GROUPE LA FRANCAISE
Q2 2026 Form 13-F

PARIS, FRANCE
CIK 0002056088 · Institutional investment manager
Consolidated report · includes 4 managers since Q4 2024
$8.3B Reported Value Total
Reported value
$8.3B
Quarter over quarter
+10.0%
Holdings
446
Top-10 concentration
37.8%

Filing Structure

Reports holdings for

  • CIGOGNE MANAGEMENT SA (not a 13F filer in our records) · File #028-25163 · since Q1 2025
  • Credit Mutuel Gestion (not a 13F filer in our records) · File #028-25243 · since Q4 2024
  • Credit Mutuel Asset Management (not a 13F filer in our records) · File #028-25241 · since Q4 2024
  • Caisse Federale de Credit Mutuel (not a 13F filer in our records) · File #028-25262 · since Q4 2024

Holdings reported by

  • CIGOGNE MANAGEMENT SA (not a 13F filer in our records) · Q4 2024 – Q4 2024

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Christophe Lavigne
Head of Compliance

Filing Navigation

13F Metrics

Loading 13F Metrics

Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 25, 2026
Form 13F-HR
Reported value $8.3B
Positions 446
Change in reported value +13.9%
New positions 84
Exited positions 55
Position turnover 27.7%
Top-10 concentration 37.8%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 25, 2026
446 $8.3B
Q1 2026 13F
Filed May 21, 2026
417 $7.3B
Q4 2025 13F
Filed Feb 12, 2026
420 $7.1B
Q3 2025 13F
Filed Nov 13, 2025
741 $7.4B
Q2 2025 13F
Filed Aug 13, 2025
410 $6.2B
Q1 2025 13F
Filed May 14, 2025
415 $4.7B
Q4 2024 13F
Filed Feb 14, 2025
333 $4.0B

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 NVDA NVIDIA CORPORATION $520.9M 6.27%
2 TTE TOTALENERGIES SE $511.2M 6.15%
3 MSFT MICROSOFT CORP $384.0M 4.62%
4 AAPL APPLE INC $357.5M 4.3%
5 GOOGL ALPHABET INC $299.3M 3.6%
6 AMZN AMAZON COM INC $279.7M 3.37%
7 AVGO BROADCOM INC $254.2M 3.06%
8 JPM JPMORGAN CHASE & CO $196.1M 2.36%
9 LLY ELI LILLY & CO $171.3M 2.06%
10 V VISA INC $161.1M 1.94%
11 AZN ASTRAZENECA PLC $151.6M 1.83%
12 GOOG ALPHABET INC $148.9M 1.79%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC $120.8M 1.45%
14 META META PLATFORMS INC $119.3M 1.44%
15 GIB CGI INC $111.3M 1.34%
16 AMAT APPLIED MATLS INC $106.9M 1.29%
17 MSFT C MICROSOFT CORP $104.4M 1.26%
18 MU MICRON TECHNOLOGY INC $104.4M 1.26%
19 GE GE AEROSPACE $101.9M 1.23%
20 RACE FERRARI N V $97.5M 1.17%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Performance

Loading Performance

Potential New Buys

Finding Potential New Buys

Holdings

Building table
Loading SEC filing data
Loading Form 4 Filings

Beneficial Ownership (Schedule 13D/13G)

Loading 13D/G filings