0001567619-19-003488.txt : 20190213 0001567619-19-003488.hdr.sgml : 20190213 20190213105546 ACCESSION NUMBER: 0001567619-19-003488 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19594082 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 12-31-2018 12-31-2018 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 02-13-2019 0 83 6622506 false INFORMATION TABLE 2 form13fInfoTable.xml MASTERCARD INC - A CL A 57636Q104 172494 914360 SH SOLE NONE 914360 0 0 CELGENE CORP COM 151020104 64866 1012103 SH SOLE NONE 1012103 0 0 GOLDCORP INC COM 380956409 124401 12693963 SH SOLE NONE 12693963 0 0 TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 90456 2450714 SH SOLE NONE 2450714 0 0 CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 51122 2461334 SH SOLE NONE 2461334 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 459603 6101191 SH SOLE NONE 6101191 0 0 MYLAN NV SHS EURO N59465109 38568 1407586 SH SOLE NONE 1407586 0 0 FACEBOOK INC-CLASS A CL A 30303M102 364209 2778313 SH SOLE NONE 2778313 0 0 NEWMONT MINING CORP COM 651639106 217097 6265423 SH SOLE NONE 6265423 0 0 NOBLE ENERGY INC COM 655044105 24959 1330419 SH SOLE NONE 1330419 0 0 CONCHO RESOURCES INC COM 20605P101 38807 377535 SH SOLE NONE 377535 0 0 EOG RESOURCES INC COM 26875P101 47251 541807 SH SOLE NONE 541807 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 78087 593724 SH SOLE NONE 593724 0 0 YY INC-ADR ADS REPCOM CLA 98426T106 10711 178939 SH SOLE NONE 178939 0 0 ALPHABET INC-CL A CAP STK CL A 02079K305 348998 333982 SH SOLE NONE 333982 0 0 JD.COM INC-ADR SPON ADR CL A 47215P106 161217 7702694 SH SOLE NONE 7702694 0 0 T-MOBILE US INC COM 872590104 208540 3278412 SH SOLE NONE 3278412 0 0 VISA INC-CLASS A SHARES COM CL A 92826C839 137211 1039949 SH SOLE NONE 1039949 0 0 MERCADOLIBRE INC COM 58733R102 276621 944581 SH SOLE NONE 944581 0 0 SERVICENOW INC COM 81762P102 165040 926930 SH SOLE NONE 926930 0 0 CARRIZO OIL & GAS INC COM 144577103 7853 695599 SH SOLE NONE 695599 0 0 CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 5493 452111 SH SOLE NONE 452111 0 0 GRUBHUB INC COM 400110102 184377 2400433 SH SOLE NONE 2400433 0 0 PDC ENERGY INC COM 69327R101 8971 301458 SH SOLE NONE 301458 0 0 MUELLER INDUSTRIES INC COM 624756102 9683 414526 SH SOLE NONE 414526 0 0 DARLING INGREDIENTS INC COM 237266101 9006 468101 SH SOLE NONE 468101 0 0 58.COM INC-ADR SPON ADR REP A 31680Q104 198214 3656413 SH SOLE NONE 3656413 0 0 GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 15020 1730457 SH SOLE NONE 1730457 0 0 LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 32850 963068 SH SOLE NONE 963068 0 0 HALLIBURTON CO COM 406216101 8864 333489 SH SOLE NONE 333489 0 0 RPC INC COM 749660106 3587 363407 SH SOLE NONE 363407 0 0 MASTEC INC COM 576323109 5424 133727 SH SOLE NONE 133727 0 0 ALCOA CORP COM 013817101 7572 284892 SH SOLE NONE 284892 0 0 BANCO MACRO SA-ADR SPON ADR B 05961W105 13116 296612 SH SOLE NONE 296612 0 0 PARSLEY ENERGY INC-CLASS A CL A 701877102 5429 339762 SH SOLE NONE 339762 0 0 ACTIVISION BLIZZARD INC COM 00507V109 93979 2018017 SH SOLE NONE 2018017 0 0 TECK RESOURCES LTD-CLS B CL B 878742204 5596 259783 SH SOLE NONE 259783 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 9484 463774 SH SOLE NONE 463774 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 173442 8880809 SH SOLE NONE 8880809 0 0 ZAYO GROUP HOLDINGS INC COM 98919V105 30016 1314184 SH SOLE NONE 1314184 0 0 ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6254 791626 SH SOLE NONE 791626 0 0 SM ENERGY CO COM 78454L100 5504 355554 SH SOLE NONE 355554 0 0 VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 30917 5662447 SH SOLE NONE 5662447 0 0 CIMAREX ENERGY CO COM 171798101 6317 102467 SH SOLE NONE 102467 0 0 QIAGEN N.V. SHS NEW N72482123 10026 291032 SH SOLE NONE 291032 0 0 NATIONAL OILWELL VARCO INC COM 637071101 643 25000 SH SOLE NONE 25000 0 0 YANDEX NV-A SHS CLASS A N97284108 66884 2445502 SH SOLE NONE 2445502 0 0 MARATHON PETROLEUM CORP COM 56585A102 13182 223392 SH SOLE NONE 223392 0 0 BRISTOW GROUP INC COM 110394103 2795 1150000 SH SOLE NONE 1150000 0 0 INCYTE CORP COM 45337C102 68341 1074714 SH SOLE NONE 1074714 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 129934 271306 SH SOLE NONE 271306 0 0 LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 12821 1151914 SH SOLE NONE 1151914 0 0 PROPETRO HOLDING CORP COM 74347M108 6096 494810 SH SOLE NONE 494810 0 0 TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 5436 362371 SH SOLE NONE 362371 0 0 SHOPIFY INC - CLASS A CL A 82509L107 119139 860523 SH SOLE NONE 860523 0 0 ELECTRONIC ARTS INC COM 285512109 133985 1697952 SH SOLE NONE 1697952 0 0 SPIRIT AIRLINES INC COM 848577102 7972 137635 SH SOLE NONE 137635 0 0 ALBEMARLE CORP COM 012653101 64181 832768 SH SOLE NONE 832768 0 0 NUTRIEN LTD COM 67077M108 21586 459270 SH SOLE NONE 459270 0 0 COSTCO WHOLESALE CORP COM 22160K105 194579 955175 SH SOLE NONE 955175 0 0 RESOLUTE ENERGY CORP COM NEW 76116A306 11018 380196 SH SOLE NONE 380196 0 0 CHEMOCENTRYX INC COM 16383L106 13359 1224429 SH SOLE NONE 1224429 0 0 GEOPARK LTD USD SHS G38327105 7702 557302 SH SOLE NONE 557302 0 0 AGNICO EAGLE MINES LTD COM 008474108 113092 2799313 SH SOLE NONE 2799313 0 0 BOOKING HOLDINGS INC COM 09857L108 272301 158092 SH SOLE NONE 158092 0 0 SPOTIFY TECHNOLOGY SA SHS L8681T102 113012 995701 SH SOLE NONE 995701 0 0 REGENXBIO INC COM 75901B107 7187 171326 SH SOLE NONE 171326 0 0 ZUORA INC - CLASS A COM CL A 98983V106 30553 1684270 SH SOLE NONE 1684270 0 0 CLOUDERA INC COM 18914U100 31574 2854768 SH SOLE NONE 2854768 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 11722 1024655 SH SOLE NONE 1024655 0 0 PHILLIPS 66 COM 718546104 8321 96591 SH SOLE NONE 96591 0 0 CARA THERAPEUTICS INC COM 140755109 5177 398196 SH SOLE NONE 398196 0 0 CONSTELLATION BRANDS INC-A CL A 21036P108 280376 1743415 SH SOLE NONE 1743415 0 0 STEEL DYNAMICS INC COM 858119100 5015 166938 SH SOLE NONE 166938 0 0 BECTON DICKINSON AND CO COM 075887109 285425 1266752 SH SOLE NONE 1266752 0 0 ANTHEM INC COM 036752103 256636 977176 SH SOLE NONE 977176 0 0 PVH CORP COM 693656100 34024 366043 SH SOLE NONE 366043 0 0 SEADRILL LTD SHS G7945E105 46 4681 SH SOLE NONE 4681 0 0 AFFIMED NV COM N01045108 6654 2139493 SH SOLE NONE 2139493 0 0 PAYPAL HOLDINGS INC COM 28414H103 88576 1053349 SH SOLE NONE 1053349 0 0 ELASTIC NV ORD SHS N14506104 5004 70000 SH SOLE NONE 70000 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 168192 712405 SH SOLE NONE 712405 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 52714 1014118 SH SOLE NONE 1014118 0 0