BDF-GESTION — 13F holdings

BDF-GESTION reported 145 holdings worth $738M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $74.4M (10.1%)
2. AAPL APPLE INC — $69.4M (9.4%)
3. MSFT MICROSOFT CORP — $59.4M (8.0%)
4. GOOG ALPHABET INC — $27.2M (3.7%)
5. AVGO BROADCOM INC — $27.0M (3.7%)
6. META META PLATFORMS INC — $23.8M (3.2%)
7. LLY ELI LILLY & CO — $18.5M (2.5%)
8. MU MICRON TECHNOLOGY INC — $18.1M (2.4%)
9. AMD ADVANCED MICRO DEVICES INC — $16.7M (2.3%)
10. JPM JPMORGAN CHASE & CO. — $15.8M (2.1%)