DOSSIER · 13F-HR · Q2 2026
BDF-GESTION
$747M in tracked AUM across 143 positions as of Q2 2026.
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CIK 0001632812 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of BDF-GESTION SEC 13F Filing
1. Portfolio Overview
BDF-GESTION has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The firm experienced a substantial expansion in assets under management (AUM), with the total portfolio value surging by 100.6%, rising from $407.83M in the previous quarter to $818.23M. This doubling of capital suggests either substantial capital inflows from investors or strong pe...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.