Carmignac Gestion

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
152
Total Value
6090174922
Accession Number
0000945621-25-000472
Form Type
13F-HR
CIK
0001569758
Manager Name
Carmignac Gestion
Data Enrichment
90% identified
137 identified15 unidentified

Holdings

152 positions
Manager:
SEC
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Page 3 of 8
NEWMONT Corp /DE/
NEM|651639106
Shares:
474863(-40.5%)
Value:
$22.9B(-22.9%)
Doximity, Inc.
DOCS|26622P107
Shares:
370000(+16.6%)
Value:
$21.5B(+26.7%)
CELESTICA INC
CLS|15101Q207
Shares:
271500
Value:
$21.4B
H World Group Ltd
HTHT|44332N106
Shares:
570818(+22.3%)
Value:
$21.1B(+37.0%)
SKECHERS USA INC
SKX|830566105
Shares:
360000(+30.9%)
Value:
$20.4B(+10.5%)
CARPENTER TECHNOLOGY CORP
CRS|144285103
Shares:
109052(+3.1%)
Value:
$19.8B(+10.0%)
DANAHER CORP /DE/
DHR|235851102
Shares:
93370(-39.8%)
Value:
$19.1B(-46.2%)
JD.com, Inc.
JD|47215P106
Shares:
463364(+1.8%)
Value:
$19.1B(+20.8%)
KLA CORP
KLAC|482480100
Shares:
27600(-22.6%)
Value:
$18.8B(-16.5%)
Lantheus Holdings, Inc.
LNTH|516544103
Shares:
190500(-18.1%)
Value:
$18.6B(-10.7%)
BioNTech SE
BNTX|09075V102
Shares:
185877(-16.3%)
Value:
$17.0B(-32.7%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
113000(+24.7%)
Value:
$16.9B(+16.3%)
Vesta Real Estate Corporation, S.A.B. de C.V.
VTMX|92540K109
Shares:
737430(+0.0%)
Value:
$16.8B(-10.9%)
Arista Networks, Inc.
ANET|040413205
Shares:
212700(+3445.0%)
Value:
$16.5B(+2385.0%)
48581R205
48581R205
Shares:
167054(+0.0%)
Value:
$15.5B(-2.0%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
29870(-8.0%)
Value:
$14.8B(-12.9%)
New Oriental Education & Technology Group Inc.
EDU|647581206
Shares:
300250(+920.2%)
Value:
$14.4B(+659.8%)
HOME DEPOT, INC.
HD|437076102
Shares:
39104(-24.7%)
Value:
$14.3B(-29.3%)
GLOBE LIFE INC.
GL|37959E102
Shares:
90000(+68.4%)
Value:
$11.9B(+98.9%)
ChampionX Corp
CHX|15872M104
Shares:
394433(+51.4%)
Value:
$11.8B(+65.9%)