Carmignac Gestion Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$6.0B
Holdings
167
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (167 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM INC | 2,733,300 | $509.3B | 8502.42% | |
| 2 | SLBSCHLUMBERGER LTD | 7,742,000 | $324.8B | 5421.97% | |
| 3 | MSFTMICROSOFT CORP | 742,428 | $319.4B | 5332.54% | |
| 4 | GOOGLALPHABET INC | 1,778,115 | $294.9B | 4923.00% | |
| 5 | NVDANVIDIA CORP | 2,176,036 | $260.8B | 4354.09% | Call |
| 6 | CNCCENTENE CORP | 3,170,828 | $238.7B | 3984.97% | |
| 7 | MCKMCKESSON CORP | 472,953 | $233.8B | 3903.79% | |
| 8 | ABGCENCORA INC | 1,020,001 | $229.6B | 3832.74% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 358,361 | $209.5B | 3497.93% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 1,283,590 | $206.2B | 3441.78% | |
| 11 | SPGIS&P GLOBAL INC | 368,364 | $190.3B | 3176.47% | |
| 12 | MLB1MERCADOLIBRE INC | 91,338 | $187.4B | 3128.93% | |
| 13 | ELVELEVANCE HEALTH INC | 314,576 | $163.6B | 2730.87% | |
| 14 | SNPSSYNOPSYS INC | 318,568 | $161.3B | 2693.43% | |
| 15 | VIPSVIPSHOP HOLDINGS LTD | 10,033,086 | $157.8B | 2634.80% | |
| 16 | AVGOBROADCOM INC | 786,770 | $135.7B | 2265.74% | |
| 17 | LLYELI LILLY & CO | 136,951 | $121.3B | 2025.36% | |
| 18 | ITUBITAU UNIBANCO H | 16,118,173 | $107.2B | 1789.41% | |
| 19 | VRTXVERTEX PHARMACEUTICALS INC | 210,522 | $97.9B | 1634.29% | |
| 20 | MAMASTERCARD INC | 196,271 | $96.9B | 1617.95% | |
| 21 | XYZBLOCK INC | 1,334,000 | $89.6B | 1495.01% | |
| 22 | NOWSERVICENOW INC | 92,400 | $82.6B | 1379.53% | |
| 23 | CDNSCADENCE DESIGN SYS INC | 303,808 | $82.3B | 1374.64% | |
| 24 | PHPARKER HANNIFIN CORP | 130,209 | $82.3B | 1373.43% | |
| 25 | GEGE AEROSPACE | 403,425 | $76.1B | 1270.08% | |
| 26 | LINLINDE PLC | 154,894 | $73.9B | 1233.10% | |
| 27 | AEMAGNICO EAGLE MINES LTD | 802,812 | $64.7B | 1079.71% | |
| 28 | ETNEATON CORP PLC | 170,800 | $56.6B | 945.07% | |
| 29 | ORLYO'REILLY AUTOMOTIVE INC | 41,386 | $47.7B | 795.66% | |
| 30 | NEMNEWMONT CORP | 878,723 | $47.0B | 784.10% | |
| 31 | PGPROCTER & GAMBLE CO/THE | 260,686 | $45.2B | 753.92% | |
| 32 | TWTRADEWEB MARKETS INC | 347,000 | $42.9B | 716.42% | |
| 33 | CLCOLGATE-PALMOLIVE CO | 396,001 | $41.1B | 686.16% | |
| 34 | AMATAPPLIED MATERIALS INC | 201,104 | $40.6B | 678.35% | |
| 35 | APHAMPHENOL CORP | 578,000 | $37.7B | 628.75% | |
| 36 | TMOTHERMO FISHER SCIENTIFIC INC | 55,262 | $34.2B | 570.18% | |
| 37 | SESEA LTD | 331,399 | $31.2B | 521.60% | |
| 38 | METAMETA PLATFORMS INC | 53,990 | $30.9B | 515.96% | |
| 39 | LULULULULEMON ATHLETICA INC | 106,200 | $28.8B | 481.09% | |
| 40 | AKXANSYS INC | 88,681 | $28.3B | 472.57% | |
| 41 | DHRDANAHER CORP | 92,173 | $25.6B | 427.46% | |
| 42 | JDJD.COM INC | 595,464 | $23.8B | 397.63% | |
| 43 | VEEVVEEVA SYSTEMS INC | 111,908 | $23.5B | 392.25% | |
| 44 | BNTXBIONTECH SE | 187,670 | $22.3B | 371.98% | |
| 45 | VTMXVESTA REAL ESTATE CORP | 757,430 | $20.4B | 340.64% | |
| 46 | ORCLORACLE CORP | 117,880 | $20.1B | 334.89% | |
| 47 | KSPIJSC KASPI.KZ | 168,554 | $17.9B | 298.12% | |
| 48 | SKAASKECHERS USA INC | 266,000 | $17.8B | 297.17% | |
| 49 | PDDPDD HOLDINGS INC | 129,355 | $17.4B | 291.12% | |
| 50 | EHEHANG HOLDINGS LTD | 1,226,394 | $17.3B | 289.48% | |
| 51 | ISRGINTUITIVE SURGICAL INC | 33,049 | $16.2B | 270.12% | |
| 52 | LNTHLANTHEUS HOLDINGS INC | 138,100 | $15.2B | 253.03% | |
| 53 | TSMTAIWAN SEMICONDUCTOR | 84,263 | $14.6B | 244.31% | |
| 54 | SYKSTRYKER CORP | 40,512 | $14.6B | 244.22% | |
| 55 | KEYSKEYSIGHT TECHNOLOGIES IN | 91,000 | $14.5B | 241.45% | |
| 56 | EFXEQUIFAX INC | 45,800 | $13.5B | 224.69% | |
| 57 | ACNACCENTURE PLC | 37,159 | $13.1B | 219.04% | |
| 58 | WMWASTE MANAGEMENT INC | 61,797 | $12.8B | 214.17% | |
| 59 | EMREMERSON ELECTRIC CO | 116,200 | $12.7B | 212.17% | |
| 60 | NVMINOVA LTD | 59,297 | $12.4B | 206.24% | |
| 61 | DOCSDOXIMITY INC | 244,300 | $10.6B | 177.70% | |
| 62 | CTLTEURCATALENT INC | 173,183 | $10.5B | 175.12% | |
| 63 | TDYTELEDYNE TECHNOLOGIES INC | 23,400 | $10.2B | 170.97% | |
| 64 | TRUTRANSUNION | 90,149 | $9.4B | 157.40% | |
| 65 | NVTNVENT ELECTRIC PLC | 131,000 | $9.2B | 153.66% | |
| 66 | ADBEADOBE INC | 17,776 | $9.2B | 153.59% | |
| 67 | ESGRENSTAR GROUP LTD | 26,969 | $8.7B | 144.79% | |
| 68 | —AARON'S CO INC/THE | 862,584 | $8.6B | 143.28% | |
| 69 | HCPHASHICORP INC | 253,154 | $8.6B | 143.10% | |
| 70 | CRSCARPENTER TECHNOLOGY | 53,200 | $8.5B | 141.73% | |
| 71 | JNPJUNIPER NETWORKS INC | 216,963 | $8.5B | 141.19% | |
| 72 | ENVUSDENVESTNET INC | 134,558 | $8.4B | 140.67% | |
| 73 | DFSEURDISCOVER FINANCIAL SERVICES | 58,273 | $8.2B | 136.48% | |
| 74 | INTUINTUIT INC | 13,085 | $8.1B | 135.61% | |
| 75 | AFWALIGN TECHNOLOGY INC | 31,575 | $8.0B | 134.10% | |
| 76 | TUYATUYA INC | 4,219,821 | $7.0B | 116.31% | |
| 77 | RCM1USDR1 RCM INC | 465,323 | $6.6B | 110.08% | |
| 78 | PWSCPOWERSCHOOL HOLDINGS INC | 284,090 | $6.5B | 108.18% | |
| 79 | NVEINUVEI CORP | 191,841 | $6.4B | 106.81% | |
| 80 | PRFTUSDPERFICIENT INC | 83,723 | $6.3B | 105.50% | |
| 81 | AMDADVANCED MICRO DEVICES | 38,251 | $6.3B | 104.78% | |
| 82 | SRCLSTERICYCLE INC | 97,110 | $5.9B | 98.89% | |
| 83 | NEENEXTERA ENERGY INC | 65,223 | $5.5B | 92.04% | |
| 84 | ADSKAUTODESK INC | 18,797 | $5.2B | 86.36% | |
| 85 | HESHESS CORP | 37,958 | $5.2B | 86.05% | |
| 86 | TALTAL EDUCATION GROUP | 430,412 | $5.1B | 85.08% | |
| 87 | ADIANALOG DEVICES INC | 20,792 | $4.8B | 79.99% | |
| 88 | COSTCOSTCO WHOLESALE CORP | 5,256 | $4.7B | 77.79% | |
| 89 | CCOCAMECO CORP | 93,924 | $4.5B | 74.89% | |
| 90 | DQDAQO NEW ENERGY CORP | 219,694 | $4.5B | 74.71% | |
| 91 | PETQEURPETIQ INC | 143,876 | $4.4B | 73.91% | |
| 92 | ECLECOLAB INC | 17,108 | $4.4B | 72.92% | |
| 93 | TEAMATLASSIAN CORP | 27,500 | $4.4B | 72.91% | |
| 94 | SMARGBPSMARTSHEET INC | 74,958 | $4.1B | 69.28% | |
| 95 | CSCOCISCO SYSTEMS INC | 71,364 | $3.8B | 63.41% | |
| 96 | RHCRH PLC | 40,496 | $3.8B | 62.70% | |
| 97 | PANWPALO ALTO NETWORKS INC | 10,676 | $3.6B | 60.76% | |
| 98 | CRMSALESFORCE INC | 12,212 | $3.3B | 55.86% | |
| 99 | MARMARRIOTT INTERNATIONAL | 13,445 | $3.3B | 55.80% | |
| 100 | TBBBBBB FOODS INC | 100,000 | $3.0B | 50.08% |
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