Carmignac Gestion

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
Google 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