0001567619-21-019948.txt : 20211112 0001567619-21-019948.hdr.sgml : 20211112 20211112130729 ACCESSION NUMBER: 0001567619-21-019948 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211402147 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 09-30-2021 09-30-2021 Carmignac Gestion

24 PLACE VENDOME PARIS I0 75001

13F HOLDINGS REPORT 028-15450 N Olivia Vayssette 33-0-70-92-33-27 /s/ Olivia Vayssette Paris I0 11-12-2021 0 120 8008021 false INFORMATION TABLE 2 form13fInfoTable.xml 10X GENOMICS INC CL A COM 88025U109 6797 46692 SH SOLE NONE 46692 0 0 21VIANET GROUP INC SPONSORED ADS A 90138A103 2792 161294 SH SOLE NONE 161294 0 0 ACCELERON PHARMA INC COM 00434H108 38122 221502 SH SOLE NONE 221502 0 0 ACCENTURE PLC SHS CLASS A G1151C101 790 2468 SH SOLE NONE 2468 0 0 ADOBE INC COM 00724F101 8067 13999 SH SOLE NONE 13999 0 0 AEVA TECHNOLOGIES INC COM 00835Q103 3160 397989 SH SOLE NONE 397989 0 0 AGNICO EAGLE MINES LTD COM 008474108 4152 80069 SH SOLE NONE 80069 0 0 ALBEMARLE CORP COM 012653101 524 2391 SH SOLE NONE 2391 0 0 ALPHABET INC CAP STK CL A 02079K305 307972 115187 SH SOLE NONE 115187 0 0 AMAZON.COM INC COM 023135106 426789 129918 SH SOLE NONE 129918 0 0 AMEDISYS INC COM 023436108 41351 277335 SH SOLE NONE 277335 0 0 AMYRIS INC COM NEW 03236M200 20090 1463231 SH SOLE NONE 1463231 0 0 ANSYS INC COM 03662Q105 11639 34181 SH SOLE NONE 34181 0 0 ANTHEM INC COM 036752103 294976 791150 SH SOLE NONE 791150 0 0 AUTODESK INC COM 052769106 14353 50272 SH SOLE NONE 50272 0 0 BAIDU INC SPON ADR REP A 056752108 49307 320772 SH SOLE NONE 320772 0 0 BARRICK GOLD CORP COM 067901108 720 39883 SH SOLE NONE 39883 0 0 BOOKING HOLDINGS INC COM 09857L108 6963 2932 SH SOLE NONE 2932 0 0 BROWN & BROWN INC COM 115236101 519 9365 SH SOLE NONE 9365 0 0 CAPITAL ONE FINANCIAL CORP COM 14040H105 78821 486614 SH SOLE NONE 486614 0 0 CHEGG INC COM 163092109 30568 449393 SH SOLE NONE 449393 0 0 CHINDATA GROUP HOLDINGS ADS 16955F107 52589 6254905 SH SOLE NONE 6254905 0 0 CINTAS CORP COM 172908105 3113 8177 SH SOLE NONE 8177 0 0 CLEARSIDE BIOMEDICAL INC COM 185063104 14854 2475652 SH SOLE NONE 2475652 0 0 CLEARSIDE BIOMEDICAL INC COM 185063104 302 50300 PRN Call SOLE NONE 50300 0 0 COPART INC COM 217204106 3436 24772 SH SOLE NONE 24772 0 0 COSTCO WHOLESALE CORP COM 22160K105 128304 285529 SH SOLE NONE 285529 0 0 DANAHER CORP COM 235851102 18053 59300 SH SOLE NONE 59300 0 0 DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 12263 216242 SH SOLE NONE 216242 0 0 DARLING INGREDIENTS INC COM 237266101 8261 114893 SH SOLE NONE 114893 0 0 DELL TECHNOLOGIES CL C 24703L202 22889 220000 PRN Call SOLE NONE 220000 0 0 DERMTECH INC COM 24984K105 12361 383274 SH SOLE NONE 383274 0 0 ECOLAB INC COM 278865100 7623 36538 SH SOLE NONE 36538 0 0 EHANG HOLDINGS LTD ADS 26853E102 44870 1876792 SH SOLE NONE 1876792 0 0 ELECTRONIC ARTS INC COM 285512109 5535 39258 SH SOLE NONE 39258 0 0 ESTEE LAUDER COMPANIES CL A 518439104 10752 35711 SH SOLE NONE 35711 0 0 ETSY INC COM 29786A106 62095 298592 SH SOLE NONE 298592 0 0 FACEBOOK INC CL A 30303M102 298718 880155 SH SOLE NONE 880155 0 0 FIDELITY NATIONAL INFO SERV COM 31620M106 51380 422215 SH SOLE NONE 422215 0 0 GAP INC/THE COM 364760108 74718 3291252 SH SOLE NONE 3291252 0 0 GARMIN LTD SHS H2906T109 3060 19686 SH SOLE NONE 19686 0 0 GDS HOLDINGS LTD SPONSORED ADS 36165L108 149833 2646748 SH SOLE NONE 2646748 0 0 GENERATION BIO CO COM 37148K100 36917 1472624 SH SOLE NONE 1472624 0 0 GEOPARK LTD USD SHS G38327105 5182 406125 SH SOLE NONE 406125 0 0 GOODRX HOLDINGS INC COM CL A 38246G108 73060 1781091 SH SOLE NONE 1781091 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 171 2340 SH SOLE NONE 2340 0 0 HELLO GROUP INC ADS 423403104 2978 281970 SH SOLE NONE 281970 0 0 HEXCEL CORP COM 428291108 5628 94770 SH SOLE NONE 94770 0 0 HILTON WORLDWIDE HOLDINGS IN COM 43300A203 527 3991 SH SOLE NONE 3991 0 0 INARI MEDICAL INC COM 45332Y109 22041 271780 SH SOLE NONE 271780 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 210519 1833308 SH SOLE NONE 1833308 0 0 INTERCORP FINANCIAL SERVICES SHS P5626F128 0 10 SH SOLE NONE 10 0 0 INTUIT INC COM 461202103 7978 14735 SH SOLE NONE 14735 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2642 2659 SH SOLE NONE 2659 0 0 JD.COM INC SPON ADR CL A 47215P106 539551 7469101 SH SOLE NONE 7469101 0 0 JOYY INC ADS REPCOM CLA 46591M109 95814 1747632 SH SOLE NONE 1747632 0 0 KINGSOFT CLOUD HOLDINGS ADS 49639K101 167257 5905925 SH SOLE NONE 5905925 0 0 LENNOX INTERNATIONAL INC COM 526107107 462 1572 SH SOLE NONE 1572 0 0 LULULEMON ATHLETICA INC COM 550021109 109967 271718 SH SOLE NONE 271718 0 0 MARRIOTT INTERNATIONAL CL A 571903202 3783 25544 SH SOLE NONE 25544 0 0 MASIMO CORP COM 574795100 5894 21781 SH SOLE NONE 21781 0 0 MASTEC INC COM 576323109 8431 97721 SH SOLE NONE 97721 0 0 MASTERCARD INC CL A 57636Q104 134396 386507 SH SOLE NONE 386507 0 0 MATCH GROUP INC COM 57667L107 181258 1154615 SH SOLE NONE 1154615 0 0 MEDTRONIC PLC SHS G5960L103 61023 486813 SH SOLE NONE 486813 0 0 MERCADOLIBRE INC COM 58733R102 202444 120550 SH SOLE NONE 120550 0 0 MICROSOFT CORP COM 594918104 407141 1444050 SH SOLE NONE 1444050 0 0 MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 78085 5126893 SH SOLE NONE 5126893 0 0 NETFLIX INC COM 64110L106 223529 366271 SH SOLE NONE 366271 0 0 NEW ORIENTAL EDUCATIO SPON ADR 647581107 80212 39165819 SH SOLE NONE 39165819 0 0 NEW YORK TIMES CO CL A 650111107 30574 620537 SH SOLE NONE 620537 0 0 NEWMONT CORP COM 651639106 594 10931 SH SOLE NONE 10931 0 0 NIU TECHNOLOGIES ADS 65481N100 5334 230251 SH SOLE NONE 230251 0 0 NORDSON CORP COM 655663102 697 2928 SH SOLE NONE 2928 0 0 NVIDIA CORP COM 67066G104 8117 39287 SH SOLE NONE 39287 0 0 OLINK HOLDING AB SPONSORED ADS 680710100 7722 318418 SH SOLE NONE 318418 0 0 ON SEMICONDUCTOR CORP COM 682189105 8089 176736 SH SOLE NONE 176736 0 0 OZON HOLDINGS PLC SPONSORED ADS 69269L104 3016 59903 SH SOLE NONE 59903 0 0 PALO ALTO NETWORKS INC COM 697435105 120362 251300 SH SOLE NONE 251300 0 0 PAYCHEX INC COM 704326107 3619 32180 SH SOLE NONE 32180 0 0 PAYPAL HOLDINGS INC COM 70450Y103 142485 547618 SH SOLE NONE 547618 0 0 PERSHING SQUARE TONTINE COM CL A 71531R109 9551 484797 SH SOLE NONE 484797 0 0 PROTERRA INC COM 74374T109 2501 247420 SH SOLE NONE 247420 0 0 REGENXBIO INC COM 75901B107 7287 173840 SH SOLE NONE 173840 0 0 RESMED INC COM 761152107 5693 21567 SH SOLE NONE 21567 0 0 ROLLINS INC COM 775711104 419 11846 SH SOLE NONE 11846 0 0 SALESFORCE.COM INC COM 79466L302 520411 1918784 SH SOLE NONE 1918784 0 0 SEA LTD SPONSORED ADS 81141R100 36246 113781 SH SOLE NONE 113781 0 0 SENSATA TECHNOLOGIES HOLDING SHS G8060N102 6693 121858 SH SOLE NONE 121858 0 0 SERVICENOW INC COM 81762P102 170667 274268 SH SOLE NONE 274268 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 3468 13077 SH SOLE NONE 13077 0 0 SPLUNK INC COM 848637104 34216 236445 SH SOLE NONE 236445 0 0 SQUARE INC CL A 852234103 281552 1173938 SH SOLE NONE 1173938 0 0 SS&C TECHNOLOGIES HOLDINGS COM 78467J100 197 2837 SH SOLE NONE 2837 0 0 STRYKER CORP COM 863667101 133204 505031 SH SOLE NONE 505031 0 0 SUNNOVA ENERGY INTERNATIONAL COM 86745K104 21043 638818 SH SOLE NONE 638818 0 0 SUNRUN INC COM 86771W105 155857 3542368 SH SOLE NONE 3542368 0 0 TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 12499 111945 SH SOLE NONE 111945 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 9419 1946021 SH SOLE NONE 1946021 0 0 TASKUS INC CLASS A COM 87652V109 9696 145145 SH SOLE NONE 145145 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 17056 29800 SH SOLE NONE 29800 0 0 T-MOBILE US INC COM 872590104 280598 2196278 SH SOLE NONE 2196278 0 0 TOAST INC CL A 888787108 4995 100000 SH SOLE NONE 100000 0 0 TPI COMPOSITES INC COM 87266J104 1323 39197 SH SOLE NONE 39197 0 0 TRANSUNION COM 89400J107 7022 62341 SH SOLE NONE 62341 0 0 TUYA INC SPONSERED ADS 90114C107 36764 4053902 SH SOLE NONE 4053902 0 0 TWILIO INC CL A 90138F102 47053 147479 SH SOLE NONE 147479 0 0 TWITTER INC COM 90184L102 27109 448897 SH SOLE NONE 448897 0 0 UBER TECHNOLOGIES INC COM 90353T100 350747 7829222 SH SOLE NONE 7829222 0 0 ULTA BEAUTY INC COM 90384S303 94240 261090 SH SOLE NONE 261090 0 0 UNITEDHEALTH GROUP INC COM 91324P102 127075 325203 SH SOLE NONE 325203 0 0 VEEVA SYSTEMS INC CL A COM 922475108 2383 8269 SH SOLE NONE 8269 0 0 VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 87066 7818251 SH SOLE NONE 7818251 0 0 VISA INC COM CL A 92826C839 69156 310458 SH SOLE NONE 310458 0 0 VMWARE INC CL A COM 928563402 10629 71482 SH SOLE NONE 71482 0 0 WALT DISNEY CO/THE COM DISNEY 254687106 6736 39600 SH SOLE NONE 39600 0 0 WASTE MANAGEMENT INC COM 94106L109 11796 78977 SH SOLE NONE 78977 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 523 13905 SH SOLE NONE 13905 0 0 YANDEX NV SHS CLASS A N97284108 66442 833940 SH SOLE NONE 833940 0 0 ZOETIS INC CL A 98978V103 7709 39662 SH SOLE NONE 39662 0 0