0001140361-17-041960.txt : 20171113 0001140361-17-041960.hdr.sgml : 20171110 20171113095929 ACCESSION NUMBER: 0001140361-17-041960 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Carmignac Gestion CENTRAL INDEX KEY: 0001569758 IRS NUMBER: 000000000 STATE OF INCORPORATION: I0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15450 FILM NUMBER: 171193779 BUSINESS ADDRESS: STREET 1: 24 PLACE VENDOME CITY: PARIS STATE: I0 ZIP: 75001 BUSINESS PHONE: 0033142865335 MAIL ADDRESS: STREET 1: 24 PLACE VENDOME CITY: PARIS STATE: I0 ZIP: 75001 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001569758 XXXXXXXX 09-30-2017 09-30-2017 Carmignac Gestion

24 PLACE VENDOME PARIS I0 75001

13F HOLDINGS REPORT 028-15450 N Cyril Billioud 33-0-1-70-92-33-67 /s/ Cyril Billioud Paris I0 11-13-2017 0 73 13005133 false INFORMATION TABLE 2 form13fInfoTable.xml BAIDU INC - SPON ADR SPON ADR REP A 056752108 21226 85694 SH SOLE NONE 85694 0 0 MASTERCARD INC - A CL A 57636Q104 372260 2636403 SH SOLE NONE 2636403 0 0 ANADARKO PETROLEUM CORP COM 032511107 437261 8951103 SH SOLE NONE 8951103 0 0 POTASH CORP OF SASKATCHEWAN COM 73755L107 236649 12299830 SH SOLE NONE 12299830 0 0 CELGENE CORP COM 151020104 1107623 7595821 SH SOLE NONE 7595821 0 0 GOLDCORP INC COM 380956409 395352 30505522 SH SOLE NONE 30505522 0 0 TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 127136 3385766 SH SOLE NONE 3385766 0 0 CHECK POINT SOFTWARE TECH ORD M22465104 46338 406399 SH SOLE NONE 406399 0 0 CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 251861 10640519 SH SOLE NONE 10640519 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 712801 10375555 SH SOLE NONE 10375555 0 0 ROYAL GOLD INC COM 780287108 11787 137000 SH SOLE NONE 137000 0 0 LAS VEGAS SANDS CORP COM 517834107 41682 649658 SH SOLE NONE 649658 0 0 AMAZON.COM INC COM 023135106 219027 227833 SH SOLE NONE 227833 0 0 TRIPADVISOR INC COM 896945201 277674 6851065 SH SOLE NONE 6851065 0 0 FACEBOOK INC-A CL A 30303M102 925498 5416388 SH SOLE NONE 5416388 0 0 NEWMONT MINING CORP COM 651639106 575641 15346347 SH SOLE NONE 15346347 0 0 NOBLE ENERGY INC COM 655044105 358064 12625683 SH SOLE NONE 12625683 0 0 GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 45267 4486361 SH SOLE NONE 4486361 0 0 CONCHO RESOURCES INC COM 20605P101 350875 2663795 SH SOLE NONE 2663795 0 0 EOG RESOURCES INC COM 26875P101 442481 4573922 SH SOLE NONE 4573922 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 499977 3388756 SH SOLE NONE 3388756 0 0 METHANEX CORP COM 59151K108 20875 415000 SH SOLE NONE 415000 0 0 YY INC-ADR ADS REPCOM CLA 98426T106 10637 122569 SH SOLE NONE 122569 0 0 OASIS PETROLEUM INC COM 674215108 15322 1680000 SH SOLE NONE 1680000 0 0 NUCOR CORP COM 670346105 10087 180000 SH SOLE NONE 180000 0 0 T-MOBILE US INC COM 872590104 360353 5844199 SH SOLE NONE 5844199 0 0 VISA INC-CLASS A SHARES COM CL A 92826C839 359999 3420740 SH SOLE NONE 3420740 0 0 MERCADOLIBRE INC COM 58733R102 628218 2426208 SH SOLE NONE 2426208 0 0 SERVICENOW INC COM 81762P102 447454 3807150 SH SOLE NONE 3807150 0 0 CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 9248 495345 SH SOLE NONE 495345 0 0 CRITEO SA-SPON ADR SPONS ADS 226718104 74126 1786158 SH SOLE NONE 1786158 0 0 GRUBHUB INC COM 400110102 275621 5233974 SH SOLE NONE 5233974 0 0 PDC ENERGY INC COM 69327R101 13728 280000 SH SOLE NONE 280000 0 0 MUELLER INDUSTRIES INC COM 624756102 9786 280000 SH SOLE NONE 280000 0 0 DARLING INGREDIENTS INC COM 237266101 8585 490000 SH SOLE NONE 490000 0 0 58.COM INC-ADR SPON ADR REP A 31680Q104 326580 5172323 SH SOLE NONE 5172323 0 0 GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 61990 2510723 SH SOLE NONE 2510723 0 0 LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 20159 848426 SH SOLE NONE 848426 0 0 LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 49837 1376724 SH SOLE NONE 1376724 0 0 CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 551747 60765076 SH SOLE NONE 60765076 0 0 TALEND SA - ADR ADS 874224207 24002 586269 SH SOLE NONE 586269 0 0 HALLIBURTON CO COM 406216101 23015 500000 SH SOLE NONE 500000 0 0 RPC INC COM 749660106 11527 465000 SH SOLE NONE 465000 0 0 BANK OF AMERICA CORP COM 060505104 417774 16486731 SH SOLE NONE 16486731 0 0 MASTEC INC COM 576323109 8816 190000 SH SOLE NONE 190000 0 0 ALCOA CORP COM 013817101 17716 380000 SH SOLE NONE 380000 0 0 BANCO MACRO SA-ADR SPON ADR B 05961W105 336289 2865692 SH SOLE NONE 2865692 0 0 PARSLEY ENERGY INC-CLASS A CL A 701877102 11853 450000 SH SOLE NONE 450000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 381911 5920188 SH SOLE NONE 5920188 0 0 CONSOL ENERGY INC COM 20854P109 8639 510000 SH SOLE NONE 510000 0 0 ZTO EXPRESS CAYMAN INC-ADR SPONSORED ADR 98980A105 17258 1229196 SH SOLE NONE 1229196 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 10277 430000 SH SOLE NONE 430000 0 0 TECK RESOURCES LTD-CLS B CL B 878742204 11072 525000 SH SOLE NONE 525000 0 0 NVIDIA CORP COM 67066G104 122573 685644 SH SOLE NONE 685644 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 18438 670000 SH SOLE NONE 670000 0 0 BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 96270 2154660 SH SOLE NONE 2154660 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 257946 13512084 SH SOLE NONE 13512084 0 0 ZAYO GROUP HOLDINGS INC COM 98919V105 178870 5196674 SH SOLE NONE 5196674 0 0 GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 41232 800000 SH SOLE NONE 800000 0 0 ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 10448 1039585 SH SOLE NONE 1039585 0 0 VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 9780 1112645 SH SOLE NONE 1112645 0 0 CIMAREX ENERGY CO COM 171798101 10230 90000 SH SOLE NONE 90000 0 0 SPLUNK INC COM 848637104 198193 2983480 SH SOLE NONE 2983480 0 0 DESPEGAR.COM CORP ORD SHS G27358103 8000 250000 SH SOLE NONE 250000 0 0 KOSMOS ENERGY LTD SHS G5315B107 1592 200000 PRN Call SOLE NONE 200000 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 14754 100000 PRN Put SOLE NONE 100000 0 0 NVIDIA CORP COM 67066G104 8939 50000 PRN Put SOLE NONE 50000 0 0 TESLA INC COM 88160R101 6822 20000 PRN Put SOLE NONE 20000 0 0 NOBLE ENERGY INC COM 655044105 8508 300000 PRN Call SOLE NONE 300000 0 0 NOBLE ENERGY INC COM 655044105 2836 100000 PRN Put SOLE NONE 100000 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 7377 50000 PRN Call SOLE NONE 50000 0 0 NOBLE ENERGY INC COM 655044105 5672 200000 PRN Call SOLE NONE 200000 0 0 NOBLE ENERGY INC COM 655044105 5672 200000 PRN Put SOLE NONE 200000 0 0