Carmignac Gestion Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$6323.1T

Holdings

142

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
101
WTSWATTS WATER TECHNOLOGIES
9,252$2.0T0.03%
102
GISGENERAL MILLS INC
27,464$1.9T0.03%
103
ONON SEMICONDUCTOR
24,350$1.8T0.03%
104
MRUSMERUS NV
39,172$1.8T0.03%
105
HXLHEXCEL CORP
24,157$1.8T0.03%
106
TPICQTPI COMPOSITES INC
576,327$1.7T0.03%
107
CITCINTAS CORP
2,418$1.7T0.03%
108
CPRTCOPART INC
28,354$1.6T0.03%
109
HLTHILTON WORLDWIDE HOLDINGS IN
7,337$1.6T0.02%
110
NIUNIU TECHNOLOGIES
895,908$1.5T0.02%
111
INTCINTEL CORP
33,887$1.5T0.02%
112
PAYXPAYCHEX INC
12,063$1.5T0.02%
113
FTNTFORTINET INC
21,178$1.4T0.02%
114
DARDARLING INGREDIENTS INC
30,917$1.4T0.02%
115
VLTOVERALTO CORP
15,644$1.4T0.02%
116
VVISA INC
4,681$1.3T0.02%
117
GWWWW GRAINGER INC
1,275$1.3T0.02%
118
HDHOME DEPOT INC
3,234$1.2T0.02%
119
SSNCSS&C TECHNOLOGIES HOLDINGS
18,691$1.2T0.02%
120
CSCOCISCO SYSTEMS INC
23,975$1.2T0.02%
121
ACNACCENTURE PLC
3,361$1.2T0.02%
122
NEOGAMES SA
34,114$987.9B0.02%
123
ALBALBEMARLE CORP
7,499$987.9B0.02%
124
WHOLE EARTH BRANDS INC
203,969$985.2B0.02%
125
LIILENNOX INTERNATIONAL INC
1,967$961.4B0.02%
126
MTZMASTEC INC
8,960$835.5B0.01%
127
NDSNNORDSON CORP
2,886$792.3B0.01%
128
GLOBGLOBANT SA
3,500$706.6B0.01%
129
QFINQIFU TECHNOLOGY INC
28,562$526.4B0.01%
130
NOVNOV INC
25,000$488.0B0.01%
131
HTDCORCEPT THERAPEUTICS INC
16,943$426.8B0.01%
132
SEDGSOLAREDGE TECHNOLOGIES INC
5,975$424.1B0.01%
133
DAVAENDAVA PLC
10,000$380.4B0.01%
134
RUNSUNRUN INC
26,626$350.9B0.01%
135
NOVAQSUNNOVA ENERGY INTERNATIONAL
41,999$257.5B0.00%
136
PLUNPLUG POWER INC
67,284$231.5B0.00%
137
BIDUNBAIDU INC
791$83.3B0.00%
138
NWLINATIONAL WESTERN LIFE GROU
120$59.0B0.00%
139
GOOGALPHABET INC
350,000$53.3B0.00%Call
140
DSKEUSDDASEKE INC
3,020$25.1B0.00%
141
TSLATESLA INC
120,000$21.1B0.00%Call
142
BMYBRISTOL-MYERS SQUIBB CO
27,804$00.00%
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