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Disclosery

Carmignac Gestion: SE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carmignac Gestion on SE, newest first. How the timeline and the estimate are built.

Carmignac Gestion held 651,818 SE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 651,818 shares
    Change vs previous 13F +14,242 shares

    0.81% of the 13F portfolio, value $62,348,859.

    13F-HR 0000945621-26-001046 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 637,576 shares
    Change vs previous 13F +121,150 shares

    0.81% of the 13F portfolio, value $52,642,614.

    13F-HR 0000945621-26-000828 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 516,426 shares
    Change vs previous 13F +232,971 shares

    0.89% of the 13F portfolio, value $65,901,219.

    13F-HR 0000945621-26-000299 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 283,455 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $50,703,145.

    13F-HR 0000945621-25-001089 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 283,455 shares
    Change vs previous 13F +10,810 shares

    0.7% of the 13F portfolio, value $45,323,945.

    13F-HR 0000945621-25-000748 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 272,645 shares
    Change vs previous 13F -9,508 shares

    0.58% of the 13F portfolio, value $35,578,332.

    13F-HR 0000945621-25-000472 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 282,153 shares
    Change vs previous 13F -49,246 shares

    0.48% of the 13F portfolio, value $29,943,054.

    13F-HR 0000945621-25-000179 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 331,399 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $31,244,103.

    13F-HR 0000945621-24-000930 filed by Carmignac Gestion
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).