Carmignac Gestion — 13F holdings

Carmignac Gestion reported 100 holdings worth $7.71B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $959M (12.5%)
2. AVGO BROADCOM INC — $511M (6.6%)
3. COR CENCORA INC — $494M (6.4%)
4. MCK MCKESSON CORP — $474M (6.1%)
5. GOOGL ALPHABET INC — $412M (5.4%)
6. TW TRADEWEB MKTS INC — $386M (5.0%)
7. MA MASTERCARD INCORPORATED — $376M (4.9%)
8. SPGI S&P GLOBAL INC — $374M (4.9%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $352M (4.6%)
10. MELI MercadoLibre Inc — $323M (4.2%)