BDF-GESTION
CIK 0001632812 · PARIS, I0 · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$746.8M
2026 Q2
Positions
143
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MS
MORGAN STANLEY
10.2%
AMD
ADVANCED MICRO DEVICES
9.7%
SWK
STANLEY BLACK & DECKER INC
7.5%
WMS
ADVANCED DRAINAGE SYSTEMS IN
4.1%
RRX
REGAL REXNORD CORP
4.0%
CHD
CHURCH & DWIGHT CO INC
3.6%
JNJ
JOHNSON CONTROLS INTERNATION
2.4%
GLW
CORNING INC
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.