Carmignac Gestion Q3 2019 Filing

Filed November 13, 2019

Portfolio Value

$7.9T

Holdings

130

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
101
ELESTEE LAUDER COMPANIES
2,314$460.0M0.01%
102
ZTSZOETIS INC
3,282$409.0M0.01%
103
SMSM ENERGY CO
38,997$378.0M0.00%
104
PEPPEPSICO INC
2,607$357.0M0.00%
105
AKXANSYS INC
1,579$350.0M0.00%
106
DHRDANAHER CORP
2,369$342.0M0.00%
107
INTUINTUIT INC
1,122$298.0M0.00%
108
MARMARRIOTT INTERNATIONAL
2,371$295.0M0.00%
109
CITCINTAS CORP
1,051$282.0M0.00%
110
RMERESMED INC
2,056$278.0M0.00%
111
RCLROYAL CARIBBEAN CRUISES LTD
2,518$273.0M0.00%
112
SYKSTRYKER CORP
1,216$263.0M0.00%
113
CHDCHURCH & DWIGHT INC
3,127$235.0M0.00%
114
ADBEADOBE INC
825$228.0M0.00%
115
LIILENNOX INTERNATIONAL INC
921$224.0M0.00%
116
TRUTRANSUNION
2,680$217.0M0.00%
117
PYPLPAYPAL HOLDINGS INC
1,947$202.0M0.00%
118
KNXKNIGHT-SWIFT TRANSPORTATION
5,354$194.0M0.00%
119
VEEVVEEVA SYSTEMS INC
1,258$192.0M0.00%
120
3M4MASIMO CORP
1,248$186.0M0.00%
121
DISWALT DISNEY CO/THE
1,431$186.0M0.00%
122
PAYXPAYCHEX INC
2,144$177.0M0.00%
123
SEADRILL LTD
80,000$168.0M0.00%
124
IBNICICI BANK LTD
11,000$137.0M0.00%
125
CPRTCOPART INC
1,555$125.0M0.00%
126
GRMNGARMIN LTD
1,447$123.0M0.00%
127
SSNCSS&C TECHNOLOGIES HOLDINGS
2,369$122.0M0.00%
128
ANETEURARISTA NETWORKS INC
447$107.0M0.00%
129
AFWALIGN TECHNOLOGY INC
471$85.0M0.00%
130
VMWEURVMWARE INC
421$63.0M0.00%
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