0001567619-20-003159.txt : 20200213 0001567619-20-003159.hdr.sgml : 20200213 20200213110347 ACCESSION NUMBER: 0001567619-20-003159 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20607790 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 12-31-2019 12-31-2019 Carmignac Gestion

24 PLACE VENDOME PARIS I0 75001

13F HOLDINGS REPORT 028-15450 N Olivia Vayssette 33-0-70-92-33-27 /s/ Olivia Vayssette Paris I0 02-13-2020 0 125 7485295 false INFORMATION TABLE 2 form13fInfoTable.xml 58.COM INC SPON ADR REP A 31680Q104 293729 4537260 SH SOLE NONE 4537260 0 0 ADOBE INC COM 00724F101 490 1486 SH SOLE NONE 1486 0 0 AGNICO EAGLE MINES LTD COM 008474108 10403 168858 SH SOLE NONE 168858 0 0 ALBEMARLE CORP COM 012653101 5786 79222 SH SOLE NONE 79222 0 0 ALCOA CORP COM 013872106 3166 147176 SH SOLE NONE 147176 0 0 ALCON INC ORD SHS H01301128 140639 2486131 SH SOLE NONE 2486131 0 0 ALPHABET INC CAP STK CL A 02079K305 358816 267895 SH SOLE NONE 267895 0 0 AMAZON.COM INC COM 023135106 117140 63393 SH SOLE NONE 63393 0 0 ANSYS INC COM 03662Q105 742 2884 SH SOLE NONE 2884 0 0 ANTHEM INC COM 036752103 304545 1008315 SH SOLE NONE 1008315 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 10040 1237016 SH SOLE NONE 1237016 0 0 ARISTA NETWORKS INC COM 040413106 129 633 SH SOLE NONE 633 0 0 AUTODESK INC COM 052769106 257 1403 SH SOLE NONE 1403 0 0 BECTON DICKINSON AND CO COM 075887109 115555 424883 SH SOLE NONE 424883 0 0 BILL.COM HOLDINGS INC COM 090043100 2664 70000 SH SOLE NONE 70000 0 0 BOOKING HOLDINGS INC COM 09857L108 205693 100156 SH SOLE NONE 100156 0 0 BROWN-FORMAN CORP CL B 115637209 1061 15702 SH SOLE NONE 15702 0 0 CALLON PETROLEUM CO COM 13123X102 1121 232142 SH SOLE NONE 232142 0 0 CARA THERAPEUTICS INC COM 140755109 14637 908570 SH SOLE NONE 908570 0 0 CENTENE CORP COM 15135B101 183620 2920625 SH SOLE NONE 2920625 0 0 CHEMOCENTRYX INC COM 16383L106 1769 44732 SH SOLE NONE 44732 0 0 CHEVRON CORP COM 166764100 11327 93991 SH SOLE NONE 93991 0 0 CHURCH & DWIGHT CO INC COM 171340102 310 4405 SH SOLE NONE 4405 0 0 CIMAREX ENERGY CO COM 171798101 732 13947 SH SOLE NONE 13947 0 0 CINTAS CORP COM 172908105 562 2087 SH SOLE NONE 2087 0 0 CONSTELLATION BRANDS INC CL A 21036P108 335933 1770412 SH SOLE NONE 1770412 0 0 COPART INC COM 217204106 309 3394 SH SOLE NONE 3394 0 0 COSTCO WHOLESALE CORP COM 22160K105 108817 370224 SH SOLE NONE 370224 0 0 CRESUD S.A. SPONSORED ADR 226406106 3362 476688 SH SOLE NONE 476688 0 0 CROWDSTRIKE HOLDINGS INC CL A 22788C105 39512 792306 SH SOLE NONE 792306 0 0 DANAHER CORP COM 235851102 747 4864 SH SOLE NONE 4864 0 0 DARLING INGREDIENTS INC COM 237266101 8979 319756 SH SOLE NONE 319756 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 79687 2705856 SH SOLE NONE 2705856 0 0 ELASTIC NV ORD SHS N14506104 126225 1963072 SH SOLE NONE 1963072 0 0 ELECTRONIC ARTS INC COM 285512109 64110 596322 SH SOLE NONE 596322 0 0 EOG RESOURCES INC COM 26875P101 8679 103615 SH SOLE NONE 103615 0 0 ESTEE LAUDER COMPANIES CL A 518439104 1574 7620 SH SOLE NONE 7620 0 0 EVENTBRITE INC COM CL A 29975E109 2206 109385 SH SOLE NONE 109385 0 0 EXACT SCIENCES CORP COM 30063P105 80828 874015 SH SOLE NONE 874015 0 0 EXXON MOBIL CORP COM 30231G102 17856 255885 SH SOLE NONE 255885 0 0 FACEBOOK INC CL A 30303M102 467554 2277981 SH SOLE NONE 2277981 0 0 FIDELITY NATIONAL INFO SERV COM 31620M106 227179 1633332 SH SOLE NONE 1633332 0 0 FISERV INC COM 337738108 243708 2107661 SH SOLE NONE 2107661 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 5130 139865 SH SOLE NONE 139865 0 0 GARMIN LTD SHS H2906T109 257 2638 SH SOLE NONE 2638 0 0 GEOPARK LTD USD SHS G38327105 6386 288950 SH SOLE NONE 288950 0 0 GODADDY INC CL A 380237107 222447 3275157 SH SOLE NONE 3275157 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 1898 163334 SH SOLE NONE 163334 0 0 GRUBHUB INC COM 400110102 139014 2858036 SH SOLE NONE 2858036 0 0 GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 1099 298068 SH SOLE NONE 298068 0 0 HALLIBURTON CO COM 406216101 7265 296893 SH SOLE NONE 296893 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 1977 31416 SH SOLE NONE 31416 0 0 ICICI BANK LTD ADR 45104G104 209 13800 SH SOLE NONE 13800 0 0 ILLUMINA INC COM 452327109 113620 342502 SH SOLE NONE 342502 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 376603 4069193 SH SOLE NONE 4069193 0 0 INTERCORP FINANCIAL SERVICES SHS P5626F128 10552 255575 SH SOLE NONE 255575 0 0 INTUIT INC COM 461202103 530 2023 SH SOLE NONE 2023 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 169993 287563 SH SOLE NONE 287563 0 0 JD.COM INC SPON ADR CL A 47215P106 455828 12938389 SH SOLE NONE 12938389 0 0 JOYY INC ADS REPSTG COM A 46591M109 14534 275308 SH SOLE NONE 275308 0 0 KNIGHT-SWIFT TRANSPORTATION CL A 499049104 433 12081 SH SOLE NONE 12081 0 0 KRAFT HEINZ CO/THE COM 500754106 123104 3831500 SH SOLE NONE 3831500 0 0 LENNOX INTERNATIONAL INC COM 526107107 568 2328 SH SOLE NONE 2328 0 0 LINE CORP SPONSORED ADR 53567X101 8465 172734 SH SOLE NONE 172734 0 0 LIVEPERSON INC COM 538146101 3782 102206 SH SOLE NONE 102206 0 0 LOMA NEGRA CORP SPONSORED ADS 54150E104 8605 1100226 SH SOLE NONE 1100226 0 0 MARATHON PETROLEUM CORP COM 56585A102 8784 145800 SH SOLE NONE 145800 0 0 MARRIOTT INTERNATIONAL CL A 571903202 679 4486 SH SOLE NONE 4486 0 0 MASIMO CORP COM 574795100 404 2554 SH SOLE NONE 2554 0 0 MASTEC INC COM 576323109 2661 41480 SH SOLE NONE 41480 0 0 MASTERCARD INC CL A 57636Q104 161355 540393 SH SOLE NONE 540393 0 0 MERCADOLIBRE INC COM 58733R102 130104 227450 SH SOLE NONE 227450 0 0 MERCK & CO. INC. COM 58933Y105 115295 1267675 SH SOLE NONE 1267675 0 0 MICROSOFT CORP COM 594918104 67711 429366 SH SOLE NONE 429366 0 0 MUELLER INDUSTRIES INC COM 624756102 2954 93035 SH SOLE NONE 93035 0 0 NATIONAL OILWELL VARCO INC COM 637071101 626 25000 SH SOLE NONE 25000 0 0 NEWMONT GOLDCORP CORP COM 651639106 148855 3425849 SH SOLE NONE 3425849 0 0 NUTRIEN LTD COM 67077M108 6342 132375 SH SOLE NONE 132375 0 0 NVIDIA CORP COM 67066G104 719 3054 SH SOLE NONE 3054 0 0 PARSLEY ENERGY INC CL A 701877102 1543 81585 SH SOLE NONE 81585 0 0 PAYCHEX INC COM 704326107 377 4432 SH SOLE NONE 4432 0 0 PAYPAL HOLDINGS INC COM 70450Y103 497 4592 SH SOLE NONE 4592 0 0 PDC ENERGY INC COM 69327R101 2289 87472 SH SOLE NONE 87472 0 0 PEPSICO INC COM 713448108 623 4555 SH SOLE NONE 4555 0 0 PHILLIPS 66 COM 718546104 9667 86771 SH SOLE NONE 86771 0 0 PINTEREST INC CL A 72352L106 5560 298279 SH SOLE NONE 298279 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 11834 78177 SH SOLE NONE 78177 0 0 PROCTER & GAMBLE CO/THE COM 742718109 116358 931616 SH SOLE NONE 931616 0 0 PROPETRO HOLDING CORP COM 74347M108 2960 263123 SH SOLE NONE 263123 0 0 PTC INC COM 69370C100 190026 2537388 SH SOLE NONE 2537388 0 0 REGENXBIO INC COM 75901B107 11852 289281 SH SOLE NONE 289281 0 0 RESMED INC COM 761152107 596 3847 SH SOLE NONE 3847 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 661 4953 SH SOLE NONE 4953 0 0 RPC INC COM 749660106 565 107820 SH SOLE NONE 107820 0 0 SALESFORCE.COM INC COM 79466L302 265386 1631743 SH SOLE NONE 1631743 0 0 SEA LTD-ADR SPONSORED ADS 81141R100 90896 2260472 SH SOLE NONE 2260472 0 0 SEADRILL LTD COM G7998G106 203 80000 SH SOLE NONE 80000 0 0 SM ENERGY CO COM 78454L100 438 38997 SH SOLE NONE 38997 0 0 SPIRIT AIRLINES INC COM 848577102 116727 2895783 SH SOLE NONE 2895783 0 0 SQUARE INC CL A 852234103 42790 683991 SH SOLE NONE 683991 0 0 SS&C TECHNOLOGIES HOLDINGS COM 78467J100 288 4689 SH SOLE NONE 4689 0 0 STEEL DYNAMICS INC COM 858119100 6102 179268 SH SOLE NONE 179268 0 0 STRYKER CORP COM 863667101 114765 546660 SH SOLE NONE 546660 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 35426 609832 SH SOLE NONE 609832 0 0 TECK RESOURCES LTD CL B 878742204 880 50674 SH SOLE NONE 50674 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 173627 534451 SH SOLE NONE 534451 0 0 TPI COMPOSITES INC COM 87266J104 2570 138831 SH SOLE NONE 138831 0 0 TRADEWEB MARKETS INC CL A 892672106 52444 1131470 SH SOLE NONE 1131470 0 0 TRANSPORTADOR GAS SUR SPON ADS B 893870204 2367 329882 SH SOLE NONE 329882 0 0 TRANSUNION COM 89400J107 615 7189 SH SOLE NONE 7189 0 0 TWITTER INC COM 90184L102 39304 1226331 SH SOLE NONE 1226331 0 0 URBAN OUTFITTERS INC COM 917047102 41974 1511485 SH SOLE NONE 1511485 0 0 VALE SA SPONSORED ADS 91912E105 8293 628265 SH SOLE NONE 628265 0 0 VEEVA SYSTEMS INC CL A COM 922475108 600 4263 SH SOLE NONE 4263 0 0 VERISIGN INC COM 92343E102 1456 7554 SH SOLE NONE 7554 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 152 10500 SH SOLE NONE 10500 0 0 VISA INC COM CL A 92826C839 46038 245013 SH SOLE NONE 245013 0 0 VMWARE INC CL A COM 928563402 116 767 SH SOLE NONE 767 0 0 WALT DISNEY CO/THE COM DISNEY 254687106 373 2579 SH SOLE NONE 2579 0 0 WASTE MANAGEMENT INC COM 94106L109 7538 66148 SH SOLE NONE 66148 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 98322 3304850 SH SOLE NONE 3304850 0 0 XP INC CL A G98239109 11556 300000 SH SOLE NONE 300000 0 0 YANDEX NV SHS CLASS A N97284108 27491 632149 SH SOLE NONE 632149 0 0 ZOETIS INC CL A 98978V103 788 5955 SH SOLE NONE 5955 0 0 ZUORA INC COM CL A 98983V106 19376 1352148 SH SOLE NONE 1352148 0 0