§ 13F · FUND PROFILE
BDF-GESTION.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $845M (13F)Positions · 143Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 437K | $76M | 10.2% | −4% |
| 2 | AAPL | APPLE INC | 286K | $73M | 9.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 151K | $56M | 7.5% | +6% |
| 4 | GOOG | ALPHABET INC-CL C | 106K | $30M | 4.1% | ±0% |
| 5 | AVGO | BROADCOM INC | 98K | $30M | 4.0% | ±0% |
| 6 | META | META PLATFORMS INC-CLASS A | 47K | $27M | 3.6% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 60K | $18M | 2.4% | ±0% |
| 8 | LLY | ELI LILLY & CO | 19K | $17M | 2.3% | ±0% |
| 9 | V | VISA INC-CLASS A SHARES | 36K | $11M | 1.4% | ±0% |
| 10 | ABBV | ABBVIE INC | 45K | $10M | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BDF-GESTION SIGNAL
AC read
BDF-GESTION is a Other fund managing $845 million in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed