Carmignac Gestion

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