Institutions / Carmignac Gestion / Holdings
Back to Carmignac Gestion

Carmignac Gestion

All holdings · as of Dec 31, 2025

119 positions

CompanyClassValue ↓Shares% of portfolio
NVIDIA Corp—$677.99M3,635,1069.2%
MICROSOFT CORP—$513.28M1,061,1536.9%
S&P Global Inc.—$452.00M864,8406.1%
Alphabet Inc.—$421.65M1,347,1065.7%
Amazon.com Inc—$364.20M1,577,7394.9%
Cencora Inc—$295.57M875,0954.0%
MCKESSON CORP—$294.11M358,5354.0%
MercadoLibre, Inc.—$284.77M141,3733.9%
Salesforce Inc—$267.07M1,008,1513.6%
ServiceNow Inc—$265.79M1,734,9253.6%
Tradeweb Markets Inc.—$238.14M2,214,4003.2%
Intercontinental Exchange, Inc.—$222.81M1,375,5603.0%
Block, Inc.—$222.47M3,417,8263.0%
Atlassian Corporation—$195.60M1,206,3682.6%
SLB LIMITED/NV—$179.21M4,669,4562.4%
Mastercard Inc—$171.08M299,5952.3%
EQUIFAX INC—$162.80M750,0152.2%
AMPHENOL CORP /DE—$161.38M1,194,2002.2%
Arista Networks, Inc.ANETCommon Stock$143.33M1,093,7841.9%
Accenture plc—$142.75M532,0411.9%
COLGATE PALMOLIVE CO—$91.18M1,153,3911.2%
VERTEX PHARMACEUTICALS INC / MA—$86.85M191,5711.2%
Doximity, Inc.—$83.83M1,893,0261.1%
THERMO FISHER SCIENTIFIC INC.—$81.16M140,0371.1%
Lantheus Holdings, Inc.—$74.67M1,122,0001.0%
Vipshop Holdings LtdVIPSADR$73.68M4,161,1541.0%
Sea Ltd—$65.90M516,4260.9%
Airbnb, Inc.—$63.57M468,3700.9%
Itau Unibanco Holding S.A.ITUBADR$51.21M7,152,5850.7%
NOVO NORDISK A/S—$51.05M1,003,3000.7%
PROCTER & GAMBLE Co—$49.68M346,4920.7%
Gitlab Inc.—$49.16M1,310,0000.7%
Broadcom Inc.—$48.14M139,0800.7%
FRANCO-NEVADA CORP—$46.74M225,5110.6%
AGNICO EAGLE MINES LTD—$45.52M268,5110.6%
Keysight Technologies, Inc.—$43.28M213,0000.6%
Sprouts Farmers Market, Inc.—$42.23M530,0000.6%
REGENERON PHARMACEUTICALS, INC.—$38.58M49,9710.5%
Align Technology, Inc.—$38.45M246,1010.5%
Netflix Inc—$37.35M398,3620.5%
GLOBE LIFE INC.—$37.06M265,0000.5%
Meta Platforms Inc—$29.26M44,3310.4%
Newmont Corp—$26.77M268,1340.4%
VESTA REAL ESTATE CORPORATION, S.A.B. DE C.V.VTMXADR$24.28M796,2150.3%
H World Group LtdHTHTADR$22.09M469,6010.3%
KIMBERLY CLARK CORP—$20.49M203,0680.3%
New Oriental Education & Technology Group Inc—$20.33M369,2890.3%
FREEPORT-MCMORAN INC—$19.53M384,5040.3%
Joint Stock Co Kaspi.kzKSPIADR$17.90M228,9700.2%
Lululemon Athletica Inc—$15.44M74,3000.2%
← PrevPage 1 of 3Next →