CARMIGNAC GESTION
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRUS | 168K | $15.77M |
 | GL | 159K | $22.73M |
 | LBTYA | 158K | $5.30M |
 | CLS | 158K | $38.93M |
 | WNS | 156K | $11.87M |
 | ACN | 146K | $35.89M |
 | MELI | 133K | $310.33M |
 | TGNA | 124K | $2.52M |
 | TASK | 122K | $2.17M |
 | K | 117K | $9.60M |
 | AMWD | 115K | $7.69M |
 | PRO | 115K | $2.64M |
 | BNTX | 107K | $10.50M |
 | LULU | 106K | $18.86M |
 | CLSD | 101K | $399.21K |
 | TME | 100K | $2.34M |
 | LLY | 97K | $73.84M |
 | LIN | 94K | $44.55M |
 | OC | 85K | $12.02M |
 | CRS | 69K | $16.94M |
Merus N.V.
MRUS
Shares Held
168K
Value
$15.77M
Globe Life Inc.
GL
Shares Held
159K
Value
$22.73M
Liberty Global plc
LBTYA
Shares Held
158K
Value
$5.30M
Celestica Inc.
CLS
Shares Held
158K
Value
$38.93M
WNS (Holdings) Limited
WNS
Shares Held
156K
Value
$11.87M
Accenture plc
ACN
Shares Held
146K
Value
$35.89M
MercadoLibre, Inc.
MELI
Shares Held
133K
Value
$310.33M
TEGNA Inc.
TGNA
Shares Held
124K
Value
$2.52M
TaskUs, Inc.
TASK
Shares Held
122K
Value
$2.17M
Kellanova
K
Shares Held
117K
Value
$9.60M
American Woodmark Corporation
AMWD
Shares Held
115K
Value
$7.69M
PROS Holdings, Inc.
PRO
Shares Held
115K
Value
$2.64M
BioNTech SE
BNTX
Shares Held
107K
Value
$10.50M
Lululemon Athletica Inc.
LULU
Shares Held
106K
Value
$18.86M
Clearside Biomedical, Inc.
CLSD
Shares Held
101K
Value
$399.21K
Tencent Music Entertainment Group
TME
Shares Held
100K
Value
$2.34M
Eli Lilly and Company
LLY
Shares Held
97K
Value
$73.84M
Linde plc
LIN
Shares Held
94K
Value
$44.55M
Owens Corning
OC
Shares Held
85K
Value
$12.02M
Carpenter Technology Corporation
CRS
Shares Held
69K
Value
$16.94M