What does Carmignac Gestion hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Carmignac Gestion filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

NVIDIA CORP

$796M4.6M12.2%

MERCADOLIBRE INC

$431M249K6.6%

S&P GLOBAL INC

$406M955K6.2%

ALPHABET INC

$387M1.3M5.9%

CENCORA INC

$346M1.1M5.3%

AMAZON.COM INC

$294M1.4M4.5%

MCKESSON CORP

$275M318K4.2%

TRADEWEB MARKETS INC

$269M2.3M4.1%

BERKSHIRE HATHAWAY INC

$195M408K3.0%

BLOCK INC

$195M3.2M3.0%

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