Institutions / Carmignac Gestion
Carmignac Gestion
CIK 1569758 · Institution · as of Dec 31, 2025
Portfolio value
$7.39B
Positions
119
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 119 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $677.99M | 9.2% |
| Microsoft Corp | $513.28M | 6.9% |
| S&P Global Inc. | $452.00M | 6.1% |
| Alphabet Inc. | $421.65M | 5.7% |
| Amazon.com Inc | $364.20M | 4.9% |
| Cencora Inc | $295.57M | 4.0% |
| McKesson Corp | $294.11M | 4.0% |
| MercadoLibre, Inc. | $284.77M | 3.9% |
| Salesforce Inc | $267.07M | 3.6% |
| ServiceNow Inc | $265.79M | 3.6% |
| Tradeweb Markets Inc. | $238.14M | 3.2% |
| Intercontinental Exchange, Inc. | $222.81M | 3.0% |
| Block, Inc. | $222.47M | 3.0% |
| Atlassian Corporation | $195.60M | 2.6% |
| Slb LIMITED/NV | $179.21M | 2.4% |
| Mastercard Inc | $171.08M | 2.3% |
| Equifax Inc | $162.80M | 2.2% |
| Amphenol Corp /De | $161.38M | 2.2% |
| Arista Networks, Inc.ANET | $143.33M | 1.9% |
| Accenture plc | $142.75M | 1.9% |
| Colgate Palmolive Co | $91.18M | 1.2% |
| Vertex Pharmaceuticals Inc / Ma | $86.85M | 1.2% |
| Doximity, Inc. | $83.83M | 1.1% |
| Thermo Fisher Scientific Inc. | $81.16M | 1.1% |
| Lantheus Holdings, Inc. | $74.67M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.