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 6 of 8
Salesforce, Inc.
CRM|79466L302
Shares:
8792(+87.7%)
Value:
$2.4B(+50.6%)
DAQO NEW ENERGY CORP.
DQ|23703Q203
Shares:
122514(-9.7%)
Value:
$2.2B(-15.8%)
08579W103
08579W103
Shares:
27800(+13.9%)
Value:
$1.9B(+22.9%)
nVent Electric plc
NVT|G6700G107
Shares:
37002(-87.3%)
Value:
$1.9B(-90.3%)
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
7761
Value:
$1.9B
SURMODICS INC
SRDX|868873100
Shares:
61074(+0.0%)
Value:
$1.9B(-22.9%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
12530(-42.4%)
Value:
$1.8B(-48.6%)
PROASSURANCE CORP
PRA|74267C106
Shares:
77396
Value:
$1.8B
NORDSTROM INC
JWN|655664100
Shares:
70190
Value:
$1.7B
00437E102
00437E102
Shares:
238864
Value:
$1.7B
029683109
029683109
Shares:
115999
Value:
$1.7B
TRIUMPH GROUP INC
TGI|896818101
Shares:
65098(-62.3%)
Value:
$1.6B(-48.8%)
Tencent Music Entertainment Group
TME|88034P109
Shares:
111602(-37.6%)
Value:
$1.6B(-20.8%)
Veralto Corp
VLTO|92338C103
Shares:
15644(+0.0%)
Value:
$1.5B(-4.3%)
Enstar Group LTD
ESGR|G3075P101
Shares:
4562(-83.6%)
Value:
$1.5B(-83.1%)
VNET Group, Inc.
VNET|90138A103
Shares:
171476
Value:
$1.4B
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
8684
Value:
$1.4B
Clearside Biomedical, Inc.
CLSD|185063104
Shares:
1508342(-22.0%)
Value:
$1.4B(-24.6%)
HESS CORP
HES|42809H107
Shares:
8379(+0.0%)
Value:
$1.3B(+20.1%)
Gaotu Techedu Inc.
GOTU|36257Y109
Shares:
401859(-20.0%)
Value:
$1.3B(+18.7%)