Carmignac Gestion Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$6007.4T

Holdings

134

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
101
PCORPROCORE TECHNOLOGIES INC
26,227$1.6T0.03%
102
ONON SEMICONDUCTOR
19,048$1.6T0.03%
103
ACNACCENTURE PLC
5,216$1.5T0.02%
104
MEDPMEDPACE HOLDINGS INC
7,715$1.5T0.02%
105
VVISA INC
6,372$1.4T0.02%
106
HLTHILTON WORLDWIDE HOLDINGS IN
9,984$1.4T0.02%
107
TDCX INC
142,024$1.3T0.02%
108
KELKELLOGG CO
16,000$1.1T0.02%
109
HTDCORCEPT THERAPEUTICS INC
45,820$992.5B0.02%
110
UNHUNITEDHEALTH GROUP INC
2,000$945.2B0.02%
111
FDXFEDEX CORP
4,000$914.0B0.02%
112
NDSNNORDSON CORP
4,054$901.0B0.01%
113
CCLCARNIVAL CORP
82,900$841.4B0.01%Call
114
PLUNPLUG POWER INC
67,284$788.6B0.01%
115
HDHOME DEPOT INC
2,292$676.4B0.01%
116
PYPLPAYPAL HOLDINGS INC
8,652$657.0B0.01%
117
CCOCAMECO CORP
25,000$654.3B0.01%
118
HWMHOWMET AEROSPACE INC
15,000$635.5B0.01%
119
LUVSOUTHWEST AIRLINES CO
18,543$603.4B0.01%
120
SSNCSS&C TECHNOLOGIES HOLDINGS
10,439$589.5B0.01%
121
DEDEERE & CO
1,250$516.1B0.01%
122
LIILENNOX INTERNATIONAL INC
1,967$494.3B0.01%
123
LYBLYONDELLBASELL INDU
5,000$469.4B0.01%
124
IRINGERSOLL-RAND INC
8,000$465.4B0.01%
125
NOVNOV INC
25,000$462.8B0.01%
126
ETNEATON CORP PLC
2,000$342.7B0.01%
127
BACVERIZON COMMUNICATIONS INC
6,000$233.3B0.00%
128
CARRCARRIER GLOBAL CORP
5,000$228.8B0.00%
129
NKENIKE INC
1,500$184.0B0.00%
130
IQIQIYI INC
25,000$182.0B0.00%
131
BIDUNBAIDU INC
791$119.4B0.00%
132
APTVAPTIV PLC
1,000$112.2B0.00%
133
COPCONOCOPHILLIPS
1,000$99.2B0.00%
134
JKSJINKOSOLAR HOLDING CO
104$5.3B0.00%
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