HoldingsChannel.com
Carmignac Gestion Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
FACEBOOK INC 2,968,164 -261,572 $572,856
     FB2,968,164-261,572$572,856
INTERCONTINENTAL EXCHANGE IN (ICE) 5,162,445 -1,106,634 $443,661
     ICE5,162,445-1,106,634$443,661
ALPHABET INC 405,169 +781 $438,717
     GOOGL405,169+781$438,717
BOOKING HOLDINGS INC 198,473 +21,950 $372,079
     BKNG198,473+21,950$372,079
CONSTELLATION BRANDS INC 1,826,577 -205,408 $359,726
     STZ1,826,577-205,408$359,726
ANTHEM INC 1,025,279 -149,186 $289,344
     ANTM1,025,279-149,186$289,344
GRUBHUB INC 3,682,479 +381,141 $287,197
     GRUB3,682,479+381,141$287,197
BECTON DICKINSON AND CO 1,068,445 -89,558 $269,259
     BDX1,068,445-89,558$269,259
PTC INC 2,726,024 +872,217 $244,688
     PTC2,726,024+872,217$244,688
GODADDY INC 3,259,655 +690,949 $228,665
     GDDY3,259,655+690,949$228,665
58.COM INC 3,659,142 +492,747 $227,489
     WUBA3,659,142+492,747$227,489
JD.COM INC 7,289,205 -2,391,467 $220,790
     JD7,289,205-2,391,467$220,790
ELANCO ANIMAL HEALTH INC 5,756,785 -34,135 $194,579
     ELAN5,756,785-34,135$194,579
ELECTRONIC ARTS INC 1,830,534 +29,919 $185,360
     EA1,830,534+29,919$185,360
FISERV INC 1,972,517 +1,972,517 $179,815
     FISV1,972,517+1,972,517$179,815
COSTCO WHOLESALE CORP 660,109 -293,966 $174,440
     COST660,109-293,966$174,440
INTUITIVE SURGICAL INC 314,613 +45,173 $165,030
     ISRG314,613+45,173$165,030
CENTENE CORP 3,018,545 +3,018,545 $158,292
     CNC3,018,545+3,018,545$158,292
TIFFANY & CO 1,624,407 +964,534 $152,109
     TIF1,624,407+964,534$152,109
NEWMONT GOLDCORP CORP 3,948,809 -2,196,178 $151,911
     NEM3,948,809-2,196,178$151,911
ILLUMINA INC 404,122 -28,897 $148,778
     ILMN404,122-28,897$148,778
SPOTIFY TECHNOLOGY SA 961,224 -48,967 $140,550
     SPOT961,224-48,967$140,550
ACTIVISION BLIZZARD INC 2,845,635 -254,772 $134,314
     ATVI2,845,635-254,772$134,314
NVIDIA CORP 807,872 +807,872 $132,677
     NVDA807,872+807,872$132,677
SPIRIT AIRLINES INC 2,772,667 +114,154 $132,339
     SAVE2,772,667+114,154$132,339
WORLDPAY INC 1,024,364 -740,603 $125,536
     WP1,024,364-740,603$125,536
PAYPAL HOLDINGS INC 1,053,938 +3,489 $120,634
     PYPL1,053,938+3,489$120,634
BAXTER INTERNATIONAL INC 1,420,767 -468,120 $116,361
     BAX1,420,767-468,120$116,361
MERCK & CO. INC. 1,334,894 -587,944 $111,931
     MRK1,334,894-587,944$111,931
SEA LTD 3,117,439 +3,117,439 $103,561
     SE3,117,439+3,117,439$103,561
MASTERCARD INC 385,226 -527,934 $101,904
     MA385,226-527,934$101,904
ELASTIC NV 1,316,762 +1,316,762 $98,309
     ESTC1,316,762+1,316,762$98,309
MERCADOLIBRE INC 157,511 -274,056 $96,361
     MELI157,511-274,056$96,361
WHEATON PRECIOUS METALS CORP 3,751,563 -4,382,166 $90,713
     WPM3,751,563-4,382,166$90,713
VISA INC 500,852 -733,565 $86,923
     V500,852-733,565$86,923
MICROSOFT CORP 615,030 -206,100 $82,389
     MSFT615,030-206,100$82,389
PIONEER NATURAL RESOURCES CO 493,452 -37,735 $75,923
     PXD493,452-37,735$75,923
MEDTRONIC PLC 760,033 -740,199 $74,020
     MDT760,033-740,199$74,020
REGENXBIO INC 1,382,262 +743,067 $71,007
     RGNX1,382,262+743,067$71,007
ALCON INC 1,031,101 +1,031,101 $63,980
     ALC1,031,101+1,031,101$63,980
TAIWAN SEMICONDUCTOR 1,375,952 -679,652 $53,896
     TSM1,375,952-679,652$53,896
TRADEWEB MARKETS INC 1,225,153 +1,225,153 $53,674
     TW1,225,153+1,225,153$53,674
EOG RESOURCES INC 505,591 -37,527 $47,101
     EOG505,591-37,527$47,101
VIPSHOP HOLDINGS LTD 4,213,721 -319,250 $36,364
     VIPS4,213,721-319,250$36,364
ZUORA INC 2,167,420 +115,096 $33,205
     ZUO2,167,420+115,096$33,205
CONCHO RESOURCES INC 294,406 -2,100 $30,377
     CXO294,406-2,100$30,377
LINE CORP 753,527 -7,200 $21,204
     LN753,527-7,200$21,204
YANDEX NV 530,789 -272,955 $20,170
     YNDX530,789-272,955$20,170
CHEMOCENTRYX INC 1,881,609 -84,030 $17,499
     CCXI1,881,609-84,030$17,499
EXXON MOBIL CORP 192,774 UNCH $14,772
     XOM192,774UNCH$14,772

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 06/30/2019: $8,049,687
At 03/31/2019: $8,584,446

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 - 2019, 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.