Carmignac Gestion’s SolarEdge SEDG Stock Holding History

Carmignac Gestion’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,975	Closed	-$96.7K	–	163
2025 Q1	$96.7K	Hold	5,975	–	–	﹤0.01%	147
2024 Q4	$81.3K	Hold	5,975	–	–	﹤0.01%	147
2024 Q3	$137K	Hold	5,975	–	–	﹤0.01%	163
2024 Q2	$151K	Hold	5,975	–	–	﹤0.01%	153
2024 Q1	$424K	Hold	5,975	–	–	0.01%	132
2023 Q4	$559K	Hold	5,975	–	–	0.01%	139
2023 Q3	$774K	Hold	5,975	–	–	0.01%	128
2023 Q2	$1.61M	Hold	5,975	–	–	0.03%	115
2023 Q1	$1.82M	Hold	5,975	–	–	0.03%	97
2022 Q4	$1.69M	Hold	5,975	–	–	0.03%	95
2022 Q3	$1.38M	Sell	5,975 -6,536	-52%	-$1.93M	0.03%	86
2022 Q2	$3.42M	Buy	12,511 +3,551	+40%	+$971K	0.07%	74
2022 Q1	$2.89M	Buy	8,960 +1,827	+26%	+$502K	0.05%	81
2021 Q4	$2M	Sell	7,133 -5,944	-45%	-$1.88M	0.03%	102
2021 Q3	$3.47M	Hold	13,077	–	–	0.04%	95
2021 Q2	$3.61M	Hold	13,077	–	–	0.04%	101
2021 Q1	$3.76M	Sell	13,077 -816	-6%	-$246K	0.04%	97
2020 Q4	$4.43M	Sell	13,893 -9,331	-40%	-$2.58M	0.05%	85
2020 Q3	$5.54M	Buy	+23,224	New	+$4.46M	0.07%	72

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carmignac Gestion's SEDG Position: Q2 2025 in Review

Carmignac Gestion sold out of SolarEdge (SEDG) in Q2 2025, closing a stake of 5,975 shares — an estimated $96.7K sold.

Carmignac Gestion first reported a position in SEDG in Q3 2020 and held it in 19 quarters. The position peaked at $5.54M in Q3 2020. 263 funds tracked by Wall St. Rank hold SEDG as of Q2 2025.

Carmignac Gestion reported no remaining SolarEdge position as of Q2 2025 after selling out during the quarter.
Carmignac Gestion sold 5,975 SolarEdge shares in Q2 2025, an estimated $96.7K.
Carmignac Gestion first reported a position in SolarEdge in Q3 2020 and held it in 19 quarters.
Carmignac Gestion's SolarEdge position peaked at $5.54M in Q3 2020.
263 funds tracked by Wall St. Rank held SolarEdge as of Q2 2025.

Based on Carmignac Gestion's 13F filing for Q2 2025, filed 13 Aug 2025.