Carmignac Gestion Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$8.5T
Holdings
131
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TGSTRANSPORTADOR GAS SUR | 354,970 | $1.5B | 0.02% | |
| 102 | EWEDWARDS LIFESCIENCES CORP | 17,607 | $1.4B | 0.02% | |
| 103 | PEPPEPSICO INC | 9,234 | $1.3B | 0.02% | |
| 104 | ETSYETSY INC | 10,265 | $1.2B | 0.01% | |
| 105 | NCNO*NCINO INC | 15,000 | $1.2B | 0.01% | |
| 106 | TJXTJX COMPANIES INC | 19,400 | $1.1B | 0.01% | |
| 107 | VEEVVEEVA SYSTEMS INC | 3,747 | $1.1B | 0.01% | |
| 108 | CITCINTAS CORP | 2,533 | $843.0M | 0.01% | |
| 109 | CPRTCOPART INC | 7,593 | $798.0M | 0.01% | |
| 110 | PAYXPAYCHEX INC | 9,951 | $794.0M | 0.01% | |
| 111 | LIILENNOX INTERNATIONAL INC | 2,904 | $792.0M | 0.01% | |
| 112 | KNXKNIGHT-SWIFT TRANSPORTATION | 18,984 | $773.0M | 0.01% | |
| 113 | VVISA INC | 3,808 | $761.0M | 0.01% | |
| 114 | MLIMUELLER INDUSTRIES INC | 25,262 | $684.0M | 0.01% | |
| 115 | ROSTROSS STORES INC | 7,150 | $667.0M | 0.01% | |
| 116 | ILMNILLUMINA INC | 2,143 | $661.0M | 0.01% | |
| 117 | TALTAL EDUCATION GROUP | 7,611 | $579.0M | 0.01% | |
| 118 | MARMARRIOTT INTERNATIONAL | 5,249 | $486.0M | 0.01% | |
| 119 | RCLROYAL CARIBBEAN CRUISES LTD | 7,013 | $454.0M | 0.01% | |
| 120 | GRMNGARMIN LTD | 4,167 | $395.0M | 0.00% | |
| 121 | SSNCSS&C TECHNOLOGIES HOLDINGS | 5,260 | $318.0M | 0.00% | |
| 122 | BABAALIBABA GROUP HOLDING | 795 | $234.0M | 0.00% | |
| 123 | NOVEURNATIONAL OILWELL VARCO INC | 25,000 | $227.0M | 0.00% | |
| 124 | CHGGCHEGG INC | 2,500 | $179.0M | 0.00% | |
| 125 | HDBHDFC BANK LTD | 3,340 | $164.0M | 0.00% | |
| 126 | LILI AUTO INC | 9,346 | $163.0M | 0.00% | |
| 127 | MTZMASTEC INC | 3,618 | $153.0M | 0.00% | |
| 128 | AXPAMERICAN EXPRESS CO | 1,250 | $125.0M | 0.00% | |
| 129 | EDUNEW ORIENTAL EDUCATIO | 398 | $60.0M | 0.00% | |
| 130 | ROKUROKU INC | 200 | $38.0M | 0.00% | |
| 131 | —2U INC | 1,000 | $34.0M | 0.00% |
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