Carmignac Gestion Purchases and Sells in Q3 2024

Carmignac Gestion

$5.82 Billion
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNPS	268K + 535.03%	$463.97 - $621.3 $125M - $167M	319K $161M
ELV	192K + 156.95%	$500.12 - $562.29 $96.1M - $108M	315K $164M
MELI	36.3K + 66.09%	$1591.44 - $2140.1 $57.8M - $77.8M	91.3K $187M
CNC	925K + 41.17%	$64.89 - $80.23 $60M - $74.2M	3.17M $239M
CDNS	252K + 481.24%	$246.84 - $321.11 $62.1M - $80.8M	304K $82.3M
SQ	854K + 177.92%	$57.21 - $72.07 $48.9M - $61.5M	1.33M $89.6M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCK	473K New	$479.06 - $630.38 $227M - $298M	473K $234M
ETN	171K New	$272.52 - $333.02 $46.5M - $56.9M	171K $56.6M
APH	578K New	$58.39 - $70.41 $33.7M - $40.7M	578K $37.7M
LULU	106K New	$233.4 - $302.36 $24.8M - $32.1M	106K $28.8M
SKX	266K New	$59.45 - $70.15 $15.8M - $18.7M	266K $17.8M
PDD	129K New	$89.17 - $151.11 $11.5M - $19.5M	129K $17.4M

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-455K - 37.98%	$395.15 - $467.56 $180M - $213M	742K $319M
GOOGL	-751K - 29.7%	$148.65 - $191.18 $112M - $144M	1.78M $295M
META	-243K - 81.84%	$453.41 - $572.44 $110M - $139M	54K $30.9M
BABA	-1.1M - 99.97%	$72.18 - $107.33 $79.5M - $118M	280 $29K
AMD	-405K - 91.37%	$128.67 - $183.96 $52.1M - $74.5M	38.3K $6.28M
ACN	-181K - 82.93%	$295.44 - $355.81 $53.3M - $64.2M	37.2K $13.1M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	28.4K New	$98.91 - $134.91 $2.81M - $3.83M	28.4K $3.45M

Activity Summary All Purchases 81 New Holdings 30 Increased Positions 51 All Sells 60 Reductions 60 Sold out 0 Calls 1 Puts 0

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