HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON.COM INC |
2,733,300 | +134,557 | $509,296 |
| AMZN | 2,733,300 | +134,557 | $509,296 |
| SCHLUMBERGER LTD |
7,742,000 | +1,287,697 | $324,777 |
| SLB | 7,742,000 | +1,287,697 | $324,777 |
| MICROSOFT CORP |
742,428 | -454,620 | $319,420 |
| MSFT | 742,428 | -454,620 | $319,420 |
| ALPHABET INC |
1,778,115 | -751,183 | $294,888 |
| GOOGL | 1,778,115 | -751,183 | $294,888 |
 NVIDIA CORP |
$260,810 | ||
| NVDA | 2,147,636 | -275,223 | $260,807 |
| Call | 28,400 | +28,400 | $3 |
| CENTENE CORP |
3,170,828 | +924,800 | $238,700 |
| CNC | 3,170,828 | +924,800 | $238,700 |
| MCKESSON CORP |
472,953 | +472,953 | $233,837 |
| MCK | 472,953 | +472,953 | $233,837 |
| CENCORA INC |
1,020,001 | +56,128 | $229,582 |
| COR | 1,020,001 | +56,128 | $229,582 |
| UNITEDHEALTH GROUP INC |
358,361 | +10,209 | $209,527 |
| UNH | 358,361 | +10,209 | $209,527 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
1,283,590 | -183,644 | $206,163 |
| ICE | 1,283,590 | -183,644 | $206,163 |
| S&P GLOBAL INC |
368,364 | -19,827 | $190,271 |
| SPGI | 368,364 | -19,827 | $190,271 |
| MERCADOLIBRE INC |
91,338 | +36,346 | $187,423 |
| MELI | 91,338 | +36,346 | $187,423 |
| ELEVANCE HEALTH INC |
314,576 | +192,150 | $163,580 |
| ELV | 314,576 | +192,150 | $163,580 |
| SYNOPSYS INC |
318,568 | +268,402 | $161,337 |
| SNPS | 318,568 | +268,402 | $161,337 |
| VIPSHOP HOLDINGS LTD |
10,033,086 | +1,053,114 | $157,825 |
| VIPS | 10,033,086 | +1,053,114 | $157,825 |
| BROADCOM INC |
786,770 | +648,633 | $135,718 |
| AVGO | 786,770 | +648,633 | $135,718 |
| ELI LILLY & CO |
136,951 | +22,558 | $121,319 |
| LLY | 136,951 | +22,558 | $121,319 |
| ITAU UNIBANCO H |
16,118,173 | UNCH | $107,186 |
| ITUB | 16,118,173 | UNCH | $107,186 |
| VERTEX PHARMACEUTICALS INC |
210,522 | +25,273 | $97,894 |
| VRTX | 210,522 | +25,273 | $97,894 |
| MASTERCARD INC |
196,271 | -16,786 | $96,915 |
| MA | 196,271 | -16,786 | $96,915 |
| BLOCK INC |
1,334,000 | +854,000 | $89,551 |
| SQ | 1,334,000 | +854,000 | $89,551 |
| SERVICENOW INC |
92,400 | -78,983 | $82,634 |
| NOW | 92,400 | -78,983 | $82,634 |
| CADENCE DESIGN SYS INC |
303,808 | +251,539 | $82,341 |
| CDNS | 303,808 | +251,539 | $82,341 |
| PARKER HANNIFIN CORP |
130,209 | +7,500 | $82,269 |
| PH | 130,209 | +7,500 | $82,269 |
| GE AEROSPACE |
403,425 | -245,900 | $76,078 |
| GE | 403,425 | -245,900 | $76,078 |
| LINDE PLC |
154,894 | +38,902 | $73,863 |
| LIN | 154,894 | +38,902 | $73,863 |
| AGNICO EAGLE MINES LTD |
802,812 | -195,611 | $64,675 |
| AEM | 802,812 | -195,611 | $64,675 |
| EATON CORP PLC |
170,800 | +170,800 | $56,610 |
| ETN | 170,800 | +170,800 | $56,610 |
| O REILLY AUTOMOTIVE INC |
41,386 | +22,100 | $47,660 |
| ORLY | 41,386 | +22,100 | $47,660 |
| NEWMONT CORP |
878,723 | -109,330 | $46,968 |
| NEM | 878,723 | -109,330 | $46,968 |
| PROCTER & GAMBLE CO THE |
260,686 | -21,792 | $45,160 |
| PG | 260,686 | -21,792 | $45,160 |
| TRADEWEB MARKETS INC |
347,000 | +80,900 | $42,913 |
| TW | 347,000 | +80,900 | $42,913 |
| COLGATE PALMOLIVE CO |
396,001 | -72,845 | $41,101 |
| CL | 396,001 | -72,845 | $41,101 |
| APPLIED MATERIALS INC |
201,104 | -64,585 | $40,633 |
| AMAT | 201,104 | -64,585 | $40,633 |
| AMPHENOL CORP |
578,000 | +578,000 | $37,662 |
| APH | 578,000 | +578,000 | $37,662 |
| THERMO FISHER SCIENTIFIC INC |
55,262 | -26,491 | $34,154 |
| TMO | 55,262 | -26,491 | $34,154 |
| SEA LTD |
331,399 | -24,230 | $31,244 |
| SE | 331,399 | -24,230 | $31,244 |
| META PLATFORMS INC |
53,990 | -243,270 | $30,906 |
| META | 53,990 | -243,270 | $30,906 |
| LULULEMON ATHLETICA INC |
106,200 | +106,200 | $28,817 |
| LULU | 106,200 | +106,200 | $28,817 |
| ANSYS INC |
88,681 | -3,366 | $28,307 |
| ANSS | 88,681 | -3,366 | $28,307 |
| DANAHER CORP |
92,173 | -93,957 | $25,605 |
| DHR | 92,173 | -93,957 | $25,605 |
| JD.COM INC |
595,464 | -190,865 | $23,818 |
| JD | 595,464 | -190,865 | $23,818 |
| VEEVA SYSTEMS INC |
111,908 | -3,885 | $23,496 |
| VEEV | 111,908 | -3,885 | $23,496 |
| BIONTECH SE |
187,670 | +94,348 | $22,282 |
| BNTX | 187,670 | +94,348 | $22,282 |
| VESTA REAL ESTATE CORP |
757,430 | UNCH | $20,405 |
| VTMX | 757,430 | UNCH | $20,405 |
| ORACLE CORP |
117,880 | +44,230 | $20,060 |
| ORCL | 117,880 | +44,230 | $20,060 |
| JSC KASPI.KZ |
168,554 | -31,688 | $17,857 |
| KSPI | 168,554 | -31,688 | $17,857 |
| SKECHERS USA INC |
266,000 | +266,000 | $17,801 |
| SKX | 266,000 | +266,000 | $17,801 |
| PDD HOLDINGS INC |
129,355 | +129,355 | $17,438 |
| PDD | 129,355 | +129,355 | $17,438 |
| EHANG HOLDINGS LTD |
1,226,394 | -660,148 | $17,340 |
| EH | 1,226,394 | -660,148 | $17,340 |
See Full List: All Stocks Held By Carmignac Gestion
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Carmignac Gestion
|
Size ($ in 1000's)
At 09/30/2024: $5,989,037 At 06/30/2024: $5,830,005 Carmignac Gestion holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Carmignac Gestion 13F filings. Link to 13F filings: SEC filings |
