BDF-GESTION: 13F holdings
CIK 16328122026Q2
| Positions | 143 |
|---|
| Reported value | $810.3m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 143 (-1 vs prior quarter) |
|---|
| Reported value | $810.3m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 255,679 | $74.0m | 9.1% |
| AMD ADVANCED MICRO DEVICES | 27,726 | $72.6m | 9.0% |
| NVDA NVIDIA CORP | 341,359 | $68.3m | 8.4% |
| GOOG ALPHABET INC-CL C | 95,522 | $33.8m | 4.2% |
| AVGO BROADCOM INC | 86,562 | $32.7m | 4.0% |
| WMS ADVANCED DRAINAGE SYSTEMS IN | 11,686 | $30.5m | 3.8% |
| RRX REGAL REXNORD CORP | 8,989 | $30.2m | 3.7% |
| CHD CHURCH & DWIGHT CO INC | 21,694 | $27.0m | 3.3% |
| JNJ JOHNSON CONTROLS INTERNATION | 20,620 | $17.6m | 2.2% |
| GLW CORNING INC | 13,808 | $17.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632812")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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