CARMIGNAC GESTION
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEAM | 18K | $2.87M |
 | INTU | 14K | $9.24M |
 | TSM | 12K | $3.39M |
 | V | 11K | $3.60M |
 | HLT | 10K | $2.49M |
 | MAR | 10K | $2.48M |
 | JPM | 9K | $2.96M |
 | QCOM | 8K | $1.33M |
 | SHW | 7K | $2.41M |
 | ALAB | 6K | $1.17M |
 | KLAC | 5K | $5.39M |
 | COST | 4K | $3.93M |
 | DELL | 4K | $594.44K |
 | ORCL | 4K | $1.12M |
 | GLOB | 4K | $229.52K |
 | SPOT | 4K | $2.72M |
 | FSLR | 2K | $480.75K |
 | GRMN | 800 | $196.98K |
 | COIN | 559 | $188.66K |
 | TSLA | 500 | $222.36K |
Atlassian Corporation
TEAM
Shares Held
18K
Value
$2.87M
Intuit Inc.
INTU
Shares Held
14K
Value
$9.24M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
12K
Value
$3.39M
Visa Inc.
V
Shares Held
11K
Value
$3.60M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
10K
Value
$2.49M
Marriott International, Inc.
MAR
Shares Held
10K
Value
$2.48M
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$2.96M
QUALCOMM Incorporated
QCOM
Shares Held
8K
Value
$1.33M
The Sherwin-Williams Company
SHW
Shares Held
7K
Value
$2.41M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
6K
Value
$1.17M
KLA Corporation
KLAC
Shares Held
5K
Value
$5.39M
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.93M
Dell Technologies Inc.
DELL
Shares Held
4K
Value
$594.44K
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.12M
Globant S.A.
GLOB
Shares Held
4K
Value
$229.52K
Spotify Technology S.A.
SPOT
Shares Held
4K
Value
$2.72M
First Solar, Inc.
FSLR
Shares Held
2K
Value
$480.75K
Garmin Ltd.
GRMN
Shares Held
800
Value
$196.98K
Coinbase Global, Inc.
COIN
Shares Held
559
Value
$188.66K
Tesla, Inc.
TSLA
Shares Held
500
Value
$222.36K