Carmignac Gestion Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$7.5T
Holdings
125
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PEPPEPSICO INC | 4,555 | $623.0M | 0.01% | |
| 102 | TRUTRANSUNION | 7,189 | $615.0M | 0.01% | |
| 103 | VEEVVEEVA SYSTEMS INC | 4,263 | $600.0M | 0.01% | |
| 104 | RMERESMED INC | 3,847 | $596.0M | 0.01% | |
| 105 | LIILENNOX INTERNATIONAL INC | 2,328 | $568.0M | 0.01% | |
| 106 | RESRPC INC | 107,820 | $565.0M | 0.01% | |
| 107 | CITCINTAS CORP | 2,087 | $562.0M | 0.01% | |
| 108 | INTUINTUIT INC | 2,023 | $530.0M | 0.01% | |
| 109 | PYPLPAYPAL HOLDINGS INC | 4,592 | $497.0M | 0.01% | |
| 110 | ADBEADOBE INC | 1,486 | $490.0M | 0.01% | |
| 111 | SMSM ENERGY CO | 38,997 | $438.0M | 0.01% | |
| 112 | KNXKNIGHT-SWIFT TRANSPORTATION | 12,081 | $433.0M | 0.01% | |
| 113 | 3M4MASIMO CORP | 2,554 | $404.0M | 0.01% | |
| 114 | PAYXPAYCHEX INC | 4,432 | $377.0M | 0.01% | |
| 115 | DISWALT DISNEY CO/THE | 2,579 | $373.0M | 0.00% | |
| 116 | CHDCHURCH & DWIGHT CO INC | 4,405 | $310.0M | 0.00% | |
| 117 | CPRTCOPART INC | 3,394 | $309.0M | 0.00% | |
| 118 | SSNCSS&C TECHNOLOGIES HOLDINGS | 4,689 | $288.0M | 0.00% | |
| 119 | ADSKAUTODESK INC | 1,403 | $257.0M | 0.00% | |
| 120 | GRMNGARMIN LTD | 2,638 | $257.0M | 0.00% | |
| 121 | IBNICICI BANK LTD | 13,800 | $209.0M | 0.00% | |
| 122 | —SEADRILL LTD | 80,000 | $203.0M | 0.00% | |
| 123 | VIPSVIPSHOP HOLDINGS LTD | 10,500 | $152.0M | 0.00% | |
| 124 | ANETEURARISTA NETWORKS INC | 633 | $129.0M | 0.00% | |
| 125 | VMWEURVMWARE INC | 767 | $116.0M | 0.00% |
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