Skip to content
Disclosery

Carmignac Gestion: TW position timeline

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

Carmignac Gestion held 3,876,800 TW 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 3,876,800 shares
    Change vs previous 13F +1,590,600 shares

    5.01% of the 13F portfolio, value $386,361,888.

    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 2,286,200 shares
    Change vs previous 13F +71,800 shares

    4.13% of the 13F portfolio, value $268,994,292.

    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 2,214,400 shares
    Change vs previous 13F +954,600 shares

    3.22% of the 13F portfolio, value $238,136,576.

    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 1,259,800 shares
    Change vs previous 13F +686,900 shares

    2.08% of the 13F portfolio, value $139,812,604.

    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 572,900 shares
    Change vs previous 13F +241,900 shares

    1.29% of the 13F portfolio, value $83,872,560.

    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 331,000 shares
    Change vs previous 13F +13,700 shares

    0.81% of the 13F portfolio, value $49,140,260.

    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 317,300 shares
    Change vs previous 13F -29,700 shares

    0.66% of the 13F portfolio, value $41,540,916.

    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 347,000 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $42,913,490.

    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).