Carmignac Gestion - Q12026 Holdings

Carmignac Gestion holds 110 stocks with a total portfolio value of $ 6.51B as of Q12026. In Q12026, Carmignac Gestion added 32 new positions, increased stakes in 31 stocks, reduced 40 holdings, and fully exited 42 positions. The largest holding is Nvidia Corp (NVDA), representing 12.23% of the total portfolio.