Filed: 4/10/2026ACC: 0001632812-26-000002
📋 What this filing means
BDF-GESTION filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $748.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$748.56M
Total AUM (reported)
4.21M
Total Shares
Allocation by class
COM$594.12M79.4%
CL A$53.33M7.1%
COM NEW$32.92M4.4%
CAP STK CL C$30.48M4.1%
COM CL A$10.80M1.4%
SHS$10.22M1.4%
SHS CLASS A$4.25M0.6%
Portfolio Concentration
Top 3$204.69M27.3%
4–10$142.98M19.1%
11–25$96.73M12.9%
Rest$304.16M40.6%
Top 3 weight
27.3%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 4.21M
Sole
Full voting authority
4.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole144
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings144
Rows:
NVIDIA CORP
SOLEShares437.19K
TypeSH
Market value$76.25M
10.19%
Sole
437.19K
Shared
0.00
None
0.00
APPLE INC
SOLEShares286.14K
TypeSH
Market value$72.62M
9.70%
Sole
286.14K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares150.81K
TypeSH
Market value$55.83M
7.46%
Sole
150.81K
Shared
0.00
None
0.00
ALPHABET INC-CL C
SOLEShares106.26K
TypeSH
Market value$30.48M
4.07%
Sole
106.26K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares97.68K
TypeSH
Market value$30.23M
4.04%
Sole
97.68K
Shared
0.00
None
0.00
META PLATFORMS INC-CLASS A
SOLEShares47.11K
TypeSH
Market value$26.95M
3.60%
Sole
47.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares59.93K
TypeSH
Market value$17.63M
2.35%
Sole
59.93K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares18.70K
TypeSH
Market value$17.20M
2.30%
Sole
18.70K
Shared
0.00
None
0.00
VISA INC-CLASS A SHARES
SOLEShares35.73K
TypeSH
Market value$10.80M
1.44%
Sole
35.73K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares44.50K
TypeSH
Market value$9.68M
1.29%
Sole
44.50K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares82.63K
TypeSH
Market value$7.94M
1.06%
Sole
82.63K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares23.63K
TypeSH
Market value$7.77M
1.04%
Sole
23.63K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares21.25K
TypeSH
Market value$7.26M
0.97%
Sole
21.25K
Shared
0.00
None
0.00
MASTERCARD INC - A
SOLEShares14.41K
TypeSH
Market value$7.20M
0.96%
Sole
14.41K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares46.98K
TypeSH
Market value$6.91M
0.92%
Sole
46.98K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares31.96K
TypeSH
Market value$6.83M
0.91%
Sole
31.96K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC-A
SOLEShares44.38K
TypeSH
Market value$6.49M
0.87%
Sole
44.38K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares13.43K
TypeSH
Market value$6.19M
0.83%
Sole
13.43K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares7.03K
TypeSH
Market value$5.95M
0.79%
Sole
7.03K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
SOLEShares74.85K
TypeSH
Market value$5.81M
0.78%
Sole
74.85K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares50.51K
TypeSH
Market value$5.73M
0.77%
Sole
50.51K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares8.07K
TypeSH
Market value$5.72M
0.76%
Sole
8.07K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares16.92K
TypeSH
Market value$5.71M
0.76%
Sole
16.92K
Shared
0.00
None
0.00
MERCK & CO. INC.
SOLEShares47.22K
TypeSH
Market value$5.68M
0.76%
Sole
47.22K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO/THE
SOLEShares38.29K
TypeSH
Market value$5.53M
0.74%
Sole
38.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 437.19K | SH | $76.25M 10.19% | 437.19K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 286.14K | SH | $72.62M 9.70% | 286.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 150.81K | SH | $55.83M 7.46% | 150.81K | 0.00 | 0.00 |
ALPHABET INC-CL CSOLE | CAP STK CL C | 106.26K | SH | $30.48M 4.07% | 106.26K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 97.68K | SH | $30.23M 4.04% | 97.68K | 0.00 | 0.00 |
META PLATFORMS INC-CLASS ASOLE | CL A | 47.11K | SH | $26.95M 3.60% | 47.11K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 59.93K | SH | $17.63M 2.35% | 59.93K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 18.70K | SH | $17.20M 2.30% | 18.70K | 0.00 | 0.00 |
VISA INC-CLASS A SHARESSOLE | COM CL A | 35.73K | SH | $10.80M 1.44% | 35.73K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 44.50K | SH | $9.68M 1.29% | 44.50K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 82.63K | SH | $7.94M 1.06% | 82.63K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 23.63K | SH | $7.77M 1.04% | 23.63K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 21.25K | SH | $7.26M 0.97% | 21.25K | 0.00 | 0.00 |
MASTERCARD INC - ASOLE | CL A | 14.41K | SH | $7.20M 0.96% | 14.41K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 46.98K | SH | $6.91M 0.92% | 46.98K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 31.96K | SH | $6.83M 0.91% | 31.96K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC-ASOLE | CL A | 44.38K | SH | $6.49M 0.87% | 44.38K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 13.43K | SH | $6.19M 0.83% | 13.43K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 7.03K | SH | $5.95M 0.79% | 7.03K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 74.85K | SH | $5.81M 0.78% | 74.85K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 50.51K | SH | $5.73M 0.77% | 50.51K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 8.07K | SH | $5.72M 0.76% | 8.07K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 16.92K | SH | $5.71M 0.76% | 16.92K | 0.00 | 0.00 |
MERCK & CO. INC.SOLE | COM | 47.22K | SH | $5.68M 0.76% | 47.22K | 0.00 | 0.00 |
PROCTER & GAMBLE CO/THESOLE | COM | 38.29K | SH | $5.53M 0.74% | 38.29K | 0.00 | 0.00 |
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