Carmignac Gestion Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$6.3T

Holdings

149

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (149 positions)

#StockSharesValue% PortfolioType
101
ALTREURALTAIR ENGINEERING INC
16,886$1.8B0.03%
102
CLSDUSDCLEARSIDE BIOMEDICAL INC
1,933,531$1.8B0.03%
103
BUSDBARNES GROUP INC
36,357$1.7B0.03%
104
ROICUSDRETAIL OPPORTUNITY INVESTMENTS CORP
98,051$1.7B0.03%
105
TASKTASKUS INC
100,000$1.7B0.03%
106
7SUSUMMIT MATERIALS INC
33,150$1.7B0.03%
107
ACMRACM RESEARCH INC
109,861$1.7B0.03%
108
VLTOVERALTO CORP
15,644$1.6B0.03%
109
BERYEURBERRY GLOBAL GROUP INC
24,411$1.6B0.03%
110
CRMSALESFORCE INC
4,685$1.6B0.02%
111
FSLRFIRST SOLAR INC
8,746$1.5B0.02%
112
ONON SEMICONDUCTOR CORP
24,350$1.5B0.02%
113
SITESITEONE LANDSCAPE SUPPLY INC
9,966$1.3B0.02%
114
PDDPDD HOLDINGS INC
13,278$1.3B0.02%
115
MTZMASTEC INC
8,960$1.2B0.02%
116
HESHESS CORP
8,379$1.1B0.02%
117
GOTUGAOTU TECHEDU INC
502,350$1.1B0.02%
118
DARDARLING INGREDIENTS INC
30,917$1.0B0.02%
119
07SSECUREWORKS CORP
113,769$962.5M0.02%
120
HXLHEXCEL CORP
14,804$928.2M0.01%
121
TALTAL EDUCATION GROUP
85,431$856.0M0.01%
122
ARCADIUM LITHIUM PLC
156,094$800.8M0.01%
123
DESPDESPEGAR.COM CORP
40,000$770.0M0.01%
124
LAURLAUREATE EDUCATION INC
40,000$731.6M0.01%
125
TBBBBBB FOODS INC
25,000$707.0M0.01%
126
ANETARISTA NETWORKS INC
6,000$663.2M0.01%
127
ALBALBEMARLE CORP
7,499$645.5M0.01%
128
GLOBGLOBANT SA
3,000$643.3M0.01%
129
TSLATESLA INC
1,500$605.8M0.01%
130
LBTYALIBERTY GLOBAL LTD
47,100$601.0M0.01%
131
WNS HOLDINGS LTD
12,000$568.7M0.01%
132
BEKEKE HOLDINGS INC
30,456$561.0M0.01%
133
MUMICRON TECHNOLOGY INC
6,000$505.0M0.01%
134
INODINNODATA INC
12,500$494.0M0.01%
135
SNRENSUNRISE COMMUNICATIONS AG/OLD
9,420$405.8M0.01%
136
NOVNOV INC
25,000$365.0M0.01%
137
ELESTEE LAUDER COS INC/THE
4,800$359.9M0.01%
138
DDOGDATADOG INC
2,500$357.2M0.01%
139
RNWRENEW ENERGY GLOBAL PLC
50,000$341.5M0.01%
140
COINCOINBASE GLOBAL INC
1,224$303.9M0.00%
141
TPICQTPI COMPOSITES INC
137,311$259.5M0.00%
142
GRMNGARMIN LTD
800$165.0M0.00%
143
ATSG*AIR TRANSPORT SERVICES GROUP INC
6,729$147.9M0.00%
144
NOVAQSUNNOVA ENERGY INTERNATIONAL INC
41,999$144.1M0.00%
145
PLUNPLUG POWER INC
67,284$143.3M0.00%
146
RUNSUNRUN INC
11,626$107.5M0.00%
147
SEDGSOLAREDGE TECHNOLOGIES INC
5,975$81.3M0.00%
148
BIDUNBAIDU INC
791$66.7M0.00%
149
RBLXROBLOX CORP
382,300$22.1M0.00%Call
PreviousPage 2 of 2