Carmignac Gestion
$6.5B Assets Reported
150 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 4,566,444 | $796M | 12.2% |
| MELI | MERCADOLIBRE INC | 249,455 | $431M | 6.6% |
| SPGI | S&P GLOBAL INC | 955,021 | $406M | 6.2% |
| GOOGL | ALPHABET INC | 1,345,592 | $387M | 5.9% |
| COR | CENCORA INC | 1,101,251 | $346M | 5.3% |
| AMZN | AMAZON.COM INC | 1,409,850 | $294M | 4.5% |
| MCK | MCKESSON CORP | 317,721 | $275M | 4.2% |
| TW | TRADEWEB MARKETS INC | 2,286,200 | $269M | 4.1% |
| BRKB | BERKSHIRE HATHAWAY INC | 407,702 | $195M | 3.0% |
| XYZ | BLOCK INC | 3,233,826 | $195M | 3.0% |
Track Carmignac Gestion's 13F portfolio: $6.5B in reported holdings, 150 positions. Top holdings, AUM, and quarterly changes on SentiSense.