13F-HR filed by Carmignac Gestion
Carmignac Gestion filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 152 holding rows worth $6,090,174,922.
- Accession
- 0000945621-25-000472
- Filer
- CIK 1569758
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 152 entries on the cover page, a total value of $6,090,174,922 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,090,174,922 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 | 2,878,227 | $547,684,992 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,970,410 | $430,367,360 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 465,876 | $313,527,360 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,103,479 | $306,862,880 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 4,495,928 | $272,947,776 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,665,062 | $257,483,312 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 118,238 | $230,698,864 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 502,773 | $215,638,864 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 524,623 | $197,018,528 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 4,605,000 | $192,488,992 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,020,110 | $175,997,024 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 336,311 | $170,853,104 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 602,544 | $163,789,536 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 618,491 | $150,614,752 | dollars as filed | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 8,959,821 | $140,548,480 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 823,684 | $137,909,408 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 2,071,000 | $135,836,896 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 2,217,526 | $120,478,184 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 183,409 | $111,485,160 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 424,823 | $108,060,048 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 189,172 | $94,151,864 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 152,865 | $88,105,272 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 15,891,740 | $87,404,568 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 103,701 | $82,561,744 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 97,912 | $80,850,440 | dollars as filed | |
| General Electric Company | 369604301 | COM | 359,325 | $71,918,896 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 48,636 | $69,674,960 | dollars as filed | |
| Linde plc | G54950103 | COM | 142,633 | $66,415,632 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 126,954 | $61,611,976 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 111,981 | $61,356,372 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 331,000 | $49,140,260 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 134,274 | $43,285,928 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 228,873 | $37,992,920 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 341,547 | $37,027,112 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 272,645 | $35,578,332 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 367,042 | $34,343,196 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 201,413 | $34,260,036 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 81,724 | $25,872,210 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 377,462 | $22,976,112 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 81,000 | $22,927,860 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 474,863 | $22,926,386 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 370,000 | $21,471,100 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 271,500 | $21,396,916 | dollars as filed | |
| H WORLD GROUP LTD SPONSORED ADS | 44332N106 | ADR | 570,818 | $21,123,946 | dollars as filed | |
| SKECHERS U S A INC | 830566105 | CL A | 360,000 | $20,440,800 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 109,052 | $19,758,042 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 93,370 | $19,149,796 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 463,364 | $19,056,248 | dollars as filed | |
| KLA CORP | 482480100 | COM | 27,600 | $18,762,480 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 190,500 | $18,592,800 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 185,877 | $17,004,672 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 113,000 | $16,924,010 | dollars as filed | |
| VESTA REAL ESTATE CORP | 92540K109 | ADS | 737,430 | $16,824,440 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 212,700 | $16,479,996 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 167,054 | $15,514,253 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 29,870 | $14,775,766 | dollars as filed | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 300,250 | $14,351,202 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 39,104 | $14,294,370 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 90,000 | $11,854,800 | dollars as filed | |
| CHAMPIONX CORPORATION | 15872M104 | COM | 394,433 | $11,754,103 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 31,669 | $11,747,987 | dollars as filed | |
| Tuya Inc | 90114C107 | COM | 3,038,244 | $9,211,479 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 56,774 | $9,021,635 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 27,536 | $8,570,202 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 56,028 | $7,839,802 | dollars as filed | |
| PACTIV EVERGREEN INC | 69526K105 | COM | 430,373 | $7,751,018 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 91,934 | $7,583,636 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 139,032 | $7,576,409 | dollars as filed | |
| PLAYA HOTELS & RESORTS NV | N70544106 | SHS | 563,168 | $7,507,030 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 12,136 | $7,432,704 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 28,164 | $6,520,248 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 22,191 | $5,809,270 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 121,161 | $5,133,501 | dollars as filed | |
| INTRA-CELLULAR THERAPIES INC | 46116X101 | COMMON STOCK | 38,819 | $5,121,003 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 81,368 | $5,021,220 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 28,457 | $4,857,610 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,000 | $4,728,900 | dollars as filed | |
| GLOBAL BLUE GROUP HOLDING AG ORD SHS | H33700107 | Stock | 639,034 | $4,703,290 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 20,180 | $4,680,684 | dollars as filed | |
| DESPEGAR COM CORP | G27358103 | ORD SHS | 234,586 | $4,407,871 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 12,429 | $4,355,868 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 20,792 | $4,192,893 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 10,628 | $4,079,541 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 88,933 | $3,660,482 | dollars as filed | |
| BEACON ROOFING SUPPLY INC | 073685109 | COM | 28,633 | $3,541,902 | dollars as filed | |
| H&E EQUIPMENT SERVICES INC | 404030108 | COM | 35,923 | $3,405,141 | dollars as filed | |
| PATTERSON COS INC | 703395103 | COM | 106,772 | $3,335,557 | dollars as filed | |
| PAYCOR HCM INC | 70435P102 | COM | 147,693 | $3,314,231 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,374 | $3,280,642 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 46,138 | $3,270,723 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,714 | $3,268,421 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 88,000 | $3,184,720 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 19,550 | $3,080,298 | dollars as filed | |
| ALTUS POWER INC | 02217A102 | COM CL A | 600,440 | $2,972,178 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 12,200 | $2,906,040 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 12,363 | $2,813,201 | dollars as filed | |
| DUN & BRADSTREET HLDGS INC | 26484T106 | COM | 314,466 | $2,811,326 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 10,656 | $2,701,509 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 7,644 | $2,669,208 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 120,511 | $2,517,475 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 8,792 | $2,359,421 | dollars as filed | |
| DAQO NEW ENERGY CORP. (ADR) | 23703Q203 | SPNSRD ADS NEW | 122,514 | $2,218,729 | dollars as filed | |
| BERRY GLOBAL GROUP INC | 08579W103 | COM | 27,800 | $1,940,718 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 37,002 | $1,939,645 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 7,761 | $1,879,404 | dollars as filed | |
| Surmodics Inc | 868873100 | Common Stock | 61,074 | $1,864,589 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 12,530 | $1,818,354 | dollars as filed | |
| PROASSURANCE CORP | 74267C106 | COM | 77,396 | $1,807,197 | dollars as filed | |
| NORDSTROM INC | 655664100 | COM | 70,190 | $1,716,146 | dollars as filed | |
| ACCOLADE INC | 00437E102 | COM | 238,864 | $1,667,271 | dollars as filed | |
| LOGILITY SUPPLY CHAIN SOLUTIONS | 029683109 | COMMON STOCK | 115,999 | $1,654,146 | dollars as filed | |
| TRIUMPH GROUP INC NEW | 896818101 | COM | 65,098 | $1,649,583 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 111,602 | $1,608,185 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 15,644 | $1,524,508 | dollars as filed | |
| ENSTAR GROUP LIMITED | G3075P101 | SHS | 4,562 | $1,516,318 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 171,476 | $1,406,103 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 8,684 | $1,391,437 | dollars as filed | |
| CLEARSIDE BIOMEDICAL INC | 185063104 | COM | 1,508,342 | $1,384,507 | dollars as filed | |
| HESS CORP | 42809H107 | COM | 8,379 | $1,338,378 | dollars as filed | |
| Gaotu Techedu Inc | 36257Y109 | COM | 401,859 | $1,306,042 | dollars as filed | |
| FRONTIER COMMUNICATIONS PARE | 35909D109 | COM | 34,501 | $1,237,206 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,975 | $1,230,312 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 85,000 | $1,158,550 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 8,960 | $1,045,722 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 30,917 | $965,847 | dollars as filed | |
| BRIDGE INVT GROUP HLDGS INC | 10806B100 | COM | 94,014 | $900,654 | dollars as filed | |
| LAUREATE ED INC COMMON STOCK | 518613203 | Stock | 40,000 | $818,000 | dollars as filed | |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 58,527 | $773,142 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 12,000 | $716,040 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4,933 | $652,291 | dollars as filed | |
| WNS HLDGS LTD COM SHS | G98196101 | Stock | 10,000 | $614,900 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,000 | $511,920 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 1,176 | $511,513 | dollars as filed | |
| SUNRISE COMMUNICATIONS AG | 867975104 | ADS CL A | 9,420 | $454,892 | dollars as filed | |
| HEXCEL CORP NEW | 428291108 | COM | 7,804 | $427,347 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 15,000 | $400,200 | dollars as filed | |
| NOV INC | 62955J103 | COM | 25,000 | $380,500 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 3,000 | $353,160 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 50,000 | $294,500 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 3,999 | $288,008 | dollars as filed | |
| REDFIN CORP | 75737F108 | COM | 28,393 | $261,500 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,000 | $259,160 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,500 | $219,240 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 800 | $173,704 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 297 | $163,359 | dollars as filed | |
| AIR TRANSPORT SERVICES GRP I | 00922R105 | COM | 6,729 | $150,999 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 5,975 | $96,676 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 67,284 | $90,833 | dollars as filed | |
| INNODATA INC | 457642205 | COM NEW | 2,500 | $89,750 | dollars as filed | |
| TPI Composites Inc | 87266J104 | Common Stock | 87,311 | $70,373 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 11,626 | $68,128 | dollars as filed | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 41,999 | $15,624 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000945621-25-000472 | this filing | 2025-05-14 | acceptance time not in the bulk data set |