Carmignac Gestion Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$7.2B
Holdings
122
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
JDJD.COM INC | $603.8M |
AMZNAMAZON.COM INC | $449.3M |
METAFACEBOOK INC | $364.2M |
GOOGLALPHABET INC | $334.2M |
STZCONSTELLATION BRANDS INC | $321.6M |
FISFIDELITY NATIONAL INFO SERV | $268.5M |
CRMSALESFORCE.COM INC | $233.1M |
NEMNEWMONT CORP | $221.6M |
ELVANTHEM INC | $214.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $208.6M |
ESTCELASTIC NV | $192.6M |
BKNGBOOKING HOLDINGS INC | $180.1M |
CNCCENTENE CORP | $178.6M |
MRKMERCK & CO. INC. | $168.6M |
PYPLPAYPAL HOLDINGS INC | $161.9M |
GDDYGODADDY INC | $161.8M |
WPMWHEATON PRECIOUS METALS CORP | $157.3M |
TMUST-MOBILE US INC | $146.5M |
NFLXNETFLIX INC | $144.2M |
BAXBAXTER INTERNATIONAL INC | $130.7M |
KHCKRAFT HEINZ CO/THE | $122.3M |
GDSGDS HOLDINGS LTD | $114.3M |
BSXBOSTON SCIENTIFIC CORP | $112.4M |
PGPROCTER & GAMBLE CO/THE | $108.5M |
KCKINGSOFT CLOUD HOLDINGS | $107.9M |
MDTMEDTRONIC PLC | $107.5M |
DGDOLLAR GENERAL CORP | $107.1M |
MAMASTERCARD INC | $103.9M |
NXPINXP SEMICONDUCTORS NV | $100.7M |
ALCALCON INC | $99.8M |
BXMTBLACKSTONE MORTGAGE TRU | $95.5M |
MLB1MERCADOLIBRE INC | $87.7M |
ABXBARRICK GOLD CORP | $85.6M |
SESEA LTD | $81.5M |
TWTRADEWEB MARKETS INC | $76.3M |
SYKSTRYKER CORP | $76.3M |
WUBAUSD58.COM INC | $72.4M |
BDXBECTON DICKINSON AND CO | $60.5M |
COSTCOSTCO WHOLESALE CORP | $52.8M |
PLNTPLANET FITNESS INC | $48.3M |
NBISYANDEX NV | $42.4M |
TWTRUSDTWITTER INC | $35.8M |
CARAEURCARA THERAPEUTICS INC | $35.3M |
TSMTAIWAN SEMICONDUCTOR | $33.7M |
AMEDAMEDISYS INC | $33.4M |
CRBPEURCORBUS PHARMACEUTICALS HOLDI | $31.7M |
VIPSVIPSHOP HOLDINGS LTD | $26.9M |
LWLAMB WESTON HOLDINGS INC | $26.8M |
NIONIO INC | $25.3M |
VVISA INC | $20.9M |
URBNURBAN OUTFITTERS INC | $17.7M |
VNET21VIANET GROUP INC | $16.9M |
AEMAGNICO EAGLE MINES LTD | $16.0M |
MOMOUSDMOMO INC | $15.3M |
JOYYJOYY INC | $12.8M |
DHRDANAHER CORP | $9.5M |
AKXANSYS INC | $9.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.2M |
WMWASTE MANAGEMENT INC | $8.9M |
ADSKAUTODESK INC | $8.4M |
ONON SEMICONDUCTOR CORP | $7.7M |
DARDARLING INGREDIENTS INC | $6.9M |
ECLECOLAB INC | $6.8M |
TPICQTPI COMPOSITES INC | $6.6M |
RGNXREGENXBIO INC | $6.4M |
GTMZOOMINFO TECHNOLOGIES INC | $6.4M |
ALBALBEMARLE CORP | $6.3M |
MSFTMICROSOFT CORP | $5.6M |
HXLHEXCEL CORP | $5.2M |
CLVTRIP.COM GROUP LTD | $4.8M |
CLSDUSDCLEARSIDE BIOMEDICAL INC | $3.6M |
ZMZOOM VIDEO COMMUNICATIONS | $3.5M |
ELESTEE LAUDER COMPANIES | $3.5M |
CCXIEURCHEMOCENTRYX INC | $3.4M |
ARCOARCOS DORADOS HOLDINGS INC | $3.2M |
GPRKGEOPARK LTD | $3.2M |
FTCHQFARFETCH LTD | $2.6M |
UBERUBER TECHNOLOGIES INC | $2.5M |
IFSINTERCORP FINANCIAL SERVICES | $2.5M |
RMERESMED INC | $2.5M |
INTUINTUIT INC | $2.5M |
BF/BBROWN-FORMAN CORP | $2.4M |
EWEDWARDS LIFESCIENCES CORP | $2.3M |
ZTSZOETIS INC | $2.2M |
TRUTRANSUNION | $2.1M |
NTRNUTRIEN LTD | $2.1M |
PEPPEPSICO INC | $2.0M |
DISWALT DISNEY CO/THE | $2.0M |
3M4MASIMO CORP | $2.0M |
ILMNILLUMINA INC | $2.0M |
TGSTRANSPORTADOR GAS SUR | $1.9M |
NVDANVIDIA CORP | $1.9M |
MTZMASTEC INC | $1.9M |
ISRGINTUITIVE SURGICAL INC | $1.9M |
EAELECTRONIC ARTS INC | $1.8M |
ADBEADOBE INC | $1.7M |
IRINGERSOLL-RAND INC | $1.1M |
VEEVVEEVA SYSTEMS INC | $1.1M |
NVRNVR INC | $1.0M |
HUYAHUYA INC | $994K |
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