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Carmignac Gestion

All holdings · as of Dec 31, 2025

119 positions

CompanyClassValueShares% of portfolio
YETI Holdings, Inc.$2.16M49,0100.0%
SHERWIN WILLIAMS CO$1.88M5,8140.0%
Tencent Music Entertainment GroupTMEADR$1.85M105,3100.0%
MAKEMYTRIP LTD$1.81M21,9930.0%
ADOBE INC.$1.75M5,0000.0%
Zoom Communications, Inc.$1.73M20,0000.0%
DYNAVAX TECHNOLOGIES CORP$1.72M111,9740.0%
BANK OF AMERICA CORP /DE$1.47M26,6820.0%
Alibaba Group Holding LtdBABAADR$1.40M9,5400.0%
QUALCOMM INC/DE$1.37M8,0000.0%
Gaotu Techedu Inc.GOTUADR$1.02M440,9470.0%
EHANG HOLDINGS LTD$1.01M76,9850.0%
Qfin Holdings, Inc.QFINADR$753.1K39,0810.0%
International Money Express, Inc.$703.5K45,8020.0%
Cipher Digital Inc.$698.3K47,3120.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$638.2K2,1000.0%
United Rentals Inc$527.7K6520.0%
ANGLOGOLD ASHANTI PLC$522.1K6,1220.0%
WIDEOPENWEST INC$208.2K40,0380.0%
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