Carmignac Gestion Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$7.1B
Holdings
122
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NDSNNORDSON CORP | 10,018 | $2.6B | 35.77% | |
| 102 | SEDGSOLAREDGE TECHNOLOGIES INC | 7,133 | $2.0B | 27.99% | |
| 103 | BROBROWN & BROWN INC | 27,429 | $1.9B | 26.97% | |
| 104 | HDBHDFC BANK LTD | 28,345 | $1.8B | 25.79% | |
| 105 | VMWEURVMWARE INC | 13,184 | $1.5B | 21.37% | |
| 106 | RGNXREGENXBIO INC | 46,369 | $1.5B | 21.21% | |
| 107 | VNETVNET GROUP INC | 161,294 | $1.5B | 20.37% | |
| 108 | ACNACCENTURE PLC | 2,468 | $1.0B | 14.31% | |
| 109 | HLTHILTON WORLDWIDE HOLDINGS IN | 6,554 | $1.0B | 14.30% | |
| 110 | ACTCUSDPROTERRA INC | 96,032 | $848.0M | 11.86% | |
| 111 | ABXBARRICK GOLD CORP | 39,883 | $758.0M | 10.60% | |
| 112 | NEMNEWMONT CORP | 10,931 | $678.0M | 9.48% | |
| 113 | CSCOCISCO SYSTEMS INC | 9,474 | $600.0M | 8.39% | |
| 114 | TPICQTPI COMPOSITES INC | 39,197 | $586.0M | 8.20% | |
| 115 | —TDCX INC | 30,000 | $574.0M | 8.03% | |
| 116 | ALBALBEMARLE CORP | 2,391 | $559.0M | 7.82% | |
| 117 | VVISA INC | 2,386 | $517.0M | 7.23% | |
| 118 | LIILENNOX INTERNATIONAL INC | 1,335 | $433.0M | 6.06% | |
| 119 | NOVNOV INC | 25,000 | $339.0M | 4.74% | |
| 120 | SGSWEETGREEN INC | 10,000 | $320.0M | 4.48% | |
| 121 | SSNCSS&C TECHNOLOGIES HOLDINGS | 3,025 | $248.0M | 3.47% | |
| 122 | ULTAULTA BEAUTY INC | 200 | $81.0M | 1.13% |
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