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 |