Carmignac Gestion as of Dec. 31, 2015
Portfolio Holdings for Carmignac Gestion
Carmignac Gestion holds 22 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.1 | $1.2B | 1.8M | 675.89 | |
| Celgene Corporation | 10.0 | $904M | 7.6M | 119.76 | |
| Facebook Inc cl a (META) | 7.6 | $694M | 6.6M | 104.66 | |
| Intercontinental Exchange (ICE) | 6.6 | $600M | 2.3M | 256.26 | |
| Visa (V) | 5.8 | $526M | 6.8M | 77.55 | |
| MasterCard Incorporated (MA) | 5.3 | $480M | 4.9M | 97.36 | |
| Perrigo Company (PRGO) | 5.1 | $466M | 3.2M | 144.70 | |
| Thermo Fisher Scientific (TMO) | 5.1 | $464M | 3.3M | 141.85 | |
| Alphabet Inc Class A cs (GOOGL) | 4.9 | $443M | 570k | 778.01 | |
| Alphabet Inc Class C cs (GOOG) | 4.6 | $418M | 551k | 758.88 | |
| Grupo Fin Santander adr b | 4.3 | $387M | 45M | 8.67 | |
| Level 3 Communications | 3.9 | $349M | 6.4M | 54.36 | |
| Servicenow (NOW) | 3.5 | $319M | 3.7M | 86.56 | |
| Mylan Nv | 3.2 | $290M | 5.4M | 54.07 | |
| Alliance Data Systems Corporation (BFH) | 3.0 | $269M | 974k | 276.57 | |
| MercadoLibre (MELI) | 2.5 | $230M | 2.0M | 114.34 | |
| Anadarko Petroleum Corporation | 2.5 | $223M | 4.6M | 48.58 | |
| Liberty Global Inc Com Ser A | 2.2 | $204M | 4.8M | 42.36 | |
| Intercept Pharmaceuticals In | 2.2 | $197M | 1.3M | 149.35 | |
| Metropcs Communications (TMUS) | 2.0 | $178M | 4.6M | 39.12 | |
| Jd (JD) | 1.6 | $142M | 4.4M | 32.27 | |
| Taiwan Semiconductor Mfg (TSM) | 1.2 | $105M | 4.6M | 22.75 |
