Carmignac Gestion Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$7.4B

Holdings

120

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (120 positions)

#StockSharesValue% PortfolioType
101
YETIYETI HOLDINGS INC
49,010$2.2M0.03%
102
SHWSHERWIN-WILLIAMS CO/THE
5,814$1.9M0.03%
103
TMETENCENT MUSIC ENTERTAINMENT GROUP
105,310$1.8M0.02%
104
MMYTMAKEMYTRIP LTD
21,993$1.8M0.02%
105
ADBEADOBE INC
5,000$1.7M0.02%
106
ZMZOOM COMMUNICATIONS INC
20,000$1.7M0.02%
107
DVAXDYNAVAX TECHNOLOGIES CORP
111,974$1.7M0.02%
108
BACBANK OF AMERICA CORP
26,682$1.5M0.02%
109
BABAALIBABA GROUP HOLDING LTD
9,540$1.4M0.02%
110
QCOMQUALCOMM INC
8,000$1.4M0.02%
111
GOTUGAOTU TECHEDU INC
440,947$1.0M0.01%
112
EHEHANG HOLDINGS LTD
76,985$1.0M0.01%
113
QFINQFIN HOLDINGS INC
39,081$753K0.01%
114
IMXIINTERNATIONAL MONEY EXPRESS INC
45,802$703K0.01%
115
CIFRCIPHER MINING INC
47,312$698K0.01%
116
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
2,100$638K0.01%
117
URIUNITED RENTALS INC
652$527K0.01%
118
AUANGLOGOLD ASHANTI PLC
6,122$522K0.01%
119
WOWWIDEOPENWEST INC
40,038$208K0.00%
120
FEFIRSTENERGY CORP
447,100$00.00%Call
PreviousPage 2 of 2