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Carmignac Gestion

An institutional investment manager in PARIS. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1569758.

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Holdings: 100 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. The manager did not file for the quarter before, so changes are not compared.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Nvidia CorpNVDACOM67066G10495912.5%4,795,726Not compared
Broadcom IncAVGOCOM11135F1015116.6%1,354,155Not compared
Cencora IncCORCOM03073E1054946.4%1,747,363Not compared
McKesson CorpMCKCOM58155Q1034746.1%626,904Not compared
Alphabet IncGOOGLCAP STK CL A02079K3054125.4%1,154,334Not compared
Tradeweb Markets IncTWCL A8926721063865.0%3,876,800Not compared
Mastercard IncMACL A57636Q1043764.9%732,598Not compared
S&P Global IncSPGICOM78409V1043744.9%919,140Not compared
Berkshire Hathaway IncBRK-BCL B0846707023524.6%704,407Not compared
Mercadolibre IncMELICOM58733R1023234.2%190,098Not compared
Intercontinental Exchange IncICECOM45866F1042553.3%2,070,226Not compared
Microsoft CorpMSFTCOM5949181042323.0%621,773Not compared
Amazon.Com IncAMZNCOM0231351062012.6%841,266Not compared
Amphenol CorpAPHCL A0320951011712.2%969,763Not compared
Lantheus Holdings IncLNTHCOM5165441031491.9%1,340,100Not compared
Atlassian CorpTEAMCL A0494681011231.6%1,577,000Not compared
Regeneron Pharmaceuticals IncREGNCOM75886F1071141.5%182,507Not compared
Zoetis IncZTSCL A98978V1031131.5%1,575,700Not compared
Equifax IncEFXCOM2944291051131.5%710,685Not compared
Parker-Hannifin CorpPHCOM7010941041011.3%103,265Not compared
Itau Unibanco Holding SAITUBSPON ADR REP PFD46556210699.81.3%12,219,314Not compared
Block IncXYZCL A85223410397.81.3%1,287,026Not compared
Airbnb IncABNBCOM CL A00906610194.01.2%656,570Not compared
Vertex Pharmaceuticals IncVRTXCOM92532F10081.01.1%163,045Not compared
Celestica IncCLSCOM15101Q20770.50.9%193,200Not compared
Vipshop Holdings LtdVIPSSPONSORED ADS A92763W10365.20.8%4,920,324Not compared
Sea LtdSESPONSORD ADS81141R10062.30.8%651,818Not compared
Meta Platforms IncMETACL A30303M10258.30.8%103,560Not compared
Align Technology IncALGNCOM01625510153.50.7%316,832Not compared
Doximity IncDOCSCL A26622P10748.90.6%2,355,900Not compared
Gitlab IncGTLBCLASS A COM37637K10845.10.6%1,475,612Not compared
SLB LtdSLBCOM STK80685710839.30.5%846,192Not compared
Vnet Group IncVNETSPONSORED ADS A90138A10338.10.5%4,760,599Not compared
Servicenow IncNOWCOM81762P10236.90.5%371,803Not compared
Neurocrine Biosciences IncNBIXCOM64125C10936.10.5%214,100Not compared
Royalty Pharma plcSHS CLASS AG7709Q10435.40.5%630,700Not compared
Sprouts Farmers Market IncSFMCOM85208M10231.70.4%375,200Not compared
Space Exploration Technologies CorpSPCXCL A COM STK84615Q10328.80.4%168,723Not compared
Vesta Real Estate CorpVTMXADS92540K10928.50.4%829,302Not compared
BBB Foods IncCL A COMG0896C10327.90.4%670,106Not compared
Ionis Pharmaceuticals IncIONSCOM46222210025.50.3%321,000Not compared
Tencent Music Entertainment GroupTMESPON ADS88034P10924.30.3%2,903,426Not compared
Kaspi.Kz JSCKSPISPONSORED ADS48581R20519.60.3%226,666Not compared
Globe Life IncGLCOM37959E10219.10.2%107,100Not compared
Colgate-Palmolive CoCLCOM19416210318.30.2%199,143Not compared
Agnico Eagle Mines LtdAEMCOM00847410817.60.2%113,584Not compared
Franco-Nevada CorpFNVCOM35185810517.50.2%83,723Not compared
Chart Industries IncCOM16115Q30817.30.2%82,944Not compared
Webster Financial CorpCOM94789010917.00.2%222,221Not compared
New Oriental Education & Technology Group IncEDUSPON ADR64758120616.90.2%368,392Not compared
Arista Networks IncANETCOM SHS04041320512.30.2%72,457Not compared
Procter & Gamble CoPGCOM74271810911.30.1%76,813Not compared
Electronic Arts IncCOM28551210910.00.1%48,934Not compared
Taiwan Semiconductor Manufacturing Co LtdTSMSPONSORED ADS87403910010.00.1%20,956Not compared
Home Depot IncHDCOM4370761029.30.1%26,374Not compared
Church & Dwight Co IncCHDCOM1713401028.80.1%90,997Not compared
Silicon Laboratories IncSLABCOM8269191028.80.1%40,340Not compared
Liveramp Holdings IncRAMPCOM53815P1088.80.1%234,126Not compared
Bio-Techne CorpTECHCOM09073M1048.80.1%124,530Not compared
Kenvue IncKVUECOM49177J1028.00.1%420,432Not compared
Thermo Fisher Scientific IncTMOCOM8835561027.90.1%15,727Not compared
Biontech SEBNTXSPONSORED ADS09075V1027.4<0.1%79,875Not compared
Warner Bros Discovery IncCOM SER A9344231047.4<0.1%276,857Not compared
Janus Henderson Group plcORD SHSG4474Y2147.1<0.1%137,300Not compared
Organon & CoOGNCOMMON STOCK68622V1066.1<0.1%448,606Not compared
Apogee Therapeutics IncCOM03770N1015.9<0.1%44,475Not compared
Nuvalent IncCOM6707031075.9<0.1%47,657Not compared
Digitalbridge Group IncCL A25401T6035.8<0.1%369,415Not compared
Esperion Therapeutics IncCOM29664W1055.2<0.1%1,659,399Not compared
Leggett & Platt IncCOM5246601074.8<0.1%410,119Not compared
Payoneer Global IncPAYOCOM70451X1043.0<0.1%426,354Not compared
Caesars Entertainment IncCZRCOM12769G1003.0<0.1%100,508Not compared
Catalyst Pharmaceuticals IncCOM14888U1013.0<0.1%95,603Not compared
Open Lending CorpCOM68373J1043.0<0.1%960,179Not compared
Global Business Travel Group ICOM CL A37890B1003.0<0.1%316,463Not compared
Talkspace IncCOM87427V1032.9<0.1%556,771Not compared
Select Medical Holdings CorpCOM81619Q1052.9<0.1%174,516Not compared
TXNM Energy IncTXNMCOM69349H1072.7<0.1%47,000Not compared
Olaplex Holdings IncCOM6793691082.6<0.1%1,252,648Not compared
Avanos Medical IncCOM05350V1062.2<0.1%89,418Not compared
Makemytrip LtdSHSV5633W1092.2<0.1%40,452Not compared
International Money Express IncIMXICOM46005L1012.0<0.1%138,650Not compared
CRH plcORDG255081051.8<0.1%17,183Not compared
Qfin Holdings IncQFINAMERICAN DEP88557W1010.6<0.1%39,081Not compared
Visa IncVCOM CL A92826C8390.6<0.1%1,721Not compared
Dynex Capital IncDXCOM26817Q8860.6<0.1%44,846Not compared
Agnc Investment CorpAGNCCOM00123Q1040.5<0.1%49,928Not compared
Annaly Capital Management IncNLYCOM NEW0357108390.5<0.1%23,612Not compared
Bristol-Myers Squibb CoBMYCOM1101221080.5<0.1%9,014Not compared
Ehang Holdings LtdEHADS26853E1020.5<0.1%76,985Not compared
Globalfoundries IncORDINARY SHARESG393871080.5<0.1%5,719Not compared
Pfizer IncPFECOM7170811030.5<0.1%19,475Not compared
Applied Materials IncAMATCOM0382221050.2<0.1%232Not compared
Clear Channel Outdoor Holdings IncCOM18453H1060.1<0.1%58,471Not compared
Anglogold Ashanti plcCALLG0378L9000.00.0%$10,300 principalCallNot compared
Bitdeer Technologies GroupCALLG114489000.00.0%$681,600 principalCallNot compared
Boston Scientific CorpPUT1011379570.00.0%$38,200 principalCallNot compared
Jpmorgan Chase & CoCALL46625H9000.00.0%$539,000 principalCallNot compared
Microsoft CorpCALL5949189040.00.0%$8,500 principalCallNot compared
Netflix IncNFLXCOM64110L1060.00.0%$29,900 principalCallNot compared

Source: SEC EDGAR, Form 13F-HR, accession 0000945621-26-001046 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.