Carmignac Gestion Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$6.0B
Holdings
134
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PCORPROCORE TECHNOLOGIES INC | 26,227 | $1.6T | 27343.03% | |
| 102 | ONON SEMICONDUCTOR | 19,048 | $1.6T | 26101.78% | |
| 103 | ACNACCENTURE PLC | 5,216 | $1.5T | 24815.93% | |
| 104 | MEDPMEDPACE HOLDINGS INC | 7,715 | $1.5T | 24150.43% | |
| 105 | VVISA INC | 6,372 | $1.4T | 23914.47% | |
| 106 | HLTHILTON WORLDWIDE HOLDINGS IN | 9,984 | $1.4T | 23412.01% | |
| 107 | —TDCX INC | 142,024 | $1.3T | 20981.66% | |
| 108 | KELKELLOGG CO | 16,000 | $1.1T | 17834.09% | |
| 109 | HTDCORCEPT THERAPEUTICS INC | 45,820 | $992.5B | 16520.72% | |
| 110 | UNHUNITEDHEALTH GROUP INC | 2,000 | $945.2B | 15733.67% | |
| 111 | FDXFEDEX CORP | 4,000 | $914.0B | 15213.98% | |
| 112 | NDSNNORDSON CORP | 4,054 | $901.0B | 14998.94% | |
| 113 | CCLCARNIVAL CORP | 82,900 | $841.4B | 14006.71% | Call |
| 114 | PLUNPLUG POWER INC | 67,284 | $788.6B | 13126.67% | |
| 115 | HDHOME DEPOT INC | 2,292 | $676.4B | 11259.75% | |
| 116 | PYPLPAYPAL HOLDINGS INC | 8,652 | $657.0B | 10937.11% | |
| 117 | CCOCAMECO CORP | 25,000 | $654.3B | 10890.79% | |
| 118 | HWMHOWMET AEROSPACE INC | 15,000 | $635.5B | 10579.50% | |
| 119 | LUVSOUTHWEST AIRLINES CO | 18,543 | $603.4B | 10044.14% | |
| 120 | SSNCSS&C TECHNOLOGIES HOLDINGS | 10,439 | $589.5B | 9812.78% | |
| 121 | DEDEERE & CO | 1,250 | $516.1B | 8591.11% | |
| 122 | LIILENNOX INTERNATIONAL INC | 1,967 | $494.3B | 8227.69% | |
| 123 | LYBLYONDELLBASELL INDU | 5,000 | $469.4B | 7814.57% | |
| 124 | IRINGERSOLL-RAND INC | 8,000 | $465.4B | 7747.82% | |
| 125 | NOVNOV INC | 25,000 | $462.8B | 7703.04% | |
| 126 | ETNEATON CORP PLC | 2,000 | $342.7B | 5704.33% | |
| 127 | BACVERIZON COMMUNICATIONS INC | 6,000 | $233.3B | 3884.23% | |
| 128 | CARRCARRIER GLOBAL CORP | 5,000 | $228.8B | 3807.82% | |
| 129 | NKENIKE INC | 1,500 | $184.0B | 3062.24% | |
| 130 | IQIQIYI INC | 25,000 | $182.0B | 3029.61% | |
| 131 | BIDUNBAIDU INC | 791 | $119.4B | 1987.19% | |
| 132 | APTVAPTIV PLC | 1,000 | $112.2B | 1867.54% | |
| 133 | COPCONOCOPHILLIPS | 1,000 | $99.2B | 1651.47% | |
| 134 | JKSJINKOSOLAR HOLDING CO | 104 | $5.3B | 88.32% |
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