0001567619-22-015661.txt : 20220812 0001567619-22-015661.hdr.sgml : 20220812 20220812090653 ACCESSION NUMBER: 0001567619-22-015661 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 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: 221158043 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 06-30-2022 06-30-2022 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 08-12-2022 0 118 4723096 false INFORMATION TABLE 2 form13fInfoTable.xml ACCENTURE PLC SHS CLASS A G1151C101 627 2259 SH SOLE NONE 2259 0 0 ACTIVISION BLIZZARD INC COM 00507V109 20530 263684 SH SOLE NONE 263684 0 0 ADOBE INC COM 00724F101 2925 7977 SH SOLE NONE 7977 0 0 AGNICO EAGLE MINES LTD COM 008474108 104781 2289565 SH SOLE NONE 2289565 0 0 ALBEMARLE CORP COM 012653101 1868 8937 SH SOLE NONE 8937 0 0 ALIGN TECHNOLOGY INC COM 016255101 559 2338 SH SOLE NONE 2338 0 0 ALPHABET INC CAP STK CL A 02079K305 38729 17750 SH SOLE NONE 17750 0 0 AMAZON.COM INC COM 023135106 116260 1094593 SH SOLE NONE 1094593 0 0 AMERICAN EXPRESS CO COM 025816109 268 1936 SH SOLE NONE 1936 0 0 ANSYS INC COM 03662Q105 6535 27273 SH SOLE NONE 27273 0 0 APPLIED MATERIALS INC COM 038222105 364 4000 SH SOLE NONE 4000 0 0 APTIV PLC SHS G6095L109 267 3000 SH SOLE NONE 3000 0 0 AUTODESK INC COM 052769106 5502 31777 SH SOLE NONE 31777 0 0 BAIDU INC SPON ADR REP A 056752108 4757 31982 SH SOLE NONE 31982 0 0 BARRICK GOLD CORP COM 067901108 100776 5696256 SH SOLE NONE 5696256 0 0 BHP GROUP LTD SPONSORED ADS 088606108 253 4500 SH SOLE NONE 4500 0 0 BOOKING HOLDINGS INC COM 09857L108 22985 13142 SH SOLE NONE 13142 0 0 BROWN & BROWN INC COM 115236101 1600 27429 SH SOLE NONE 27429 0 0 CHINDATA GROUP HOLDINGS ADS 16955F107 10959 1415442 SH SOLE NONE 1415442 0 0 CINTAS CORP COM 172908105 3267 8745 SH SOLE NONE 8745 0 0 CISCO SYSTEMS INC COM 17275R102 412 9674 SH SOLE NONE 9674 0 0 CLEARSIDE BIOMEDICAL INC COM 185063104 3514 2390344 SH SOLE NONE 2390344 0 0 COLGATE-PALMOLIVE CO COM 194162103 36495 455500 SH SOLE NONE 455500 0 0 CONSTELLATION BRANDS INC CL A 21036P108 140099 601093 SH SOLE NONE 601093 0 0 COPART INC COM 217204106 2796 25734 SH SOLE NONE 25734 0 0 COSTCO WHOLESALE CORP COM 22160K105 106943 223139 SH SOLE NONE 223139 0 0 DANAHER CORP COM 235851102 227293 896553 SH SOLE NONE 896553 0 0 DARLING INGREDIENTS INC COM 237266101 11 181 SH SOLE NONE 181 0 0 DELL TECHNOLOGIES CL C 24703L202 4017 86938 SH SOLE NONE 86938 0 0 DUPONT DE NEMOURS INC COM 26614N102 222 4000 SH SOLE NONE 4000 0 0 ECOLAB INC COM 278865100 5357 34843 SH SOLE NONE 34843 0 0 EHANG HOLDINGS LTD ADS 26853E102 20530 2219188 SH SOLE NONE 2219188 0 0 ELEVANCE HEALTH INC COM 036752103 244197 506007 SH SOLE NONE 506007 0 0 ELI LILLY & CO COM 532457108 255731 788738 SH SOLE NONE 788738 0 0 ESTEE LAUDER COMPANIES CL A 518439104 8413 32973 SH SOLE NONE 32973 0 0 FULL TRUCK ALLIANCE SPONSORED ADS 35969L108 27342 3024404 SH SOLE NONE 3024404 0 0 GARMIN LTD SHS H2906T109 1749 17800 SH SOLE NONE 17800 0 0 GENERAL MILLS INC COM 370334104 864 11453 SH SOLE NONE 11453 0 0 GEOPARK LTD USD SHS G38327105 6817 527641 SH SOLE NONE 527641 0 0 HELLO GROUP INC ADS 423403104 957 188767 SH SOLE NONE 188767 0 0 HEXCEL CORP COM 428291108 5310 101518 SH SOLE NONE 101518 0 0 HILTON WORLDWIDE HOLDINGS IN COM 43300A203 618 5547 SH SOLE NONE 5547 0 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 8454 221877 SH SOLE NONE 221877 0 0 HUMANA INC COM 444859102 167733 358351 SH SOLE NONE 358351 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 171825 1826770 SH SOLE NONE 1826770 0 0 INTUIT INC COM 461202103 5749 14865 SH SOLE NONE 14865 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1392 6903 SH SOLE NONE 6903 0 0 JD.COM INC SPON ADR CL A 47215P106 291629 4540899 SH SOLE NONE 4540899 0 0 JINKOSOLAR HOLDING CO SPONSORED ADR 47759T100 234 3378 SH SOLE NONE 3378 0 0 JOYY INC ADS REPSTG COM A 46591M109 15074 504525 SH SOLE NONE 504525 0 0 KE HOLDINGS INC SPONSORED ADS 482497104 40564 2260430 SH SOLE NONE 2260430 0 0 KLA CORP COM NEW 482480100 415 1300 SH SOLE NONE 1300 0 0 KOSMOS ENERGY LTD COM 500688106 2235 359091 SH SOLE NONE 359091 0 0 LENNOX INTERNATIONAL INC COM 526107107 227 1098 SH SOLE NONE 1098 0 0 LULULEMON ATHLETICA INC COM 550021109 1804 6527 SH SOLE NONE 6527 0 0 MARRIOTT INTERNATIONAL CL A 571903202 3909 28738 SH SOLE NONE 28738 0 0 MARVELL TECHNOLOGY INC COM 573874104 32436 745144 SH SOLE NONE 745144 0 0 MASIMO CORP COM 574795100 3137 23645 SH SOLE NONE 23645 0 0 MASTEC INC COM 576323109 6348 88591 SH SOLE NONE 88591 0 0 MASTERCARD INC CL A 57636Q104 106450 337308 SH SOLE NONE 337308 0 0 MERCADOLIBRE INC COM 58733R102 60395 94800 SH SOLE NONE 94800 0 0 META PLATFORMS INC CL A 30303M102 92663 574656 SH SOLE NONE 574656 0 0 MICROSOFT CORP COM 594918104 243950 949649 SH SOLE NONE 949649 0 0 MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 37600 4790644 SH SOLE NONE 4790644 0 0 NEW ORIENTAL EDUCATIO SPON ADR 647581107 72990 3585790 SH SOLE NONE 3585790 0 0 NEWMONT CORP COM 651639106 105566 1768991 SH SOLE NONE 1768991 0 0 NEXTERA ENERGY INC COM 65339F101 16111 207991 SH SOLE NONE 207991 0 0 NIKE INC CL B 654106103 358 3500 SH SOLE NONE 3500 0 0 NIO INC SPON ADS 62914V106 1494 68776 SH SOLE NONE 68776 0 0 NIU TECHNOLOGIES ADS 65481N100 1739 202096 SH SOLE NONE 202096 0 0 NORDSON CORP COM 655663102 2059 10170 SH SOLE NONE 10170 0 0 NOV INC COM 62955J103 423 25000 SH SOLE NONE 25000 0 0 NVIDIA CORP COM 67066G104 4116 26930 SH SOLE NONE 26930 0 0 ON SEMICONDUCTOR COM 682189105 4626 91948 SH SOLE NONE 91948 0 0 ORACLE CORP COM 68389X105 17177 245841 SH SOLE NONE 245841 0 0 O'REILLY AUTOMOTIVE INC COM 67103H107 191143 302553 SH SOLE NONE 302553 0 0 PALO ALTO NETWORKS INC COM 697435105 183336 371186 SH SOLE NONE 371186 0 0 PAYCHEX INC COM 704326107 3680 32319 SH SOLE NONE 32319 0 0 PAYPAL HOLDINGS INC COM 70450Y103 248 3547 SH SOLE NONE 3547 0 0 PENTAIR PLC SHS G7S00T104 366 8000 SH SOLE NONE 8000 0 0 PFIZER INC COM 717081103 62883 1199430 SH SOLE NONE 1199430 0 0 PROCTER & GAMBLE CO/THE COM 742718109 4460 31119 SH SOLE NONE 31119 0 0 RESMED INC COM 761152107 5283 25069 SH SOLE NONE 25069 0 0 ROCKWELL AUTOMATION INC COM 773903109 299 1500 SH SOLE NONE 1500 0 0 S&P GLOBAL INC COM 78409V104 226483 671963 SH SOLE NONE 671963 0 0 SALESFORCE INC COM 79466L302 105015 636114 SH SOLE NONE 636114 0 0 SCHLUMBERGER LTD COM STK 806857108 294924 8247174 SH SOLE NONE 8247174 0 0 SEA LTD SPONSORED ADS 81141R100 13972 208820 SH SOLE NONE 208820 0 0 SENSATA TECHNOLOGIES HOLDING SHS G8060N102 2320 55905 SH SOLE NONE 55905 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 644 8000 SH SOLE NONE 8000 0 0 SERVICENOW INC COM 81762P102 36202 76126 SH SOLE NONE 76126 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 3424 12511 SH SOLE NONE 12511 0 0 SONO GROUP N V CALL N81409909 5863 325000 PRN Call SOLE NONE 325000 0 0 SOUTHWEST AIRLINES CO COM 844741108 14289 395592 SH SOLE NONE 395592 0 0 SS&C TECHNOLOGIES HOLDINGS COM 78467J100 176 3025 SH SOLE NONE 3025 0 0 STRYKER CORP COM 863667101 1247 6265 SH SOLE NONE 6265 0 0 SUNNOVA ENERGY INTERNATIONAL COM 86745K104 7697 417660 SH SOLE NONE 417660 0 0 SUNRUN INC COM 86771W105 29770 1274385 SH SOLE NONE 1274385 0 0 SYNOPSYS INC COM 871607107 304 1000 SH SOLE NONE 1000 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 12099 147997 SH SOLE NONE 147997 0 0 TASKUS INC CLASS A COM 87652V109 4048 239998 SH SOLE NONE 239998 0 0 TDCX INC ADS 87190U100 988 106469 SH SOLE NONE 106469 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 19077 35184 SH SOLE NONE 35184 0 0 T-MOBILE US INC COM 872590104 216987 1612813 SH SOLE NONE 1612813 0 0 TPI COMPOSITES INC COM 87266J104 490 39197 SH SOLE NONE 39197 0 0 TRADEWEB MARKETS INC CL A 892672106 48172 705821 SH SOLE NONE 705821 0 0 TRANSUNION COM 89400J107 5062 63339 SH SOLE NONE 63339 0 0 TRIMBLE INC COM 896239100 349 6000 SH SOLE NONE 6000 0 0 TRIP.COM GROUP LTD ADS 89677Q107 5124 186661 SH SOLE NONE 186661 0 0 TUYA INC SPONSERED ADS 90114C107 11600 4424789 SH SOLE NONE 4424789 0 0 UBER TECHNOLOGIES INC COM 90353T100 64667 3160642 SH SOLE NONE 3160642 0 0 VEEVA SYSTEMS INC CL A COM 922475108 2794 14108 SH SOLE NONE 14108 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 39034 3944534 SH SOLE NONE 3944534 0 0 VISA INC COM CL A 92826C839 346 1759 SH SOLE NONE 1759 0 0 WASTE MANAGEMENT INC COM 94106L109 19696 128749 SH SOLE NONE 128749 0 0 WORKDAY INC CL A 98138H101 7999 57311 SH SOLE NONE 57311 0 0 XPENG INC ADS 98422D105 62 1956 SH SOLE NONE 1956 0 0 ZOETIS INC CL A 98978V103 6093 35308 SH SOLE NONE 35308 0 0