0001567619-18-005644.txt : 20181113 0001567619-18-005644.hdr.sgml : 20181113 20181113100630 ACCESSION NUMBER: 0001567619-18-005644 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Carmignac Gestion CENTRAL INDEX KEY: 0001569758 IRS NUMBER: 000000000 STATE OF INCORPORATION: I0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15450 FILM NUMBER: 181175859 BUSINESS ADDRESS: STREET 1: 24 PLACE VENDOME CITY: PARIS STATE: I0 ZIP: 75001 BUSINESS PHONE: 0033142865335 MAIL ADDRESS: STREET 1: 24 PLACE VENDOME CITY: PARIS STATE: I0 ZIP: 75001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569758 XXXXXXXX 09-30-2018 09-30-2018 Carmignac Gestion

24 PLACE VENDOME PARIS I0 75001

13F HOLDINGS REPORT 028-15450 N Cyril Billioud 33-0-1-70-92-33-67 /s/ Cyril Billioud Paris I0 11-13-2018 0 86 11798210 false INFORMATION TABLE 2 form13fInfoTable.xml MASTERCARD INC - A CL A 57636Q104 178576 802192 SH SOLE NONE 802192 0 0 CELGENE CORP COM 151020104 294088 3286266 SH SOLE NONE 3286266 0 0 GOLDCORP INC COM 380956409 160306 15716249 SH SOLE NONE 15716249 0 0 TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 117309 2656453 SH SOLE NONE 2656453 0 0 CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 221393 10306919 SH SOLE NONE 10306919 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 543888 7262498 SH SOLE NONE 7262498 0 0 MYLAN NV SHS EURO N59465109 86264 2356951 SH SOLE NONE 2356951 0 0 FACEBOOK INC-A CL A 30303M102 443413 2696175 SH SOLE NONE 2696175 0 0 NEWMONT MINING CORP COM 651639106 206684 6843856 SH SOLE NONE 6843856 0 0 NOBLE ENERGY INC COM 655044105 299490 9602101 SH SOLE NONE 9602101 0 0 CONCHO RESOURCES INC COM 20605P101 299590 1961312 SH SOLE NONE 1961312 0 0 EOG RESOURCES INC COM 26875P101 399901 3134759 SH SOLE NONE 3134759 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 452013 2594940 SH SOLE NONE 2594940 0 0 YY INC-ADR ADS REPCOM CLA 98426T106 16176 215915 SH SOLE NONE 215915 0 0 ALPHABET INC-CL A CAP STK CL A 02079K305 353998 293268 SH SOLE NONE 293268 0 0 JD.COM INC-ADR SPON ADR CL A 47215P106 12781 489892 SH SOLE NONE 489892 0 0 T-MOBILE US INC COM 872590104 341156 4861150 SH SOLE NONE 4861150 0 0 VISA INC-CLASS A SHARES COM CL A 92826C839 179195 1193920 SH SOLE NONE 1193920 0 0 MERCADOLIBRE INC COM 58733R102 552579 1622989 SH SOLE NONE 1622989 0 0 SERVICENOW INC COM 81762P102 170092 869460 SH SOLE NONE 869460 0 0 CARRIZO OIL & GAS INC COM 144577103 16334 648189 SH SOLE NONE 648189 0 0 CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 7153 505157 SH SOLE NONE 505157 0 0 GRUBHUB INC COM 400110102 176231 1271325 SH SOLE NONE 1271325 0 0 PDC ENERGY INC COM 69327R101 15258 311648 SH SOLE NONE 311648 0 0 MUELLER INDUSTRIES INC COM 624756102 13331 460000 SH SOLE NONE 460000 0 0 DARLING INGREDIENTS INC COM 237266101 9044 468101 SH SOLE NONE 468101 0 0 58.COM INC-ADR SPON ADR REP A 31680Q104 392161 5328274 SH SOLE NONE 5328274 0 0 GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 16915 2205330 SH SOLE NONE 2205330 0 0 LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 41449 983830 SH SOLE NONE 983830 0 0 HALLIBURTON CO COM 406216101 16820 415000 SH SOLE NONE 415000 0 0 RPC INC COM 749660106 7276 470000 SH SOLE NONE 470000 0 0 BANK OF AMERICA CORP COM 060505104 251106 8523630 SH SOLE NONE 8523630 0 0 MASTEC INC COM 576323109 8037 180000 SH SOLE NONE 180000 0 0 ALCOA CORP COM 013817101 13130 325000 SH SOLE NONE 325000 0 0 BANCO MACRO SA-ADR SPON ADR B 05961W105 15507 374834 SH SOLE NONE 374834 0 0 PARSLEY ENERGY INC-CLASS A CL A 701877102 13999 478613 SH SOLE NONE 478613 0 0 ACTIVISION BLIZZARD INC COM 00507V109 339034 4075418 SH SOLE NONE 4075418 0 0 TECK RESOURCES LTD-CLS B CL B 878742204 6261 259783 SH SOLE NONE 259783 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 19130 675000 SH SOLE NONE 675000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 182436 10424929 SH SOLE NONE 10424929 0 0 ZAYO GROUP HOLDINGS INC COM 98919V105 195652 5635138 SH SOLE NONE 5635138 0 0 ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6159 985506 SH SOLE NONE 985506 0 0 SM ENERGY CO COM 78454L100 10580 335554 SH SOLE NONE 335554 0 0 VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 38180 6118589 SH SOLE NONE 6118589 0 0 CIMAREX ENERGY CO COM 171798101 12268 132000 SH SOLE NONE 132000 0 0 QIAGEN N.V. SHS NEW N72482123 54510 1439020 SH SOLE NONE 1439020 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1077 25000 SH SOLE NONE 25000 0 0 YANDEX NV-A SHS CLASS A N97284108 302991 9212239 SH SOLE NONE 9212239 0 0 MARATHON PETROLEUM CORP COM 56585A102 19153 239498 SH SOLE NONE 239498 0 0 BRISTOW GROUP INC COM 110394103 13950 1150000 SH SOLE NONE 1150000 0 0 INCYTE CORP COM 45337C102 75395 1091414 SH SOLE NONE 1091414 0 0 STRYKER CORP COM 863667101 170409 959076 SH SOLE NONE 959076 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 247516 431213 SH SOLE NONE 431213 0 0 PTC INC COM 69370C100 268955 2532770 SH SOLE NONE 2532770 0 0 LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 11918 1348191 SH SOLE NONE 1348191 0 0 PROPETRO HOLDING CORP COM 74347M108 12251 742960 SH SOLE NONE 742960 0 0 WAYFAIR INC- CLASS A CL A 94419L101 171798 1163392 SH SOLE NONE 1163392 0 0 TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 6810 469006 SH SOLE NONE 469006 0 0 SHOPIFY INC - CLASS A CL A 82509L107 290626 1767151 SH SOLE NONE 1767151 0 0 CLOVIS ONCOLOGY INC COM 189464100 44494 1514940 SH SOLE NONE 1514940 0 0 ELECTRONIC ARTS INC COM 285512109 397436 3298494 SH SOLE NONE 3298494 0 0 SPIRIT AIRLINES INC COM 848577102 10887 231793 SH SOLE NONE 231793 0 0 ALBEMARLE CORP COM 012653101 130428 1307152 SH SOLE NONE 1307152 0 0 NUTRIEN LTD COM 67077M108 204144 3538019 SH SOLE NONE 3538019 0 0 COSTCO WHOLESALE CORP COM 22160K105 229723 978046 SH SOLE NONE 978046 0 0 RESOLUTE ENERGY CORP COM NEW 76116A306 15637 413562 SH SOLE NONE 413562 0 0 CHEMOCENTRYX INC COM 16383L106 16450 1301410 SH SOLE NONE 1301410 0 0 GEOPARK LTD USD SHS G38327105 11099 544091 SH SOLE NONE 544091 0 0 AGNICO EAGLE MINES LTD COM 008474108 107665 3148089 SH SOLE NONE 3148089 0 0 BOOKING HOLDINGS INC COM 09857L108 409430 206366 SH SOLE NONE 206366 0 0 SPOTIFY TECHNOLOGY SA SHS L8681T102 216521 1197374 SH SOLE NONE 1197374 0 0 REGENXBIO INC COM 75901B107 8404 111306 SH SOLE NONE 111306 0 0 CLOUDERA INC COM 18914U100 42690 2418679 SH SOLE NONE 2418679 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 18808 964024 SH SOLE NONE 964024 0 0 PHILLIPS 66 COM 718546104 10888 96591 SH SOLE NONE 96591 0 0 CARA THERAPEUTICS INC COM 140755109 11989 500581 SH SOLE NONE 500581 0 0 CONSTELLATION BRANDS INC-A CL A 21036P108 378759 1756603 SH SOLE NONE 1756603 0 0 STEEL DYNAMICS INC COM 858119100 7544 166938 SH SOLE NONE 166938 0 0 BECTON DICKINSON AND CO COM 075887109 319107 1222633 SH SOLE NONE 1222633 0 0 ANTHEM INC COM 036752103 185870 678233 SH SOLE NONE 678233 0 0 PVH CORP COM 693656100 140692 974318 SH SOLE NONE 974318 0 0 SEADRILL LTD SHS G7945E105 24908 1005151 SH SOLE NONE 1005151 0 0 AFFIMED NV COM N01045108 9407 2162471 SH SOLE NONE 2162471 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 9487 271900 SH SOLE NONE 271900 0 0 APPLE INC COM 037833100 18014 79800 PRN Call SOLE NONE 79800 0 0 AMAZON.COM INC COM 023135106 18027 9000 PRN Call SOLE NONE 9000 0 0