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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 23, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
136
−14 vs. Q3 2024
Portfolio value
$968.8M
+$360.2M (+59.2%) vs. Q3 2024
Filed
Jan 23, 2025
AmendedSEC
Holdings of BDF-Gestion in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GEGeneral Electric CoStock33,691$5.62M0.6%−4,376−11.5%ReducedHistory
INTUIntuit Inc.Stock9,689$6.09M0.6%−1,260−11.5%ReducedHistory
CSCOCisco Systems, Inc.Stock106,948$6.33M0.7%−13,888−11.5%ReducedHistory
DDOGDatadog, Inc.CL A COM44,562$6.37M0.7%+10,540+31.0%AddedHistory
KOCoca Cola CoStock103,196$6.42M0.7%−13,402−11.5%ReducedHistory
CCitigroup IncStock95,564$6.73M0.7%+34,719+57.1%AddedHistory
CDWCDW CorpCOM38,999$6.79M0.7%−5,066−11.5%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock13,650$7.10M0.7%−1,773−11.5%ReducedHistory
ABTAbbott LaboratoriesStock65,164$7.37M0.8%−8,463−11.5%ReducedHistory
BKNGBooking Holdings Inc.Stock1,540$7.65M0.8%−201−11.5%ReducedHistory
MSIMotorola Solutions, Inc.Stock16,912$7.82M0.8%−2,198−11.5%ReducedHistory
ACNAccenture plcStock22,449$7.90M0.8%−2,918−11.5%ReducedHistory
NOWServiceNow, Inc.Stock7,629$8.09M0.8%−992−11.5%ReducedHistory
VZVerizon Communications IncStock205,790$8.23M0.8%−26,723−11.5%ReducedHistory
CRMSalesforce, Inc.Stock25,137$8.40M0.9%−3,266−11.5%ReducedHistory
AMDAdvanced Micro Devices IncStock72,324$8.74M0.9%−9,392−11.5%ReducedHistory
EAElectronic Arts Inc.COM60,520$8.85M0.9%−7,860−11.5%ReducedHistory
PGProcter & Gamble CoStock54,703$9.17M0.9%−7,105−11.5%ReducedHistory
ABBVAbbVie Inc.Stock53,861$9.57M1.0%−6,996−11.5%ReducedHistory
MRKMerck & Co., Inc.Stock102,478$10.2M1.1%−13,308−11.5%ReducedHistory
MAMastercard IncStock22,204$11.7M1.2%−2,885−11.5%ReducedHistory
GSGoldman Sachs Group IncStock21,736$12.4M1.3%−406−1.8%ReducedHistory
HDHome Depot, Inc.Stock33,764$13.1M1.4%−7,210−17.6%ReducedHistory
BACBank of America CorpStock317,798$14.0M1.4%−41,267−11.5%ReducedHistory
UNHUnitedHealth Group IncStock30,050$15.2M1.6%+2,002+7.1%AddedHistory
VVisa Inc.Stock48,382$15.3M1.6%−6,284−11.5%ReducedHistory
JPMJPMorgan Chase & CoStock72,211$17.3M1.8%+72,211NewHistory
LLYEli Lilly & CoStock26,724$20.6M2.1%−3,472−11.5%ReducedHistory
TSLATesla, Inc.Stock53,812$21.7M2.2%−6,989−11.5%ReducedHistory
METAMeta Platforms, Inc.Stock47,189$27.6M2.9%−6,128−11.5%ReducedHistory
AVGOBroadcom Inc.Stock122,572$28.4M2.9%−15,918−11.5%ReducedHistory
GOOGAlphabet Inc.Stock215,262$41.0M4.2%−27,953−11.5%ReducedHistory
NVDANVIDIA CorpStock667,779$89.7M9.3%−86,711−11.5%ReducedHistory
MSFTMicrosoft CorpStock216,889$91.4M9.4%−15,293−6.6%ReducedHistory
AAPLApple Inc.Stock381,923$95.6M9.9%−49,593−11.5%ReducedHistory
BKTBlackRock Income Trust, Inc.COM NEW5,824––+5,824NewHistory

Sold out since Q3 2024 (20)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of BDF-Gestion sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
TXNTexas Instruments IncStock54,162$8.10M1.3%History
BDXBecton Dickinson & CoStock17,105$7.38M1.2%History
SBUXStarbucks CorpStock36,672$5.74M0.9%History
ENSGEnsign Group, IncCOM12,747$5.18M0.9%History
AREAlexandria Real Estate Equities, Inc.COM21,885$3.72M0.6%History
GPKGraphic Packaging Holding CoCOM69,538$3.00M0.5%History
ZUOZuora IncCOM CL A465,000$2.72M0.4%History
FSLRFirst Solar, Inc.Stock5,000$1.88M0.3%History
CVSCVS Health CorpStock49,059$1.86M0.3%History
UPSUnited Parcel Service IncStock21,254$1.82M0.3%History
BLKBlackRock, Inc.COM6,581$1.82M0.3%History
VLTOVeralto CorpStock8,190$1.74M0.3%History
ONOn Semiconductor CorpStock54,354$1.73M0.3%History
ROKRockwell Automation, IncStock6,176$832.7K0.1%History
KRKroger CoStock63,021$743.0K0.1%History
ULTAUlta Beauty, Inc.Stock5,750––History
IVZInvesco Ltd.Stock30,215––History
ADIAnalog Devices IncStock19,677––History
QRVOQorvo, Inc.Stock13,405––History
AMTMAmentum Holdings, Inc.COM18,124––History