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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
143
+7 vs. Q4 2024
Portfolio value
$911.1M
−$57.7M (−6.0%) vs. Q4 2024
Filed
Apr 17, 2025
SEC
Holdings of BDF-Gestion in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TROXTronox Holdings plcSHS74,587$525.1K0.1%00.0%UnchangedHistory
APTVAptiv PLCStock9,699$577.1K0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock27,611$782.8K0.1%+27,611NewHistory
INTCIntel CorpStock38,231$868.2K0.1%+38,231NewHistory
TFXTeleflex IncCOM6,556$906.0K0.1%00.0%UnchangedHistory
NDAQNasdaq, Inc.COM12,169$923.1K0.1%00.0%UnchangedHistory
ALVAutoliv IncCOM11,032$975.8K0.1%00.0%UnchangedHistory
RPRXRoyalty Pharma plcSHS CLASS A33,792$1.05M0.1%00.0%UnchangedHistory
NXPINXP Semiconductors N.V.COM6,061$1.15M0.1%+6,061NewHistory
DELLDell Technologies Inc.Stock14,637$1.33M0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM9,193$1.35M0.1%00.0%UnchangedHistory
KDPKeurig Dr Pepper Inc.COM44,079$1.51M0.2%00.0%UnchangedHistory
PTCPTC Inc.Stock9,735$1.51M0.2%00.0%UnchangedHistory
MSCIMSCI Inc.Stock2,668$1.51M0.2%00.0%UnchangedHistory
TELTE Connectivity plcStock10,858$1.53M0.2%00.0%UnchangedHistory
MOHMolina Healthcare, Inc.COM4,736$1.56M0.2%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A15,185$1.59M0.2%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock6,449$1.60M0.2%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock20,669$1.67M0.2%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM4,994$1.73M0.2%00.0%UnchangedHistory
CMICummins IncStock5,593$1.75M0.2%00.0%UnchangedHistory
REGRegency Centers CorpCOM24,780$1.83M0.2%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM24,005$1.85M0.2%00.0%UnchangedHistory
ETNEaton Corp plcStock7,079$1.92M0.2%00.0%UnchangedHistory
BLBlackline, Inc.COM40,000$1.94M0.2%+40,000NewHistory
CHDChurch & Dwight Co IncCOM18,140$2.00M0.2%00.0%UnchangedHistory
JJacobs Solutions Inc.COM16,661$2.01M0.2%00.0%UnchangedHistory
GISGeneral Mills IncStock33,772$2.02M0.2%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock14,000$2.05M0.2%+14,000NewHistory
STTState Street CorpCOM23,398$2.09M0.2%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock10,785$2.14M0.2%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM28,718$2.14M0.2%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM18,580$2.17M0.2%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock12,000$2.18M0.2%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock7,490$2.21M0.2%00.0%UnchangedHistory
SNPSSynopsys IncCOM5,250$2.25M0.2%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock30,084$2.33M0.3%00.0%UnchangedHistory
STESTERIS plcSHS USD10,659$2.42M0.3%00.0%UnchangedHistory
Genpact LimitedG3922B907CALL48,278$2.43M0.3%00.0%Unchanged–
ZSZscaler, Inc.Stock12,500$2.48M0.3%+12,500NewHistory
COOCooper Companies, Inc.COM29,592$2.50M0.3%00.0%UnchangedHistory
EQIXEquinix IncCOM3,109$2.53M0.3%00.0%UnchangedHistory
LHLabcorp Holdings Inc.Stock10,923$2.54M0.3%00.0%UnchangedHistory
BURLBurlington Stores, Inc.COM10,750$2.56M0.3%00.0%UnchangedHistory
URIUnited Rentals, Inc.COM4,102$2.57M0.3%00.0%UnchangedHistory
GMGeneral Motors CoCOM54,980$2.59M0.3%00.0%UnchangedHistory
JNJJohnson & JohnsonStock32,777$2.63M0.3%00.0%UnchangedHistory
Caterpillar Inc149123951PUT7,964$2.63M0.3%00.0%Unchanged–
MARMarriott International IncStock11,027$2.63M0.3%00.0%UnchangedHistory
RMDResmed IncCOM11,791$2.64M0.3%00.0%UnchangedHistory
PPGPPG Industries IncStock24,271$2.65M0.3%00.0%UnchangedHistory
TRUTransUnionCOM32,594$2.70M0.3%00.0%UnchangedHistory
CICigna GroupStock8,381$2.76M0.3%00.0%UnchangedHistory
DECKDeckers Outdoor CorpCOM24,693$2.76M0.3%00.0%UnchangedHistory
EHCEncompass Health CorpCOM27,292$2.76M0.3%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock26,788$2.76M0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM13,111$2.78M0.3%00.0%UnchangedHistory
Regeneron Pharmaceuticals75886F907COM4,453$2.82M0.3%00.0%Unchanged–
AMPAmeriprise Financial IncCOM5,875$2.84M0.3%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM9,607$2.86M0.3%00.0%UnchangedHistory
INTUIntuit Inc.Stock4,689$2.88M0.3%−5,000−51.6%ReducedHistory
DEDeere & CoStock6,136$2.88M0.3%00.0%UnchangedHistory
HUMHumana IncStock11,618$3.07M0.3%00.0%UnchangedHistory
OCOwens CorningStock21,549$3.08M0.3%00.0%UnchangedHistory
AMATApplied Materials IncStock21,473$3.12M0.3%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock18,419$3.18M0.3%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A41,646$3.19M0.3%00.0%UnchangedHistory
PAYXPaychex IncStock20,870$3.22M0.4%00.0%UnchangedHistory
RGLDRoyal Gold IncStock19,885$3.25M0.4%00.0%UnchangedHistory
DXCMDexcom IncCOM48,703$3.33M0.4%00.0%UnchangedHistory
HOLXHologic IncCOM54,312$3.35M0.4%+32,000+143.4%AddedHistory
CSXCSX CorpStock114,631$3.37M0.4%00.0%UnchangedHistory
CLColgate Palmolive CoStock36,119$3.38M0.4%00.0%UnchangedHistory
AZOAutoZone IncCOM907$3.46M0.4%00.0%UnchangedHistory
ADIAnalog Devices IncStock17,342$3.50M0.4%+17,342NewHistory
MCKMcKesson CorpStock5,309$3.57M0.4%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock49,330$3.58M0.4%00.0%UnchangedHistory
QCOMQualcomm IncStock23,546$3.62M0.4%00.0%UnchangedHistory
FITBFifth Third BancorpCOM93,062$3.65M0.4%00.0%UnchangedHistory
JLLJones Lang Lasalle IncCOM15,306$3.79M0.4%00.0%UnchangedHistory
DHRDanaher CorpStock19,091$3.91M0.4%00.0%UnchangedHistory
TXNTexas Instruments IncStock22,314$4.01M0.4%+22,314NewHistory
FISVFiserv IncStock18,387$4.06M0.4%00.0%UnchangedHistory
SYKStryker CorpStock11,116$4.14M0.5%00.0%UnchangedHistory
BSXBoston Scientific CorpStock41,029$4.14M0.5%00.0%UnchangedHistory
ELVElevance Health, Inc.Stock9,534$4.15M0.5%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A18,067$4.22M0.5%+9,750+117.2%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock17,761$4.31M0.5%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock35,043$4.34M0.5%00.0%UnchangedHistory
VTRVentas, Inc.REIT64,167$4.41M0.5%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM44,562$4.42M0.5%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock8,769$4.46M0.5%00.0%UnchangedHistory
ADBEAdobe Inc.Stock11,712$4.49M0.5%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock17,152$4.57M0.5%00.0%UnchangedHistory
EAElectronic Arts Inc.COM32,020$4.63M0.5%−28,500−47.1%ReducedHistory
AXPAmerican Express CoStock17,271$4.65M0.5%00.0%UnchangedHistory
METMetlife IncStock58,117$4.67M0.5%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT28,608$4.75M0.5%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM19,697$4.77M0.5%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM18,396$4.82M0.5%00.0%UnchangedHistory

Sold out since Q4 2024 (2)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of BDF-Gestion sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
MUMicron Technology IncStock54,874$4.62M0.5%History
MDTMedtronic plcStock21,523$1.72M0.2%History