Stock Taper 
CARMIGNAC GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Slb N.V. | SLB | 846.19K | $39.34M |
 S&P Global Inc. | SPGI | 919.14K | $374.34M |
 Amphenol Corporation | APH | 969.76K | $170.99M |
 Alphabet Inc. | GOOGL | 1.15M | $412.48M |
 Block, Inc. | XYZ | 1.29M | $97.81M |
 Lantheus Holdings, Inc. | LNTH | 1.34M | $148.67M |
 Broadcom Inc. | AVGO | 1.35M | $511.49M |
 GitLab Inc. | GTLB | 1.48M | $45.05M |
 Zoetis Inc. | ZTS | 1.58M | $113.23M |
 Atlassian Corporation | TEAM | 1.58M | $122.67M |
 Cencora, Inc. | COR | 1.75M | $494.46M |
 Intercontinental Exchange, Inc. | ICE | 2.07M | $254.86M |
 Doximity, Inc. | DOCS | 2.36M | $48.86M |
 Tencent Music Entertainment Group | TME | 2.9M | $24.26M |
 Tradeweb Markets Inc. | TW | 3.88M | $386.36M |
 NVIDIA Corporation | NVDA | 4.8M | $959.4M |
 Vipshop Holdings Limited | VIPS | 4.92M | $65.17M |
 Itaú Unibanco Holding S.A. | ITUB | 12.22M | $99.83M |