Carmignac Gestion
$7.7B 13F equity value
134 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Carmignac Gestion covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 4,795,726 | $959M | 12.5% |
| AVGO | BROADCOM INC | 1,354,155 | $511M | 6.6% |
| COR | CENCORA INC | 1,747,363 | $494M | 6.4% |
| MCK | MCKESSON CORP | 626,904 | $474M | 6.1% |
| GOOGL | ALPHABET INC | 1,154,334 | $412M | 5.4% |
| TW | TRADEWEB MARKETS INC | 3,876,800 | $386M | 5.0% |
| MA | MASTERCARD INC | 732,598 | $376M | 4.9% |
| SPGI | S&P GLOBAL INC | 919,140 | $374M | 4.9% |
| BRKB | BERKSHIRE HATHAWAY INC | 704,407 | $352M | 4.6% |
| MELI | MERCADOLIBRE INC | 190,098 | $323M | 4.2% |
Track Carmignac Gestion's 13F portfolio: $7.7B in reported holdings, 134 positions. Top holdings and quarterly changes on SentiSense.
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