Head of Legal Affairs

0001567619-22-019424.txt : 20221110 0001567619-22-019424.hdr.sgml : 20221110 20221110084017 ACCESSION NUMBER: 0001567619-22-019424 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221375150 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 09-30-2022 09-30-2022 Carmignac Gestion

24 PLACE VENDOME PARIS I0 75001

13F HOLDINGS REPORT 028-15450 N Olivia Vayssette Head of Legal Affairs 33-0-70-92-33-27 /s/ Olivia Vayssette Paris I0 11-10-2022 0 127 4653711 false INFORMATION TABLE 2 form13fInfoTable.xml ACCENTURE PLC SHS CLASS A G1151C101 452 1755 SH SOLE NONE 1755 0 0 ACM RESEARCH INC COM CL A 00108J109 4327 347265 SH SOLE NONE 347265 0 0 ADOBE INC COM 00724F101 1969 7126 SH SOLE NONE 7126 0 0 ADVANCED MICRO DEVICES COM 007903107 760 12000 SH SOLE NONE 12000 0 0 AGNICO EAGLE MINES LTD COM 008474108 100591 2382079 SH SOLE NONE 2382079 0 0 ALBEMARLE CORP COM 012653101 1688 6384 SH SOLE NONE 6384 0 0 ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 42348 529416 SH SOLE NONE 529416 0 0 ALIGN TECHNOLOGY INC COM 016255101 1226 5863 SH SOLE NONE 5863 0 0 ALPHABET INC CAP STK CL A 02079K305 75811 792241 SH SOLE NONE 792241 0 0 AMAZON.COM INC COM 023135106 311090 2752944 SH SOLE NONE 2752944 0 0 AMERICAN EXPRESS CO COM 025816109 182 1350 SH SOLE NONE 1350 0 0 ANSYS INC COM 03662Q105 9788 44042 SH SOLE NONE 44042 0 0 APPLE INC COM 037833100 484 3500 SH SOLE NONE 3500 0 0 APTIV PLC SHS G6095L109 274 3500 SH SOLE NONE 3500 0 0 AUTODESK INC COM 052769106 8525 45544 SH SOLE NONE 45544 0 0 BAIDU INC SPON ADR REP A 056752108 6360 54136 SH SOLE NONE 54136 0 0 BARRICK GOLD CORP COM 067901108 94827 6118222 SH SOLE NONE 6118222 0 0 BOOKING HOLDINGS INC COM 09857L108 30118 18329 SH SOLE NONE 18329 0 0 BROWN & BROWN INC COM 115236101 1684 27836 SH SOLE NONE 27836 0 0 CANADIAN PACIFIC RAILWAY LTD COM 13645T100 167 2500 SH SOLE NONE 2500 0 0 CATALENT INC COM 148806102 127950 1768186 SH SOLE NONE 1768186 0 0 CENTENE CORP COM 15135B101 94003 1208115 SH SOLE NONE 1208115 0 0 CHINDATA GROUP HOLDINGS ADS 16955F107 10722 1331610 SH SOLE NONE 1331610 0 0 CINTAS CORP COM 172908105 2334 6013 SH SOLE NONE 6013 0 0 CISCO SYSTEMS INC COM 17275R102 575 14379 SH SOLE NONE 14379 0 0 CLEARSIDE BIOMEDICAL INC COM 185063104 2712 2400344 SH SOLE NONE 2400344 0 0 COLGATE-PALMOLIVE CO COM 194162103 35746 508276 SH SOLE NONE 508276 0 0 CONSTELLATION BRANDS INC CL A 21036P108 66730 290524 SH SOLE NONE 290524 0 0 COPART INC COM 217204106 2572 24174 SH SOLE NONE 24174 0 0 COSTCO WHOLESALE CORP COM 22160K105 114624 242704 SH SOLE NONE 242704 0 0 DANAHER CORP COM 235851102 209431 810818 SH SOLE NONE 810818 0 0 DARLING INGREDIENTS INC COM 237266101 932 14089 SH SOLE NONE 14089 0 0 DELL TECHNOLOGIES CL C 24703L202 5630 164770 SH SOLE NONE 164770 0 0 ECOLAB INC COM 278865100 7155 49545 SH SOLE NONE 49545 0 0 EHANG HOLDINGS LTD ADS 26853E102 5118 1216194 SH SOLE NONE 1216194 0 0 ELEVANCE HEALTH INC COM 036752103 217639 479124 SH SOLE NONE 479124 0 0 ELI LILLY & CO COM 532457108 227608 703732 SH SOLE NONE 703732 0 0 ESTEE LAUDER COMPANIES CL A 518439104 7894 36418 SH SOLE NONE 36418 0 0 FERGUSON PLC SHS G3421J106 103 1000 SH SOLE NONE 1000 0 0 FULL TRUCK ALLIANCE SPONSORED ADS 35969L108 22918 3499253 SH SOLE NONE 3499253 0 0 GARMIN LTD SHS H2906T109 1430 17800 SH SOLE NONE 17800 0 0 GENERAL MILLS INC COM 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NONE 4472045 0 0 JPMORGAN CHASE & CO COM 46625H100 1045 10000 SH SOLE NONE 10000 0 0 KE HOLDINGS INC SPONSORED ADS 482497104 21599 1234589 SH SOLE NONE 1234589 0 0 KELLOGG CO COM 487836108 125 1800 SH SOLE NONE 1800 0 0 KIMBERLY-CLARK CORP COM 494368103 113 1000 SH SOLE NONE 1000 0 0 KOSMOS ENERGY LTD COM 500688106 2333 448729 SH SOLE NONE 448729 0 0 LENNOX INTERNATIONAL INC COM 526107107 244 1098 SH SOLE NONE 1098 0 0 LULULEMON ATHLETICA INC COM 550021109 382 1365 SH SOLE NONE 1365 0 0 MARRIOTT INTERNATIONAL CL A 571903202 2307 16464 SH SOLE NONE 16464 0 0 MARVELL TECHNOLOGY INC COM 573874104 31714 739087 SH SOLE NONE 739087 0 0 MASIMO CORP COM 574795100 3986 28134 SH SOLE NONE 28134 0 0 MASTEC INC COM 576323109 6683 105243 SH SOLE NONE 105243 0 0 MASTERCARD INC CL A 57636Q104 67306 236661 SH SOLE NONE 236661 0 0 MERCADOLIBRE INC COM 58733R102 64792 78270 SH SOLE NONE 78270 0 0 META PLATFORMS INC CL A 30303M102 190 1400 SH SOLE NONE 1400 0 0 MICROSOFT CORP COM 594918104 289634 1243257 SH SOLE NONE 1243257 0 0 MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 30728 5605752 SH SOLE NONE 5605752 0 0 NEW ORIENTAL EDUCATIO SPON ADR 647581206 62971 2624280 SH SOLE NONE 2624280 0 0 NEWMONT CORP COM 651639106 84236 2004219 SH SOLE NONE 2004219 0 0 NEXTERA ENERGY INC COM 65339F101 19255 245563 SH SOLE NONE 245563 0 0 NIKE INC CL B 654106103 208 2500 SH SOLE NONE 2500 0 0 NORDSON CORP COM 655663102 640 3014 SH SOLE NONE 3014 0 0 NOV INC COM 62955J103 405 25000 SH SOLE NONE 25000 0 0 NVIDIA CORP COM 67066G104 4563 37508 SH SOLE NONE 37508 0 0 NXP SEMICONDUCTORS NV COM N6596X109 369 2500 SH SOLE NONE 2500 0 0 OMNICOM GROUP COM 681919106 114 1800 SH SOLE NONE 1800 0 0 ON SEMICONDUCTOR COM 682189105 2052 32917 SH SOLE NONE 32917 0 0 ORACLE CORP COM 68389X105 171232 2803848 SH SOLE NONE 2803848 0 0 O'REILLY AUTOMOTIVE INC COM 67103H107 135018 191961 SH SOLE NONE 191961 0 0 PALO ALTO NETWORKS INC COM 697435105 166688 1017540 SH SOLE NONE 1017540 0 0 PAYCHEX INC COM 704326107 2457 21892 SH SOLE NONE 21892 0 0 PAYPAL HOLDINGS INC COM 70450Y103 379 4404 SH SOLE NONE 4404 0 0 PFIZER INC COM 717081103 1450 33144 SH SOLE NONE 33144 0 0 PINDUODUO INC SPONSORED ADS 722304102 1228 19624 SH SOLE NONE 19624 0 0 PLUG POWER INC COM NEW 72919P202 831 39566 SH SOLE NONE 39566 0 0 PROCTER & GAMBLE CO/THE COM 742718109 5465 42990 SH SOLE NONE 42990 0 0 REGIONS FINANCIAL CORP COM 7591EP100 110 5500 SH SOLE NONE 5500 0 0 RESMED INC COM 761152107 7152 32737 SH SOLE NONE 32737 0 0 S&P GLOBAL INC COM 78409V104 185348 606936 SH SOLE NONE 606936 0 0 SALESFORCE INC COM 79466L302 72585 504483 SH SOLE NONE 504483 0 0 SCHLUMBERGER LTD COM STK 806857108 290593 8094480 SH SOLE NONE 8094480 0 0 SEA LTD SPONSORED ADS 81141R100 13345 238320 SH SOLE NONE 238320 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 416 6000 SH SOLE NONE 6000 0 0 SERVICENOW INC COM 81762P102 37835 100149 SH SOLE NONE 100149 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1383 5975 SH SOLE NONE 5975 0 0 SOUTHWEST AIRLINES CO 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TRIMBLE INC COM 896239100 326 6000 SH SOLE NONE 6000 0 0 TRIP.COM GROUP LTD ADS 89677Q107 261 9553 SH SOLE NONE 9553 0 0 TUYA INC SPONSERED ADS 90114C107 4100 4412770 SH SOLE NONE 4412770 0 0 UBER TECHNOLOGIES INC COM 90353T100 44962 1696663 SH SOLE NONE 1696663 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1010 2000 SH SOLE NONE 2000 0 0 VEEVA SYSTEMS INC CL A COM 922475108 2607 15809 SH SOLE NONE 15809 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 19492 2318308 SH SOLE NONE 2318308 0 0 VISA INC COM CL A 92826C839 349 1967 SH SOLE NONE 1967 0 0 WASTE MANAGEMENT INC COM 94106L109 18716 116824 SH SOLE NONE 116824 0 0 WORKDAY INC CL A 98138H101 9736 63960 SH SOLE NONE 63960 0 0 XPENG INC ADS 98422D105 9 766 SH SOLE NONE 766 0 0 ZOETIS INC CL A 98978V103 2076 13923 SH SOLE NONE 13923 0 0