 0.83% | 13,426 | Trimmed |
| 19 | GS | GOLDMAN SACHS GROUP INC | $5.9M | 0.79% | 7,031 | Hold |
| 20 | CSCO | CISCO SYSTEMS INC | $5.8M | 0.78% | 74,854 | Hold |
| 21 | C | CITIGROUP INC | $5.7M | 0.77% | 50,512 | Trimmed |
| 22 | MU | MICRON TECHNOLOGY INC | $5.7M | 0.76% | 16,916 | Trimmed |
| 23 | CAT | CATERPILLAR INC | $5.7M | 0.76% | 8,071 | Added |
| 24 | MRK | MERCK & CO. INC. | $5.7M | 0.76% | 47,224 | Hold |
| 25 | ADI | ANALOG DEVICES INC | $5.5M | 0.74% | 17,341 | Added |
Source: SEC Form 13F filings · as of 2026-03-31