Carmignac Gestion Q3 2022 Filing

Filed November 10, 2022

Portfolio Value

$4.7T

Holdings

127

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
101
SSFSENSIENT TECHNOLOGIES CORP
6,000$416.0M0.01%
102
NOVNOV INC
25,000$405.0M0.01%
103
LUVSOUTHWEST AIRLINES CO
12,991$401.0M0.01%
104
LULULULULEMON ATHLETICA INC
1,365$382.0M0.01%
105
PYPLPAYPAL HOLDINGS INC
4,404$379.0M0.01%
106
NXPINXP SEMICONDUCTORS NV
2,500$369.0M0.01%
107
VVISA INC
1,967$349.0M0.01%
108
TRMBTRIMBLE INC
6,000$326.0M0.01%
109
GMGENERAL MOTORS CO
9,000$289.0M0.01%
110
APTVAPTIV PLC
3,500$274.0M0.01%
111
CLVTRIP.COM GROUP LTD
9,553$261.0M0.01%
112
LIILENNOX INTERNATIONAL INC
1,098$244.0M0.01%
113
NKENIKE INC
2,500$208.0M0.00%
114
METAMETA PLATFORMS INC
1,400$190.0M0.00%
115
AXPAMERICAN EXPRESS CO
1,350$182.0M0.00%
116
CP.TOCANADIAN PACIFIC RAILWAY LTD
2,500$167.0M0.00%
117
SSNCSS&C TECHNOLOGIES HOLDINGS
3,025$144.0M0.00%
118
KELKELLOGG CO
1,800$125.0M0.00%
119
GILDGILEAD SCIENCES INC
2,000$123.0M0.00%
120
SNPSSYNOPSYS INC
400$122.0M0.00%
121
IBMINTL BUSINESS MACHINES CORP
1,000$119.0M0.00%
122
IPGINTERPUBLIC GROUP OF COS INC
4,500$115.0M0.00%
123
OMCOMNICOM GROUP
1,800$114.0M0.00%
124
KMBKIMBERLY-CLARK CORP
1,000$113.0M0.00%
125
RFREGIONS FINANCIAL CORP
5,500$110.0M0.00%
126
FERGFERGUSON PLC
1,000$103.0M0.00%
127
XPEVXPENG INC
766$9.0M0.00%
PreviousPage 2 of 2