Carmignac Gestion Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$8.7B
Holdings
130
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PAYXPAYCHEX INC | 30,193 | $3.0B | 33.93% | |
| 102 | CCXIEURCHEMOCENTRYX INC | 53,465 | $2.7B | 31.41% | |
| 103 | DQDAQO NEW ENERGY CORP | 35,063 | $2.6B | 30.03% | |
| 104 | MARMARRIOTT INTERNATIONAL | 17,449 | $2.6B | 29.62% | |
| 105 | CITCINTAS CORP | 7,534 | $2.6B | 29.47% | |
| 106 | CPRTCOPART INC | 23,265 | $2.5B | 28.97% | |
| 107 | —THE9 LTD | 72,152 | $2.3B | 25.80% | |
| 108 | —QUALTRICS INTERNATIONAL | 65,000 | $2.1B | 24.52% | |
| 109 | —YATSEN HOLDING LTD | 158,047 | $2.0B | 22.38% | |
| 110 | GRMNGARMIN LTD | 14,431 | $1.9B | 21.81% | |
| 111 | VEEVVEEVA SYSTEMS INC | 7,241 | $1.9B | 21.69% | |
| 112 | ALBALBEMARLE CORP | 10,279 | $1.5B | 17.22% | |
| 113 | ISRGINTUITIVE SURGICAL INC | 1,881 | $1.4B | 15.82% | |
| 114 | TGSTRANSPORTADOR GAS | 124,970 | $602.0M | 6.90% | |
| 115 | ZHZHIHU INC | 71,016 | $576.0M | 6.60% | |
| 116 | TJXTJX COMPANIES INC | 7,224 | $478.0M | 5.48% | |
| 117 | LIILENNOX INTERNATIONAL INC | 1,238 | $386.0M | 4.42% | |
| 118 | NOVEURNOV INC | 25,000 | $343.0M | 3.93% | |
| 119 | SSNCSS&C TECHNOLOGIES HOLDINGS | 4,809 | $336.0M | 3.85% | |
| 120 | HDBHDFC BANK LTD | 3,340 | $270.0M | 3.10% | |
| 121 | NIONIO INC | 5,151 | $201.0M | 2.30% | |
| 122 | FTCHQFARFETCH LTD | 3,057 | $162.0M | 1.86% | |
| 123 | KNXKNIGHT-SWIFT TRANSPORTATION | 3,205 | $154.0M | 1.77% | |
| 124 | XPEVXPENG INC | 4,172 | $152.0M | 1.74% | |
| 125 | CARRCARRIER GLOBAL CORP | 3,131 | $132.0M | 1.51% | |
| 126 | BURLBURLINGTON STORES INC | 369 | $110.0M | 1.26% | |
| 127 | ROSTROSS STORES INC | 849 | $102.0M | 1.17% | |
| 128 | SYFSYNCHRONY FINANCIAL | 2,133 | $87.0M | 1.00% | |
| 129 | BFAMBRIGHT HORIZONS FAMILY SOLUT | 238 | $41.0M | 0.47% | |
| 130 | IFSINTERCORP FINANCIAL SERVICES | 10 | $0 | 0.00% |
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