Stock Taper 
CARMIGNAC GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 232 | $167.74K |
 Visa Inc. | V | 1.72K | $590.46K |
 GLOBALFOUNDRIES Inc. | GFS | 5.72K | $471.3K |
 Bristol-Myers Squibb Company | BMY | 9.01K | $519.39K |
 Thermo Fisher Scientific Inc. | TMO | 15.73K | $7.9M |
 CRH plc | CRH | 17.18K | $1.84M |
 Pfizer Inc. | PFE | 19.48K | $468.96K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 20.96K | $10.01M |
 Annaly Capital Management, Inc. | NLY | 23.61K | $527.96K |
 The Home Depot, Inc. | HD | 26.37K | $9.29M |
 Qfin Holdings, Inc. | QFIN | 39.08K | $617.87K |
 Silicon Laboratories Inc. | SLAB | 40.34K | $8.82M |
 MakeMyTrip Limited | MMYT | 40.45K | $2.16M |
 Apogee Therapeutics, Inc. | APGE | 44.48K | $5.9M |
 Dynex Capital, Inc. | DX | 44.85K | $587.93K |
| EA ELECTRONIC ARTS INC | EA | 48.93K | $10.03M |
 AGNC Investment Corp. | AGNC | 49.93K | $544.22K |
 Arista Networks, Inc. | ANET | 72.46K | $12.28M |
 The Procter & Gamble Company | PG | 76.81K | $11.3M |
 EHang Holdings Limited | EH | 76.98K | $504.25K |