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CARMIGNAC GESTION

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PARIS I0
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Carmignac Gestion is based out of Paris. Their last reported 13F filing for Q4 2023 included $5,954,950,438 in managed 13F securities and a top 10 holdings concentration of 50.72%. Carmignac Gestion's largest holding is Lilly (Eli) & Co. with shares held of 809,198. Whalewisdom has at least 49 13F filings, and 18 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
MSFT Microsoft Corp. 2.53%
BABA Alibaba Group Holdin 2.11%
TMO Thermo Fisher Scient 1.48%
GOOGL Alphabet Inc. Class 1.2%
SYK Stryker Corp. 0.99%

2023-12-31

13F Holdings Summary

Name $ Change
LLY Lilly (Eli) & Co. 7.92%
MSFT Microsoft Corp. 6.13%
META Meta Platforms Inc 5.84%
AMZN Amazon.com Inc. 5.84%
AMD Advanced Micro Devic 5.65%

2023-12-31

13F Activity

Market Value $5.95b, Prior: $5.45b
New Purchases 26 stocks
Added To 54 stocks
Sold out of 26 stocks
Reduced holdings in 47 stocks
Top 10 Holdings % 50.72%
Turnover %[1] 36.11%
Turnover Alt %[2] 15.33%
Time Held Top 20 6.05 quarters
Time Held Top 10 2.9 quarters
Time Held All 9.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance