Carmignac Gestion’s Atlassian TEAM Stock Holding History

Carmignac Gestion’s Portfolio TEAM Stock Details TEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123M	Sell	1,577,000 -1,026,770	-39%	-$84M	1.59%	16
2026 Q1	$178M	Buy	2,603,770 +1,397,402	+116%	+$138M	2.73%	14
2025 Q4	$196M	Buy	1,206,368 +1,188,368	+6,602%	+$186M	2.65%	14
2025 Q3	$2.87M	Buy	+18,000	New	+$3.26M	0.04%	91
2024 Q4	–	Sell	-27,500	Closed	-$4.37M	–	174
2024 Q3	$4.37M	Sell	27,500 -79,000	-74%	-$13M	0.07%	93
2024 Q2	$18.8M	Sell	106,500 -179,016	-63%	-$32M	0.32%	50
2024 Q1	$55.7M	Buy	285,516 +59,417	+26%	+$13M	0.88%	28
2023 Q4	$53.8M	Buy	226,099 +7,273	+3%	+$1.43M	0.9%	27
2023 Q3	$44.1M	Sell	218,826 -2,300	-1%	-$437K	0.81%	32
2023 Q2	$37.1M	Buy	+221,126	New	+$35.4M	0.64%	39

Other funds holding TEAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carmignac Gestion's TEAM Position: Q2 2026 in Review

Carmignac Gestion reduced its Atlassian (TEAM) stake by 39% in Q2 2026, selling an estimated $84M and leaving 1,577,000 shares worth $123M. The position accounts for 1.59% of the portfolio, ranked #16.

Carmignac Gestion first reported a position in TEAM in Q2 2023 and has held it in 10 quarters since. The position peaked at $196M in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

Carmignac Gestion held 1,577,000 shares of Atlassian worth $123M as of Q2 2026.
Carmignac Gestion sold 1,026,770 Atlassian shares in Q2 2026, an estimated $84M.
Atlassian made up 1.59% of Carmignac Gestion's portfolio in Q2 2026, its #16 holding.
Carmignac Gestion first reported a position in Atlassian in Q2 2023 and has held it in 10 quarters since.
Carmignac Gestion's Atlassian position peaked at $196M in Q4 2025.
699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

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