StockDriftsStockDriftsTop 50 Bdf-Gestion Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 10.19% | 437.2K | $76.2M | -3.55%(-16.10K) | $106.95(+111.16%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.7% | 286.1K | $72.6M | +0.00%(+0) | $192.88(+54.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.46% | 150.8K | $55.8M | +6.08%(+8.64K) | $433.44(-6.51%) | 2026-03-31 | |
| GOOG | ALPHABET INC-CL C | 4.07% | 106.3K | $30.5M | +0.00%(+0) | $167.84(+137.75%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.04% | 97.7K | $30.2M | +0.00%(+0) | $148.36(+180.93%) | 2026-03-31 | |
| META | META PLATFORMS INC-CLASS A | 3.6% | 47.1K | $27.0M | +0.00%(+0) | $508.80(+21.19%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.35% | 59.9K | $17.6M | +0.00%(+0) | $227.95(+31.72%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.3% | 18.7K | $17.2M | +0.00%(+0) | $841.67(+20.68%) | 2026-03-31 | |
| V | VISA INC-CLASS A SHARES | 1.44% | 35.7K | $10.8M | +0.00%(+0) | $270.77(+18.29%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 1.29% | 44.5K | $9.7M | +0.00%(+0) | $188.74(+10.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.22% |
| Top 20 Holdings Unweighted | +9.76% | +32.23% |
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