Carmignac Portfolio Tech Solutions A Fonds
Top Holdings
| Name | ISIN | Anteil |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | TW0002330008 | 9,19% |
| NVIDIA Corp | US67066G1040 | 8,96% |
| Broadcom Inc | US11135F1012 | 7,61% |
| Nitto Boseki Co Ltd | JP3684400009 | 4,56% |
| Atlassian Corp Class A | US0494681010 | 4,41% |
| SK hynix Inc | KR7000660001 | 4,37% |
| Asia Vital Components Co Ltd | TW0003017000 | 4,21% |
| SK Square | KR7402340004 | 4,10% |
| Celestica Inc Ordinary Shares (Subordinate Voting) | CA15101Q2071 | 3,89% |
| Microsoft Corp | US5949181045 | 3,84% |
| Sonstige | 44,86% |