Super Investors / Bpifrance SA

Bpifrance SA

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (31 quarters reported)

$5.9B $334M

Q4 18 Q3 20 Q2 22 Q1 24 Q4 25 Q2 26

$782M in Q4 2018 → $1.36B now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
SN Stellantis Nv	80.3%	Unchanged	192,703,907	$1.09B
CN Constellium Nv	19.7%	Trimmed 33%	8,403,903	$268M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended June 30, 2026 · filed July 27, 2026

Company	Action	Shares changed	Value of change	% of portfolio
CN Constellium Nv	Trimmed	−4,190,000	−$134M	19.7%

quarter ended March 31, 2026 · filed April 28, 2026

No position changes this quarter.

quarter ended December 31, 2025 · filed February 02, 2026

No position changes this quarter.

quarter ended September 30, 2025 · filed November 03, 2025

Company	Action	Shares changed	Value of change	% of portfolio
SC Sequans Communications S A	Exited	−315,578	−$464K	—

quarter ended June 30, 2025 · filed July 31, 2025

Company	Action	Shares changed	Value of change	% of portfolio
SC Sequans Communications S A	Trimmed	−896,282	−$1.32M	—

quarter ended March 31, 2025 · filed May 06, 2025

Company	Action	Shares changed	Value of change	% of portfolio
SC Sequans Communications S A	Trimmed	−108,146	−$227K	0.1%

quarter ended December 31, 2024 · filed January 30, 2025

Company	Action	Shares changed	Value of change	% of portfolio
SC Sequans Communications S A	Trimmed	−1,980,012	−$6.91M	0.2%
Getaround Inc	Exited	−647,808	−$40.8K	—

quarter ended September 30, 2024 · filed October 28, 2024

Company	Action	Shares changed	Value of change	% of portfolio
Criteo S A	Exited	−1,134,948	−$42.8M	—