Carmignac Gestion Purchases in Q3 2024

Carmignac Gestion

  • $5.82 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
473K
New
$479.06 - $630.38 $227M - $298M
473K $234M
SNPS
Synopsys Inc

Technology
268K
+ 535.03%
$463.97 - $621.3 $125M - $167M
319K $161M
ELV
Elevance Health, Inc.

Healthcare
192K
+ 156.95%
$500.12 - $562.29 $96.1M - $108M
315K $164M
MELI
Mercadolibre Inc

Consumer Cyclical
36.3K
+ 66.09%
$1591.44 - $2140.1 $57.8M - $77.8M
91.3K $187M
CNC
Centene Corp

Healthcare
925K
+ 41.17%
$64.89 - $80.23 $60M - $74.2M
3.17M $239M
CDNS
Cadence Design Systems Inc

Technology
252K
+ 481.24%
$246.84 - $321.11 $62.1M - $80.8M
304K $82.3M
SQ
Block, Inc.

Technology
854K
+ 177.92%
$57.21 - $72.07 $48.9M - $61.5M
1.33M $89.6M
ETN
Eaton Corp PLC

Industrials
171K
New
$272.52 - $333.02 $46.5M - $56.9M
171K $56.6M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
1.05M
+ 11.73%
$11.56 - $15.77 $12.2M - $16.6M
10M $158M
APH
Amphenol Corp

Technology
578K
New
$58.39 - $70.41 $33.7M - $40.7M
578K $37.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
106K
New
$233.4 - $302.36 $24.8M - $32.1M
106K $28.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
22.1K
+ 114.59%
$1015.62 - $1159.62 $22.4M - $25.6M
41.4K $47.7M
SLB
Schlumberger Limited

Energy
1.29M
+ 19.95%
$39.57 - $49.67 $51M - $64M
7.74M $325M
PH
Parker Hannifin Corp

Industrials
7.5K
+ 6.11%
$501.01 - $635.92 $3.76M - $4.77M
130K $82.3M
SKX
Skechers Usa Inc

Consumer Cyclical
266K
New
$59.45 - $70.15 $15.8M - $18.7M
266K $17.8M
LLY
Eli Lilly & CO

Healthcare
22.6K
+ 19.72%
$772.14 - $960.02 $17.4M - $21.7M
137K $121M
PDD
Pinduoduo Inc.

Consumer Cyclical
129K
New
$89.17 - $151.11 $11.5M - $19.5M
129K $17.4M
BNTX
Bio N Tech Se

Healthcare
94.3K
+ 101.1%
$78.36 - $124.66 $7.39M - $11.8M
188K $22.3M
TW
Tradeweb Markets Inc.

Financial Services
80.9K
+ 30.4%
$104.25 - $123.67 $8.43M - $10M
347K $42.9M
EFX
Equifax Inc

Industrials
45.8K
New
$236.42 - $307.13 $10.8M - $14.1M
45.8K $13.4M
EMR
Emerson Electric CO

Industrials
116K
New
$98.19 - $118.87 $11.4M - $13.8M
116K $12.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25.3K
+ 13.64%
$460.0 - $505.78 $11.6M - $12.8M
211K $97.9M
ABC
Amerisourcebergen Corp

Healthcare
56.1K
+ 5.82%
N/A
1.02M $189M
ORCL
Oracle Corp

Technology
44.2K
+ 60.05%
$125.9 - $170.35 $5.57M - $7.53M
118K $20.1M
NVT
N Vent Electric PLC

Industrials
131K
New
$60.72 - $81.19 $7.95M - $10.6M
131K $9.2M
LNTH
Lantheus Holdings, Inc.

Healthcare
58.3K
+ 73.06%
$77.7 - $123.62 $4.53M - $7.21M
138K $15.2M
ESGR
Enstar Group LTD

Financial Services
27K
New
$316.48 - $348.31 $8.54M - $9.39M
27K $8.66M
CRS
Carpenter Technology Corp

Industrials
53.2K
New
$104.79 - $161.78 $5.57M - $8.61M
53.2K $8.5M
ENV
Envestnet, Inc.

Technology
135K
New
$61.13 - $63.25 $8.23M - $8.51M
135K $8.43M
AMZN
Amazon Com Inc

Consumer Cyclical
135K
+ 5.18%
$161.02 - $200.0 $21.7M - $26.9M
2.73M $509M
RCM
R1 Rcm Inc.

Healthcare
465K
New
$10.9 - $14.18 $5.07M - $6.6M
465K $6.59M
AAN
Aaron'S Company, Inc.

Industrials
655K
+ 316.29%
$9.93 - $10.11 $6.51M - $6.63M
863K $8.58M
TRU
Trans Union

Industrials
35.3K
+ 64.5%
$72.72 - $106.05 $2.57M - $3.75M
90.1K $9.44M
DOCS
Doximity, Inc.

Healthcare
31.3K
+ 14.69%
$25.5 - $43.57 $798K - $1.36M
244K $10.6M
CTLT
Catalent, Inc.

Healthcare
66K
+ 61.62%
$56.16 - $60.96 $3.71M - $4.03M
173K $10.5M
PETQ
Pet Iq, Inc.

Healthcare
144K
New
$20.57 - $30.79 $2.96M - $4.43M
144K $4.43M
SRCL
Stericycle Inc

Industrials
70.9K
+ 270.38%
$57.95 - $61.72 $4.11M - $4.38M
97.1K $5.92M
SMAR
Smartsheet Inc

Technology
75K
New
$42.95 - $55.46 $3.22M - $4.16M
75K $4.15M
DFS
Discover Financial Services

Financial Services
26.9K
+ 85.95%
$123.41 - $144.72 $3.32M - $3.9M
58.3K $8.18M
JNPR
Juniper Networks Inc

Technology
82.7K
+ 61.64%
$36.35 - $39.03 $3.01M - $3.23M
217K $8.45M
ISRG
Intuitive Surgical Inc

Healthcare
4.49K
+ 15.71%
$416.14 - $494.01 $1.87M - $2.22M
33K $16.2M
KEYS
Keysight Technologies, Inc.

Technology
9.39K
+ 11.51%
$119.86 - $158.87 $1.13M - $1.49M
91K $14.5M
SRDX
Surmodics Inc

Healthcare
73.1K
New
$38.47 - $42.24 $2.81M - $3.09M
73.1K $2.83M
ACMR
Acm Research, Inc.

Technology
118K
New
$15.01 - $25.52 $1.77M - $3M
118K $2.39M
PWSC
Powerschool Holdings, Inc.

Technology
99K
+ 53.53%
$22.37 - $22.85 $2.22M - $2.26M
284K $6.49M
HCP
Hashi Corp, Inc.

Technology
67.8K
+ 36.6%
$33.36 - $33.99 $2.26M - $2.31M
253K $8.57M
CHUY
Chuy'S Holdings, Inc.

Consumer Cyclical
57K
New
$23.52 - $37.4 $1.34M - $2.13M
57K $2.13M
ACI
Albertsons Companies, Inc.

Consumer Defensive
113K
New
$17.94 - $20.93 $2.03M - $2.36M
113K $2.09M
DQ
Daqo New Energy Corp.

Technology
52.9K
+ 31.74%
$14.04 - $20.37 $743K - $1.08M
220K $4.48M
Activity Summary
Buys All Purchases 81 New Holdings 30 Increased Positions 51 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Carmignac Gestion Portfolio

Follow Carmignac Gestion and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmignac Gestion, based on Form 13F filings with the SEC.

News

Stay updated on Carmignac Gestion with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email