Carmignac Gestion Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$7.1B
Holdings
122
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 11,614,651 | $487.0B | 6812.09% | |
| 2 | JDJD.COM INC | 6,848,549 | $479.9B | 6712.40% | |
| 3 | AMZNAMAZON.COM INC | 142,242 | $474.3B | 6634.13% | |
| 4 | METAMETA PLATFORMS INC | 1,061,390 | $357.0B | 4993.63% | |
| 5 | MSFTMICROSOFT CORP | 1,050,630 | $353.4B | 4943.22% | |
| 6 | ELVANTHEM INC | 736,096 | $341.2B | 4772.79% | |
| 7 | CRMSALESFORCE.COM INC | 1,253,561 | $318.6B | 4456.00% | |
| 8 | GOOGLALPHABET INC | 101,713 | $294.7B | 4122.00% | |
| 9 | TMUST-MOBILE US INC | 2,441,030 | $283.1B | 3960.03% | |
| 10 | PANWPALO ALTO NETWORKS INC | 499,757 | $278.3B | 3892.51% | |
| 11 | MLB1MERCADOLIBRE INC | 187,595 | $253.0B | 3538.29% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 1,733,558 | $237.1B | 3316.42% | |
| 13 | DHRDANAHER CORP | 678,318 | $223.2B | 3121.63% | |
| 14 | NFLXNETFLIX INC | 297,554 | $179.3B | 2507.43% | |
| 15 | MAMASTERCARD INC | 437,385 | $157.2B | 2198.44% | |
| 16 | SYKSTRYKER CORP | 587,068 | $157.0B | 2196.18% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 270,612 | $135.9B | 1900.70% | |
| 18 | GDSGDS HOLDINGS LTD | 2,741,950 | $129.3B | 1808.68% | |
| 19 | PFEPFIZER INC | 1,935,320 | $114.3B | 1598.51% | |
| 20 | MTCHMATCH GROUP INC | 753,872 | $99.7B | 1394.55% | |
| 21 | RUNSUNRUN INC | 2,860,988 | $98.1B | 1372.61% | |
| 22 | COSTCOSTCO WHOLESALE CORP | 166,586 | $94.6B | 1322.80% | |
| 23 | LLYELI LILLY & CO | 313,038 | $86.5B | 1209.46% | |
| 24 | NOWSERVICENOW INC | 117,835 | $76.5B | 1069.90% | |
| 25 | XYZBLOCK INC | 442,908 | $71.5B | 1000.58% | |
| 26 | KCKINGSOFT CLOUD HOLDINGS | 4,518,050 | $71.2B | 995.35% | |
| 27 | NYTNEW YORK TIMES CO | 1,435,060 | $69.3B | 969.52% | |
| 28 | BIDUNBAIDU INC | 433,716 | $64.5B | 902.89% | |
| 29 | JOYYJOYY INC | 1,330,294 | $60.4B | 845.25% | |
| 30 | GDRXGOODRX HOLDINGS INC | 1,828,119 | $59.7B | 835.67% | |
| 31 | STZCONSTELLATION BRANDS INC | 221,128 | $55.5B | 776.25% | |
| 32 | NBISYANDEX NV | 833,940 | $50.5B | 705.95% | |
| 33 | MNSOMINISO GROUP HOLDING LTD | 4,844,763 | $50.1B | 700.59% | |
| 34 | VIPSVIPSHOP HOLDINGS LTD | 5,953,989 | $50.0B | 699.64% | |
| 35 | EHEHANG HOLDINGS LTD | 2,942,067 | $43.9B | 614.26% | |
| 36 | —CHINDATA GROUP HOLDINGS | 6,314,675 | $41.6B | 582.06% | |
| 37 | SESEA LTD | 174,992 | $39.1B | 547.61% | |
| 38 | TSLATESLA INC | 30,420 | $32.1B | 449.66% | |
| 39 | EDUNEW ORIENTAL EDUCATIO | 14,988,043 | $31.5B | 440.26% | |
| 40 | XPEVXPENG INC | 582,589 | $29.3B | 410.14% | |
| 41 | SSENTINELONE INC | 513,440 | $25.9B | 362.61% | |
| 42 | TMOTHERMO FISHER SCIENTIFIC INC | 38,451 | $25.6B | 358.77% | |
| 43 | AMEDAMEDISYS INC | 155,347 | $25.1B | 351.76% | |
| 44 | SNAPSNAP INC | 530,880 | $25.0B | 349.23% | |
| 45 | TUYATUYA INC | 3,953,431 | $24.7B | 345.49% | |
| 46 | LULULULULEMON ATHLETICA INC | 63,011 | $24.7B | 345.23% | |
| 47 | AVDXAVIDXCHANGE HOLDINGS INC | 1,163,345 | $17.5B | 245.06% | |
| 48 | ADSKAUTODESK INC | 60,600 | $17.0B | 238.42% | |
| 49 | TSMTAIWAN SEMICONDUCTOR | 129,307 | $15.6B | 217.60% | |
| 50 | BABAALIBABA GROUP HOLDING | 130,000 | $15.4B | 216.01% | Call |
| 51 | AKXANSYS INC | 37,276 | $15.0B | 209.43% | |
| 52 | DELLDELL TECHNOLOGIES | 252,200 | $14.2B | 198.15% | |
| 53 | ELESTEE LAUDER COMPANIES | 37,381 | $13.8B | 193.28% | |
| 54 | NTRANATERA INC | 141,441 | $13.2B | 184.76% | |
| 55 | WMWASTE MANAGEMENT INC | 76,675 | $12.8B | 179.00% | |
| 56 | ONON SEMICONDUCTOR | 155,380 | $10.6B | 147.61% | |
| 57 | ZTSZOETIS INC | 43,189 | $10.6B | 147.60% | |
| 58 | SDGRSCHRODINGER INC | 300,003 | $10.4B | 146.16% | |
| 59 | TXG10X GENOMICS INC | 67,623 | $10.1B | 140.90% | |
| 60 | ADBEADOBE INC | 17,242 | $9.8B | 136.99% | |
| 61 | CLCOLGATE-PALMOLIVE CO | 113,126 | $9.7B | 135.04% | |
| 62 | PGPROCTER & GAMBLE CO/THE | 58,853 | $9.6B | 134.66% | |
| 63 | CHDCHURCH & DWIGHT CO INC | 93,674 | $9.6B | 134.31% | |
| 64 | RMERESMED INC | 36,748 | $9.6B | 134.13% | |
| 65 | —PERSHING SQUARE TONTINE | 484,797 | $9.6B | 133.72% | |
| 66 | BF/BBROWN-FORMAN CORP | 131,072 | $9.6B | 133.58% | |
| 67 | DMTKQDERMTECH INC | 588,647 | $9.3B | 130.25% | |
| 68 | INTUINTUIT INC | 14,428 | $9.3B | 129.82% | |
| 69 | TRUTRANSUNION | 76,913 | $9.1B | 127.76% | |
| 70 | MTZMASTEC INC | 97,721 | $9.0B | 126.14% | |
| 71 | STSENSATA TECHNOLOGIES HOLDING | 142,348 | $8.8B | 122.66% | |
| 72 | NVDANVIDIA CORP | 29,743 | $8.8B | 122.56% | |
| 73 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 311,152 | $8.7B | 121.51% | |
| 74 | TASKTASKUS INC | 159,579 | $8.6B | 120.75% | |
| 75 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 3,114,252 | $8.6B | 119.80% | Call |
| 76 | NIONIO INC | 266,692 | $8.4B | 118.18% | |
| 77 | ECLECOLAB INC | 34,843 | $8.2B | 114.33% | |
| 78 | AMRSEURAMYRIS INC | 1,463,231 | $7.9B | 110.73% | |
| 79 | DARDARLING INGREDIENTS INC | 104,908 | $7.3B | 101.68% | |
| 80 | 3M4MASIMO CORP | 24,146 | $7.1B | 99.31% | |
| 81 | DISWALT DISNEY CO/THE | 42,850 | $6.7B | 93.02% | |
| 82 | EAELECTRONIC ARTS INC | 43,746 | $5.8B | 81.20% | |
| 83 | RIVNRIVIAN AUTOMOTIVE INC | 50,000 | $5.2B | 72.53% | |
| 84 | OZONOZON HOLDINGS PLC | 171,986 | $5.1B | 71.66% | |
| 85 | HXLHEXCEL CORP | 94,770 | $4.9B | 68.66% | |
| 86 | GPRKGEOPARK LTD | 406,125 | $4.7B | 65.04% | |
| 87 | PAYXPAYCHEX INC | 33,637 | $4.6B | 64.22% | |
| 88 | PYPLPAYPAL HOLDINGS INC | 23,686 | $4.5B | 62.75% | |
| 89 | MARMARRIOTT INTERNATIONAL | 27,035 | $4.5B | 62.48% | |
| 90 | AEMAGNICO EAGLE MINES LTD | 80,069 | $4.3B | 59.52% | |
| 91 | CPRTCOPART INC | 25,468 | $3.9B | 54.01% | |
| 92 | CITCINTAS CORP | 8,655 | $3.8B | 53.66% | |
| 93 | NIUNIU TECHNOLOGIES | 230,251 | $3.7B | 51.87% | |
| 94 | —OLINK HOLDING AB | 201,489 | $3.7B | 51.29% | |
| 95 | DQDAQO NEW ENERGY CORP | 89,894 | $3.6B | 50.83% | |
| 96 | VEEVVEEVA SYSTEMS INC | 14,108 | $3.6B | 50.41% | |
| 97 | ISRGINTUITIVE SURGICAL INC | 9,561 | $3.5B | 48.26% | |
| 98 | MOMOHELLO GROUP INC | 361,113 | $3.2B | 45.39% | |
| 99 | AEVAAEVA TECHNOLOGIES INC | 397,989 | $3.0B | 42.09% | |
| 100 | GRMNGARMIN LTD | 19,189 | $2.6B | 36.55% |
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