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 7 of 8
Frontier Communications Parent, Inc.
FYBR|35909D109
Shares:
34501
Value:
$1.2B
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
11975(-46.4%)
Value:
$1.2B(-54.4%)
TaskUs, Inc.
TASK|87652V109
Shares:
85000(-15.0%)
Value:
$1.2B(-31.6%)
MASTEC INC
MTZ|576323109
Shares:
8960(+0.0%)
Value:
$1.0B(-14.3%)
DARLING INGREDIENTS INC.
DAR|237266101
Shares:
30917(+0.0%)
Value:
$965.8M(-7.3%)
Bridge Investment Group Holdings Inc.
BRDG|10806B100
Shares:
94014
Value:
$900.7M
LAUREATE EDUCATION, INC.
LAUR|518613203
Shares:
40000(+0.0%)
Value:
$818.0M(+11.8%)
TAL Education Group
TAL|874080104
Shares:
58527(-31.5%)
Value:
$773.1M(-9.7%)
Astera Labs, Inc.
ALAB|04626A103
Shares:
12000
Value:
$716.0M
Alibaba Group Holding Ltd
BABA|01609W102
Shares:
4933(-82.9%)
Value:
$652.3M(-73.3%)
WNS (HOLDINGS) LTD
WNS|G98196101
Shares:
10000(-16.7%)
Value:
$614.9M(+8.1%)
Palo Alto Networks Inc
PANW|697435105
Shares:
3000(-85.9%)
Value:
$511.9M(-86.8%)
Elevance Health, Inc.
ELV|036752103
Shares:
1176(-99.7%)
Value:
$511.5M(-99.7%)
Sunrise Communications AG
SNRE|867975104
Shares:
9420(+0.0%)
Value:
$454.9M(+12.1%)
HEXCEL CORP /DE/
HXL|428291108
Shares:
7804(-47.3%)
Value:
$427.3M(-54.0%)
G0896C103
G0896C103
Shares:
15000(-40.0%)
Value:
$400.2M(-43.4%)
NOV Inc.
NOV|62955J103
Shares:
25000(+0.0%)
Value:
$380.5M(+4.2%)
Globant S.A.
GLOB|L44385109
Shares:
3000(+0.0%)
Value:
$353.2M(-45.1%)
G7500M104
G7500M104
Shares:
50000(+0.0%)
Value:
$294.5M(-13.8%)
ALBEMARLE CORP
ALB|012653101
Shares:
3999(-46.7%)
Value:
$288.0M(-55.4%)