Managers / Q2 2026
BDF-GESTION
CIK 0001632812 · 37 RUE DU LOUVRE, PARIS, I0, 75002 · 33-142925597
Reported Value
$747M
Q2 2026
Positions
143
Filings on Record
10
2019–present window
Filed
Jul 7, 2026
original filing
Summary
Bdf-Gestion reported $747M in U.S.-listed holdings across 143 positions for Q2 2026.
Its largest position, DWD, represents 10.2% of the portfolio.
Compared with Q1 2026, the fund opened 9 new positions and exited 10.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 88.4% · $660M
- Other · 7.4% · $55M
- REIT · 3.4% · $26M
- Closed-End Fund · 0.7% · $5M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $747M | 143 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $749M | 144 | Apr 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $818M | 147 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $845M | 143 | Oct 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $894M | 137 | Jul 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $917M | 143 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $975M | 136 | Jan 23, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2024 | $931M | 152 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 154 | Jul 11, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.