Universe · entity
Carmignac Gestion
Institutional manager (13F) · CIK 1569758
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORP | $796M | 4,566,444 |
| 2 | MERCADOLIBRE INC | $431M | 249,455 |
| 3 | S&P GLOBAL INC | $406M | 955,021 |
| 4 | ALPHABET INC | $387M | 1,345,592 |
| 5 | CENCORA INC | $346M | 1,101,251 |
| 6 | AMAZON.COM INC | $294M | 1,409,850 |
| 7 | MCKESSON CORP | $275M | 317,721 |
| 8 | TRADEWEB MARKETS INC | $269M | 2,286,200 |
| 9 | BERKSHIRE HATHAWAY INC | $195M | 407,702 |
| 10 | BLOCK INC | $195M | 3,233,826 |
| 11 | MASTERCARD INC | $190M | 380,470 |
| 12 | SALESFORCE INC | $182M | 974,129 |
| 13 | INTERCONTINENTAL EXCHANGE INC | $181M | 1,150,073 |
| 14 | ATLASSIAN CORP | $178M | 2,603,770 |
| 15 | BROADCOM INC | $167M | 541,651 |
| 16 | SERVICENOW INC | $158M | 1,513,849 |
| 17 | LANTHEUS HOLDINGS INC | $101M | 1,328,000 |
| 18 | DOXIMITY INC | $100M | 4,311,997 |
| 19 | ARISTA NETWORKS INC | $92M | 747,026 |
| 20 | REGENERON PHARMACEUTICALS INC | $90M | 116,571 |
| 21 | AMPHENOL CORP | $85M | 669,236 |
| 22 | AIRBNB INC | $83M | 659,570 |
| 23 | MICROSOFT CORP | $79M | 214,923 |
| 24 | ITAU UNIBANCO HOLDING SA | $72M | 8,630,222 |
| 25 | VIPSHOP HOLDINGS LTD | $71M | 4,480,529 |
| 26 | VERTEX PHARMACEUTICALS INC | $66M | 148,199 |
| 27 | EQUIFAX INC | $66M | 364,605 |
| 28 | META PLATFORMS INC | $65M | 114,410 |
| 29 | BOOKING HOLDINGS INC | $62M | 14,742 |
| 30 | WORKDAY INC | $59M | 457,500 |
| 31 | SPROUTS FARMERS MARKET INC | $54M | 698,470 |
| 32 | SEA LTD | $53M | 637,576 |
| 33 | SLB LTD | $49M | 946,192 |
| 34 | ALIGN TECHNOLOGY INC | $39M | 225,171 |
| 35 | CREDO TECHNOLOGY GROUP HOLDING LTD | $34M | 364,500 |
| 36 | PARKER-HANNIFIN CORP | $32M | 35,433 |
| 37 | ROYALTY PHARMA PLC | $30M | 631,200 |
| 38 | VESTA REAL ESTATE CORP | $27M | 822,445 |
| 39 | TENCENT MUSIC ENTERTAINMENT GROUP | $27M | 2,881,153 |
| 40 | NEUROCRINE BIOSCIENCES INC | $25M | 186,000 |
| 41 | GLOBE LIFE INC | $24M | 170,000 |
| 42 | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | $21M | 365,386 |
| 43 | GITLAB INC | $20M | 947,000 |
| 44 | COLGATE-PALMOLIVE CO | $20M | 236,202 |
| 45 | CHART INDUSTRIES INC | $17M | 82,944 |
| 46 | AIR LEASE CORP | $17M | 260,168 |
| 47 | KASPI.KZ JSC | $17M | 224,528 |
| 48 | HOLOGIC INC | $15M | 205,034 |
| 49 | WEBSTER FINANCIAL CORP | $13M | 194,025 |
| 50 | KLA CORP | $13M | 9,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.