Carmignac Portfolio Tech Solutions A Fonds
Top Holdings
| Name | ISIN | Anteil |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | TW0002330008 | 9,71% |
| NVIDIA Corp | US67066G1040 | 9,26% |
| Broadcom Inc | US11135F1012 | 8,63% |
| Microsoft Corp | US5949181045 | 5,85% |
| SK hynix Inc | KR7000660001 | 5,34% |
| Asia Vital Components Co Ltd | TW0003017000 | 4,57% |
| Celestica Inc Ordinary Shares (Subordinate Voting) | CA15101Q2071 | 4,45% |
| ASML Holding NV | NL0010273215 | 4,15% |
| Lotes Co Ltd | TW0003533006 | 4,06% |
| Nitto Boseki Co Ltd | JP3684400009 | 3,90% |
| Sonstige | 40,07% |