BDF-GESTION

CIK
1632812
City
PARIS
State / Country
I0

Top Portfolio Positions

140 positions · $707,797,116 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
437,187 $76,245,412 10.77%
AAPL
Apple Inc.
Technology
286,137 $72,618,709 10.26%
MSFT
Microsoft Corp
Technology
150,812 $55,826,078 7.89%
AVGO
Broadcom Inc.
Technology
97,683 $30,233,865 4.27%
META
Meta Platforms, Inc.
Communication Services
47,108 $26,951,900 3.81%
JPM
Jpmorgan Chase & Co
Financial Services
59,928 $17,628,420 2.49%
LLY
ELI LILLY & Co
Healthcare
18,702 $17,201,538 2.43%
V
Visa Inc.
Financial Services
35,735 $10,800,546 1.53%
ABBV
AbbVie Inc.
Healthcare
44,504 $9,679,174 1.37%
NFLX
Netflix Inc
Communication Services
82,627 $7,944,586 1.12%

Holdings in T

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Report Date Value (USD) Shares
2026-03-31 $3,945,712 136,106