HoldingsChannel.com
Carmignac Gestion Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
FACEBOOK INC 2,277,981 -242,488 $467,554
     FB2,277,981-242,488$467,554
JD.COM INC 12,938,389 +1,332,520 $455,828
     JD12,938,389+1,332,520$455,828
INTERCONTINENTAL EXCHANGE IN (ICE) 4,069,193 -530,085 $376,603
     ICE4,069,193-530,085$376,603
ALPHABET INC 267,895 -68,301 $358,816
     GOOGL267,895-68,301$358,816
CONSTELLATION BRANDS INC 1,770,412 +177,646 $335,933
     STZ1,770,412+177,646$335,933
ANTHEM INC 1,008,315 -26,778 $304,545
     ANTM1,008,315-26,778$304,545
58.COM INC 4,537,260 +566,413 $293,729
     WUBA4,537,260+566,413$293,729
SALESFORCE.COM INC 1,631,743 +902,912 $265,386
     CRM1,631,743+902,912$265,386
FISERV INC 2,107,661 -4,400 $243,708
     FISV2,107,661-4,400$243,708
FIDELITY NATIONAL INFO SERV 1,633,332 +669,156 $227,179
     FIS1,633,332+669,156$227,179
GODADDY INC 3,275,157 -203,019 $222,447
     GDDY3,275,157-203,019$222,447
BOOKING HOLDINGS INC 100,156 -103,599 $205,693
     BKNG100,156-103,599$205,693
PTC INC 2,537,388 -293,388 $190,026
     PTC2,537,388-293,388$190,026
CENTENE CORP 2,920,625 -1,001,913 $183,620
     CNC2,920,625-1,001,913$183,620
THERMO FISHER SCIENTIFIC INC 534,451 +117,962 $173,627
     TMO534,451+117,962$173,627
INTUITIVE SURGICAL INC 287,563 -15,502 $169,993
     ISRG287,563-15,502$169,993
MASTERCARD INC 540,393 +43,404 $161,355
     MA540,393+43,404$161,355
NEWMONT GOLDCORP CORP 3,425,849 -567,852 $148,855
     NEM3,425,849-567,852$148,855
ALCON INC 2,486,131 +887,736 $140,639
     ALC2,486,131+887,736$140,639
GRUBHUB INC 2,858,036 -694,363 $139,014
     GRUB2,858,036-694,363$139,014
MERCADOLIBRE INC 227,450 +50,559 $130,104
     MELI227,450+50,559$130,104
ELASTIC NV 1,963,072 +557,171 $126,225
     ESTC1,963,072+557,171$126,225
KRAFT HEINZ CO THE 3,831,500 +3,831,500 $123,104
     KHC3,831,500+3,831,500$123,104
AMAZON.COM INC 63,393 +63,393 $117,140
     AMZN63,393+63,393$117,140
SPIRIT AIRLINES INC 2,895,783 -161,483 $116,727
     SAVE2,895,783-161,483$116,727
PROCTER & GAMBLE CO THE 931,616 +9,095 $116,358
     PG931,616+9,095$116,358
BECTON DICKINSON AND CO 424,883 -371,826 $115,555
     BDX424,883-371,826$115,555
MERCK & CO. INC. 1,267,675 +1,267,675 $115,295
     MRK1,267,675+1,267,675$115,295
STRYKER CORP 546,660 +545,444 $114,765
     SYK546,660+545,444$114,765
ILLUMINA INC 342,502 -313,184 $113,620
     ILMN342,502-313,184$113,620
COSTCO WHOLESALE CORP 370,224 -444,118 $108,817
     COST370,224-444,118$108,817
WHEATON PRECIOUS METALS CORP 3,304,850 -200,523 $98,322
     WPM3,304,850-200,523$98,322
SEA LTD ADR 2,260,472 -2,140,254 $90,896
     SE2,260,472-2,140,254$90,896
EXACT SCIENCES CORP 874,015 +874,015 $80,828
     EXAS874,015+874,015$80,828
ELANCO ANIMAL HEALTH INC 2,705,856 -2,163,309 $79,687
     ELAN2,705,856-2,163,309$79,687
MICROSOFT CORP 429,366 -85,235 $67,711
     MSFT429,366-85,235$67,711
ELECTRONIC ARTS INC 596,322 -685,687 $64,110
     EA596,322-685,687$64,110
TRADEWEB MARKETS INC 1,131,470 -7,200 $52,444
     TW1,131,470-7,200$52,444
VISA INC 245,013 -262,833 $46,038
     V245,013-262,833$46,038
SQUARE INC 683,991 -1,016,623 $42,790
     SQ683,991-1,016,623$42,790
URBAN OUTFITTERS INC 1,511,485 +1,511,485 $41,974
     URBN1,511,485+1,511,485$41,974
CROWDSTRIKE HOLDINGS INC 792,306 +695,287 $39,512
     CRWD792,306+695,287$39,512
TWITTER INC 1,226,331 +1,226,331 $39,304
     TWTR1,226,331+1,226,331$39,304
TAIWAN SEMICONDUCTOR 609,832 -279,090 $35,426
     TSM609,832-279,090$35,426
YANDEX NV 632,149 +167,110 $27,491
     YNDX632,149+167,110$27,491
ZUORA INC 1,352,148 -819,672 $19,376
     ZUO1,352,148-819,672$19,376
EXXON MOBIL CORP 255,885 UNCH $17,856
     XOM255,885UNCH$17,856
CARA THERAPEUTICS INC 908,570 +533,622 $14,637
     CARA908,570+533,622$14,637
JOYY INC 275,308 +52,095 $14,534
     YY275,308+52,095$14,534
REGENXBIO INC 289,281 -954,440 $11,852
     RGNX289,281-954,440$11,852

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 12/31/2019: $7,485,295
At 09/30/2019: $7,927,375

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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