Carmignac Gestion as of Dec. 31, 2012
Portfolio Holdings for Carmignac Gestion
Carmignac Gestion holds 27 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Anadarko Pete Corp | 9.9 | $1.2B | 16M | 79.58 | |
| Yum! Brands | 6.4 | $805M | 12M | 65.48 | |
| Las Vegas Sands Corp C om 5 | 6.1 | $756M | 15M | 51.49 | |
| Halliburton | 5.4 | $671M | 16M | 41.51 | |
| Schlumberger | 5.0 | $624M | 8.0M | 77.85 | |
| Bk Of America Corp | 4.6 | $578M | 52M | 11.23 | |
| Companhia De Bebidas Pfd Adr 2 | 4.3 | $539M | 12M | 44.38 | |
| Baidu.com | 4.1 | $516M | 5.7M | 90.76 | |
| D Core Laboratories Nl G0.03 Ord Common Stock n | 4.1 | $511M | 3.7M | 137.15 | |
| Microsoft Corp | 4.0 | $500M | 18M | 27.80 | |
| Celgene Corporation | 3.9 | $484M | 4.7M | 103.27 | |
| D Potash Corp Of Saska Tchewan I Common Stock 7 | 3.4 | $430M | 11M | 40.09 | |
| Lyondellbasell Indus Tries Nv Commo n stock n | 3.3 | $407M | 6.9M | 58.62 | |
| Ciabrasileira | 3.2 | $403M | 7.9M | 50.68 | |
| Goldcorp Inc C ommon stock 3 | 3.1 | $393M | 12M | 32.44 | |
| Check Point Software Tech | 3.1 | $391M | 7.5M | 52.51 | |
| Ensco Plc Class A g | 3.0 | $373M | 6.2M | 60.14 | |
| Banco Santander Sa adr 4 | 2.9 | $368M | 25M | 14.92 | |
| Silver Wheaton Corp | 2.8 | $354M | 11M | 31.63 | |
| Credicorp | 2.7 | $334M | 2.2M | 149.98 | |
| Intercontinental Exchange | 2.5 | $319M | 2.1M | 154.82 | |
| Cme Group Inc Co m 1 | 2.3 | $290M | 4.9M | 59.67 | |
| Eaton Corp Plc shs g | 2.3 | $290M | 4.7M | 61.97 | |
| Randgold Resources Limited Adr adr 7 | 2.2 | $272M | 3.3M | 82.87 | |
| Mead Johnson Nutrition Co Co m 5 | 2.1 | $261M | 3.5M | 74.91 | |
| Morgan Stanley Dean | 2.1 | $259M | 12M | 22.55 | |
| D Fomento Economico Mexicano Sab Adrs Stocks 3 | 1.0 | $122M | 1.1M | 111.74 |
