Carmignac Gestion: 13F holdings
CIK 15697582026Q2
| Positions | 100 |
|---|---|
| Reported value | $7.7bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 4,795,726 | $959.4m | 12.5% |
| AVGO BROADCOM INC | 1,354,155 | $511.5m | 6.6% |
| COR CENCORA INC | 1,747,363 | $494.5m | 6.4% |
| MCK MCKESSON CORP | 626,904 | $473.7m | 6.1% |
| GOOGL ALPHABET INC | 1,154,334 | $412.5m | 5.4% |
| TW TRADEWEB MARKETS INC | 3,876,800 | $386.4m | 5.0% |
| MA MASTERCARD INC | 732,598 | $376.2m | 4.9% |
| SPGI S&P GLOBAL INC | 919,140 | $374.3m | 4.9% |
| BRK-B BERKSHIRE HATHAWAY INC | 704,407 | $352.5m | 4.6% |
| MELI MERCADOLIBRE INC | 190,098 | $322.6m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569758")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.