Carmignac Gestion Purchases in Q2 2025

Carmignac Gestion

  • $6.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
961K
+ 57.7%
$144.7 - $178.6 $139M - $172M
2.63M $463M
MELI
Mercadolibre Inc

Consumer Cyclical
18.2K
+ 15.4%
$1794.73 - $2613.63 $32.7M - $47.6M
136K $357M
AVGO
Broadcom Inc.

Technology
9.44K
+ 1.15%
$146.29 - $275.65 $1.38M - $2.6M
833K $230M
SPGI
S&P Global Inc.

Financial Services
131K
+ 38.89%
$438.31 - $527.29 $57.3M - $69M
467K $246M
TMO
Thermo Fisher Scientific Inc.

Healthcare
202K
+ 106.84%
$390.26 - $489.06 $78.9M - $98.8M
391K $159M
META
Meta Platforms, Inc.

Communication Services
53.6K
+ 35.08%
$484.66 - $738.09 $26M - $39.6M
206K $152M
CRM
Salesforce, Inc.

Technology
229K
+ 2607.58%
$236.26 - $291.15 $54.2M - $66.7M
238K $64.9M
ABNB
Airbnb, Inc.

Consumer Cyclical
391K
New
$105.69 - $140.64 $41.3M - $55M
391K $51.7M
NOW
Service Now, Inc.

Technology
19.7K
+ 19.01%
$721.65 - $1040.18 $14.2M - $20.5M
123K $127M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100K
+ 79.04%
$421.16 - $509.5 $42.3M - $51.1M
227K $101M
KLAC
Kla Corp

Technology
16.5K
+ 59.78%
$576.53 - $902.94 $9.51M - $14.9M
44.1K $39.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
48.3K
+ 4.73%
$151.62 - $183.47 $7.32M - $8.86M
1.07M $196M
KEYS
Keysight Technologies, Inc.

Technology
106K
+ 93.81%
$127.02 - $165.4 $13.5M - $17.5M
219K $35.9M
NEM
Newmont Corp

Basic Materials
146K
+ 30.7%
$44.18 - $59.46 $6.44M - $8.67M
621K $36.2M
SE
Sea LTD

Consumer Cyclical
10.8K
+ 3.96%
$105.57 - $170.4 $1.14M - $1.84M
283K $45.3M
FYBR
Frontier Communications Parent, Inc.

Communication Services
256K
+ 742.97%
$35.51 - $36.83 $9.1M - $9.44M
291K $10.6M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
891K
+ 283.44%
$8.39 - $9.19 $7.48M - $8.19M
1.21M $11M
ESGR
Enstar Group LTD

Financial Services
24K
+ 526.68%
$330.1 - $336.55 $7.93M - $8.09M
28.6K $9.62M
BPMC
Blueprint Medicines Corp

Healthcare
54.7K
New
$79.22 - $128.4 $4.33M - $7.02M
54.7K $7.01M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
149K
New
$34.43 - $46.99 $5.12M - $6.99M
149K $6.99M
MRUS
Merus N.V.

Healthcare
93.6K
+ 77.22%
$34.89 - $62.42 $3.26M - $5.84M
215K $11.3M
TAP
Molson Coors Beverage CO

Consumer Defensive
222K
+ 58.69%
$47.24 - $62.46 $10.5M - $13.8M
599K $28.8M
LNTH
Lantheus Holdings, Inc.

Healthcare
107K
+ 55.91%
$73.86 - $108.74 $7.87M - $11.6M
297K $24.3M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
415K
New
$10.59 - $11.48 $4.39M - $4.76M
415K $4.76M
INFA
Informatica Inc.

Technology
195K
New
$15.86 - $24.35 $3.09M - $4.74M
195K $4.74M
ETWO
E2open Parent Holdings, Inc.

Technology
1.44M
New
$1.87 - $3.24 $2.7M - $4.67M
1.44M $4.66M
AGI
Alamos Gold Inc

Basic Materials
158K
New
$23.81 - $30.33 $3.75M - $4.78M
158K $4.18M
DOCS
Doximity, Inc.

Healthcare
45.2K
+ 12.22%
$50.71 - $61.34 $2.29M - $2.77M
415K $25.5M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
157K
New
N/A
157K $3.77M
ADBE
Adobe Inc.

Technology
9.43K
+ 88.77%
$340.0 - $420.68 $3.21M - $3.97M
20.1K $7.76M
CTLP
Cantaloupe, Inc.

Technology
326K
New
$7.24 - $11.01 $2.36M - $3.59M
326K $3.59M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
142K
New
$22.66 - $26.12 $3.21M - $3.7M
142K $3.47M
INTU
Intuit Inc

Technology
906
+ 7.47%
$544.07 - $787.63 $493K - $714K
13K $10.3M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
551K
+ 6.15%
$12.29 - $15.47 $6.77M - $8.52M
9.51M $143M
AAPL
Apple Inc.

Technology
13.5K
+ 91.59%
$172.42 - $223.89 $2.32M - $3.02M
28.2K $5.78M
GHLD
Guild Holdings CO

Financial Services
120K
New
$12.1 - $19.77 $1.45M - $2.36M
120K $2.36M
HD
Home Depot, Inc.

Consumer Cyclical
6.22K
+ 15.92%
$335.24 - $380.78 $2.09M - $2.37M
45.3K $16.6M
AVDX
Avid Xchange Holdings, Inc.

Technology
215K
New
$7.21 - $9.8 $1.55M - $2.11M
215K $2.1M
VIGL
Vigil Neuroscience, Inc.

Healthcare
242K
New
$1.4 - $7.95 $338K - $1.92M
242K $1.92M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
58.2K
New
$26.94 - $34.72 $1.57M - $2.02M
58.2K $1.84M
TASK
Task Us, Inc.

Technology
86.5K
+ 101.77%
$11.57 - $16.88 $1M - $1.46M
172K $2.87M
MRC
Mrc Global Inc.

Energy
83.4K
New
$9.46 - $14.89 $789K - $1.24M
83.4K $1.14M
TME
Tencent Music Entertainment Group

Communication Services
25.7K
+ 23.0%
$11.97 - $19.49 $307K - $500K
137K $2.68M
VRT
Vertiv Holdings CO

Industrials
10K
New
N/A
10K $866K
TGI
Triumph Group Inc

Industrials
24.7K
+ 37.97%
$24.53 - $25.94 $606K - $641K
89.8K $2.31M
KT
Kt Corp

Communication Services
30K
New
$16.71 - $20.78 $501K - $623K
30K $623K
VNET
Vnet Group, Inc.

Technology
120K
+ 69.97%
$4.74 - $8.12 $569K - $974K
291K $2.01M
DDOG
Datadog, Inc.

Technology
3.82K
New
$87.0 - $134.33 $333K - $513K
3.82K $513K
ACN
Accenture PLC

Technology
2.83K
+ 10.28%
$279.23 - $323.21 $790K - $915K
30.4K $9.08M
Activity Summary
Buys All Purchases 65 New Holdings 22 Increased Positions 43 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 7 Puts 0
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