13F holdings · Q2 2026

Bpifrance SA

Maisons Alfort, Cedex, I0 · files as Bpifrance SA

Holdings as of Jun 30, 2026Filed Jul 27, 2026Next filing due Nov 16, 2026CIK 1731118

Bpifrance SA reported 2 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are STLA (80.3%) and CSTM (19.7%). Compared with Q1 2026, the fund trimmed CSTM.

Reported value$1.4B−17.7% vs last quarter

Stocks held20 new · 0 sold out

Top 5 weight100.0%very concentrated

Turnover10%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	STLA Stellantis NV	$1.1B	80.3%	193M	No change		8 of 8
2	CSTM Constellium SE	$268M	19.7%	8.4M	−4.2M (−33%)		8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters

$2.9BQ3 '24

$2.7BQ4 '24

$2.3BQ1 '25

$2.1BQ2 '25

$2BQ3 '25

$2.4BQ4 '25

$1.7BQ1 '26

$1.4BQ2 '26

The 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 Q2 2026

straight from the SEC

Filed	Form	Quarter
Jul 27, 2026	13F-HR	Q2 2026	SEC filing ↗

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Bpifrance SA 13F FAQ

What does Bpifrance SA own?

Bpifrance SA reported 2 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are STLA (80.3%) and CSTM (19.7%). The table above lists every position in the filing (the top 10 without an account).

What did Bpifrance SA buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 1 trimmed and 0 sold out.

When will Bpifrance SA file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Bpifrance SA's portfolio worth?

The Q2 2026 filing reports $1.4B 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.