Your funds, side by side
These are 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 % |
Titelia read 40 lines in these 1 funds.