Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
EL Estee Lauder Compani | 2.78% |
SNAP Snap Inc Class A | 1.85% |
ITUB Itau Unibnco ADR | 1.56% |
TSM Taiwan Semiconductor | 1.11% |
GE General Electric Co | 1.03% |
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