Carmignac Gestion

Fundamental diversified ★Signal CIK 1569758
League rank
#712
in Fundamental diversified · #5782 overall
Long book
$6.51B
Q1 2026
Positions
108
Top-10 weight
55%
concentration
Last quarter
+9.2%
SPY +14.8%
Turnover
49%
of book per quarter

Strategy in plain words

auto-generated from filings

Carmignac Gestion is a diversified fundamental manager, running a $6.51B US long book across 108 positions.

The portfolio is concentrated: the top 10 names carry 55% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, MERCADOLIBRE INC, S&P GLOBAL INC, ALPHABET INC-CL A, CENCORA INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+5.1%
Q3 2024
-0.6%
Q4 2024
-0.8%
Q1 2025
+16.4%
Q2 2025
+8.3%
Q3 2025
+3.1%
Q4 2025
-10.2%
Q1 2026
+9.2%

Sector allocation

Technology
43%
Services media
19%
Consumer discretionary
16%
Financials
11%
Healthcare
4%
Other
3%
Industrials
2%
Materials
2%

Long book by quarter

$6.32B
Q1 2024
$5.83B
Q2 2024
$5.99B
Q3 2024
$6.27B
Q4 2024
$6.09B
Q1 2025
$6.50B
Q2 2025
$6.71B
Q3 2025
$7.39B
Q4 2025
$6.51B
Q1 2026

What does Carmignac Gestion own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology4.6M$796.0M12.2%+25.6%
MELI MERCADOLIBRE INCServices media249.5K$431.1M6.6%+76.5%
SPGI S&P GLOBAL INCServices media955.0K$406.2M6.2%+10.4%
GOOGL ALPHABET INC-CL ATechnology1.3M$386.8M5.9%-0.1%
COR CENCORA INCConsumer discretionary1.1M$345.9M5.3%+25.8%
AMZN AMAZON.COM INCConsumer discretionary1.4M$293.5M4.5%-10.6%
MCK MCKESSON CORPConsumer discretionary317.7K$274.9M4.2%-11.4%
TW TRADEWEB MARKETS INC-CLASS AFinancials2.3M$269.0M4.1%+3.2%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials407.7K$195.4M3.0%New
XYZ BLOCK INCTechnology3.2M$194.6M3.0%-5.4%
MA MASTERCARD INC - AServices media380.5K$190.1M2.9%+27.0%
CRM SALESFORCE INCTechnology974.1K$181.8M2.8%-3.4%
ICE INTERCONTINENTAL EXCHANGE INFinancials1.2M$180.9M2.8%-16.4%
TEAM ATLASSIAN CORP-CL ATechnology2.6M$177.7M2.7%+115.8%
AVGO BROADCOM INCTechnology541.7K$167.4M2.6%+289.5%
NOW SERVICENOW INCTechnology1.5M$158.3M2.4%-12.7%
LNTH LANTHEUS HOLDINGS INCMaterials1.3M$100.7M1.5%+18.4%
DOCS DOXIMITY INC-CLASS ATechnology4.3M$100.5M1.5%+127.8%
ANET ARISTA NETWORKS INCTechnology747.0K$91.6M1.4%-31.7%
REGN REGENERON PHARMACEUTICALSHealthcare116.6K$90.0M1.4%+133.3%
APH AMPHENOL CORP-CL ATechnology669.2K$84.6M1.3%-44.0%
ABNB AIRBNB INC-CLASS AServices media659.6K$83.3M1.3%+40.8%
MSFT MICROSOFT CORPTechnology214.9K$79.4M1.2%-79.7%
VRTX VERTEX PHARMACEUTICALS INCHealthcare148.2K$66.2M1.0%-22.6%
EFX EQUIFAX INCServices media364.6K$65.6M1.0%-51.4%
META META PLATFORMS INC-CLASS ATechnology114.4K$65.5M1.0%+158.1%
BKNG BOOKING HOLDINGS INCIndustrials14.7K$62.1M1.0%New
WDAY WORKDAY INC-CLASS ATechnology457.5K$59.4M0.9%New
SFM SPROUTS FARMERS MARKET INCConsumer discretionary698.5K$53.9M0.8%+31.8%
SLB SLB LTDEnergy946.2K$48.6M0.7%-79.7%
ALGN ALIGN TECHNOLOGY INCHealthcare225.2K$38.5M0.6%-8.5%
CRDO CREDO TECHNOLOGY GROUP HOLDITechnology364.5K$34.2M0.5%New
PH PARKER HANNIFIN CORPIndustrials35.4K$31.7M0.5%New
RPRX ROYALTY PHARMA PLC- CL AHealthcare631.2K$30.3M0.5%New
NBIX NEUROCRINE BIOSCIENCES INCHealthcare186.0K$24.5M0.4%+192.5%
GL GLOBE LIFE INCFinancials170.0K$23.7M0.4%-35.8%
GTLB GITLAB INC-CL ATechnology947.0K$20.5M0.3%-27.7%
CL COLGATE-PALMOLIVE COOther236.2K$20.2M0.3%-79.5%
GTLS CHART INDUSTRIES INCIndustrials82.9K$17.1M0.3%+48.5%
AL AIR LEASE CORP260.2K$16.9M0.3%+106.7%
HO1 HOLOGIC INC205.0K$15.5M0.2%+263.6%
WBS WEBSTER FINANCIAL CORPFinancials194.0K$13.5M0.2%New
KLAC KLA CORPOther9.0K$13.3M0.2%+125.0%
PG PROCTER & GAMBLE CO/THEOther88.2K$12.7M0.2%-74.6%
UTE0 CANTALOUPE INC1.1M$11.6M0.2%+10.1%
MASI* MASIMO CORP64.8K$11.5M0.2%New
AM6 AMICUS THERAPEUTICS INC784.5K$11.3M0.2%+302.5%
HD HOME DEPOT INCConsumer discretionary30.7K$10.1M0.2%-26.9%
EA ELECTRONIC ARTS INCTechnology48.9K$10.0M0.2%+70.3%
K4F ONESTREAM INC384.9K$9.2M0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRJun 15, 2026112$6.51B canonicalSEC ↗
Q4 202513F-HRFeb 13, 2026124$7.39B canonicalSEC ↗
Q3 202513F-HRNov 13, 2025136$6.71B canonicalSEC ↗
Q2 202513F-HRAug 13, 2025129$6.50B canonicalSEC ↗
Q1 202513F-HRMay 14, 2025152$6.09B canonicalSEC ↗
Q4 202413F-HRFeb 13, 2025151$6.27B canonicalSEC ↗
Q3 202413F-HRNov 13, 2024168$5.99B canonicalSEC ↗
Q2 202413F-HRAug 13, 2024160$5.83B canonicalSEC ↗
Q1 202413F-HRMay 14, 2024146$6.32B canonicalSEC ↗