Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Carmignac Portfolio Tech Solutions Carmignac Gestion Luxembourg S.A. · 40 lines · as of Dec 31, 2025 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Carmignac Portfolio Tech Solutions |
|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 9.85 % |
| NVIDIA Corp | 9.61 % |
| Microsoft Corp | 9.34 % |
| Broadcom Inc | 4.81 % |
| Salesforce Inc | 4.81 % |
| Atlassian Corp | 4.65 % |
| ServiceNow Inc | 4.54 % |
| Accenture PLC | 4.29 % |
| Arista Networks Inc | 4.05 % |
| Alphabet Inc | 4.03 % |
| SK hynix Inc | 3.96 % |
| Amphenol Corp | 3.13 % |
| MediaTek Inc | 2.93 % |
| Gitlab Inc | 2.42 % |
| Lotes Co Ltd | 2.39 % |
| KEYSIGHT TECHNOLOGIES IN | 1.99 % |
| Twilio Inc | 1.83 % |
| Amazon.com Inc | 1.78 % |
| Gudeng Precision Industrial Co Ltd | 1.68 % |
| ASML Holding NV | 1.67 % |
| Vertiv Holdings Co | 1.67 % |
| Sinbon Electronics Co Ltd | 1.66 % |
| Asia Vital Components Co Ltd | 1.62 % |
| Nitto Boseki Co Ltd | 1.51 % |
| Samsung Electronics Co Ltd | 1.29 % |
| KLA Corp | 1.25 % |
| Simplo Technology Co Ltd | 0.81 % |
| DISCO CORP | 0.79 % |
| ASM International NV | 0.78 % |
| Elite Material Co Ltd | 0.74 % |
1 funds, 40 lines read.