Carmignac Gestion Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$6.2B
Holdings
113
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,344,553 | $414.6B | 6697.68% | |
| 2 | AMZNAMAZON.COM INC | 119,774 | $390.5B | 6307.35% | |
| 3 | UBERUBER TECHNOLOGIES INC | 9,103,306 | $324.8B | 5246.86% | |
| 4 | TMUST-MOBILE US INC | 2,441,030 | $313.3B | 5060.93% | |
| 5 | SLBSCHLUMBERGER LTD | 7,276,320 | $300.6B | 4855.53% | |
| 6 | ELVANTHEM INC | 606,328 | $297.9B | 4811.61% | |
| 7 | CRMSALESFORCE.COM INC | 1,401,839 | $297.7B | 4808.13% | |
| 8 | PANWPALO ALTO NETWORKS INC | 423,849 | $263.8B | 4261.62% | |
| 9 | DHRDANAHER CORP | 807,695 | $236.9B | 3827.11% | |
| 10 | ICEINTERCONTINENTAL EXCHANGE IN | 1,781,004 | $235.3B | 3801.30% | |
| 11 | LLYELI LILLY & CO | 777,242 | $222.6B | 3595.43% | |
| 12 | ORLYO'REILLY AUTOMOTIVE INC | 283,649 | $194.3B | 3138.43% | |
| 13 | GOOGLALPHABET INC | 68,292 | $190.0B | 3068.83% | |
| 14 | JDJD.COM INC | 3,209,367 | $185.8B | 3000.79% | |
| 15 | MAMASTERCARD INC | 515,547 | $184.3B | 2976.63% | |
| 16 | SPGIS&P GLOBAL INC | 416,262 | $170.8B | 2758.20% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 309,518 | $157.8B | 2549.78% | |
| 18 | PFEPFIZER INC | 2,646,947 | $137.0B | 2213.56% | |
| 19 | NFLXNETFLIX INC | 339,245 | $127.1B | 2052.77% | |
| 20 | STZCONSTELLATION BRANDS INC | 444,379 | $102.4B | 1653.30% | |
| 21 | HUMHUMANA INC | 233,212 | $101.5B | 1639.35% | |
| 22 | MLB1MERCADOLIBRE INC | 81,466 | $96.9B | 1565.57% | |
| 23 | AEMAGNICO EAGLE MINES LTD | 1,502,926 | $92.0B | 1486.76% | |
| 24 | NEMNEWMONT CORP | 1,111,443 | $88.3B | 1426.41% | |
| 25 | ABXBARRICK GOLD CORP | 3,395,411 | $83.3B | 1345.44% | |
| 26 | MRVLMARVELL TECHNOLOGY INC | 804,565 | $57.7B | 931.96% | |
| 27 | GDSGDS HOLDINGS LTD | 1,398,208 | $54.9B | 887.11% | |
| 28 | EDUNEW ORIENTAL EDUCATIO | 43,110,546 | $49.6B | 801.96% | |
| 29 | BEKEKE HOLDINGS INC | 3,455,603 | $42.8B | 691.44% | |
| 30 | BKNGBOOKING HOLDINGS INC | 18,053 | $42.4B | 684.85% | |
| 31 | RUNSUNRUN INC | 1,309,600 | $39.8B | 642.46% | |
| 32 | VIPSVIPSHOP HOLDINGS LTD | 4,357,181 | $39.2B | 633.82% | |
| 33 | JOYYJOYY INC | 992,188 | $36.5B | 589.17% | |
| 34 | NYTNEW YORK TIMES CO | 786,116 | $36.0B | 582.10% | |
| 35 | —CHINDATA GROUP HOLDINGS | 5,546,713 | $35.1B | 566.71% | |
| 36 | MNSOMINISO GROUP HOLDING LTD | 4,288,027 | $33.5B | 540.65% | |
| 37 | CLCOLGATE-PALMOLIVE CO | 437,370 | $33.2B | 535.90% | |
| 38 | EHEHANG HOLDINGS LTD | 2,726,024 | $32.7B | 528.66% | |
| 39 | PGPROCTER & GAMBLE CO/THE | 199,989 | $30.6B | 493.85% | |
| 40 | LUVSOUTHWEST AIRLINES CO | 555,949 | $25.5B | 411.29% | |
| 41 | SESEA LTD | 208,820 | $25.0B | 404.35% | |
| 42 | TMOTHERMO FISHER SCIENTIFIC INC | 39,408 | $23.3B | 376.29% | |
| 43 | TUYATUYA INC | 5,717,048 | $16.9B | 273.72% | |
| 44 | SIXEURSIX FLAGS ENTERTAINMENT CORP | 372,683 | $16.2B | 261.88% | |
| 45 | TNLTRAVEL PLUS LEISURE CO | 250,117 | $14.5B | 234.09% | |
| 46 | BABAALIBABA GROUP HOLDING | 130,000 | $14.1B | 228.47% | Call |
| 47 | TSMTAIWAN SEMICONDUCTOR | 121,786 | $12.7B | 205.10% | |
| 48 | WMWASTE MANAGEMENT INC | 76,675 | $12.2B | 196.31% | |
| 49 | XYZBLOCK INC | 88,539 | $12.0B | 193.94% | |
| 50 | DELLDELL TECHNOLOGIES | 214,314 | $10.8B | 173.74% | |
| 51 | ADSKAUTODESK INC | 46,900 | $10.1B | 163.23% | |
| 52 | ONON SEMICONDUCTOR | 155,380 | $9.7B | 157.14% | |
| 53 | ELESTEE LAUDER COMPANIES | 34,666 | $9.5B | 153.28% | |
| 54 | AKXANSYS INC | 28,778 | $9.2B | 147.85% | |
| 55 | FTCHQFARFETCH LTD | 590,440 | $8.9B | 144.20% | |
| 56 | MTZMASTEC INC | 101,227 | $8.8B | 142.42% | |
| 57 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 364,689 | $8.4B | 135.85% | |
| 58 | NVDANVIDIA CORP | 28,132 | $7.7B | 124.51% | |
| 59 | RMERESMED INC | 30,647 | $7.5B | 121.13% | |
| 60 | ADBEADOBE INC | 16,268 | $7.4B | 120.12% | |
| 61 | ZTSZOETIS INC | 37,350 | $7.1B | 114.27% | |
| 62 | INTUINTUIT INC | 14,337 | $6.9B | 110.76% | |
| 63 | TRUTRANSUNION | 64,639 | $6.7B | 108.07% | |
| 64 | GPRKGEOPARK LTD | 435,720 | $6.5B | 105.16% | |
| 65 | TASKTASKUS INC | 162,503 | $6.3B | 101.17% | |
| 66 | ECLECOLAB INC | 34,843 | $6.2B | 99.37% | |
| 67 | STSENSATA TECHNOLOGIES HOLDING | 113,991 | $5.8B | 94.34% | |
| 68 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 2,485,652 | $5.7B | 91.94% | |
| 69 | HXLHEXCEL CORP | 94,770 | $5.6B | 91.04% | |
| 70 | MARMARRIOTT INTERNATIONAL | 30,607 | $5.4B | 86.89% | |
| 71 | WDAYWORKDAY INC | 20,398 | $4.9B | 78.91% | |
| 72 | EAELECTRONIC ARTS INC | 38,222 | $4.9B | 78.36% | |
| 73 | PAYXPAYCHEX INC | 33,919 | $4.6B | 74.77% | |
| 74 | BIDUNBAIDU INC | 34,642 | $4.6B | 74.03% | |
| 75 | MOMOHELLO GROUP INC | 739,714 | $4.3B | 69.88% | |
| 76 | DISWALT DISNEY CO/THE | 29,001 | $4.0B | 64.81% | |
| 77 | CITCINTAS CORP | 8,745 | $3.7B | 60.09% | |
| 78 | 3M4MASIMO CORP | 23,198 | $3.5B | 55.78% | |
| 79 | CPRTCOPART INC | 25,734 | $3.2B | 52.16% | |
| 80 | VEEVVEEVA SYSTEMS INC | 14,108 | $3.0B | 48.41% | |
| 81 | SEDGSOLAREDGE TECHNOLOGIES INC | 8,960 | $2.9B | 46.65% | |
| 82 | HTHTHUAZHU GROUP LTD | 84,130 | $2.8B | 44.83% | |
| 83 | PYPLPAYPAL HOLDINGS INC | 23,537 | $2.7B | 44.26% | |
| 84 | LULULULULEMON ATHLETICA INC | 6,985 | $2.6B | 41.66% | |
| 85 | XPEVXPENG INC | 88,248 | $2.4B | 39.33% | |
| 86 | NDSNNORDSON CORP | 10,170 | $2.3B | 37.30% | |
| 87 | NIUNIU TECHNOLOGIES | 230,251 | $2.2B | 36.25% | |
| 88 | GRMNGARMIN LTD | 17,800 | $2.1B | 34.10% | |
| 89 | ISRGINTUITIVE SURGICAL INC | 6,899 | $2.1B | 33.76% | |
| 90 | BROBROWN & BROWN INC | 27,429 | $2.0B | 32.02% | |
| 91 | ALBALBEMARLE CORP | 8,937 | $2.0B | 31.92% | |
| 92 | AFWALIGN TECHNOLOGY INC | 4,175 | $1.8B | 29.59% | |
| 93 | SYKSTRYKER CORP | 6,822 | $1.8B | 29.54% | |
| 94 | —TDCX INC | 130,433 | $1.6B | 25.75% | |
| 95 | HDBHDFC BANK LTD | 25,645 | $1.6B | 25.41% | |
| 96 | KOSKOSMOS ENERGY LTD | 182,799 | $1.3B | 21.10% | |
| 97 | VNETVNET GROUP INC | 161,294 | $940.0M | 15.18% | |
| 98 | AEVAAEVA TECHNOLOGIES INC | 204,593 | $886.0M | 14.31% | |
| 99 | ACNACCENTURE PLC | 2,613 | $881.0M | 14.23% | |
| 100 | HLTHILTON WORLDWIDE HOLDINGS IN | 5,547 | $842.0M | 13.60% |
Page 1 of 2Next