Carmignac Gestion Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$6.1T
Holdings
152
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CRMSALESFORCE INC | 8,792 | $2.4B | 0.04% | |
| 102 | DQDAQO NEW ENERGY CORP | 122,514 | $2.2B | 0.04% | |
| 103 | BERYEURBERRY GLOBAL GROUP INC | 27,800 | $1.9B | 0.03% | |
| 104 | NVTNVENT ELECTRIC PLC | 37,002 | $1.9B | 0.03% | |
| 105 | RSGREPUBLIC SERVICES INC | 7,761 | $1.9B | 0.03% | |
| 106 | SU6SURMODICS INC | 61,074 | $1.9B | 0.03% | |
| 107 | AMATAPPLIED MATERIALS INC | 12,530 | $1.8B | 0.03% | |
| 108 | PRAPROASSURANCE CORP | 77,396 | $1.8B | 0.03% | |
| 109 | JWNUSDNORDSTROM INC | 70,190 | $1.7B | 0.03% | |
| 110 | ACCDEURACCOLADE INC | 238,864 | $1.7B | 0.03% | |
| 111 | AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTIONS INC | 115,999 | $1.7B | 0.03% | |
| 112 | TG7TRIUMPH GROUP INC | 65,098 | $1.6B | 0.03% | |
| 113 | TMETENCENT MUSIC ENTERTAINMENT GROUP | 111,602 | $1.6B | 0.03% | |
| 114 | VLTOVERALTO CORP | 15,644 | $1.5B | 0.03% | |
| 115 | ESGRENSTAR GROUP LTD | 4,562 | $1.5B | 0.02% | |
| 116 | VNETVNET GROUP INC | 171,476 | $1.4B | 0.02% | |
| 117 | FERGFERGUSON ENTERPRISES INC | 8,684 | $1.4B | 0.02% | |
| 118 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 1,508,342 | $1.4B | 0.02% | |
| 119 | HESHESS CORP | 8,379 | $1.3B | 0.02% | |
| 120 | GOTUGAOTU TECHEDU INC | 401,859 | $1.3B | 0.02% | |
| 121 | FYBRFRONTIER COMMUNICATIONS PARENT INC | 34,501 | $1.2B | 0.02% | |
| 122 | AMDADVANCED MICRO DEVICES INC | 11,975 | $1.2B | 0.02% | |
| 123 | TASKTASKUS INC | 85,000 | $1.2B | 0.02% | |
| 124 | MTZMASTEC INC | 8,960 | $1.0B | 0.02% | |
| 125 | DARDARLING INGREDIENTS INC | 30,917 | $965.8M | 0.02% | |
| 126 | 53SBRIDGE INVESTMENT GROUP HOLDINGS INC | 94,014 | $900.7M | 0.01% | |
| 127 | LAURLAUREATE EDUCATION INC | 40,000 | $818.0M | 0.01% | |
| 128 | TALTAL EDUCATION GROUP | 58,527 | $773.1M | 0.01% | |
| 129 | ALABASTERA LABS INC | 12,000 | $716.0M | 0.01% | |
| 130 | BABAALIBABA GROUP HOLDING LTD | 4,933 | $652.3M | 0.01% | |
| 131 | —WNS HOLDINGS LTD | 10,000 | $614.9M | 0.01% | |
| 132 | PANWPALO ALTO NETWORKS INC | 3,000 | $511.9M | 0.01% | |
| 133 | ELVELEVANCE HEALTH INC | 1,176 | $511.5M | 0.01% | |
| 134 | SNRENSUNRISE COMMUNICATIONS AG | 9,420 | $454.9M | 0.01% | |
| 135 | HXLHEXCEL CORP | 7,804 | $427.3M | 0.01% | |
| 136 | TBBBBBB FOODS INC | 15,000 | $400.2M | 0.01% | |
| 137 | NOVNOV INC | 25,000 | $380.5M | 0.01% | |
| 138 | GLOBGLOBANT SA | 3,000 | $353.2M | 0.01% | |
| 139 | RNWRENEW ENERGY GLOBAL PLC | 50,000 | $294.5M | 0.00% | |
| 140 | ALBALBEMARLE CORP | 3,999 | $288.0M | 0.00% | |
| 141 | RDFNREDFIN CORP | 28,393 | $261.5M | 0.00% | |
| 142 | TSLATESLA INC | 1,000 | $259.2M | 0.00% | |
| 143 | SNOWSNOWFLAKE INC | 1,500 | $219.2M | 0.00% | |
| 144 | GRMNGARMIN LTD | 800 | $173.7M | 0.00% | |
| 145 | SPOTSPOTIFY TECHNOLOGY SA | 297 | $163.4M | 0.00% | |
| 146 | ATSG*AIR TRANSPORT SERVICES GROUP INC | 6,729 | $151.0M | 0.00% | |
| 147 | SEDGSOLAREDGE TECHNOLOGIES INC | 5,975 | $96.7M | 0.00% | |
| 148 | PLUNPLUG POWER INC | 67,284 | $90.8M | 0.00% | |
| 149 | INODINNODATA INC | 2,500 | $89.8M | 0.00% | |
| 150 | TPICQTPI COMPOSITES INC | 87,311 | $70.4M | 0.00% | |
| 151 | RUNSUNRUN INC | 11,626 | $68.1M | 0.00% | |
| 152 | NOVAQSUNNOVA ENERGY INTERNATIONAL INC | 41,999 | $15.6M | 0.00% |
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