BDF-GESTION

PrivateCIK: 1632812
Location

PARIS, I0

143
Positions
$746.77M
Total AUM (reported)
3.68M
Total Shares

Allocation by class

TOTAL AUM$746.77M143 positions
COM$568.89M76.2%
COM NEW$97.33M13.0%
CL A$19.99M2.7%
SHS$17.94M2.4%
COM SHS$7.37M1.0%
ORDINARY SHARES$7.26M1.0%
SHS USD$6.91M0.9%

Portfolio Concentration

Top 327.4%4–1019.1%11–2513.0%Rest40.5%TOP 1046.6%0%100%
Top 3$204.69M27.4%
4–10$142.98M19.1%
11–25$96.73M13.0%
Rest$302.38M40.5%

Top 3 weight

27.4%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 3.68M

Sole

Full voting authority

3.68M

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)

Sole143
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings143
Rows:

MORGAN STANLEY

SOLE
COM NEW
Shares14.33K
TypeSH
Market value$76.25M
10.21%
Sole
14.33K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES

SOLE
COM
Shares27.73K
TypeSH
Market value$72.62M
9.72%
Sole
27.73K
Shared
0.00
None
0.00

STANLEY BLACK & DECKER INC

SOLE
COM
Shares16.11K
TypeSH
Market value$55.83M
7.48%
Sole
16.11K
Shared
0.00
None
0.00

ADVANCED DRAINAGE SYSTEMS IN

SOLE
COM
Shares11.69K
TypeSH
Market value$30.48M
4.08%
Sole
11.69K
Shared
0.00
None
0.00

REGAL REXNORD CORP

SOLE
COM
Shares8.99K
TypeSH
Market value$30.23M
4.05%
Sole
8.99K
Shared
0.00
None
0.00

CHURCH & DWIGHT CO INC

SOLE
COM
Shares21.69K
TypeSH
Market value$26.95M
3.61%
Sole
21.69K
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
COM
Shares20.62K
TypeSH
Market value$17.63M
2.36%
Sole
20.62K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares13.81K
TypeSH
Market value$17.20M
2.30%
Sole
13.81K
Shared
0.00
None
0.00

TRANSUNION

SOLE
COM
Shares20.50K
TypeSH
Market value$10.80M
1.45%
Sole
20.50K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares33.38K
TypeSH
Market value$9.68M
1.30%
Sole
33.38K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares1.95K
TypeSH
Market value$7.94M
1.06%
Sole
1.95K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares7.25K
TypeSH
Market value$7.77M
1.04%
Sole
7.25K
Shared
0.00
None
0.00

VERSIGENT PLC

SOLE
ORDINARY SHARES
Shares8.01K
TypeSH
Market value$7.26M
0.97%
Sole
8.01K
Shared
0.00
None
0.00

AMERIPRISE FINANCIAL INC

SOLE
COM
Shares3.69K
TypeSH
Market value$7.20M
0.96%
Sole
3.69K
Shared
0.00
None
0.00

STERIS PLC

SOLE
SHS USD
Shares6.70K
TypeSH
Market value$6.91M
0.93%
Sole
6.70K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares42.52K
TypeSH
Market value$6.83M
0.91%
Sole
42.52K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares21.24K
TypeSH
Market value$6.49M
0.87%
Sole
21.24K
Shared
0.00
None
0.00

THE CIGNA GROUP

SOLE
COM
Shares5.27K
TypeSH
Market value$6.19M
0.83%
Sole
5.27K
Shared
0.00
None
0.00

TRONOX HOLDINGS PLC

SOLE
SHS
Shares55.68K
TypeSH
Market value$5.95M
0.80%
Sole
55.68K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares16.85K
TypeSH
Market value$5.81M
0.78%
Sole
16.85K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares131.50K
TypeSH
Market value$5.73M
0.77%
Sole
131.50K
Shared
0.00
None
0.00

AMPHENOL CORP-CL A

SOLE
CL A
Shares15.84K
TypeSH
Market value$5.72M
0.77%
Sole
15.84K
Shared
0.00
None
0.00

GENERAL MOTORS CO

SOLE
COM
Shares36.90K
TypeSH
Market value$5.71M
0.77%
Sole
36.90K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares15.59K
TypeSH
Market value$5.68M
0.76%
Sole
15.59K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares17.04K
TypeSH
Market value$5.53M
0.74%
Sole
17.04K
Shared
0.00
None
0.00
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