Carmignac Gestion Incresed Positions in Q3 2025

Carmignac Gestion

  • $6.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
253K
+ 54.23%
$484.94 - $564.15 $123M - $143M
720K $351M
TW
Tradeweb Markets Inc.

Financial Services
687K
+ 119.9%
$110.5 - $146.12 $75.9M - $100M
1.26M $140M
CRM
Salesforce, Inc.

Technology
256K
+ 107.71%
$231.66 - $273.65 $59.4M - $70.2M
494K $117M
NOW
Service Now, Inc.

Technology
71.1K
+ 57.61%
$850.86 - $1044.69 $60.5M - $74.3M
195K $179M
META
Meta Platforms, Inc.

Communication Services
63K
+ 30.51%
$695.21 - $791.73 $43.8M - $49.9M
269K $198M
ACN
Accenture PLC

Technology
115K
+ 379.33%
$232.56 - $304.78 $26.8M - $35.1M
146K $35.9M
ALGN
Align Technology Inc

Healthcare
190K
+ 363.1%
$124.88 - $207.19 $23.8M - $39.5M
243K $30.4M
LNTH
Lantheus Holdings, Inc.

Healthcare
510K
+ 171.85%
$50.11 - $83.83 $25.6M - $42.8M
807K $41.4M
GL
Globe Life Inc.

Financial Services
85K
+ 114.86%
$117.6 - $146.55 $10M - $12.5M
159K $22.7M
EFX
Equifax Inc

Industrials
42.2K
+ 7.27%
$234.03 - $265.73 $9.88M - $11.2M
623K $160M
CTLP
Cantaloupe, Inc.

Technology
651K
+ 199.31%
$10.55 - $11.11 $6.86M - $7.23M
977K $10.3M
KEYS
Keysight Technologies, Inc.

Technology
16.1K
+ 7.35%
$158.51 - $178.15 $2.55M - $2.87M
235K $41.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
77.4K
+ 19.8%
$118.3 - $142.16 $9.16M - $11M
468K $56.9M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
98K
+ 36.92%
$44.11 - $55.29 $4.32M - $5.42M
363K $19.3M
INFA
Informatica Inc.

Technology
174K
+ 89.5%
$24.21 - $24.95 $4.22M - $4.35M
369K $9.16M
AGI
Alamos Gold Inc

Basic Materials
59K
+ 37.47%
$24.3 - $34.86 $1.43M - $2.06M
217K $7.55M
PG
Procter & Gamble CO

Consumer Defensive
26K
+ 14.88%
$150.47 - $161.22 $3.92M - $4.19M
201K $30.9M
PRA
Proassurance Corp

Financial Services
118K
+ 117.79%
$22.83 - $24.04 $2.68M - $2.82M
217K $5.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
37K
+ 53.62%
$159.87 - $247.68 $5.92M - $9.16M
106K $18.9M
FNV
Franco Nevada Corp

Basic Materials
5.59K
+ 28.57%
$154.4 - $222.91 $862K - $1.24M
25.1K $5.6M
SPOT
Spotify Technology S.A.

Communication Services
3.28K
+ 539.8%
$620.01 - $738.53 $2.03M - $2.42M
3.89K $2.72M
ESGR
Enstar Group LTD

Financial Services
6.41K
+ 22.42%
$337.91 - $337.91 $2.17M - $2.17M
35K $11.8M
VNET
Vnet Group, Inc.

Technology
104K
+ 35.68%
$6.61 - $11.13 $687K - $1.16M
395K $4.08M
AVDX
Avid Xchange Holdings, Inc.

Technology
161K
+ 74.92%
$9.82 - $9.97 $1.58M - $1.6M
376K $3.74M
TGI
Triumph Group Inc

Industrials
50.1K
+ 55.75%
$25.73 - $26.01 $1.29M - $1.3M
140K $3.64M
GHLD
Guild Holdings CO

Financial Services
62.6K
+ 52.36%
$19.78 - $20.16 $1.24M - $1.26M
182K $3.63M
CVAC
Cure Vac N.V.

Healthcare
149K
+ 171.53%
$5.34 - $5.51 $793K - $819K
235K $1.27M
GOTU
Gaotu Techedu Inc.

Consumer Defensive
232K
+ 110.91%
$3.21 - $3.99 $744K - $925K
441K $1.44M
DELL
Dell Technologies Inc.

Technology
808
+ 23.87%
$120.96 - $141.77 $97.7K - $115K
4.19K $594K
KKS.F
Joint Stock Company Kaspi.Kz

Technology
66.6K
+ 36.17%
N/A
251K $0
Wns Holdings LTD
146K
+ 1456.39%
N/A
156K $0
CRS
Carpenter Technology Corp

Industrials
5.4K
+ 8.49%
$232.4 - $287.42 $1.25M - $1.55M
69K $16.9M
INTU
Intuit Inc

Technology
460
+ 3.53%
$646.03 - $807.39 $297K - $371K
13.5K $9.22M
ICE
Intercontinental Exchange, Inc.

Financial Services
85.8K
+ 8.03%
$167.28 - $188.45 $14.3M - $16.2M
1.15M $194M
Activity Summary
Buys All Purchases 68 New Holdings 33 Increased Positions 35 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 6 Puts 0
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