DOSSIER · 13F-HR · Q1 2026

Bpifrance SA

Bpifrance SA's holding co. based in Chicago, IL $1.7B in tracked AUM across 2 positions as of Q1 2026.

BS
Bpifrance SA·Chicago, IL·Holding Co.
CIK 0001731118 · last filed Mar 31, 2026
Total AUM
$1.7B
4.5%
vs prior
Holdings
2
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

The SEC 13F filing for Bpifrance SA reveals a highly concentrated and specialized investment portfolio as of the report date September 30, 2025. With a total portfolio value of approximately $1.97 billion, the fund has undergone a slight contraction, decreasing by 5.8% from the previous quarter's $2.09 billion. The portfolio is exceptionally narrow in scope, comprising only two holdings. This lack of broad diversification suggests that the fund is not pursuing a tradition...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
N82405106
STELLANTIS NV
$1.3B192.7M81.3%
02
F21107101
CONSTELLIUM NV
$310M12.6M18.7%

Filing history

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