CARMIGNAC GESTION
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VMEO | 608K | $4.71M |
 | HTHT | 577K | $22.59M |
 | MRC | 551K | $7.95M |
 | CRM | 494K | $117.18M |
 | FCX | 475K | $18.62M |
 | ABNB | 468K | $56.87M |
 | GOTU | 441K | $1.44M |
 | MSFT | 437K | $226.53M |
 | DOCS | 415K | $30.37M |
 | VNET | 395K | $4.08M |
 | CL | 391K | $31.25M |
 | AVDX | 376K | $3.74M |
 | CIO | 375K | $2.61M |
 | INFA | 369K | $9.16M |
 | EDU | 363K | $19.29M |
 | NEM | 351K | $29.56M |
 | ORLY | 317K | $34.13M |
 | MCK | 314K | $242.70M |
 | FYBR | 291K | $10.86M |
 | SE | 283K | $50.70M |
Vimeo, Inc.
VMEO
Shares Held
608K
Value
$4.71M
H World Group Limited
HTHT
Shares Held
577K
Value
$22.59M
MRC Global Inc.
MRC
Shares Held
551K
Value
$7.95M
Salesforce, Inc.
CRM
Shares Held
494K
Value
$117.18M
Freeport-McMoRan Inc.
FCX
Shares Held
475K
Value
$18.62M
Airbnb, Inc.
ABNB
Shares Held
468K
Value
$56.87M
Gaotu Techedu Inc.
GOTU
Shares Held
441K
Value
$1.44M
Microsoft Corporation
MSFT
Shares Held
437K
Value
$226.53M
Doximity, Inc.
DOCS
Shares Held
415K
Value
$30.37M
VNET Group, Inc.
VNET
Shares Held
395K
Value
$4.08M
Colgate-Palmolive Company
CL
Shares Held
391K
Value
$31.25M
AvidXchange Holdings, Inc.
AVDX
Shares Held
376K
Value
$3.74M
City Office REIT, Inc.
CIO
Shares Held
375K
Value
$2.61M
Informatica Inc.
INFA
Shares Held
369K
Value
$9.16M
New Oriental Education & Technology Group Inc.
EDU
Shares Held
363K
Value
$19.29M
Newmont Corporation
NEM
Shares Held
351K
Value
$29.56M
O'Reilly Automotive, Inc.
ORLY
Shares Held
317K
Value
$34.13M
McKesson Corporation
MCK
Shares Held
314K
Value
$242.70M
Frontier Communications Parent, Inc.
FYBR
Shares Held
291K
Value
$10.86M
Sea Limited
SE
Shares Held
283K
Value
$50.70M