0001567619-18-000493.txt : 20180813 0001567619-18-000493.hdr.sgml : 20180813 20180813113932 ACCESSION NUMBER: 0001567619-18-000493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180813 DATE AS OF CHANGE: 20180813 EFFECTIVENESS DATE: 20180813 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: 181011011 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 06-30-2018 06-30-2018 Carmignac Gestion
24 PLACE VENDOME PARIS I0 75001
13F HOLDINGS REPORT 028-15450 N
Olivia Vayssette Deputy Head of Legal Department 33-0-1-70-92-33-27 /s/ Olivia Vayssette Paris I0 08-13-2018 0 89 13406345 false
INFORMATION TABLE 2 form13fInfoTable.xml MASTERCARD INC - A CL A 57636Q104 186386 948435 SH SOLE NONE 948435 0 0 CELGENE CORP COM 151020104 262139 3300666 SH SOLE NONE 3300666 0 0 GOLDCORP INC COM 380956409 355562 25934466 SH SOLE NONE 25934466 0 0 TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 99341 2717214 SH SOLE NONE 2717214 0 0 CHECK POINT SOFTWARE TECH ORD M22465104 22850 233923 SH SOLE NONE 233923 0 0 CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 209827 10501867 SH SOLE NONE 10501867 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 588333 7999088 SH SOLE NONE 7999088 0 0 AMAZON.COM INC COM 023135106 561752 330481 SH SOLE NONE 330481 0 0 FACEBOOK INC-A CL A 30303M102 619951 3190362 SH SOLE NONE 3190362 0 0 NEWMONT MINING CORP COM 651639106 473338 12552053 SH SOLE NONE 12552053 0 0 NOBLE ENERGY INC COM 655044105 380484 10784697 SH SOLE NONE 10784697 0 0 CONCHO RESOURCES INC COM 20605P101 323861 2340881 SH SOLE NONE 2340881 0 0 EOG RESOURCES INC COM 26875P101 539091 4332485 SH SOLE NONE 4332485 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 568071 3001855 SH SOLE NONE 3001855 0 0 YY INC-ADR ADS REPCOM CLA 98426T106 17567 174850 SH SOLE NONE 174850 0 0 T-MOBILE US INC COM 872590104 384983 6443223 SH SOLE NONE 6443223 0 0 VISA INC-CLASS A SHARES COM CL A 92826C839 187610 1416456 SH SOLE NONE 1416456 0 0 MERCADOLIBRE INC COM 58733R102 609606 2039293 SH SOLE NONE 2039293 0 0 SERVICENOW INC COM 81762P102 232525 1348208 SH SOLE NONE 1348208 0 0 CARRIZO OIL & GAS INC COM 144577103 25021 898407 SH SOLE NONE 898407 0 0 CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 10966 739964 SH SOLE NONE 739964 0 0 GRUBHUB INC COM 400110102 188997 1801511 SH SOLE NONE 1801511 0 0 PDC ENERGY INC COM 69327R101 14508 240000 SH SOLE NONE 240000 0 0 MUELLER INDUSTRIES INC COM 624756102 13575 460000 SH SOLE NONE 460000 0 0 DARLING INGREDIENTS INC COM 237266101 9306 468101 SH SOLE NONE 468101 0 0 58.COM INC-ADR SPON ADR REP A 31680Q104 420652 6066518 SH SOLE NONE 6066518 0 0 GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 24501 2315779 SH SOLE NONE 2315779 0 0 LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 47282 1151246 SH SOLE NONE 1151246 0 0 TALEND SA - ADR ADS 874224207 29712 477067 SH SOLE NONE 477067 0 0 HALLIBURTON CO COM 406216101 18700 415000 SH SOLE NONE 415000 0 0 RPC INC COM 749660106 6848 470000 SH SOLE NONE 470000 0 0 BANK OF AMERICA CORP COM 060505104 241073 8551730 SH SOLE NONE 8551730 0 0 MASTEC INC COM 576323109 9135 180000 SH SOLE NONE 180000 0 0 ALCOA CORP COM 013817101 15236 325000 SH SOLE NONE 325000 0 0 BANCO MACRO SA-ADR SPON ADR B 05961W105 160490 2729891 SH SOLE NONE 2729891 0 0 PARSLEY ENERGY INC-CLASS A CL A 701877102 11355 375000 SH SOLE NONE 375000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 434326 5690860 SH SOLE NONE 5690860 0 0 TECK RESOURCES LTD-CLS B CL B 878742204 6611 259783 SH SOLE NONE 259783 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 19838 675000 SH SOLE NONE 675000 0 0 BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 3079 129462 SH SOLE NONE 129462 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 294382 13344622 SH SOLE NONE 13344622 0 0 ZAYO GROUP HOLDINGS INC COM 98919V105 174553 4784897 SH SOLE NONE 4784897 0 0 GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 158772 4814185 SH SOLE NONE 4814185 0 0 ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6978 1004058 SH SOLE NONE 1004058 0 0 SM ENERGY CO COM 78454L100 29381 1143664 SH SOLE NONE 1143664 0 0 VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 59788 5510418 SH SOLE NONE 5510418 0 0 CIMAREX ENERGY CO COM 171798101 13430 132000 SH SOLE NONE 132000 0 0 PAMPA ENERGIA SA-SPON ADR SPONS ADR LVL I 697660207 105227 2941761 SH SOLE NONE 2941761 0 0 QIAGEN N.V. SHS NEW N72482123 86575 2394231 SH SOLE NONE 2394231 0 0 YANDEX NV-A SHS CLASS A N97284108 306721 8543751 SH SOLE NONE 8543751 0 0 MARATHON PETROLEUM CORP COM 56585A102 21399 305000 SH SOLE NONE 305000 0 0 BRISTOW GROUP INC COM 110394103 16227 1150000 SH SOLE NONE 1150000 0 0 INCYTE CORP COM 45337C102 73440 1096114 SH SOLE NONE 1096114 0 0 STRYKER CORP COM 863667101 269763 1597556 SH SOLE NONE 1597556 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 307024 641665 SH SOLE NONE 641665 0 0 PTC INC COM 69370C100 265475 2829925 SH SOLE NONE 2829925 0 0 LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 13078 1274676 SH SOLE NONE 1274676 0 0 PROPETRO HOLDING CORP COM 74347M108 14896 950000 SH SOLE NONE 950000 0 0 WAYFAIR INC- CLASS A CL A 94419L101 332350 2798499 SH SOLE NONE 2798499 0 0 TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 8517 701552 SH SOLE NONE 701552 0 0 SHOPIFY INC - CLASS A CL A 82509L107 249409 1709569 SH SOLE NONE 1709569 0 0 CLOVIS ONCOLOGY INC COM 189464100 69180 1521440 SH SOLE NONE 1521440 0 0 ELECTRONIC ARTS INC COM 285512109 272994 1935852 SH SOLE NONE 1935852 0 0 SPIRIT AIRLINES INC COM 848577102 8426 231793 SH SOLE NONE 231793 0 0 ALBEMARLE CORP COM 012653101 123794 1312352 SH SOLE NONE 1312352 0 0 CVS HEALTH CORP COM 126650100 172614 2682423 SH SOLE NONE 2682423 0 0 NUTRIEN LTD COM 67077M108 245107 4507298 SH SOLE NONE 4507298 0 0 COSTCO WHOLESALE CORP COM 22160K105 205249 982146 SH SOLE NONE 982146 0 0 BANCO SANTANDER MEXICO -ADR SPONSORED ADR B 05969B103 19909 2975900 SH SOLE NONE 2975900 0 0 RESOLUTE ENERGY CORP COM NEW 76116A306 16848 540000 SH SOLE NONE 540000 0 0 CHEMOCENTRYX INC COM 16383L106 13514 1026137 SH SOLE NONE 1026137 0 0 GEOPARK LTD USD SHS G38327105 14361 695803 SH SOLE NONE 695803 0 0 AGNICO EAGLE MINES LTD COM 008474108 222988 4865536 SH SOLE NONE 4865536 0 0 BOOKING HOLDINGS INC COM 09857L108 201412 99360 SH SOLE NONE 99360 0 0 MONDELEZ INTERNATIONAL INC-A CL A 609207105 3099 75590 SH SOLE NONE 75590 0 0 SPOTIFY TECHNOLOGY SA SHS L8681T102 202220 1201974 SH SOLE NONE 1201974 0 0 REGENXBIO INC COM 75901B107 5597 78001 SH SOLE NONE 78001 0 0 ZUORA INC - CLASS A COM CL A 98983V106 3253 119600 SH SOLE NONE 119600 0 0 CLOUDERA INC COM 18914U100 33467 2453579 SH SOLE NONE 2453579 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 17990 1000000 SH SOLE NONE 1000000 0 0 PHILLIPS 66 COM 718546104 10108 90000 SH SOLE NONE 90000 0 0 CARA THERAPEUTICS INC COM 140755109 11572 604272 SH SOLE NONE 604272 0 0 CONSTELLATION BRANDS INC-A CL A 21036P108 238011 1087452 SH SOLE NONE 1087452 0 0 STEEL DYNAMICS INC COM 858119100 6883 149793 SH SOLE NONE 149793 0 0 BECTON DICKINSON AND CO COM 075887109 121632 507732 SH SOLE NONE 507732 0 0 CARRIZO OIL & GAS INC COM 144577103 2785 100000 PRN Put SOLE NONE 100000 0 0 PDC ENERGY INC COM 69327R101 6045 100000 PRN Call SOLE NONE 100000 0 0 SM ENERGY CO COM 78454L100 7707 300000 PRN Call SOLE NONE 300000 0 0 SM ENERGY CO COM 78454L100 7707 300000 PRN Put SOLE NONE 300000 0 0