Carmignac Gestion as of Sept. 30, 2015
Portfolio Holdings for Carmignac Gestion
Carmignac Gestion holds 19 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 14.1 | $1.1B | 2.2M | 511.89 | |
Celgene Corporation | 10.4 | $816M | 7.5M | 108.17 | |
8.1 | $639M | 1.0M | 608.42 | ||
Facebook Inc cl a (META) | 7.7 | $608M | 6.8M | 89.90 | |
Visa (V) | 6.0 | $472M | 6.8M | 69.66 | |
Intercontinental Exchange (ICE) | 5.7 | $452M | 1.9M | 234.99 | |
MasterCard Incorporated (MA) | 5.6 | $444M | 4.9M | 90.12 | |
American International (AIG) | 5.3 | $420M | 7.4M | 56.82 | |
Thermo Fisher Scientific (TMO) | 5.1 | $400M | 3.3M | 122.28 | |
Grupo Fin Santander adr b | 4.5 | $353M | 48M | 7.34 | |
Perrigo Company (PRGO) | 4.4 | $349M | 2.2M | 157.27 | |
Anadarko Petroleum Corporation | 3.5 | $279M | 4.6M | 60.39 | |
Level 3 Communications | 3.4 | $270M | 6.2M | 43.69 | |
Alliance Data Systems Corporation (BFH) | 3.2 | $252M | 974k | 258.98 | |
Servicenow (NOW) | 2.8 | $220M | 3.2M | 69.45 | |
Mylan Nv | 2.8 | $219M | 5.4M | 40.26 | |
Intercept Pharmaceuticals In | 2.8 | $219M | 1.3M | 165.86 | |
Liberty Global Inc Com Ser A | 2.6 | $208M | 4.8M | 42.94 | |
MercadoLibre (MELI) | 1.8 | $140M | 1.5M | 91.06 |