Instuitional Investor - Carmignac Gestion

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	4,795,726	$959,396,656	12.45%
2.	Broadcom Inc.	AVGO	1,354,155	$511,485,340	6.64%
3.	Cencora Inc.	COR	1,747,363	$494,462,712	6.42%
4.	Mckesson Corp	MCK	626,904	$473,673,923	6.15%
5.	Alphabet Inc.	GOOGL	1,154,334	$412,479,717	5.35%