Carmignac Gestion

Carmignac Gestion as of June 30, 2015

Portfolio Holdings for Carmignac Gestion

Carmignac Gestion holds 27 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Amazon (AMZN) 10.0 $1.1B 2.6M 434.09
Celgene Corporation 7.8 $877M 7.6M 115.74
Facebook Inc cl a (META) 6.7 $744M 8.7M 85.76
Google 6.1 $686M 1.3M 520.51
Intercontinental Exchange (ICE) 5.8 $646M 2.9M 223.61
American International (AIG) 4.7 $528M 8.5M 61.82
Baidu (BIDU) 4.2 $473M 2.4M 199.08
MasterCard Incorporated (MA) 4.1 $462M 4.9M 93.48
Visa (V) 4.1 $457M 6.8M 67.15
Grupo Fin Santander adr b 4.0 $442M 48M 9.15
Thermo Fisher Scientific (TMO) 3.8 $426M 3.3M 129.76
Perrigo Company (PRGO) 3.6 $402M 2.2M 184.83
Las Vegas Sands (LVS) 3.5 $386M 7.3M 52.57
Morgan Stanley (MS) 3.4 $381M 9.8M 38.79
Intercept Pharmaceuticals In 2.9 $320M 1.3M 241.38
Union Pacific Corporation (UNP) 2.6 $291M 3.1M 95.37
Alliance Data Systems Corporation (BFH) 2.5 $285M 977k 291.94
MercadoLibre (MELI) 2.5 $277M 2.0M 141.70
Anadarko Petroleum Corporation 2.5 $275M 3.5M 78.06
Level 3 Communications 2.3 $259M 4.9M 52.67
Newmont Mining Corporation (NEM) 2.3 $254M 11M 23.36
Barrick Gold Corp (GOLD) 2.2 $243M 23M 10.66
Groupon 2.1 $239M 48M 5.03
Servicenow (NOW) 2.1 $236M 3.2M 74.31
Goldcorp 1.7 $195M 12M 16.20
Companhia Brasileira de Distrib. 1.6 $178M 7.5M 23.67
Taiwan Semiconductor Mfg (TSM) 1.0 $111M 4.9M 22.71