Carmignac Gestion’s Celestica CLS Stock Holding History

Carmignac Gestion’s Portfolio CLS Stock Details CLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.5M	Buy	+193,200	New	+$72.5M	0.91%	25
2025 Q4	–	Sell	-158,000	Closed	-$38.9M	–	122
2025 Q3	$38.9M	Sell	158,000 -167,500	-51%	-$33.8M	0.58%	34
2025 Q2	$50.8M	Buy	325,500 +54,000	+20%	+$5.74M	0.78%	32
2025 Q1	$21.4M	Buy	+271,500	New	+$28.8M	0.35%	43

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carmignac Gestion's CLS Position: Q2 2026 in Review

Carmignac Gestion opened a new position in Celestica (CLS) in Q2 2026: 193,200 shares worth $70.5M. The stake represents 0.91% of the portfolio and ranks #25 among its holdings. This is a return to the name: Carmignac Gestion previously reported a position in CLS as recently as Q3 2025.

Carmignac Gestion first reported a position in CLS in Q1 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Carmignac Gestion held 193,200 shares of Celestica worth $70.5M as of Q2 2026.
Celestica was a new Carmignac Gestion position in Q2 2026.
Celestica made up 0.91% of Carmignac Gestion's portfolio in Q2 2026, its #25 holding.
Carmignac Gestion first reported a position in Celestica in Q1 2025 and has held it in 4 quarters since.
873 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.