CARMIGNAC GESTION
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ITUB | 7.15M | $51.21M |
 | SLB | 4.67M | $179.21M |
 | VIPS | 4.16M | $73.68M |
 | NVDA | 3.64M | $677.99M |
 | XYZ | 3.42M | $222.47M |
 | TW | 2.21M | $238.14M |
 | DOCS | 1.89M | $83.83M |
 | NOW | 1.73M | $265.79M |
 | AMZN | 1.58M | $364.20M |
 | ICE | 1.38M | $222.81M |
 | GOOGL | 1.35M | $421.65M |
 | GTLB | 1.31M | $49.16M |
 | DENN | 1.29M | $8.00M |
 | TEAM | 1.21M | $195.60M |
 | APH | 1.19M | $161.38M |
 | CL | 1.15M | $91.18M |
 | LNTH | 1.12M | $74.67M |
 | ANET | 1.09M | $143.33M |
 | MSFT | 1.06M | $513.28M |
 | CRM | 1.01M | $267.07M |
Itaú Unibanco Holding S.A.
ITUB
Shares Held
7.15M
Value
$51.21M
SLB N.V.
SLB
Shares Held
4.67M
Value
$179.21M
Vipshop Holdings Limited
VIPS
Shares Held
4.16M
Value
$73.68M
NVIDIA Corporation
NVDA
Shares Held
3.64M
Value
$677.99M
Block, Inc.
XYZ
Shares Held
3.42M
Value
$222.47M
Tradeweb Markets Inc.
TW
Shares Held
2.21M
Value
$238.14M
Doximity, Inc.
DOCS
Shares Held
1.89M
Value
$83.83M
ServiceNow, Inc.
NOW
Shares Held
1.73M
Value
$265.79M
Amazon.com, Inc.
AMZN
Shares Held
1.58M
Value
$364.20M
Intercontinental Exchange, Inc.
ICE
Shares Held
1.38M
Value
$222.81M
Alphabet Inc.
GOOGL
Shares Held
1.35M
Value
$421.65M
GitLab Inc.
GTLB
Shares Held
1.31M
Value
$49.16M
Denny's Corporation
DENN
Shares Held
1.29M
Value
$8.00M
Atlassian Corporation
TEAM
Shares Held
1.21M
Value
$195.60M
Amphenol Corporation
APH
Shares Held
1.19M
Value
$161.38M
Colgate-Palmolive Company
CL
Shares Held
1.15M
Value
$91.18M
Lantheus Holdings, Inc.
LNTH
Shares Held
1.12M
Value
$74.67M
Arista Networks, Inc.
ANET
Shares Held
1.09M
Value
$143.33M
Microsoft Corporation
MSFT
Shares Held
1.06M
Value
$513.28M
Salesforce, Inc.
CRM
Shares Held
1.01M
Value
$267.07M