Long-term investor
Bdf-gestion @bdfgestion
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632812).
Record
- Tracked since 2025-06-30 (448 days), 159 trades recorded
- Returns: week n/a · month n/a · 90 days -13.3% · 6 months n/a · 1 year -12.0% · all -12.0%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MS · 10.2% · long · since 2025-12-31
- AMD · 9.7% · long · since 2025-06-30
- SWK · 7.5% · long · since 2025-06-30
- 00790R104 · 4.1% · long · since 2026-03-31
- RRX · 4.0% · long · since 2026-03-31
- CHD · 3.6% · long · since 2025-06-30
- 478160104 · 2.4% · long · since 2025-06-30
- GLW · 2.3% · long · since 2026-03-31
- TRU · 1.4% · long · since 2025-06-30
- KLAC · 1.3% · long · since 2025-12-31
- EQIX · 1.1% · long · since 2025-06-30
- 149123951 · 1.0% · long · since 2025-06-30