Carmignac Gestion’s Select Medical SEM Stock Holding History

Carmignac Gestion’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88M	Hold	174,516	–	–	0.04%	77
2026 Q1	$2.84M	Buy	+174,516	New	+$2.73M	0.04%	73

Other funds holding SEM

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

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

DAM

Decagon Asset Management London, United Kingdom $525M AUM 50.51% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Carmignac Gestion's SEM Position: Q2 2026 in Review

Carmignac Gestion held its Select Medical (SEM) position steady in Q2 2026 at 174,516 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #77.

Carmignac Gestion first reported a position in SEM in Q1 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold SEM as of Q2 2026.

Carmignac Gestion held 174,516 shares of Select Medical worth $2.88M as of Q2 2026.
Carmignac Gestion left its Select Medical share count unchanged in Q2 2026.
Select Medical made up 0.04% of Carmignac Gestion's portfolio in Q2 2026, its #77 holding.
Carmignac Gestion first reported a position in Select Medical in Q1 2026 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held Select Medical as of Q2 2026.

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