Holdings
Carmignac Gestion
As of Jun 30, 2026, Carmignac Gestion reported 81 positions worth US$7.41B. Largest: Nvidia Corporation, Broadcom Inc. and Cencora, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 4.8M | US$959M | first report | Jun 30, 2026 |
| Broadcom Inc. | 1.35M | US$511M | first report | Jun 30, 2026 |
| Cencora, Inc. | 1.75M | US$494M | first report | Jun 30, 2026 |
| Mckesson Corporation | 627K | US$474M | first report | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.15M | US$412M | first report | Jun 30, 2026 |
| Tradeweb Markets Inc. | 3.88M | US$386M | first report | Jun 30, 2026 |
| Mastercard Incorporated | 733K | US$376M | first report | Jun 30, 2026 |
| S&p Global Inc. | 919K | US$374M | first report | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 704K | US$352M | first report | Jun 30, 2026 |
| Mercadolibre, Inc. | 190K | US$323M | first report | Jun 30, 2026 |