13F-HR filed by Carmignac Gestion
Carmignac Gestion filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 151 holding rows worth $6,274,983,942.
- Accession
- 0000945621-25-000179
- Filer
- CIK 1569758
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 151 entries on the cover page, a total value of $6,274,983,942 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,274,983,942 with VALUE read as dollars as filed, 13F file number 028-15450. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 2,483,863 | $544,969,728 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 882,565 | $372,074,464 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,412,975 | $324,091,872 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 4,948,528 | $299,781,824 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 7,296,500 | $279,747,808 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,467,958 | $277,895,936 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 467,603 | $266,491,632 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 485,260 | $241,678,384 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 492,362 | $238,976,560 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 996,321 | $230,987,056 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,001,501 | $225,017,248 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,279,614 | $190,681,088 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 110,772 | $188,368,320 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 462,776 | $170,718,064 | dollars as filed | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 9,935,058 | $133,799,008 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 242,115 | $127,482,176 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 151,470 | $116,939,192 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 373,200 | $95,110,016 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 1,110,500 | $94,381,392 | dollars as filed | |
| Linde plc | G54950103 | COM | 217,133 | $90,907,072 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 142,856 | $90,860,704 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 297,863 | $89,502,288 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 149,478 | $87,520,864 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 16,469,073 | $81,686,600 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 156,153 | $81,223,144 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 67,436 | $79,965,608 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 197,466 | $79,490,936 | dollars as filed | |
| General Electric Company | 369604301 | COM | 468,925 | $78,212,000 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 974,000 | $67,644,304 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 62,861 | $66,644,500 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 180,036 | $59,748,548 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 317,300 | $41,540,916 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 107,400 | $41,070,832 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 426,114 | $38,732,096 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 213,934 | $35,850,904 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 154,986 | $35,578,828 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 100,668 | $33,961,976 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 402,206 | $31,456,532 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 282,153 | $29,943,054 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 798,854 | $29,733,346 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 222,095 | $25,279,040 | dollars as filed | |
| KLA CORP | 482480100 | COM | 35,650 | $22,463,778 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 232,700 | $20,817,342 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 51,947 | $20,210,868 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 320,499 | $19,976,092 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 292,695 | $19,950,092 | dollars as filed | |
| VESTA REAL ESTATE CORP | 92540K109 | ADS | 737,430 | $18,879,658 | dollars as filed | |
| SKECHERS U S A INC | 830566105 | CL A | 275,000 | $18,491,000 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 105,800 | $17,955,318 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 32,468 | $16,972,834 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 317,300 | $16,940,648 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 167,054 | $15,824,742 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 455,147 | $15,776,797 | dollars as filed | |
| H WORLD GROUP LTD SPONSORED ADS | 44332N106 | ADR | 466,721 | $15,414,637 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 72,690 | $15,288,508 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 90,600 | $14,553,078 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 39,401 | $13,864,997 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 36,769 | $13,251,242 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 72,792 | $12,132,109 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 58,256 | $11,755,478 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 52,966 | $11,028,947 | dollars as filed | |
| ENSTAR GROUP LIMITED | G3075P101 | SHS | 27,888 | $8,981,330 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 43,258 | $8,543,022 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 13,085 | $8,226,498 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 83,020 | $7,697,856 | dollars as filed | |
| HASHICORP INC | 418100103 | COM CL A | 210,242 | $7,192,379 | dollars as filed | |
| Tuya Inc | 90114C107 | COM | 4,018,972 | $7,192,290 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 15,949 | $7,093,808 | dollars as filed | |
| CHAMPIONX CORPORATION | 15872M104 | COM | 260,605 | $7,085,850 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 184,178 | $6,897,466 | dollars as filed | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 120,154 | $6,732,229 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 22,191 | $6,562,547 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 53,447 | $5,960,410 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 77,299 | $5,541,566 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 68,069 | $5,511,547 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 330,723 | $5,207,234 | dollars as filed | |
| PACTIV EVERGREEN INC | 69526K105 | COM | 292,543 | $5,110,726 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 96,337 | $4,950,759 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 28,457 | $4,929,606 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,000 | $4,581,350 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 20,792 | $4,417,545 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 18,895 | $4,227,001 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 21,200 | $4,166,012 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 21,352 | $3,892,236 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 60,197 | $3,563,663 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 21,745 | $3,536,389 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 10,930 | $3,454,317 | dollars as filed | |
| AVID BIOSERVICES INC | 05368M106 | COM | 277,741 | $3,430,101 | dollars as filed | |
| Apple Inc | 037833100 | COM | 13,614 | $3,409,218 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 14,007 | $3,282,120 | dollars as filed | |
| TRIUMPH GROUP INC NEW | 896818101 | COM | 172,701 | $3,222,601 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 10,003 | $2,790,237 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 22,345 | $2,699,053 | dollars as filed | |
| DAQO NEW ENERGY CORP. (ADR) | 23703Q203 | SPNSRD ADS NEW | 135,614 | $2,636,336 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 9,950 | $2,459,242 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 28,853 | $2,446,446 | dollars as filed | |
| Surmodics Inc | 868873100 | Common Stock | 61,074 | $2,418,531 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 25,145 | $2,326,416 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 178,987 | $2,031,503 | dollars as filed | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 29,430 | $1,888,817 | dollars as filed | |
| ALTAIR ENGINEERING INC | 021369103 | COMMON STOCK | 16,886 | $1,842,432 | dollars as filed | |
| CLEARSIDE BIOMEDICAL INC | 185063104 | COM | 1,933,531 | $1,836,855 | dollars as filed | |
| BARNES GROUP INC | 067806109 | COM | 36,357 | $1,718,232 | dollars as filed | |
| RETAIL OPPORTUNITY INVESTMENTS | 76131N101 | COMMON STOCK | 98,051 | $1,702,165 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 100,000 | $1,694,000 | dollars as filed | |
| SUMMIT MATERIALS INC CLASS A | 86614U100 | CL A | 33,150 | $1,677,390 | dollars as filed | |
| ACM RESH INC COM CL A | 00108J109 | Stock | 109,861 | $1,658,901 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 15,644 | $1,593,341 | dollars as filed | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 24,411 | $1,578,659 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,685 | $1,566,336 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 8,746 | $1,541,395 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 24,350 | $1,535,268 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 9,966 | $1,313,220 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 13,278 | $1,287,833 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 8,960 | $1,219,814 | dollars as filed | |
| HESS CORP | 42809H107 | COM | 8,379 | $1,114,491 | dollars as filed | |
| Gaotu Techedu Inc | 36257Y109 | COM | 502,350 | $1,100,147 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 30,917 | $1,041,594 | dollars as filed | |
| SECUREWORKS CORP | 81374A105 | CL A | 113,769 | $962,486 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 14,804 | $928,211 | dollars as filed | |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 85,431 | $856,019 | dollars as filed | |
| ARCADIUM LITHIUM PLC | G0508H110 | COM SHS | 156,094 | $800,762 | dollars as filed | |
| DESPEGAR COM CORP | G27358103 | ORD SHS | 40,000 | $770,000 | dollars as filed | |
| LAUREATE ED INC COMMON STOCK | 518613203 | Stock | 40,000 | $731,600 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 25,000 | $707,000 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 6,000 | $663,180 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 7,499 | $645,514 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 3,000 | $643,260 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,500 | $605,760 | dollars as filed | |
| LIBERTY GLOBAL LTD | G61188101 | COM CL A | 47,100 | $600,996 | dollars as filed | |
| WNS HLDGS LTD COM SHS | G98196101 | Stock | 12,000 | $568,680 | dollars as filed | |
| KE HLDGS INC SPONSORED ADS | 482497104 | ADR | 30,456 | $561,000 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 6,000 | $504,960 | dollars as filed | |
| INNODATA INC | 457642205 | COM NEW | 12,500 | $494,000 | dollars as filed | |
| SUNRISE COMMUNICATIONS AG | 867975104 | ADS CL A | 9,420 | $405,814 | dollars as filed | |
| NOV INC | 62955J103 | COM | 25,000 | $365,000 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 4,800 | $359,904 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,500 | $357,225 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 50,000 | $341,500 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,224 | $303,919 | dollars as filed | |
| TPI Composites Inc | 87266J104 | Common Stock | 137,311 | $259,518 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 800 | $165,008 | dollars as filed | |
| AIR TRANSPORT SERVICES GRP I | 00922R105 | COM | 6,729 | $147,903 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 41,999 | $144,057 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 67,284 | $143,315 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 11,626 | $107,541 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 5,975 | $81,260 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 791 | $66,689 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 139,500 | $32,342 | dollars as filed | call |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 132,300 | $25,044 | dollars as filed | call |
| ROBLOX CORP CL A | 771049103 | Stock | 382,300 | $22,120 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000945621-25-000179 | this filing | 2025-02-13 | acceptance time not in the bulk data set |