0001567619-19-016454.txt : 20190813 0001567619-19-016454.hdr.sgml : 20190813 20190813111936 ACCESSION NUMBER: 0001567619-19-016454 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190813 DATE AS OF CHANGE: 20190813 EFFECTIVENESS DATE: 20190813 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: 191018881 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 06-30-2019 06-30-2019 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 08-13-2019 0 124 8049686 false INFORMATION TABLE 2 form13fInfoTable.xml 58.COM INC SPON ADR REP A 31680Q104 227489 3659142 SH SOLE NONE 3659142 0 0 ACTIVISION BLIZZARD INC COM 00507V109 134314 2845635 SH SOLE NONE 2845635 0 0 ADOBE INC COM 00724F101 239 812 SH SOLE NONE 812 0 0 AFFIMED NV COM N01045108 3927 1368315 SH SOLE NONE 1368315 0 0 AGNICO EAGLE MINES LTD COM 008474108 6786 132437 SH SOLE NONE 132437 0 0 ALBEMARLE CORP COM 012653101 5578 79222 SH SOLE NONE 79222 0 0 ALCOA CORP COM 013872106 6669 284892 SH SOLE NONE 284892 0 0 ALCON INC ORD SHS H01301128 63980 1031101 SH SOLE NONE 1031101 0 0 ALIGN TECHNOLOGY INC COM 016255101 204 747 SH SOLE NONE 747 0 0 ALPHABET INC CAP STK CL A 02079K305 438717 405169 SH SOLE NONE 405169 0 0 ANSYS INC COM 03662Q105 289 1410 SH SOLE NONE 1410 0 0 ANTHEM INC COM 036752103 289344 1025279 SH SOLE NONE 1025279 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 8370 1149747 SH SOLE NONE 1149747 0 0 ARISTA NETWORKS INC COM 040413106 116 447 SH SOLE NONE 447 0 0 BAXTER INTERNATIONAL INC COM 071813109 116361 1420767 SH SOLE NONE 1420767 0 0 BECTON DICKINSON AND CO COM 075887109 269259 1068445 SH SOLE NONE 1068445 0 0 BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 13404 1280263 SH SOLE NONE 1280263 0 0 BOOKING HOLDINGS INC COM 09857L108 372079 198473 SH SOLE NONE 198473 0 0 BROWN-FORMAN CORP CL B 115637209 547 9875 SH SOLE NONE 9875 0 0 CARA THERAPEUTICS INC COM 140755109 14034 652742 SH SOLE NONE 652742 0 0 CARRIZO OIL & GAS INC COM 144577103 4125 411692 SH SOLE NONE 411692 0 0 CENTENE CORP COM 15135B101 158292 3018545 SH SOLE NONE 3018545 0 0 CHEMOCENTRYX INC COM 16383L106 17499 1881609 SH SOLE NONE 1881609 0 0 CHEVRON CORP COM 166764100 10549 84774 SH SOLE NONE 84774 0 0 CHEWY INC CL A 16679L109 68 1946 SH SOLE NONE 1946 0 0 CHURCH & DWIGHT CO INC COM 171340102 164 2243 SH SOLE NONE 2243 0 0 CIMAREX ENERGY CO COM 171798101 7985 134590 SH SOLE NONE 134590 0 0 CINTAS CORP COM 172908105 130 548 SH SOLE NONE 548 0 0 CONCHO RESOURCES INC COM 20605P101 30377 294406 SH SOLE NONE 294406 0 0 CONSTELLATION BRANDS INC CL A 21036P108 359726 1826577 SH SOLE NONE 1826577 0 0 COPART INC COM 217204106 116 1555 SH SOLE NONE 1555 0 0 COSTCO WHOLESALE CORP COM 22160K105 174440 660109 SH SOLE NONE 660109 0 0 CRESUD S.A. SPONSORED ADR 226406106 4758 453968 SH SOLE NONE 453968 0 0 CROWDSTRIKE HOLDINGS INC CL A 22788C105 9173 134325 SH SOLE NONE 134325 0 0 DANAHER CORP COM 235851102 303 2118 SH SOLE NONE 2118 0 0 DARLING INGREDIENTS INC COM 237266101 9311 468101 SH SOLE NONE 468101 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 194579 5756785 SH SOLE NONE 5756785 0 0 ELASTIC NV ORD SHS N14506104 98309 1316762 SH SOLE NONE 1316762 0 0 ELECTRONIC ARTS INC COM 285512109 185360 1830534 SH SOLE NONE 1830534 0 0 EOG RESOURCES INC COM 26875P101 47101 505591 SH SOLE NONE 505591 0 0 ESTEE LAUDER COMPANIES CL A 518439104 333 1820 SH SOLE NONE 1820 0 0 EXXON MOBIL CORP COM 30231G102 14772 192774 SH SOLE NONE 192774 0 0 FACEBOOK INC CL A 30303M102 572856 2968164 SH SOLE NONE 2968164 0 0 FISERV INC COM 337738108 179815 1972517 SH SOLE NONE 1972517 0 0 GARDNER DENVER HOLDINGS INC COM 36555P107 6691 193385 SH SOLE NONE 193385 0 0 GARMIN LTD SHS H2906T109 115 1447 SH SOLE NONE 1447 0 0 GEOPARK LTD USD SHS G38327105 8607 464230 SH SOLE NONE 464230 0 0 GODADDY INC CL A 380237107 228665 3259655 SH SOLE NONE 3259655 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 6882 598412 SH SOLE NONE 598412 0 0 GRUBHUB INC COM 400110102 287197 3682479 SH SOLE NONE 3682479 0 0 GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 5932 752798 SH SOLE NONE 752798 0 0 HALLIBURTON CO COM 406216101 6751 296893 SH SOLE NONE 296893 0 0 ILLUMINA INC COM 452327109 148778 404122 SH SOLE NONE 404122 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 443661 5162445 SH SOLE NONE 5162445 0 0 INTUIT INC COM 461202103 293 1122 SH SOLE NONE 1122 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 165030 314613 SH SOLE NONE 314613 0 0 JD.COM INC SPON ADR CL A 47215P106 220790 7289205 SH SOLE NONE 7289205 0 0 KNIGHT-SWIFT TRANSPORTATION CL A 499049104 153 4656 SH SOLE NONE 4656 0 0 KRAFT HEINZ CO/THE COM 500754106 8387 270200 PRN Put SOLE NONE 270200 0 0 LAMB WESTON HOLDINGS INC COM 513272104 790 12468 SH SOLE NONE 12468 0 0 LENNOX INTERNATIONAL INC COM 526107107 174 631 SH SOLE NONE 631 0 0 LINE CORP SPONSORED ADR 53567X101 21204 753527 SH SOLE NONE 753527 0 0 LOMA NEGRA CORP SPONSORED ADS 54150E104 12396 1059461 SH SOLE NONE 1059461 0 0 MARATHON PETROLEUM CORP COM 56585A102 10074 180288 SH SOLE NONE 180288 0 0 MARRIOTT INTERNATIONAL CL A 571903202 313 2231 SH SOLE NONE 2231 0 0 MASIMO CORP COM 574795100 244 1637 SH SOLE NONE 1637 0 0 MASTEC INC COM 576323109 5856 113639 SH SOLE NONE 113639 0 0 MASTERCARD INC CL A 57636Q104 101904 385226 SH SOLE NONE 385226 0 0 MEDTRONIC PLC SHS G5960L103 74020 760033 SH SOLE NONE 760033 0 0 MERCADOLIBRE INC COM 58733R102 96361 157511 SH SOLE NONE 157511 0 0 MERCK & CO. INC. COM 58933Y105 111931 1334894 SH SOLE NONE 1334894 0 0 MICROSOFT CORP COM 594918104 82389 615030 SH SOLE NONE 615030 0 0 MUELLER INDUSTRIES INC COM 624756102 4626 158035 SH SOLE NONE 158035 0 0 NATIONAL OILWELL VARCO INC COM 637071101 556 25000 SH SOLE NONE 25000 0 0 NEWMONT GOLDCORP CORP COM 651639106 151911 3948809 SH SOLE NONE 3948809 0 0 NIKE INC CL B 654106103 619 7371 SH SOLE NONE 7371 0 0 NOBLE ENERGY INC COM 655044105 12331 550490 SH SOLE NONE 550490 0 0 NUTRIEN LTD COM 67077M108 7077 132375 SH SOLE NONE 132375 0 0 NVIDIA CORP COM 67066G104 132677 807872 SH SOLE NONE 807872 0 0 PARSLEY ENERGY INC CL A 701877102 5318 279735 SH SOLE NONE 279735 0 0 PAYCHEX INC COM 704326107 106 1294 SH SOLE NONE 1294 0 0 PAYPAL HOLDINGS INC COM 70450Y103 120634 1053938 SH SOLE NONE 1053938 0 0 PDC ENERGY INC COM 69327R101 6451 178892 SH SOLE NONE 178892 0 0 PEPSICO INC COM 713448108 342 2608 SH SOLE NONE 2608 0 0 PHILLIPS 66 COM 718546104 8117 86771 SH SOLE NONE 86771 0 0 PINTEREST INC CL A 72352L106 6677 245300 SH SOLE NONE 245300 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 75923 493452 SH SOLE NONE 493452 0 0 PROPETRO HOLDING CORP COM 74347M108 5447 263123 SH SOLE NONE 263123 0 0 PTC INC COM 69370C100 244688 2726024 SH SOLE NONE 2726024 0 0 REALREAL INC/THE COM 88339P101 1028 35588 SH SOLE NONE 35588 0 0 REGENXBIO INC COM 75901B107 71007 1382262 SH SOLE NONE 1382262 0 0 RESMED INC COM 761152107 240 1967 SH SOLE NONE 1967 0 0 REVOLVE GROUP INC CL A 76156B107 468 13559 SH SOLE NONE 13559 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 232 1914 SH SOLE NONE 1914 0 0 RPC INC COM 749660106 1210 167820 SH SOLE NONE 167820 0 0 SEA LTD SPONSORED ADS 81141R100 103561 3117439 SH SOLE NONE 3117439 0 0 SEADRILL LTD COM G7998G106 262 63000 SH SOLE NONE 63000 0 0 SM ENERGY CO COM 78454L100 1627 129950 SH SOLE NONE 129950 0 0 SPIRIT AIRLINES INC COM 848577102 132339 2772667 SH SOLE NONE 2772667 0 0 SPOTIFY TECHNOLOGY SA SHS L8681T102 140550 961224 SH SOLE NONE 961224 0 0 SS&C TECHNOLOGIES HOLDINGS COM 78467J100 136 2369 SH SOLE NONE 2369 0 0 STEEL DYNAMICS INC COM 858119100 5042 166938 SH SOLE NONE 166938 0 0 STRYKER CORP COM 863667101 250 1216 SH SOLE NONE 1216 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 53896 1375952 SH SOLE NONE 1375952 0 0 TECK RESOURCES LTD CL B 878742204 3099 134380 SH SOLE NONE 134380 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 307 1046 SH SOLE NONE 1046 0 0 TIFFANY & CO COM 886547108 152109 1624407 SH SOLE NONE 1624407 0 0 TRADEWEB MARKETS INC CL A 892672106 53674 1225153 SH SOLE NONE 1225153 0 0 TRANSPORTADOR GAS SUR SPONSORED ADS B 893870204 4041 279440 SH SOLE NONE 279440 0 0 TRANSUNION COM 89400J107 250 3397 SH SOLE NONE 3397 0 0 VALE SA SPONSORED ADS 91912E105 6490 482873 SH SOLE NONE 482873 0 0 VEEVA SYSTEMS INC CL A COM 922475108 140 865 SH SOLE NONE 865 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 36364 4213721 SH SOLE NONE 4213721 0 0 VISA INC COM CL A 92826C839 86923 500852 SH SOLE NONE 500852 0 0 VMWARE INC CL A COM 928563402 97 579 SH SOLE NONE 579 0 0 WABCO HOLDINGS INC COM 92927K102 13186 99442 SH SOLE NONE 99442 0 0 WALT DISNEY CO/THE COM DISNEY 254687106 236 1690 SH SOLE NONE 1690 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 90713 3751563 SH SOLE NONE 3751563 0 0 WORLDPAY INC CL A 981558109 125536 1024364 SH SOLE NONE 1024364 0 0 YANDEX NV SHS CLASS A N97284108 20170 530789 SH SOLE NONE 530789 0 0 YY INC SPONSORED ADS A 98426T106 11282 161895 SH SOLE NONE 161895 0 0 ZOETIS INC CL A 98978V103 372 3282 SH SOLE NONE 3282 0 0 ZOOM VIDEO COMMUNICATIONS CL A 98980L101 8710 98100 SH SOLE NONE 98100 0 0 ZUORA INC COM CL A 98983V106 33205 2167420 SH SOLE NONE 2167420 0 0