Carmignac Gestion Incresed Positions in Q3 2024

Carmignac Gestion

  • $5.82 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
VIPS
Vipshop Holdings LTD

Consumer Cyclical
1.05M
+ 11.73%
$11.56 - $15.77 $12.2M - $16.6M
10M $158M
UNH
Unitedhealth Group Inc

Healthcare
10.2K
+ 2.93%
$488.01 - $604.18 $4.98M - $6.17M
358K $210M
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
LLY
Eli Lilly & CO

Healthcare
22.6K
+ 19.72%
$772.14 - $960.02 $17.4M - $21.7M
137K $121M
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
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
LNTH
Lantheus Holdings, Inc.

Healthcare
58.3K
+ 73.06%
$77.7 - $123.62 $4.53M - $7.21M
138K $15.2M
AMZN
Amazon Com Inc

Consumer Cyclical
135K
+ 5.18%
$161.02 - $200.0 $21.7M - $26.9M
2.73M $509M
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
SRCL
Stericycle Inc

Industrials
70.9K
+ 270.38%
$57.95 - $61.72 $4.11M - $4.38M
97.1K $5.92M
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
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
DQ
Daqo New Energy Corp.

Technology
52.9K
+ 31.74%
$14.04 - $20.37 $743K - $1.08M
220K $4.48M
SYK
Stryker Corp

Healthcare
2.95K
+ 7.86%
$315.94 - $371.96 $932K - $1.1M
40.5K $14.6M
WM
Waste Management Inc

Industrials
9.89K
+ 19.06%
$196.96 - $223.45 $1.95M - $2.21M
61.8K $12.8M
CSCO
Cisco Systems, Inc.

Technology
20K
+ 39.04%
$44.74 - $53.22 $897K - $1.07M
71.4K $3.8M
HD
Home Depot, Inc.

Consumer Cyclical
2.44K
+ 52.83%
$333.64 - $405.2 $815K - $990K
7.07K $2.86M
SWN
Southwestern Energy CO

Energy
158K
+ 60.74%
$6.0 - $7.15 $947K - $1.13M
418K $2.97M
AAPL
Apple Inc.

Technology
3K
+ 100.0%
$207.23 - $234.82 $622K - $704K
6K $1.4M
ALGN
Align Technology Inc

Healthcare
206
+ 0.66%
$204.03 - $257.2 $42K - $53K
31.6K $8.04M
ECL
Ecolab Inc.

Basic Materials
466
+ 2.8%
$228.86 - $255.76 $107K - $119K
17.1K $4.37M
DDOG
Datadog, Inc.

Technology
3K
+ 150.0%
$104.97 - $134.56 $315K - $404K
5K $575K
CRM
Salesforce, Inc.

Technology
58
+ 0.48%
$238.42 - $276.53 $13.8K - $16K
12.2K $3.34M
MRO
Marathon Oil Corp

Energy
8.94K
+ 24.26%
$25.87 - $29.26 $231K - $262K
45.8K $1.22M
ADI
Analog Devices Inc

Technology
141
+ 0.68%
$200.56 - $243.33 $28.3K - $34.3K
20.8K $4.79M
PANW
Palo Alto Networks Inc

Technology
70
+ 0.66%
$294.18 - $368.01 $20.6K - $25.8K
10.7K $3.65M
Linde PLC
38.9K
+ 33.54%
N/A
155K $0
CRH.L
Crh PLC

Basic Materials
3.69K
+ 10.02%
N/A
40.5K $0
ADSK
Autodesk, Inc.

Technology
66
+ 0.35%
$245.83 - $245.83 $16.2K - $16.2K
18.8K $4.62M
ADBE
Adobe Inc.

Technology
977
+ 5.82%
$508.13 - $586.55 $496K - $573K
17.8K $9.2M
TME
Tencent Music Entertainment Group

Communication Services
779
+ 0.38%
$9.46 - $15.28 $7.37K - $11.9K
208K $2.51M
CTAS
Cintas Corp

Industrials
1.74K
+ 83.65%
$201.38 - $819.83 $350K - $1.43M
3.82K $786K
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
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