DOSSIER · 13F-HR · Q2 2026

BDF-GESTION

$747M in tracked AUM across 143 positions as of Q2 2026.

B
CIK 0001632812 · last filed Jun 30, 2026
Total AUM
$747M
as of Q2 2026
Holdings
143
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
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...

The portfolio currently comprises 147 holdings, indicating a moderately diversified approach. However, the strategy appears to be shifting toward high conviction in specific market leaders. The turnover for the quarter was exceptionally high, evidenced by the activity summary: 28 new positions and 28 complete exits, alongside only 5 increased stakes and 16 reductions. This indicates a major strategic reallocation rather than mere portfolio trimming.

2. Key Holdings

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.

#HoldingValueSharesWeight
01
MS
MORGAN STANLEY
$76M14K10.2%
02
AMD
ADVANCED MICRO DEVICES
$73M28K9.7%
03
SWK
STANLEY BLACK & DECKER INC
$56M16K7.5%
04
WMS
ADVANCED DRAINAGE SYSTEMS IN
$30M12K4.1%
05
RRX
REGAL REXNORD CORP
$30M9K4.0%
06
CHD
CHURCH & DWIGHT CO INC
$27M22K3.6%
07
JNJ
JOHNSON CONTROLS INTERNATION
$18M21K2.4%
08
GLW
CORNING INC
$17M14K2.3%
09
TRU
TRANSUNION
$11M21K1.4%
10
KLAC
KLA CORP
$10M33K1.3%

Filing history

2026Q2Jun 30
$747M 0.2%
143 positionsView →
2026Q1Mar 31
$749M 8.5%
144 positionsView →
2025Q4Dec 31
$818M 3.2%
147 positionsView →
2025Q3Sep 30
$845M 5.4%
143 positionsView →
2025Q2Jun 30
$894M 2.5%
137 positionsLocked
2025Q1Mar 31
$917M 6.0%
143 positionsLocked
2024Q4Dec 31
$975M 4.7%
136 positionsLocked
2024Q3Sep 30
$931M 10.5%
152 positionsLocked
2024Q2Jun 30
$1.0B
154 positionsLocked