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 |
|---|---|---|---|---|---|
| 101 | SWN1EURSOUTHWESTERN ENERGY CO | 417,911 | $3.0T | 49605.02% | |
| 102 | BEKEKE HOLDINGS INC | 148,616 | $3.0T | 49397.97% | |
| 103 | GRMNGARMIN LTD | 16,648 | $2.9T | 48923.88% | |
| 104 | HDHOME DEPOT INC | 7,067 | $2.9T | 47805.37% | |
| 105 | SU6SURMODICS INC | 73,094 | $2.8T | 47321.85% | |
| 106 | VVISA INC | 9,481 | $2.6T | 43519.12% | |
| 107 | TMETENCENT MUSIC ENTERTAINM | 207,729 | $2.5T | 41788.46% | |
| 108 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,933,531 | $2.5T | 40994.64% | |
| 109 | ACMRACM RESEARCH INC | 117,607 | $2.4T | 39856.71% | |
| 110 | AXNX*AXONICS INC | 33,928 | $2.4T | 39422.10% | |
| 111 | HLTHILTON WORLDWIDE HOLDINGS IN | 9,950 | $2.3T | 38288.31% | |
| 112 | VZIOEURVIZIO HOLDING CORP | 197,476 | $2.2T | 36824.74% | |
| 113 | CHUYUSDCHUY'S HOLDINGS INC | 57,005 | $2.1T | 35592.36% | |
| 114 | ACIALBERTSONS COS INC | 112,927 | $2.1T | 34839.51% | |
| 115 | N1UANEW ORIENTAL EDUCATIO | 26,226 | $2.0T | 33204.94% | |
| 116 | —PROPERTYGURU GROUP LTD | 290,217 | $1.9T | 32025.54% | |
| 117 | ONON SEMICONDUCTOR | 24,350 | $1.8T | 29516.70% | |
| 118 | VLTOVERALTO CORP | 15,644 | $1.7T | 29214.26% | |
| 119 | TASKTASKUS | 130,000 | $1.7T | 28040.01% | |
| 120 | KELKELLANOVA | 20,190 | $1.6T | 27204.20% | |
| 121 | CPRICAPRI HOLDINGS LTD | 33,131 | $1.4T | 23473.74% | |
| 122 | AAPLAPPLE INC | 6,000 | $1.4T | 23338.85% | |
| 123 | APY1EURCHAMPIONX CORP | 45,475 | $1.4T | 22889.28% | |
| 124 | ELESTEE LAUDER COMPANIES | 12,800 | $1.3T | 21302.66% | |
| 125 | MRO*MARATHON OIL CORP | 45,786 | $1.2T | 20355.23% | |
| 126 | TPICQTPI COMPOSITES INC | 255,492 | $1.2T | 19407.12% | |
| 127 | DARDARLING INGREDIENTS INC | 30,917 | $1.1T | 19179.86% | |
| 128 | MDLZMONDELEZ INTERNATIONAL INC | 14,980 | $1.1T | 18423.62% | |
| 129 | MTZMASTEC INC | 8,960 | $1.1T | 18413.58% | |
| 130 | KOCOCA-COLA CONSOLIDATED INC | 785 | $1.0T | 17251.62% | |
| 131 | GWWWW GRAINGER INC | 958 | $995.2B | 16613.99% | |
| 132 | LBTYALIBERTY GLOBAL LTD | 47,100 | $994.3B | 16598.98% | |
| 133 | BROBROWN & BROWN INC | 9,305 | $964.0B | 16093.42% | |
| 134 | HXLHEXCEL CORP | 14,804 | $915.3B | 15280.95% | |
| 135 | MEDPMEDPACE HOLDINGS INC | 2,733 | $912.3B | 15229.93% | |
| 136 | HTDCORCEPT THERAPEUTICS INC | 19,260 | $891.4B | 14880.65% | |
| 137 | PAYXPAYCHEX INC | 6,590 | $884.3B | 14763.11% | |
| 138 | GGALGRUPO FINANCIERO GALICIA | 20,000 | $841.8B | 14053.39% | |
| 139 | GLOBGLOBANT SA | 4,000 | $792.6B | 13231.36% | |
| 140 | CITCINTAS CORP | 3,820 | $786.5B | 13129.55% | |
| 141 | SWSMURFIT WESTROCK PLC | 14,928 | $737.7B | 12316.20% | |
| 142 | ALBALBEMARLE CORP | 7,499 | $710.2B | 11856.90% | |
| 143 | LAURLAUREATE EDUCATION INC | 40,000 | $664.4B | 11091.80% | |
| 144 | —WNS HOLDINGS LTD | 12,000 | $632.5B | 10559.58% | |
| 145 | ODFLOLD DOMINION FREIGHT LINE | 2,954 | $586.8B | 9796.02% | |
| 146 | DDOGDATADOG INC | 5,000 | $575.3B | 9604.32% | |
| 147 | —INSTRUCTURE HOLDINGS INC | 23,288 | $548.4B | 9155.77% | |
| 148 | WTSWATTS WATER TECHNOLOGIES | 2,600 | $538.7B | 8993.20% | |
| 149 | DESPDESPEGAR.COM CORP | 40,000 | $496.0B | 8280.45% | |
| 150 | FTNTFORTINET INC | 5,952 | $461.6B | 7705.79% | |
| 151 | CPRTCOPART INC | 7,969 | $417.6B | 6971.20% | |
| 152 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 41,999 | $409.1B | 6829.20% | |
| 153 | NOVNOV INC | 25,000 | $399.3B | 6665.26% | |
| 154 | SSNCSS&C TECHNOLOGIES HOLDINGS | 5,253 | $389.8B | 6507.92% | |
| 155 | LIILENNOX INTERNATIONAL INC | 553 | $334.2B | 5578.82% | |
| 156 | ANETEURARISTA NETWORKS INC | 800 | $307.1B | 5126.13% | |
| 157 | NDSNNORDSON CORP | 812 | $213.3B | 3560.19% | |
| 158 | RUNSUNRUN INC | 11,626 | $210.0B | 3505.27% | |
| 159 | FSLRFIRST SOLAR INC | 765 | $190.8B | 3185.67% | |
| 160 | LRCXEURLAM RESEARCH CORP | 200 | $163.2B | 2724.80% | |
| 161 | KLACKLA CORP | 200 | $154.9B | 2585.67% | |
| 162 | PLUNPLUG POWER INC | 67,284 | $152.1B | 2538.59% | |
| 163 | SEDGSOLAREDGE TECHNOLOGIES INC | 5,975 | $136.9B | 2285.25% | |
| 164 | BIDUNBAIDU INC | 791 | $83.3B | 1390.38% | |
| 165 | NIUNIU TECHNOLOGIES | 19,207 | $44.2B | 737.49% | |
| 166 | BABAALIBABA GROUP HOLDING | 280 | $29.7B | 496.06% | |
| 167 | TWKSEURTHOUGHTWORKS HOLDING INC | 3,100 | $13.7B | 228.75% |
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