0001567619-19-010712.txt : 20190514 0001567619-19-010712.hdr.sgml : 20190514 20190514104920 ACCESSION NUMBER: 0001567619-19-010712 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 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: 19821039 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 03-31-2019 03-31-2019 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 05-14-2019 0 98 8584446 false INFORMATION TABLE 2 form13fInfoTable.xml 58.COM INC SPON ADR REP A 31680Q104 207969 3166395 SH SOLE NONE 3166395 0 0 ACTIVISION BLIZZARD INC COM 00507V109 141162 3100407 SH SOLE NONE 3100407 0 0 AFFIMED NV COM N01045108 8986 2139493 SH SOLE NONE 2139493 0 0 AGNICO EAGLE MINES LTD COM 008474108 110240 2534258 SH SOLE NONE 2534258 0 0 ALBEMARLE CORP COM 012653101 6495 79222 SH SOLE NONE 79222 0 0 ALCOA CORP COM 013872106 8023 284892 SH SOLE NONE 284892 0 0 ALPHABET INC CAP STK CL A 02079K305 475920 404388 SH SOLE NONE 404388 0 0 ANTHEM INC COM 036752103 337048 1174465 SH SOLE NONE 1174465 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 6936 967376 SH SOLE NONE 967376 0 0 BANCO MACRO SA SPON ADR B 05961W105 11219 245171 SH SOLE NONE 245171 0 0 BAXTER INTERNATIONAL INC COM 071813109 153585 1888887 SH SOLE NONE 1888887 0 0 BECTON DICKINSON AND CO COM 075887109 289188 1158003 SH SOLE NONE 1158003 0 0 BELMOND LTD CL A G1154H107 13420 538305 SH SOLE NONE 538305 0 0 BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 15720 987412 SH SOLE NONE 987412 0 0 BOOKING HOLDINGS INC COM 09857L108 308017 176523 SH SOLE NONE 176523 0 0 BRISTOW GROUP INC COM 110394103 167 150000 SH SOLE NONE 150000 0 0 CARA THERAPEUTICS INC COM 140755109 8514 433967 SH SOLE NONE 433967 0 0 CARRIZO OIL & GAS INC COM 144577103 6422 514965 SH SOLE NONE 514965 0 0 CHEMOCENTRYX INC COM 16383L106 27303 1965639 SH SOLE NONE 1965639 0 0 CIMAREX ENERGY CO COM 171798101 11199 160212 SH SOLE NONE 160212 0 0 CLOUDERA INC COM 18914U100 44293 4048747 SH SOLE NONE 4048747 0 0 CONAGRA BRANDS INC COM 205887102 29113 1049500 PRN Put SOLE NONE 1049500 0 0 CONAGRA BRANDS INC COM 205887102 8893 320600 PRN Put SOLE NONE 320600 0 0 CONCHO RESOURCES INC COM 20605P101 32900 296506 SH SOLE NONE 296506 0 0 CONSTELLATION BRANDS INC CL A 21036P108 356268 2031985 SH SOLE NONE 2031985 0 0 COSTCO WHOLESALE CORP COM 22160K105 231020 954075 SH SOLE NONE 954075 0 0 CRESUD S.A. SPONSORED ADR 226406106 6142 529948 SH SOLE NONE 529948 0 0 DARLING INGREDIENTS INC COM 237266101 10134 468101 SH SOLE NONE 468101 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 185715 5790920 SH SOLE NONE 5790920 0 0 ELECTRONIC ARTS INC COM 285512109 182997 1800615 SH SOLE NONE 1800615 0 0 EOG RESOURCES INC COM 26875P101 51694 543118 SH SOLE NONE 543118 0 0 EXXON MOBIL CORP COM 30231G102 15576 192774 SH SOLE NONE 192774 0 0 FACEBOOK INC CL A 30303M102 538365 3229736 SH SOLE NONE 3229736 0 0 FLOOR & DECOR HOLDINGS INC CL A 339750101 804 19508 SH SOLE NONE 19508 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 8833 317637 SH SOLE NONE 317637 0 0 GEOPARK LTD USD SHS G38327105 7565 437562 SH SOLE NONE 437562 0 0 GODADDY INC CL A 380237107 193141 2568706 SH SOLE NONE 2568706 0 0 GOLDCORP INC COM 380956409 119233 10422482 SH SOLE NONE 10422482 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 7398 578412 SH SOLE NONE 578412 0 0 GRUBHUB INC COM 400110102 229344 3301338 SH SOLE NONE 3301338 0 0 GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 9304 1530235 SH SOLE NONE 1530235 0 0 HALLIBURTON CO COM 406216101 8699 296893 SH SOLE NONE 296893 0 0 ILLUMINA INC COM 452327109 134535 433019 SH SOLE NONE 433019 0 0 INFLARX NV COM N44821101 404 10688 SH SOLE NONE 10688 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 477328 6269079 SH SOLE NONE 6269079 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 153737 269440 SH SOLE NONE 269440 0 0 JD.COM INC SPON ADR CL A 47215P106 291872 9680672 SH SOLE NONE 9680672 0 0 LINE CORP SPONSORED ADR 53567X101 26785 760727 SH SOLE NONE 760727 0 0 LOMA NEGRA CORP SPONSORED ADS 54150E104 11028 1007100 SH SOLE NONE 1007100 0 0 MARATHON PETROLEUM CORP COM 56585A102 10790 180288 SH SOLE NONE 180288 0 0 MASTEC INC COM 576323109 6432 133727 SH SOLE NONE 133727 0 0 MASTERCARD INC CL A 57636Q104 215004 913160 SH SOLE NONE 913160 0 0 MCCORMICK & CO INC. COM NON VTG 579780206 12578 83500 PRN Put SOLE NONE 83500 0 0 MEDTRONIC PLC SHS G5960L103 136641 1500232 SH SOLE NONE 1500232 0 0 MERCADOLIBRE INC COM 58733R102 219120 431567 SH SOLE NONE 431567 0 0 MERCK & CO. INC. COM 58933Y105 159922 1922838 SH SOLE NONE 1922838 0 0 MICROSOFT CORP COM 594918104 96844 821130 SH SOLE NONE 821130 0 0 MUELLER INDUSTRIES INC COM 624756102 12172 388395 SH SOLE NONE 388395 0 0 NATIONAL OILWELL VARCO INC COM 637071101 666 25000 SH SOLE NONE 25000 0 0 NEWMONT MINING CORP COM 651639106 219806 6144987 SH SOLE NONE 6144987 0 0 NIKE INC CL B 654106103 408 4845 SH SOLE NONE 4845 0 0 NOBLE ENERGY INC COM 655044105 21835 882919 SH SOLE NONE 882919 0 0 NUTRIEN LTD COM 67077M108 10398 197077 SH SOLE NONE 197077 0 0 ORCHARD THERAPEUTICS PLC ADS 68570P101 581 32492 SH SOLE NONE 32492 0 0 PARSLEY ENERGY INC CL A 701877102 5399 279735 SH SOLE NONE 279735 0 0 PAYPAL HOLDINGS INC COM 70450Y103 109079 1050449 SH SOLE NONE 1050449 0 0 PDC ENERGY INC COM 69327R101 8195 201456 SH SOLE NONE 201456 0 0 PHILLIPS 66 COM 718546104 8258 86771 SH SOLE NONE 86771 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 80889 531187 SH SOLE NONE 531187 0 0 PROPETRO HOLDING CORP COM 74347M108 7764 344437 SH SOLE NONE 344437 0 0 PROQR THERAPEUTICS NV SHS EURO N71542109 477 34377 SH SOLE NONE 34377 0 0 PTC INC COM 69370C100 170884 1853807 SH SOLE NONE 1853807 0 0 QIAGEN N.V. SHS NEW N72482123 3262 80191 SH SOLE NONE 80191 0 0 REGENXBIO INC COM 75901B107 36632 639195 SH SOLE NONE 639195 0 0 RPC INC COM 749660106 2823 247412 SH SOLE NONE 247412 0 0 SEADRILL LTD COM G7998G106 116 14000 SH SOLE NONE 14000 0 0 SM ENERGY CO COM 78454L100 4958 283482 SH SOLE NONE 283482 0 0 SOUTHWEST AIRLINES CO COM 844741108 30367 585000 PRN Call SOLE NONE 585000 0 0 SPIRIT AIRLINES INC COM 848577102 140529 2658513 SH SOLE NONE 2658513 0 0 SPOTIFY TECHNOLOGY SA SHS L8681T102 140215 1010191 SH SOLE NONE 1010191 0 0 STEEL DYNAMICS INC COM 858119100 5888 166938 SH SOLE NONE 166938 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 84198 2055604 SH SOLE NONE 2055604 0 0 TECK RESOURCES LTD CL B 878742204 6022 259783 SH SOLE NONE 259783 0 0 TIFFANY & CO COM 886547108 69650 659873 SH SOLE NONE 659873 0 0 T-MOBILE US INC COM 872590104 62709 907504 SH SOLE NONE 907504 0 0 TRANSPORTADOR GAS SUR SPON ADS B 893870204 5305 403099 SH SOLE NONE 403099 0 0 UNIQURE NV SHS N90064101 485 8137 SH SOLE NONE 8137 0 0 VALE SA SPONSORED ADS 91912E105 6306 482873 SH SOLE NONE 482873 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 36400 4532971 SH SOLE NONE 4532971 0 0 VISA INC-CLASS A SHARES COM CL A 92826C839 192804 1234417 SH SOLE NONE 1234417 0 0 WABCO HOLDINGS INC COM 92927K102 13571 102942 SH SOLE NONE 102942 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 214898 796658 SH SOLE NONE 796658 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 193745 8133729 SH SOLE NONE 8133729 0 0 WORLDPAY INC CL A 981558109 200324 1764967 SH SOLE NONE 1764967 0 0 YANDEX NV SHS CLASS A N97284108 27601 803744 SH SOLE NONE 803744 0 0 YY INC SPONSORED ADS A 98426T106 16399 195201 SH SOLE NONE 195201 0 0 ZAYO GROUP HOLDINGS INC COM 98919V105 13336 469237 SH SOLE NONE 469237 0 0 ZUORA INC COM CL A 98983V106 41108 2052324 SH SOLE NONE 2052324 0 0