Bdf-Gestion
Bdf-Gestion reported 145 stocks worth $738M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (10.1%), AAPL (9.4%) and MSFT (8.1%). Compared with Q2 2026, the fund opened new positions in LITE, NET and CRM, added to PLTR, LRCX and CRWD, trimmed NVDA, AAPL and MSFT and sold out of VGNT, STE and CI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $74.4M | 10.1% | 326K | −16K (−5%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $69.4M | 9.4% | 208K | −47K (−19%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $59.4M | 8.1% | 116K | −16K (−12%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $27.2M | 3.7% | 80K | −16K (−17%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $27M | 3.6% | 77K | −9,742 (−11%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $23.8M | 3.2% | 33K | −9,569 (−23%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $18.5M | 2.5% | 16K | −2,030 (−11%) | 8 of 8 | |
| 8 |  MU Micron Technology Inc | $18.1M | 2.5% | 17K | −2,152 (−11%) | 5 of 8 | |
| 9 |  AMD Advanced Micro Devices Inc | $16.7M | 2.3% | 27K | −419 (−2%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $15.8M | 2.1% | 48K | −6,063 (−11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VGNT Versigent Ltd | $7.3M | 8,014 |
 STE Steris PLC | $6.9M | 6,703 |
 CI The Cigna Group | $6.2M | 5,270 |
 PCOR Procore Technologies Inc | $5.5M | 22K |
 DD Dupont DE Nemours Inc Common Stock | $3.9M | 12K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bdf-Gestion 13F FAQ
What does Bdf-Gestion own?
Bdf-Gestion reported 145 stocks worth $738M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (10.1%), AAPL (9.4%) and MSFT (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Bdf-Gestion buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 12 added to, 122 trimmed and 9 sold out. New positions include LITE, NET and CRM. It sold all of VGNT, STE and CI.
When will Bdf-Gestion file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bdf-Gestion's portfolio worth?
The Q3 2026 filing reports $738M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.