BG

BDF-GESTION

13F
BDF-GESTION
Last update 2025-04-17 143 Stocks (9 new)
Value $917.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(9.26%)MSFT(8.88%)NVDA(7.09%)GOOG(3.67%)META(2.97%)
Summary Stock Picks Current Portfolio
BDF-GESTION Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
381,923
84,836.6
0%
9.260
0%
0.000
-6.37%
-16.70%
3,130,149.4
Hardware
MSFT 		Microsoft Corp
216,889
81,418.0
0%
8.880
0%
0.000
-12.61%
-7.93%
2,879,181.3
Software
NVDA 		NVIDIA Corp
599,324
64,954.7
-10.25%
7.090
-0.94%
0.000
-25.37%
-20.74%
2,596,892.0
Semiconductors
GOOG 		Alphabet Inc
215,262
33,630.4
0%
3.670
0%
0.000
-19.93%
-15.12%
1,953,661.6
Interactive Media
META 		Meta Platforms Inc
47,189
27,197.8
0%
2.970
0%
0.000
-17.59%
-8.86%
1,345,910.3
Interactive Media
LLY 		Eli Lilly and Co
26,724
22,071.6
0%
2.410
0%
0.000
+9.65%
+11.56%
772,028.2
Drug Manufacturers
AVGO 		Broadcom Inc
122,572
20,522.2
0%
2.240
0%
0.000
-22.88%
-18.60%
884,671.7
Semiconductors
UNH 		UnitedHealth Group Inc
33,970
17,791.8
+13.04%
1.940
+0.22%
0.000
-19.99%
-15.77%
386,162.4
Healthcare Plans
JPM 		JPMorgan Chase & Co
72,211
17,713.4
0%
1.930
0%
0.000
-7.06%
+3.22%
679,879.0
Banks
V 		Visa Inc
48,382
16,956.0
0%
1.850
0%
0.000
+1.84%
+6.40%
647,588.3
Credit Services

BDF-GESTION's Historical Top Holdings Breakdowns

BDF-GESTION's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.94%
●
106.98 ($126.74) 149.43
$106.43
-16.02%
Reduce -10.25%
599,324
-68,455
ORCL 		Oracle Corp2025-03-31New Buy
+0.53%
●
139.81 ($162.81) 186.47
$137.51
-15.54%
New holding
35,000
35,000
MU 		Micron Technology Inc2025-03-31Sold Out
-0.47%
●
86.89 ($96.05) 109.38
$77.42
-19.40%
Sold Out
0
-54,874
TXN 		Texas Instruments Inc2025-03-31New Buy
+0.44%
●
173.6 ($187.2) 203.96
$162.13
-13.39%
New holding
22,314
22,314
EA 		Electronic Arts Inc2025-03-31Reduce
-0.43%
●
116.53 ($135.03) 146.29
$146.19
8.26%
Reduce -47.09%
32,020
-28,500
ADI 		Analog Devices Inc2025-03-31New Buy
+0.38%
●
201.56 ($216.11) 243.82
$195.23
-9.66%
New holding
17,342
17,342
INTU 		Intuit Inc2025-03-31Reduce
-0.32%
●
555.63 ($600.51) 630.23
$614.83
2.38%
Reduce -51.6%
4,689
-5,000
ISRG 		Intuitive Surgical Inc2025-03-31Add
+0.31%
●
476.78 ($553.02) 610.45
$508.13
-8.12%
Add 79.89%
12,774
5,673
ZS 		Zscaler Inc2025-03-31New Buy
+0.27%
●
181.66 ($199.27) 216.87
$210.14
5.45%
New holding
12,500
12,500
WDAY 		Workday Inc2025-03-31Add
+0.25%
●
233.53 ($255.22) 277.82
$236.87
-7.19%
Add 117.23%
18,067
9,750

BDF-GESTION Total Holding History ($B)

To

BDF-GESTION's Asset Allocation

To

BDF-GESTION Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BDF-GESTION's Hypothetical Growth since 2025-03-31

BDF-GESTION's Yearly Returns

Year Portfolio % % Excess Gain %

BDF-GESTION's Holdings Heat Map

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BDF-GESTION's Holdings Bubble Chart

BDF-GESTION News

  • 1

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