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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 7, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
143
−1 vs. Q1 2026
Portfolio value
$335.0M
−$409.6M (−55.0%) vs. Q1 2026
Filed
Jul 7, 2026
SEC
Holdings of BDF-Gestion in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
EBAYeBay IncCOM27,000$1.48M0.4%00.0%UnchangedHistory
CFCF Industries Holdings, Inc.COM20,675$1.48M0.4%−2,325−10.1%ReducedHistory
TJXTJX Companies IncStock21,000$1.44M0.4%+21,000NewHistory
BACBank of America CorpStock101,621$1.37M0.4%−11,425−10.1%ReducedHistory
PEPPepsiCo IncStock27,867$1.36M0.4%−3,133−10.1%ReducedHistory
NVDANVIDIA CorpStock341,359$1.31M0.4%−95,828−21.9%ReducedHistory
UNHUnitedHealth Group IncStock14,443$1.31M0.4%−1,624−10.1%ReducedHistory
OCOwens CorningStock14,460$1.31M0.4%−1,626−10.1%ReducedHistory
URIUnited Rentals, Inc.COM2,578$1.28M0.4%−290−10.1%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock7,956$1.27M0.4%−895−10.1%ReducedHistory
MKCMcCormick & Co IncStock29,813$1.17M0.4%−3,352−10.1%ReducedHistory
GOOGAlphabet Inc.Stock95,522$1.13M0.3%−10,740−10.1%ReducedHistory
HONHoneywell International IncCOM7,587$1.05M0.3%−7,587−50.0%ReducedHistory
WDCWestern Digital CorpCOM5,735$1.01M0.3%+2,369+70.4%AddedHistory
LRCXLam Research CorpStock20,954$981.6K0.3%−11,008−34.4%ReducedHistory
AVGOBroadcom Inc.Stock86,562$910.5K0.3%−11,121−11.4%ReducedHistory
RMDResmed IncCOM9,699$908.5K0.3%−1,091−10.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW12,069$834.8K0.2%−1,357−10.1%ReducedHistory
JJacobs Solutions Inc.COM10,480$834.5K0.2%−1,179−10.1%ReducedHistory
INGRIngredion IncCOM14,213$544.0K0.2%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock22,045$19.6K<0.1%−2,479−10.1%ReducedHistory
JNJJohnson & JohnsonStock20,620––−2,319−10.1%ReducedHistory
ITWIllinois Tool Works IncStock4,055––−456−10.1%ReducedHistory
MSCIMSCI Inc.Stock1,676––−189−10.1%ReducedHistory
AMDAdvanced Micro Devices IncStock27,726––+3,751+15.6%AddedHistory
CICigna GroupStock5,270––−593−10.1%ReducedHistory
MSMorgan StanleyStock14,327––−1,611−10.1%ReducedHistory
OTISOtis Worldwide CorpStock16,851––−1,895−10.1%ReducedHistory
CHDChurch & Dwight Co IncCOM21,694––00.0%UnchangedHistory
BKTBlackRock Income Trust, Inc.COM NEW3,662––−412−10.1%ReducedHistory
GLWCorning IncCOM13,808––−1,553−10.1%ReducedHistory
AMPAmeriprise Financial IncCOM3,694––−416−10.1%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM11,686––−1,314−10.1%ReducedHistory
RRXRegal Rexnord CorpCOM8,989––−1,011−10.1%ReducedHistory
SWKStanley Black & Decker, Inc.COM16,108––−1,811−10.1%ReducedHistory
STESTERIS plcSHS USD6,703––−754−10.1%ReducedHistory
HONAHoneywell Aerospace Inc.COM7,587––+7,587NewHistory
EQIXEquinix IncCOM1,953––−220−10.1%ReducedHistory
PCORProcore Technologies, Inc.COM21,644––−2,434−10.1%ReducedHistory
TRUTransUnionCOM20,505––−2,306−10.1%ReducedHistory
VGNTVersigent PLCORDINARY SHARES8,014––+8,014NewHistory
AMTMAmentum Holdings, Inc.COM676––−76−10.1%ReducedHistory
TROXTronox Holdings plcSHS55,681––00.0%UnchangedHistory

Sold out since Q1 2026 (9)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of BDF-Gestion sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
CRMSalesforce, Inc.Stock29,523$5.51M0.7%History
KOCoca Cola CoStock72,228$5.49M0.7%History
CSXCSX CorpStock80,230$3.29M0.4%History
OMCOmnicom Group Inc.COM27,000$2.03M0.3%History
AAgilent Technologies, Inc.COM13,001$1.48M0.2%History
MDBMongoDB, Inc.CL A6,047$1.48M0.2%History
TEAMAtlassian CorpCL A19,121$1.31M0.2%History
ALVAutoliv IncCOM9,947$1.05M0.1%History
NXPINXP Semiconductors N.V.COM4,239$834.5K0.1%History