Holdings
Bdf-Gestion
As of Jun 30, 2026, Bdf-Gestion reported 119 positions worth US$537M. Largest: Advanced Micro Devices Inc, Advanced Drainage Systems, Inc. and Regal Rexnord Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 27,726 | US$72.6M | +3,751 | Jun 30, 2026 |
| Advanced Drainage Systems, Inc. | 11,686 | US$30.5M | −1,314 | Jun 30, 2026 |
| Regal Rexnord Corporation | 8,989 | US$30.2M | −1,011 | Jun 30, 2026 |
| Church & Dwight Company, Inc. | 21,694 | US$27M | no change | Jun 30, 2026 |
| Johnson & Johnson | 20,620 | US$17.6M | −2,319 | Jun 30, 2026 |
| Corning Incorporated | 13,808 | US$17.2M | −1,553 | Jun 30, 2026 |
| Transunion | 20,505 | US$10.8M | −2,306 | Jun 30, 2026 |
| Kla Corporation | 33,380 | US$9.68M | +29,666 | Jun 30, 2026 |
| Equinix, Inc. | 1,953 | US$7.94M | −220 | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 3,694 | US$7.2M | −416 | Jun 30, 2026 |