Stock Taper 
CARMIGNAC GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equifax Inc. | EFX | 710.68K | $112.8M |
 Berkshire Hathaway Inc. | BRK-B | 704.41K | $352.48M |
 Airbnb, Inc. | ABNB | 656.57K | $93.96M |
 Sea Limited | SE | 651.82K | $62.35M |
 Royalty Pharma plc | RPRX | 630.7K | $35.36M |
 McKesson Corporation | MCK | 626.9K | $473.67M |
 Microsoft Corporation | MSFT | 621.77K | $231.9M |
| TA TALKSPACE INC | TALK | 556.77K | $2.9M |
 Organon & Co. | OGN | 448.61K | $6.07M |
 Payoneer Global Inc. | PAYO | 426.35K | $3.04M |
 Kenvue Inc. | KVUE | 420.43K | $8.03M |
 Leggett & Platt, Incorporated | LEG | 410.12K | $4.8M |
 Sprouts Farmers Market, Inc. | SFM | 375.2K | $31.73M |
 ServiceNow, Inc. | NOW | 371.8K | $36.91M |
 DigitalBridge Group, Inc. | DBRG | 369.42K | $5.83M |
 Ionis Pharmaceuticals, Inc. | IONS | 321K | $25.45M |
 Align Technology, Inc. | ALGN | 316.83K | $53.5M |
 Global Business Travel Group, Inc. | GBTG | 316.46K | $2.97M |
 Warner Bros. Discovery, Inc. | WBD | 276.86K | $7.38M |
 LiveRamp Holdings, Inc. | RAMP | 234.13K | $8.81M |