CARMIGNAC GESTION
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ITUB | 11.28M | $82.82M |
 | VIPS | 6.52M | $127.85M |
 | SLB | 5.75M | $197.49M |
 | NVDA | 3.45M | $643.26M |
 | GOOGL | 2.33M | $567.22M |
 | AMZN | 2.06M | $452.12M |
 | XYZ | 1.92M | $138.51M |
 | HBI | 1.45M | $9.57M |
 | APH | 1.41M | $166.84M |
 | TW | 1.26M | $139.81M |
 | ICE | 1.15M | $194.44M |
 | ANET | 1.00M | $146.10M |
 | CTLP | 977K | $10.33M |
 | CNC | 848K | $30.26M |
 | LNTH | 807K | $41.41M |
 | VTMX | 769K | $21.73M |
 | SHCO | 742K | $6.56M |
 | SPGI | 720K | $350.67M |
 | GTLB | 670K | $30.20M |
 | EFX | 623K | $159.89M |
Itaú Unibanco Holding S.A.
ITUB
Shares Held
11.28M
Value
$82.82M
Vipshop Holdings Limited
VIPS
Shares Held
6.52M
Value
$127.85M
SLB N.V.
SLB
Shares Held
5.75M
Value
$197.49M
NVIDIA Corporation
NVDA
Shares Held
3.45M
Value
$643.26M
Alphabet Inc.
GOOGL
Shares Held
2.33M
Value
$567.22M
Amazon.com, Inc.
AMZN
Shares Held
2.06M
Value
$452.12M
Block, Inc.
XYZ
Shares Held
1.92M
Value
$138.51M
Hanesbrands Inc.
HBI
Shares Held
1.45M
Value
$9.57M
Amphenol Corporation
APH
Shares Held
1.41M
Value
$166.84M
Tradeweb Markets Inc.
TW
Shares Held
1.26M
Value
$139.81M
Intercontinental Exchange, Inc.
ICE
Shares Held
1.15M
Value
$194.44M
Arista Networks, Inc.
ANET
Shares Held
1.00M
Value
$146.10M
Cantaloupe, Inc.
CTLP
Shares Held
977K
Value
$10.33M
Centene Corporation
CNC
Shares Held
848K
Value
$30.26M
Lantheus Holdings, Inc.
LNTH
Shares Held
807K
Value
$41.41M
Corporación Inmobiliaria Vesta, S.A.B. de C.V.
VTMX
Shares Held
769K
Value
$21.73M
Soho House & Co Inc.
SHCO
Shares Held
742K
Value
$6.56M
S&P Global Inc.
SPGI
Shares Held
720K
Value
$350.67M
GitLab Inc.
GTLB
Shares Held
670K
Value
$30.20M
Equifax Inc.
EFX
Shares Held
623K
Value
$159.89M