StockDriftsStockDriftsTop 50 Carmignac Gestion Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 12.23% | 4.57M | $796.0M | +25.62%(+931.34K) | $100.71(+93.46%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 6.62% | 249.5K | $431.1M | +76.45%(+108.08K) | $1749.01(+0.82%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 6.24% | 955.0K | $406.2M | +10.43%(+90.18K) | $476.33(-7.65%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.94% | 1.35M | $386.8M | -0.11%(-1.51K) | $152.69(+135.71%) | 2026-03-31 | |
| COR | CENCORA INC | 5.32% | 1.10M | $345.9M | +25.84%(+226.16K) | $253.91(+16.78%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.51% | 1.41M | $293.5M | -10.64%(-167.89K) | $127.38(+90.51%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 4.23% | 317.7K | $274.9M | -11.38%(-40.81K) | $571.05(+37.69%) | 2026-03-31 | |
| TW | TRADEWEB MARKETS INC | 4.13% | 2.29M | $269.0M | +3.24%(+71.80K) | $112.56(-8.68%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC | 3% | 407.7K | $195.4M | new | $490.93(+3.43%) | 2026-03-31 | |
| XYZ | BLOCK INC | 2.99% | 3.23M | $194.6M | -5.38%(-184.00K) | $69.21(+13.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.89% | +76.69% |
| Top 20 Holdings Unweighted | +15.74% | +55.04% |
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