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Carmignac Gestion

All holdings · as of Dec 31, 2025

119 positions

CompanyClassValueShares% of portfolio
HOME DEPOT, INC.—$14.48M42,0460.2%
BioNTech SEBNTXADR$13.72M144,0870.2%
ALAMOS GOLD INC—$12.73M329,9680.2%
CLOROX CO /DE—$12.40M122,9770.2%
Owens Corning—$11.84M105,8000.2%
CHART INDUSTRIES INC—$11.52M55,8420.2%
FRONTIER COMMUNICATIONS PARENT INC—$11.07M290,8330.1%
CANTALOUPE INC—$10.38M977,1580.1%
COMERICA INCCMACommon Stock$9.38M107,8730.1%
NEUROCRINE BIOSCIENCES INC—$9.02M63,6000.1%
Exact Sciences Corp.—$8.26M81,3540.1%
SUMISHO AIR LEASE CORP—$8.08M125,8490.1%
DENNY'S CORP—$8.00M1,285,7030.1%
CSG Systems International Inc—$7.91M103,0970.1%
TWILIO INC—$7.11M50,0000.1%
Clearwater Analytics Holdings, Inc.—$6.95M288,1260.1%
SOHO HOUSE & CO INC—$6.65M741,7220.1%
Vertiv Holdings Co—$6.48M40,0000.1%
AMERICAN WOODMARK CORP—$6.21M115,2550.1%
INTUIT INC.—$6.09M9,1790.1%
ELECTRONIC ARTS INC.—$5.87M28,7400.1%
DAYFORCE, INC.—$5.51M79,7280.1%
Warner Bros. Discovery, Inc.—$5.36M185,9550.1%
ProAssurance Corp—$5.25M217,2630.1%
KLA CORP—$4.86M4,0000.1%
CISCO SYSTEMS, INC.—$4.49M58,3450.1%
HOLOGIC INC—$4.20M56,3870.1%
Avidity Biosciences, Inc.—$4.18M57,9380.1%
CIDARA THERAPEUTICS INC—$4.17M18,8960.1%
JANUS HENDERSON GROUP PLC—$4.15M87,2990.1%
CONFLUENT, INC.—$4.14M136,9220.1%
Apple Inc.—$4.07M14,9790.1%
COSTCO WHOLESALE CORP /NEW—$4.01M4,6530.1%
Visa Inc—$3.70M10,5520.1%
JPMORGAN CHASE & CO—$3.67M11,4000.0%
CADENCE DESIGN SYSTEMS INC—$3.63M11,5860.0%
VNET Group, Inc.VNETADR$3.34M394,6160.0%
NEW GOLD INC—$3.31M379,5370.0%
Marriott International Inc/MD—$3.25M10,4820.0%
Hilton Worldwide Holdings Inc.—$3.17M11,0450.0%
Cadence Bank—$3.04M70,8690.0%
AMICUS THERAPEUTICS INC—$2.78M194,8870.0%
Helix Acquisition Corp. III—$2.77M47,0000.0%
HILLENBRAND INC—$2.74M86,2240.0%
Kenvue Inc.—$2.72M157,5740.0%
CASEYS GENERAL STORES INC—$2.65M4,8000.0%
CITY OFFICE REIT INC—$2.62M375,2330.0%
ELI LILLY & Co—$2.56M2,3790.0%
TEGNA INC—$2.40M123,7160.0%
PELOTON INTERACTIVE, INC.—$2.26M366,4390.0%
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