13F-HR filed by Carmignac Gestion
Carmignac Gestion filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-06-15, with 112 holding rows worth $6,507,181,896.
- Accession
- 0000945621-26-000828
- Filer
- CIK 1569758
- Filed
- 2026-06-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 112 entries on the cover page, a total value of $6,507,181,896 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,507,181,896 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 |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 4,566,444 | $796,005,230 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 249,455 | $431,064,847 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 955,021 | $406,158,033 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,345,592 | $386,765,188 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 1,101,251 | $345,929,707 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,409,850 | $293,522,035 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 317,721 | $274,936,139 | dollars as filed | |
| TRADEWEB MKTS INC CL A | 892672106 | Stock | 2,286,200 | $268,994,292 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 407,702 | $195,370,798 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 3,233,826 | $194,611,649 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 380,470 | $190,065,407 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 974,129 | $181,832,679 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1,150,073 | $180,878,621 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 2,603,770 | $177,707,302 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 541,651 | $167,447,336 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,513,849 | $158,276,664 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 1,328,000 | $100,728,800 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 4,311,997 | $100,479,842 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 747,026 | $91,637,394 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 116,571 | $90,014,774 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 669,236 | $84,557,969 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 659,570 | $83,290,500 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 214,923 | $79,441,728 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 8,630,222 | $72,321,260 | dollars as filed | |
| VIPSHOP HLDGS LTD SPONSORED ADS A | 92763W103 | ADR | 4,480,529 | $70,510,329 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 148,199 | $66,160,397 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 364,605 | $65,621,664 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 114,410 | $65,457,393 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 14,742 | $62,068,537 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 457,500 | $59,438,400 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 698,470 | $53,872,991 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 637,576 | $52,642,614 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 946,192 | $48,624,807 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 225,171 | $38,537,267 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 364,500 | $34,215,615 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 35,433 | $31,721,039 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 631,200 | $30,278,664 | dollars as filed | |
| VESTA REAL ESTATE CORP | 92540K109 | ADS | 822,445 | $27,404,529 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 2,881,153 | $26,739,531 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 186,000 | $24,503,640 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 170,000 | $23,658,900 | dollars as filed | |
| NEW ORIENTAL ED & TECHNOLOGY SPON ADR | 647581206 | ADR | 365,386 | $20,650,418 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 947,000 | $20,493,080 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 236,202 | $20,156,419 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 82,944 | $17,148,672 | dollars as filed | |
| AIR LEASE CORP | 00912X302 | CL A | 260,168 | $16,895,310 | dollars as filed | |
| KASPI KZ JSC | 48581R205 | SPONSORED ADS | 224,528 | $16,606,879 | dollars as filed | |
| HOLOGIC INC | 436440101 | COM | 205,034 | $15,498,520 | dollars as filed | |
| WEBSTER FINL CORP | 947890109 | COM | 194,025 | $13,469,216 | dollars as filed | |
| KLA CORP | 482480100 | COM | 9,000 | $13,251,690 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 88,160 | $12,739,361 | dollars as filed | |
| CANTALOUPE INC | 138103106 | COM | 1,075,505 | $11,626,209 | dollars as filed | |
| MASIMO CORP COM | 574795100 | Stock | 64,831 | $11,531,490 | dollars as filed | |
| AMICUS THERAPEUTICS INC | 03152W109 | COM | 784,508 | $11,343,986 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 30,734 | $10,071,755 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 48,934 | $9,976,175 | dollars as filed | |
| BIONTECH SE SPONSORED ADS | 09075V102 | ADR | 112,711 | $9,955,870 | dollars as filed | |
| ONESTREAM INC | 68278B107 | CL A | 384,893 | $9,237,432 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 97,086 | $9,072,805 | dollars as filed | |
| CSG SYSTEMS | 126349109 | COM | 103,097 | $8,241,574 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 15,828 | $7,739,565 | dollars as filed | |
| JANUS HENDERSON GROUP PLC ORD SHS | G4474Y214 | Stock | 137,300 | $7,053,101 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 60,000 | $6,576,000 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 236,373 | $6,490,803 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 27,843 | $5,795,520 | dollars as filed | |
| DIGITALBRIDGE GROUP INC | 25401T603 | CL A NEW | 369,415 | $5,696,379 | dollars as filed | |
| PROASSURANCE CORP | 74267C106 | COM | 217,263 | $5,370,741 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 15,000 | $5,067,600 | dollars as filed | |
| AMERICAN WOODMARK CORP | 030506109 | COM | 115,255 | $4,590,607 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 53,000 | $3,979,770 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 106,965 | $3,777,744 | dollars as filed | |
| SEMRUSH HLDGS INC CL A COM | 81686C104 | Stock | 306,262 | $3,656,768 | dollars as filed | |
| SELECT MED HLDGS CORP | 81619Q105 | COM | 174,516 | $2,842,866 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 10,000 | $2,823,700 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 53,541 | $2,822,682 | dollars as filed | |
| TXNM ENERGY INC COM | 69349H107 | Stock | 47,000 | $2,747,620 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 157,574 | $2,716,576 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 322,720 | $2,707,621 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 20,000 | $2,516,400 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 40,000 | $2,361,600 | dollars as filed | |
| SKYWATER TECHNOLOGY INC COM | 83089J108 | Stock | 84,106 | $2,305,345 | dollars as filed | |
| INTERNATIONAL MONEY EXPRESS | 46005L101 | COM | 138,650 | $2,190,670 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 18,925 | $2,172,969 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 90,586 | $2,142,359 | dollars as filed | |
| OLAPLEX HLDGS INC | 679369108 | COM | 853,199 | $1,731,994 | dollars as filed | |
| ON24 INC | 68339B104 | COM | 178,555 | $1,446,296 | dollars as filed | |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 35,127 | $1,413,159 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 15,796 | $1,225,612 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,785 | $1,214,385 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,151 | $1,146,891 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 30,428 | $1,134,660 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,308 | $973,081 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 2,838 | $928,225 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 2,990 | $909,199 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 146,646 | $758,893 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 76,985 | $747,524 | dollars as filed | |
| SUNBELT RENTALS HOLDINGS INC SHS | 866966104 | Stock | 15,591 | $740,573 | dollars as filed | |
| SUNOPTA INC | 8676EP108 | COM | 113,066 | $732,668 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,328 | $703,615 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 584 | $537,146 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,665 | $528,443 | dollars as filed | |
| QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | ADR | 39,081 | $504,536 | dollars as filed | |
| Sun Country Airlines Holding | 866683105 | COM | 30,525 | $504,273 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,164 | $503,290 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,372 | $463,667 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,071 | $295,277 | dollars as filed | |
| Day One Biopharmaceuticals Inc | 23954D109 | Common Stock | 13,691 | $293,535 | dollars as filed | |
| CLEAR CHANNEL OUTDOOR HLDGS | 18453H106 | COM | 58,471 | $138,576 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 5,400 | $0 | dollars as filed | callValue filed as zero, left out of ratios. |
| Microsoft Corp | 594918104 | COM | 10,400 | $0 | dollars as filed | callValue filed as zero, left out of ratios. |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 4,064,500 | $0 | dollars as filed | callValue filed as zero, left out of ratios. |
| EOS ENERGY ENTERPRISES INC COM CL A | 29415C101 | Stock | 26,000 | $0 | dollars as filed | callValue filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000945621-26-000828 | this filing | 2026-06-15 | acceptance time not in the bulk data set |