Carmignac Gestion

Carmignac Gestion as of Dec. 31, 2013

Portfolio Holdings for Carmignac Gestion

Carmignac Gestion holds 24 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baidu (BIDU) 8.3 $1.1B 6.3M 177.88
Yum! Brands (YUM) 7.8 $1.1B 14M 75.61
Bank of America Corporation (BAC) 6.8 $910M 59M 15.57
Comcast Corporation (CMCSA) 6.0 $813M 16M 51.96
American International (AIG) 5.3 $708M 14M 51.05
Las Vegas Sands (LVS) 5.2 $702M 8.9M 78.87
Anadarko Petroleum Corporation 5.2 $692M 8.7M 79.32
Grupo Fin Santander adr b 5.2 $692M 51M 13.64
Celgene Corporation 5.1 $687M 4.1M 168.97
Industries N shs - a - (LYB) 5.1 $683M 8.5M 80.28
Google 4.9 $653M 583k 1120.71
Intercontinental Exchange (ICE) 4.8 $646M 2.9M 224.92
Core Laboratories 4.5 $599M 3.1M 190.95
Schlumberger (SLB) 4.0 $534M 5.9M 90.11
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 3.5 $473M 7.3M 64.50
Companhia Brasileira de Distrib. 2.8 $374M 8.4M 44.67
T. Rowe Price (TROW) 2.6 $343M 4.1M 83.77
Cme (CME) 2.5 $339M 4.3M 78.46
Praxair 2.4 $320M 2.5M 130.03
Facebook Inc cl a (META) 2.0 $275M 5.0M 54.65
Starwood Hotels & Resorts Worldwide 1.9 $257M 3.2M 79.45
Twitter 1.6 $212M 3.3M 63.65
Groupon 1.4 $185M 16M 11.77
Thermo Fisher Scientific (TMO) 1.1 $155M 1.4M 111.35