CARMIGNAC GESTION
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EH | 63K | $1.16M |
 | TRML | 55K | $2.65M |
 | CSCO | 50K | $3.39M |
 | FIX | 48K | $39.94M |
 | GTLS | 46K | $9.26M |
 | IMXI | 46K | $639.85K |
 | DHR | 44K | $8.72M |
 | SNPS | 41K | $20.19M |
 | WOW | 40K | $206.60K |
 | LAUR | 40K | $1.26M |
 | HD | 40K | $16.08M |
 | PTON | 39K | $355.36K |
 | QFIN | 39K | $1.12M |
 | SAP | 38K | $10.02M |
 | YETI | 37K | $1.24M |
 | SRDX | 28K | $825.62K |
 | EA | 27K | $5.41M |
 | FNV | 25K | $5.60M |
 | AAPL | 22K | $5.70M |
 | SPNS | 20K | $861.16K |
EHang Holdings Limited
EH
Shares Held
63K
Value
$1.16M
Tourmaline Bio, Inc.
TRML
Shares Held
55K
Value
$2.65M
Cisco Systems, Inc.
CSCO
Shares Held
50K
Value
$3.39M
Comfort Systems USA, Inc.
FIX
Shares Held
48K
Value
$39.94M
Chart Industries, Inc.
GTLS
Shares Held
46K
Value
$9.26M
International Money Express, Inc.
IMXI
Shares Held
46K
Value
$639.85K
Danaher Corporation
DHR
Shares Held
44K
Value
$8.72M
Synopsys, Inc.
SNPS
Shares Held
41K
Value
$20.19M
WideOpenWest, Inc.
WOW
Shares Held
40K
Value
$206.60K
Laureate Education, Inc.
LAUR
Shares Held
40K
Value
$1.26M
The Home Depot, Inc.
HD
Shares Held
40K
Value
$16.08M
Peloton Interactive, Inc.
PTON
Shares Held
39K
Value
$355.36K
Qfin Holdings, Inc.
QFIN
Shares Held
39K
Value
$1.12M
SAP SE
SAP
Shares Held
38K
Value
$10.02M
YETI Holdings, Inc.
YETI
Shares Held
37K
Value
$1.24M
Surmodics, Inc.
SRDX
Shares Held
28K
Value
$825.62K
Electronic Arts Inc.
EA
Shares Held
27K
Value
$5.41M
Franco-Nevada Corporation
FNV
Shares Held
25K
Value
$5.60M
Apple Inc.
AAPL
Shares Held
22K
Value
$5.70M
Sapiens International Corporation N.V.
SPNS
Shares Held
20K
Value
$861.16K