Carmignac Gestion
Top Portfolio Positions
110 positions ·
$6,532,542,521 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
4,566,444 | $796,387,833 | 12.19% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
249,455 | $431,312,684 | 6.60% | |
| SPGI |
S&P Global Inc.
Financial Services
|
955,021 | $406,208,632 | 6.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,345,592 | $386,938,435 | 5.92% | |
| COR |
Cencora, Inc.
Healthcare
|
1,101,251 | $345,946,989 | 5.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,409,850 | $293,629,459 | 4.49% | |
| MCK |
Mckesson Corp
Healthcare
|
317,721 | $274,943,044 | 4.21% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
2,286,200 | $268,994,292 | 4.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
407,702 | $195,370,798 | 2.99% | |
| XYZ |
Block, Inc.
Technology
|
3,233,826 | $194,611,648 | 2.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VIPS
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,433,915 | 4,480,529 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $73,610,814 | 4,161,154 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $128,021,336 | 6,518,398 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $143,135,493 | 9,510,664 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $140,489,993 | 8,959,821 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $133,825,231 | 9,935,058 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $157,820,442 | 10,033,086 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $116,919,235 | 8,979,972 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,701,569 | 2,942,693 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,582,324 | 1,215,221 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,992,090 | 1,561,030 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $79,464 | 4,816 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $19,496,970 | 2,318,308 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,011,441 | 3,944,534 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $39,214,629 | 4,357,181 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,013,507 | 5,953,989 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $87,095,316 | 7,818,251 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $82,645,766 | 4,115,825 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,895,176 | 1,269,095 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,608,307 | 946,578 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,339,452 | 1,556,231 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $26,948,842 | 1,353,533 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $794,470 | 50,993 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||