Carmignac Gestion Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$5.8B
Holdings
158
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MRUSMERUS NV | 42,278 | $2.5T | 42945.49% | |
| 102 | CSCOCISCO SYSTEMS INC | 51,326 | $2.4T | 41815.12% | |
| 103 | DQDAQO NEW ENERGY CORP | 166,769 | $2.4T | 41752.17% | |
| 104 | TASKTASKUS INC | 180,000 | $2.4T | 41082.94% | |
| 105 | BEKEKE HOLDINGS INC | 156,841 | $2.2T | 38056.33% | |
| 106 | BROBROWN & BROWN INC | 24,805 | $2.2T | 38030.87% | |
| 107 | TPICQTPI COMPOSITES INC | 548,259 | $2.2T | 37511.94% | |
| 108 | VZIOEURVIZIO HOLDING CORP | 197,476 | $2.1T | 36572.03% | |
| 109 | —AARON'S CO INC/THE | 207,205 | $2.1T | 35460.24% | |
| 110 | N1UANEW ORIENTAL EDUCATIO | 26,450 | $2.1T | 35255.38% | |
| 111 | MEDPMEDPACE HOLDINGS INC | 4,533 | $1.9T | 32013.69% | |
| 112 | SWN1EURSOUTHWESTERN ENERGY CO | 259,998 | $1.7T | 30005.17% | |
| 113 | KOCOCA-COLA CONSOLIDATED INC | 1,585 | $1.7T | 29489.67% | |
| 114 | ONON SEMICONDUCTOR | 24,350 | $1.7T | 28623.15% | |
| 115 | HDHOME DEPOT INC | 4,624 | $1.6T | 27295.44% | |
| 116 | NIUNIU TECHNOLOGIES | 877,408 | $1.5T | 26179.53% | |
| 117 | SRCLSTERICYCLE INC | 26,219 | $1.5T | 26135.29% | |
| 118 | HXLHEXCEL CORP | 24,157 | $1.5T | 25869.41% | |
| 119 | VLTOVERALTO CORP | 15,644 | $1.5T | 25610.95% | |
| 120 | CITCINTAS CORP | 2,080 | $1.5T | 24976.62% | |
| 121 | GWWWW GRAINGER INC | 1,358 | $1.2T | 21010.33% | |
| 122 | PAYXPAYCHEX INC | 10,090 | $1.2T | 20513.52% | |
| 123 | DARDARLING INGREDIENTS INC | 30,917 | $1.1T | 19483.44% | |
| 124 | GPRKGEOPARK LTD | 100,077 | $1.1T | 18791.41% | |
| 125 | MRO*MARATHON OIL CORP | 36,847 | $1.1T | 18115.09% | |
| 126 | —WNS HOLDINGS LTD | 20,023 | $1.1T | 18026.01% | |
| 127 | CPRTCOPART INC | 19,269 | $1.0T | 17895.70% | |
| 128 | —WHOLE EARTH BRANDS INC | 203,969 | $989.3B | 16963.56% | |
| 129 | MTZMASTEC INC | 8,960 | $958.6B | 16438.49% | |
| 130 | LIILENNOX INTERNATIONAL INC | 1,753 | $937.8B | 16081.64% | |
| 131 | WTSWATTS WATER TECHNOLOGIES | 4,600 | $843.5B | 14464.29% | |
| 132 | CPCANADIAN PACIFIC KANSAS CITY | 304,694 | $825.8B | 14160.05% | Call |
| 133 | FSLRFIRST SOLAR INC | 3,307 | $745.6B | 12785.41% | |
| 134 | ALBALBEMARLE CORP | 7,499 | $716.3B | 12283.11% | |
| 135 | GLOBGLOBANT SA | 4,000 | $713.0B | 12227.14% | |
| 136 | FLNCFLUENCE ENERGY INC | 38,179 | $662.0B | 11352.32% | |
| 137 | AAPLAPPLE INC | 3,000 | $631.9B | 10835.07% | |
| 138 | HTDCORCEPT THERAPEUTICS INC | 19,260 | $625.8B | 10730.42% | |
| 139 | LAURLAUREATE EDUCATION INC | 40,000 | $597.6B | 10247.58% | |
| 140 | NDSNNORDSON CORP | 2,512 | $582.6B | 9990.93% | |
| 141 | DESPDESPEGAR.COM CORP | 40,000 | $529.2B | 9074.67% | |
| 142 | ODFLOLD DOMINION FREIGHT LINE | 2,954 | $521.7B | 8945.65% | |
| 143 | NOVNOV INC | 25,000 | $475.3B | 8149.54% | |
| 144 | FTNTFORTINET INC | 5,952 | $358.7B | 6151.41% | |
| 145 | SSNCSS&C TECHNOLOGIES HOLDINGS | 5,253 | $329.2B | 5645.19% | |
| 146 | RUNSUNRUN INC | 26,626 | $315.8B | 5415.03% | |
| 147 | DAVAENDAVA PLC- SPON ADR | 10,000 | $292.4B | 5014.05% | |
| 148 | TXNTEXAS INSTRUMENTS INC | 1,437 | $279.5B | 4793.52% | |
| 149 | DDOGDATADOG INC | 2,000 | $259.4B | 4447.82% | |
| 150 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 41,999 | $234.4B | 4018.68% | |
| 151 | KLACKLA CORP | 200 | $164.9B | 2827.72% | |
| 152 | PLUNPLUG POWER INC | 67,284 | $156.8B | 2688.31% | |
| 153 | SEDGSOLAREDGE TECHNOLOGIES INC | 5,975 | $150.9B | 2588.12% | |
| 154 | BIDUNBAIDU INC | 791 | $68.4B | 1173.02% | |
| 155 | NWLINATIONAL WESTERN LIFE GROU | 120 | $59.6B | 1022.58% | |
| 156 | T7DTRANSDIGM GROUP INC | 16,500 | $21.1B | 361.49% | Call |
| 157 | TSLATESLA INC | 84,500 | $16.7B | 286.73% | Call |
| 158 | NKENIKE INC | 47,700 | $3.6B | 61.65% | Call |
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