Carmignac Gestion Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$5.4B
Holdings
141
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (141 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GWWWW GRAINGER INC | 2,743 | $1.9B | 35.13% | |
| 102 | MEDPMEDPACE HOLDINGS INC | 7,715 | $1.9B | 34.58% | |
| 103 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 2,132,744 | $1.9B | 34.34% | |
| 104 | ONON SEMICONDUCTOR | 19,048 | $1.8B | 32.77% | |
| 105 | DARDARLING INGREDIENTS INC | 30,917 | $1.6B | 29.87% | |
| 106 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 85,271 | $1.6B | 29.26% | |
| 107 | HXLHEXCEL CORP | 24,157 | $1.6B | 29.13% | |
| 108 | WNSNWNS HOLDINGS LTD | 22,647 | $1.6B | 28.76% | |
| 109 | —AVANTAX INC | 56,144 | $1.4B | 26.58% | |
| 110 | —FIESTA RESTAURANT GROUP | 164,035 | $1.4B | 25.69% | |
| 111 | GISGENERAL MILLS INC | 21,483 | $1.4B | 25.45% | |
| 112 | ALBALBEMARLE CORP | 7,499 | $1.3B | 23.60% | |
| 113 | RMERESMED INC | 8,376 | $1.2B | 22.97% | |
| 114 | INTCINTEL CORP | 34,294 | $1.2B | 22.57% | |
| 115 | FTNTFORTINET INC | 20,693 | $1.2B | 22.48% | |
| 116 | LIILENNOX INTERNATIONAL INC | 3,167 | $1.2B | 21.95% | |
| 117 | QSIIEURNEXTGEN HEALTHCARE INC | 49,881 | $1.2B | 21.91% | |
| 118 | HLTHILTON WORLDWIDE HOLDINGS IN | 7,848 | $1.2B | 21.82% | |
| 119 | RHCRH PLC | 21,226 | $1.2B | 21.50% | |
| 120 | ACNACCENTURE PLC | 3,611 | $1.1B | 20.53% | |
| 121 | RUNSUNRUN INC | 88,109 | $1.1B | 20.48% | |
| 122 | 3M4MASIMO CORP | 12,270 | $1.1B | 19.93% | |
| 123 | VVISA INC | 4,547 | $1.0B | 19.36% | |
| 124 | LBAIUSDLAKELAND BANCORP INC | 73,274 | $924.7M | 17.12% | |
| 125 | NDSNNORDSON CORP | 4,054 | $904.7M | 16.75% | |
| 126 | GLOBGLOBANT SA | 4,297 | $850.5M | 15.74% | |
| 127 | SEDGSOLAREDGE TECHNOLOGIES INC | 5,975 | $773.8M | 14.32% | |
| 128 | DAVAENDAVA PLC | 12,907 | $741.2M | 13.72% | |
| 129 | HTDCORCEPT THERAPEUTICS INC | 25,820 | $703.5M | 13.02% | |
| 130 | HDHOME DEPOT INC | 2,292 | $692.6M | 12.82% | |
| 131 | IRBTQIROBOT CORP | 18,042 | $683.8M | 12.66% | |
| 132 | —TDCX INC | 110,000 | $650.1M | 12.03% | |
| 133 | —NEOGAMES SA | 22,457 | $606.3M | 11.22% | |
| 134 | PYPLPAYPAL HOLDINGS INC | 10,164 | $594.2M | 11.00% | |
| 135 | HTEURHERSHA HOSPITALITY TRUST | 55,965 | $551.8M | 10.21% | |
| 136 | SSNCSS&C TECHNOLOGIES HOLDINGS | 10,439 | $548.5M | 10.15% | |
| 137 | NOVNOV INC | 25,000 | $522.5M | 9.67% | |
| 138 | PLUNPLUG POWER INC | 67,284 | $511.4M | 9.47% | |
| 139 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 41,999 | $439.7M | 8.14% | |
| 140 | BIDUNBAIDU INC | 791 | $106.3M | 1.97% | |
| 141 | BMRNBIOMARIN PHARMACEUTICAL INC | 100 | $8.9M | 0.17% |
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