Carmignac-Gestion

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "MRUS",
  "ALAB",
  "SE",
  "ESGR",
  "GLOB",
  null,
  "ITUB",
  "EDU",
  "INOD",
  "DNB",
  null,
  "SNOW",
  "ACN",
  "ADBE",
  "BABA",
  "GOOGL",
  null,
  null,
  "AVGO",
  "CLS",
  "CRS",
  "RDFN",
  "TPIC",
  "SNRE",
  "VTMX",
  "FERG",
  "CLSD",
  null,
  null,
  null,
  "HLT",
  "HD",
  "INTU",
  "FNV",
  "EH",
  "ISRG",
  "AMAT",
  "ICE",
  "META",
  null,
  "PRA",
  "PLYA",
  null,
  "SEDG",
  "TUYA",
  "SRDX",
  "TGI",
  "LIN",
  "MA",
  "MSFT",
  "DOCS",
  "TAL",
  "FYBR",
  "GE",
  "HXL",
  "HES",
  "ORLY",
  "ANSS",
  "ANET",
  "KLAC",
  "ORCL",
  "PANW",
  "AAPL",
  "ECL",
  "NVDA",
  "PG",
  "KEYS",
  "SPGI",
  "NOW",
  "SHW",
  "SLB",
  "RSG",
  "SYK",
  "SNPS",
  "TMO",
  "TW",
  "NEM",
  "TASK",
  null,
  "LAUR",
  "GOTU",
  "SKX",
  "GL",
  "TSM",
  "VRTX",
  null,
  "K",
  "VNET",
  "HEES",
  "GGAL",
  "ALGN",
  "ADSK",
  "ALB",
  "APH",
  "AMD",
  "TAP",
  "WM",
  "EFX",
  "HTHT",
  "GB",
  "AMZN",
  "PLUG",
  "TME",
  "VLTO",
  "VEEV",
  "V",
  "VIPS",
  "GRMN",
  "AEM",
  "JD",
  "JNPR",
  "MTZ",
  null,
  "NOV",
  null,
  "CRM",
  "NOVA",
  "RUN",
  "SPOT",
  "LNTH",
  "MELI",
  "MCK",
  "NVT",
  "WNS",
  "LULU",
  null,
  "BNTX",
  null,
  "BRDG",
  "CCJ",
  "CDNS",
  "CNC",
  "CHX",
  "CSCO",
  "FIX",
  "CL",
  "COST",
  "DHR",
  "DQ",
  "DAR",
  "DESP",
  "DFS",
  "ADI",
  "NEE",
  "MAR",
  "ELV",
  "ETN",
  "LLY",
  "TSLA",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: carmignac-gestion
Manager Name: Carmignac-Gestion

Data Enrichment

90% identified

137 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

152 positions • $6.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Redfin Corp

RDFN|75737F108

Shares:28.4K

Value:$261.5K

% of Portfolio:0.0% ($261.5K/$6.1B)

Tesla, Inc.

TSLA|88160R101

Shares:1.0K

Value:$259.2K

% of Portfolio:0.0% ($259.2K/$6.1B)

Snowflake Inc.

SNOW|833445109

Shares:1.5K

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$6.1B)

GARMIN LTD

GRMN|H2906T109

Shares:800

Value:$173.7K

% of Portfolio:0.0% ($173.7K/$6.1B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:297

Value:$163.4K

% of Portfolio:0.0% ($163.4K/$6.1B)

00922R105

Shares:6.7K

Value:$151.0K

% of Portfolio:0.0% ($151.0K/$6.1B)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

Shares:6.0K

Value:$96.7K

% of Portfolio:0.0% ($96.7K/$6.1B)

PLUG POWER INC

PLUG|72919P202

Shares:67.3K

Value:$90.8K

% of Portfolio:0.0% ($90.8K/$6.1B)

INNODATA INC

INOD|457642205

Shares:2.5K

Value:$89.8K

% of Portfolio:0.0% ($89.8K/$6.1B)

TPI COMPOSITES, INC

TPIC|87266J104

Shares:87.3K

Value:$70.4K

% of Portfolio:0.0% ($70.4K/$6.1B)

Sunrun Inc.

RUN|86771W105

Shares:11.6K

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$6.1B)

Sunnova Energy International Inc.

NOVA|86745K104

Shares:42.0K

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$6.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Redfin Corp(RDFNcusip75737F108)	28.4K	QoQ NEW(+28.4K) YoY NEW(+28.4K)	All Managers (Combined)	$261.5K	0.0% ($261.5K/$6.1B)	QoQ NEW(+$261.5K) YoY NEW(+$261.5K)
Tesla, Inc.(TSLAcusip88160R101)	1.0K	QoQ -33.33% (-500) YoY -	All Managers (Combined)	$259.2K	0.0% ($259.2K/$6.1B)	QoQ -57.21% (-$346.6K) YoY +1128.53% (+$238.1K)
Snowflake Inc.(SNOWcusip833445109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$219.2K	0.0% ($219.2K/$6.1B)	QoQ NEW(+$219.2K) YoY NEW(+$219.2K)
GARMIN LTD(GRMNcusipH2906T109)	800	QoQ 0.00% (+0) YoY -95.36% (-16.5K)	All Managers (Combined)	$173.7K	0.0% ($173.7K/$6.1B)	QoQ +5.27% (+$8.7K) YoY -93.23% (-$2.4M)
Spotify Technology S.A.(SPOTcusipL8681T102)	297	QoQ NEW(+297) YoY -99.36% (-46.3K)	All Managers (Combined)	$163.4K	0.0% ($163.4K/$6.1B)	QoQ NEW(+$163.4K) YoY -98.67% (-$12.1M)
(cusip00922R105)✕	6.7K	QoQ 0.00% (+0) YoY NEW(+6.7K)	All Managers (Combined)	$151.0K	0.0% ($151.0K/$6.1B)	QoQ +2.09% (+$3.1K) YoY NEW(+$151.0K)
SOLAREDGE TECHNOLOGIES, INC.(SEDGcusip83417M104)	6.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$96.7K	0.0% ($96.7K/$6.1B)	QoQ +18.97% (+$15.4K) YoY -77.20% (-$327.4K)
PLUG POWER INC(PLUGcusip72919P202)	67.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$90.8K	0.0% ($90.8K/$6.1B)	QoQ -36.62% (-$52.5K) YoY -60.75% (-$140.6K)
INNODATA INC(INODcusip457642205)	2.5K	QoQ -80.00% (-10.0K) YoY NEW(+2.5K)	All Managers (Combined)	$89.8K	0.0% ($89.8K/$6.1B)	QoQ -81.83% (-$404.3K) YoY NEW(+$89.8K)
TPI COMPOSITES, INC(TPICcusip87266J104)	87.3K	QoQ -36.41% (-50.0K) YoY -84.85% (-489.0K)	All Managers (Combined)	$70.4K	0.0% ($70.4K/$6.1B)	QoQ -72.88% (-$189.1K) YoY -95.80% (-$1.6M)
Sunrun Inc.(RUNcusip86771W105)	11.6K	QoQ 0.00% (-0) YoY -56.33% (-15.0K)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$6.1B)	QoQ -36.64% (-$39.4K) YoY -80.58% (-$282.8K)
Sunnova Energy International Inc.(NOVAcusip86745K104)	42.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$6.1B)	QoQ -89.15% (-$128.4K) YoY -93.93% (-$241.8K)