HoldingsChannel.com
Carmignac Gestion Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
FACEBOOK INC 2,520,469 -447,695 $448,842
     FB2,520,469-447,695$448,842
INTERCONTINENTAL EXCHANGE IN (ICE) 4,599,278 -563,167 $424,376
     ICE4,599,278-563,167$424,376
ALPHABET INC 336,196 -68,973 $410,544
     GOOGL336,196-68,973$410,544
BOOKING HOLDINGS INC 203,755 +5,282 $399,888
     BKNG203,755+5,282$399,888
CONSTELLATION BRANDS INC 1,592,766 -233,811 $330,146
     STZ1,592,766-233,811$330,146
JD.COM INC 11,605,869 +4,316,664 $327,393
     JD11,605,869+4,316,664$327,393
ANTHEM INC 1,035,093 +9,814 $248,523
     ANTM1,035,093+9,814$248,523
COSTCO WHOLESALE CORP 814,342 +154,233 $234,618
     COST814,342+154,233$234,618
GODADDY INC 3,478,176 +218,521 $229,488
     GDDY3,478,176+218,521$229,488
FISERV INC 2,112,061 +139,544 $218,786
     FISV2,112,061+139,544$218,786
BECTON DICKINSON AND CO 796,709 -271,736 $201,531
     BDX796,709-271,736$201,531
GRUBHUB INC 3,552,399 -130,080 $199,679
     GRUB3,552,399-130,080$199,679
ILLUMINA INC 655,686 +251,564 $199,471
     ILMN655,686+251,564$199,471
58.COM INC 3,970,847 +311,705 $195,791
     WUBA3,970,847+311,705$195,791
PTC INC 2,830,776 +104,752 $193,000
     PTC2,830,776+104,752$193,000
CENTENE CORP 3,922,538 +903,993 $169,689
     CNC3,922,538+903,993$169,689
INTUITIVE SURGICAL INC 303,065 -11,548 $163,632
     ISRG303,065-11,548$163,632
NEWMONT GOLDCORP CORP 3,993,701 +44,892 $151,444
     NEM3,993,701+44,892$151,444
TIFFANY & CO 1,631,745 +7,338 $151,147
     TIF1,631,745+7,338$151,147
SEA LTD 4,400,726 +1,283,287 $136,190
     SE4,400,726+1,283,287$136,190
MASTERCARD INC 496,989 +111,763 $134,966
     MA496,989+111,763$134,966
ELANCO ANIMAL HEALTH INC 4,869,165 -887,620 $129,470
     ELAN4,869,165-887,620$129,470
FIDELITY NATIONAL INFO SERV 964,176 +964,176 $128,002
     FIS964,176+964,176$128,002
ELECTRONIC ARTS INC 1,282,009 -548,525 $125,403
     EA1,282,009-548,525$125,403
THERMO FISHER SCIENTIFIC INC 416,489 +415,443 $121,309
     TMO416,489+415,443$121,309
PFIZER INC 3,225,418 +3,225,418 $115,890
     PFE3,225,418+3,225,418$115,890
ELASTIC NV 1,405,901 +89,139 $115,763
     ESTC1,405,901+89,139$115,763
PROCTER & GAMBLE CO THE 922,521 +922,521 $114,743
     PG922,521+922,521$114,743
ELI LILLY & CO 1,008,978 +1,008,978 $112,835
     LLY1,008,978+1,008,978$112,835
SPIRIT AIRLINES INC 3,057,266 +284,599 $110,979
     SAVE3,057,266+284,599$110,979
ACTIVISION BLIZZARD INC 2,061,565 -784,070 $109,097
     ATVI2,061,565-784,070$109,097
SALESFORCE.COM INC 728,831 +728,831 $108,188
     CRM728,831+728,831$108,188
SQUARE INC 1,700,614 +1,700,614 $105,351
     SQ1,700,614+1,700,614$105,351
MERCADOLIBRE INC 176,891 +19,380 $97,502
     MELI176,891+19,380$97,502
ALCON INC 1,598,395 +567,294 $93,171
     ALC1,598,395+567,294$93,171
COCA COLA CO THE 1,705,585 +1,705,585 $92,852
     KO1,705,585+1,705,585$92,852
WHEATON PRECIOUS METALS CORP 3,505,373 -246,190 $91,984
     WPM3,505,373-246,190$91,984
VISA INC 507,846 +6,994 $87,355
     V507,846+6,994$87,355
SPOTIFY TECHNOLOGY SA 747,918 -213,306 $85,261
     SPOT747,918-213,306$85,261
MICROSOFT CORP 514,601 -100,429 $71,544
     MSFT514,601-100,429$71,544
PIONEER NATURAL RESOURCES CO 488,612 -4,840 $61,453
     PXD488,612-4,840$61,453
BAXTER INTERNATIONAL INC 685,950 -734,817 $59,999
     BAX685,950-734,817$59,999
NVIDIA CORP 336,665 -471,207 $58,602
     NVDA336,665-471,207$58,602
REGENXBIO INC 1,243,721 -138,541 $44,276
     RGNX1,243,721-138,541$44,276
TRADEWEB MARKETS INC 1,138,670 -86,483 $42,108
     TW1,138,670-86,483$42,108
TAIWAN SEMICONDUCTOR 888,922 -487,030 $41,290
     TSM888,922-487,030$41,290
EOG RESOURCES INC 524,944 +19,353 $38,961
     EOG524,944+19,353$38,961
ZUORA INC 2,171,820 +4,400 $32,686
     ZUO2,171,820+4,400$32,686
LINE CORP 724,591 -28,936 $26,050
     LN724,591-28,936$26,050
VIPSHOP HOLDINGS LTD 2,674,458 -1,539,263 $23,859
     VIPS2,674,458-1,539,263$23,859

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 09/30/2019: $7,927,375
At 06/30/2019: $8,049,687

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

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