Carmignac Gestion
Top Portfolio Positions
107 positions ·
$7,381,892,531 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,645,106 | $679,812,269 | 9.21% | |
| MSFT |
Microsoft Corp
Technology
|
1,061,153 | $513,194,813 | 6.95% | |
| SPGI |
S&P Global Inc.
Financial Services
|
864,840 | $451,956,735 | 6.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,347,106 | $421,644,178 | 5.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,577,739 | $364,173,715 | 4.93% | |
| COR |
Cencora, Inc.
Healthcare
|
875,095 | $295,563,336 | 4.00% | |
| MCK |
Mckesson Corp
Healthcare
|
358,535 | $294,102,675 | 3.98% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
141,373 | $284,761,978 | 3.86% | |
| CRM |
Salesforce, Inc.
Technology
|
1,008,151 | $267,069,281 | 3.62% | |
| NOW |
ServiceNow, Inc.
Technology
|
1,734,925 | $265,773,160 | 3.60% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ACN
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $142,746,600 | 532,041 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,893,616 | 145,554 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,076,093 | 30,366 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,592,333 | 27,536 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,860,877 | 39,401 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,134,963 | 37,159 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,049,929 | 217,692 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,164,956 | 3,361 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $944,649 | 2,692 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,108,974 | 3,611 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $1,362,380 | 4,415 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,490,784 | 5,216 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $468,304 | 1,755 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $451,561 | 1,755 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $627,211 | 2,259 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $881,181 | 2,613 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,023,109 | 2,468 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $789,562 | 2,468 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||