Carmignac Gestion as of March 31, 2016
Portfolio Holdings for Carmignac Gestion
Carmignac Gestion holds 28 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 9.2 | $950M | 1.6M | 593.64 | |
Facebook Cl A (META) | 7.4 | $760M | 6.7M | 114.10 | |
Celgene Corporation | 7.4 | $759M | 7.6M | 100.09 | |
Anadarko Petroleum Corporation | 5.5 | $566M | 12M | 46.57 | |
Intercontinental Exchange (ICE) | 5.4 | $553M | 2.4M | 235.14 | |
Visa Com Cl A (V) | 5.1 | $521M | 6.8M | 76.48 | |
Mastercard Cl A (MA) | 4.6 | $467M | 4.9M | 94.50 | |
Thermo Fisher Scientific (TMO) | 4.5 | $465M | 3.3M | 141.59 | |
Microsoft Corporation (MSFT) | 4.1 | $419M | 7.6M | 55.23 | |
Perrigo SHS (PRGO) | 4.0 | $413M | 3.2M | 127.93 | |
Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $396M | 519k | 762.90 | |
Alphabet Cap Stk Cl C (GOOG) | 3.8 | $391M | 526k | 744.95 | |
Goldcorp | 3.4 | $351M | 22M | 16.23 | |
Level 3 Communications Com New | 3.3 | $341M | 6.5M | 52.85 | |
Newmont Mining Corporation (NEM) | 3.3 | $336M | 13M | 26.58 | |
Occidental Petroleum Corporation (OXY) | 3.1 | $320M | 4.7M | 68.43 | |
Servicenow (NOW) | 2.6 | $267M | 4.4M | 61.18 | |
MercadoLibre (MELI) | 2.6 | $266M | 2.3M | 117.85 | |
Grupo Financiero Santander M Spon Adr Shs B | 2.4 | $243M | 27M | 9.03 | |
Mylan N V Shs Euro | 2.4 | $243M | 5.2M | 46.35 | |
Hess (HES) | 2.1 | $216M | 4.1M | 52.65 | |
Intercept Pharmaceuticals In | 2.1 | $214M | 1.7M | 128.47 | |
Metropcs Communications (TMUS) | 1.9 | $198M | 5.2M | 38.30 | |
Companhia Brasileira De Dist Spn Adr Pfd Cl A | 1.4 | $142M | 10M | 13.91 | |
Liberty Global Shs Cl A | 1.3 | $138M | 3.6M | 38.50 | |
Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 1.2 | $121M | 4.6M | 26.20 | |
Linkedin Corp Com Cl A | 1.1 | $109M | 952k | 114.35 | |
Silver Wheaton Corp | 1.0 | $102M | 6.2M | 16.58 |