HoldingsChannel.com
Carmignac Gestion Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
JD.COM INC 10,033,396 +702,299 $603,783
     JD10,033,396+702,299$603,783
AMAZON.COM INC 162,848 -38,900 $449,251
     AMZN162,848-38,900$449,251
FACEBOOK INC      $364,202
     FB1,558,513-77,957$353,870
     Call45,500+45,500$10,332
ALPHABET INC      $334,174
     GOOGL228,667-4,135$324,248
     Call7,000UNCH$9,926
CONSTELLATION BRANDS INC 1,838,402 +137,908 $321,627
     STZ1,838,402+137,908$321,627
FIDELITY NATIONAL INFO SERV 2,002,462 +388,246 $268,497
     FIS2,002,462+388,246$268,497
SALESFORCE.COM INC 1,244,375 +269,826 $233,104
     CRM1,244,375+269,826$233,104
NEWMONT CORP 3,588,966 -260,526 $221,557
     NEM3,588,966-260,526$221,557
ANTHEM INC 814,499 +32,959 $214,189
     ANTM814,499+32,959$214,189
INTERCONTINENTAL EXCHANGE IN (ICE) 2,277,726 -136,198 $208,632
     ICE2,277,726-136,198$208,632
ELASTIC NV 2,088,924 +158,850 $192,619
     ESTC2,088,924+158,850$192,619
BOOKING HOLDINGS INC      $180,136
     BKNG106,527+8,951$169,627
     Call6,600UNCH$10,509
CENTENE CORP 2,810,072 +307,716 $178,577
     CNC2,810,072+307,716$178,577
MERCK & CO. INC. 2,179,945 +498,936 $168,572
     MRK2,179,945+498,936$168,572
PAYPAL HOLDINGS INC 929,172 -862,015 $161,876
     PYPL929,172-862,015$161,876
GODADDY INC 2,205,993 -261,777 $161,764
     GDDY2,205,993-261,777$161,764
WHEATON PRECIOUS METALS CORP 3,571,228 -427,395 $157,290
     WPM3,571,228-427,395$157,290
T MOBILE US INC 1,406,401 +291,179 $146,479
     TMUS1,406,401+291,179$146,479
NETFLIX INC 316,907 +316,907 $144,199
     NFLX316,907+316,907$144,199
BAXTER INTERNATIONAL INC 1,518,327 +1,518,327 $130,725
     BAX1,518,327+1,518,327$130,725
KRAFT HEINZ CO THE 3,834,281 -1,268,898 $122,274
     KHC3,834,281+241,502$122,274
GDS HOLDINGS LTD 1,434,913 -59,781 $114,308
     GDS1,434,913-59,781$114,308
BOSTON SCIENTIFIC CORP 3,200,575 +3,200,575 $112,371
     BSX3,200,575+3,200,575$112,371
PROCTER & GAMBLE CO THE 907,790 -96,001 $108,542
     PG907,790-96,001$108,542
KINGSOFT CLOUD HOLDINGS 3,425,126 +3,425,126 $107,885
     KC3,425,126+3,425,126$107,885
MEDTRONIC PLC 1,172,563 +1,172,563 $107,522
     MDT1,172,563+1,172,563$107,522
DOLLAR GENERAL CORP 562,162 +103,632 $107,097
     DG562,162+103,632$107,097
MASTERCARD INC 351,265 -236,570 $103,865
     MA351,265-236,570$103,865
NXP SEMICONDUCTORS NV 883,169 +883,169 $100,714
     NXPI883,169+883,169$100,714
ALCON INC 1,741,173 -742,258 $99,804
     ALC1,741,173-742,258$99,804
BLACKSTONE MORTGAGE TRU 3,965,349 +3,965,349 $95,525
     BXMT3,965,349+3,965,349$95,525
MERCADOLIBRE INC 88,982 -112,356 $87,712
     MELI88,982-112,356$87,712
BARRICK GOLD CORP 3,177,062 -444,062 $85,581
     GOLD3,177,062-444,062$85,581
SEA LTD 759,650 -922,024 $81,480
     SE759,650-922,024$81,480
TRADEWEB MARKETS INC 1,312,702 -122,783 $76,322
     TW1,312,702-122,783$76,322
STRYKER CORP 423,524 -173,004 $76,308
     SYK423,524-173,004$76,308
58.COM INC 1,342,619 -3,476,504 $72,414
     WUBA1,342,619-3,476,504$72,414
BECTON DICKINSON AND CO 252,795 -150,056 $60,483
     BDX252,795-150,056$60,483
COSTCO WHOLESALE CORP 173,977 -100,199 $52,751
     COST173,977-100,199$52,751
PLANET FITNESS INC 797,986 +797,986 $48,333
     PLNT797,986+797,986$48,333
YANDEX NV 848,297 +237,500 $42,416
     YNDX848,297+237,500$42,416
TWITTER INC 1,202,043 -185,147 $35,809
     TWTR1,202,043-185,147$35,809
CARA THERAPEUTICS INC 2,065,153 +278,091 $35,314
     CARA2,065,153+278,091$35,314
TAIWAN SEMICONDUCTOR 594,384 -140,915 $33,738
     TSM594,384-140,915$33,738
AMEDISYS INC 168,308 +168,308 $33,416
     AMED168,308+168,308$33,416
CORBUS PHARMACEUTICALS HOLDI 3,773,440 +3,041,655 $31,659
     CRBP3,773,440+3,041,655$31,659
VIPSHOP HOLDINGS LTD 1,353,533 +1,302,540 $26,947
     VIPS1,353,533+1,302,540$26,947
LAMB WESTON HOLDINGS INC 419,146 +419,146 $26,795
     LW419,146+419,146$26,795
NIO INC 3,280,520 +3,280,520 $25,300
     NIO3,280,520+3,280,520$25,300
VISA INC 108,052 -47,568 $20,871
     V108,052-47,568$20,871

See Full List: All Stocks Held By Carmignac Gestion
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Carmignac Gestion

Size ($ in 1000's)
At 06/30/2020: $7,238,059
At 03/31/2020: $5,857,802

Carmignac Gestion holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Carmignac Gestion 13F filings. Link to 13F filings: SEC filings

Carmignac Gestion Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.