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 |
