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Carmignac Gestion 13F holdings

Filed 2026-08-13 · Carmignac Gestion · 100 positions · $7.7B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORP4.8M$959.4M12.5%
AVGOBROADCOM INC1.4M$511.5M6.6%
CORCENCORA INC1.7M$494.5M6.4%
MCKMCKESSON CORP626.9K$473.7M6.1%
GOOGLALPHABET INC1.2M$412.5M5.4%
TWTRADEWEB MARKETS INC3.9M$386.4M5.0%
MAMASTERCARD INC732.6K$376.2M4.9%
SPGIS&P GLOBAL INC919.1K$374.3M4.9%
BRK-BBERKSHIRE HATHAWAY INC704.4K$352.5M4.6%
MELIMERCADOLIBRE INC190.1K$322.6M4.2%
ICEINTERCONTINENTAL EXCHANGE INC2.1M$254.9M3.3%
MSFTMICROSOFT CORP621.8K$231.9M3.0%
AMZNAMAZON.COM INC841.3K$200.5M2.6%
APHAMPHENOL CORP969.8K$171.0M2.2%
LNTHLANTHEUS HOLDINGS INC1.3M$148.7M1.9%
TEAMATLASSIAN CORP1.6M$122.7M1.6%
REGNREGENERON PHARMACEUTICALS INC182.5K$113.8M1.5%
ZTSZOETIS INC1.6M$113.2M1.5%
EFXEQUIFAX INC710.7K$112.8M1.5%
PHPARKER-HANNIFIN CORP103.3K$101.0M1.3%
ITUBITAU UNIBANCO HOLDING SA12.2M$99.8M1.3%
XYZBLOCK INC1.3M$97.8M1.3%
ABNBAIRBNB INC656.6K$94.0M1.2%
VRTXVERTEX PHARMACEUTICALS INC163.0K$81.0M1.1%
CLSCELESTICA INC193.2K$70.5M0.9%
VIPSVIPSHOP HOLDINGS LTD4.9M$65.2M0.8%
SESEA LTD651.8K$62.3M0.8%
METAMETA PLATFORMS INC103.6K$58.3M0.8%
ALGNALIGN TECHNOLOGY INC316.8K$53.5M0.7%
DOCSDOXIMITY INC2.4M$48.9M0.6%
GTLBGITLAB INC1.5M$45.1M0.6%
SLBSLB LTD846.2K$39.3M0.5%
VNETVNET GROUP INC4.8M$38.1M0.5%
NOWSERVICENOW INC371.8K$36.9M0.5%
NBIXNEUROCRINE BIOSCIENCES INC214.1K$36.1M0.5%
—ROYALTY PHARMA PLC630.7K$35.4M0.5%
SFMSPROUTS FARMERS MARKET INC375.2K$31.7M0.4%
SPCXSPACE EXPLORATION TECHNOLOGIES CORP168.7K$28.8M0.4%
VTMXVESTA REAL ESTATE CORP829.3K$28.5M0.4%
TBBBBBB FOODS INC670.1K$27.9M0.4%
IONSIONIS PHARMACEUTICALS INC321.0K$25.5M0.3%
TMETENCENT MUSIC ENTERTAINMENT GROUP2.9M$24.3M0.3%
KSPIKASPI.KZ JSC226.7K$19.6M0.3%
GLGLOBE LIFE INC107.1K$19.1M0.2%
CLCOLGATE-PALMOLIVE CO199.1K$18.3M0.2%
AEMAGNICO EAGLE MINES LTD113.6K$17.6M0.2%
FNVFRANCO-NEVADA CORP83.7K$17.5M0.2%
—CHART INDUSTRIES INC82.9K$17.3M0.2%
WBSWEBSTER FINANCIAL CORP222.2K$17.0M0.2%
EDUNEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC368.4K$16.9M0.2%
ANETARISTA NETWORKS INC72.5K$12.3M0.2%
PGPROCTER & GAMBLE CO/THE76.8K$11.3M0.1%
EAELECTRONIC ARTS INC48.9K$10.0M0.1%
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD21.0K$10.0M0.1%
HDHOME DEPOT INC/THE26.4K$9.3M0.1%
CHDCHURCH & DWIGHT CO INC91.0K$8.8M0.1%
SLABSILICON LABORATORIES INC40.3K$8.8M0.1%
RAMPLIVERAMP HOLDINGS INC234.1K$8.8M0.1%
TECHBIO-TECHNE CORP124.5K$8.8M0.1%
KVUEKENVUE INC420.4K$8.0M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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