Position in XYZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$97,813,976
-$96,797,672 QoQ
Shares Held
1,287,026
-60.2% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#52
of 1,079 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Carmignac Gestion holds $408,288,150 across 7 Software - Infrastructure names. XYZ ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
621,773 | $231,933,764 | |
| 2 | XYZ |
Block, Inc.
This page
|
1,287,026 | $97,813,976 | |
| 3 | GTLB |
Gitlab Inc.
|
1,475,612 | $45,050,434 | |
| 4 | KSPI |
Joint Stock Co Kaspi.kz
|
226,666 | $19,638,342 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
234,126 | $8,812,502 | |
| 6 | PAYO |
Payoneer Global Inc.
|
426,354 | $3,035,640 | |
| 7 | IMXI |
International Money Express, Inc.
|
138,650 | $2,003,492 |
All Filings in XYZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,813,976 | 1,287,026 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $194,611,648 | 3,233,826 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $222,466,294 | 3,417,826 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $138,514,561 | 1,916,626 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $139,529,986 | 2,054,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $120,478,187 | 2,217,526 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $94,381,395 | 1,110,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $89,551,420 | 1,334,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $30,955,200 | 480,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $78,086,370 | 923,225 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,850,238 | 683,261 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,871,180 | 810,465 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $46,558,525 | 699,392 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $39,778,350 | 579,437 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $36,663,181 | 583,437 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $12,005,888 | 88,539 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $71,534,071 | 442,908 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $281,557,289 | 1,173,938 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $62,202,400 | 255,137 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||