0001567619-22-010370.txt : 20220513 0001567619-22-010370.hdr.sgml : 20220513 20220513084354 ACCESSION NUMBER: 0001567619-22-010370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 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: 22920385 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 03-31-2022 03-31-2022 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 05-13-2022 0 113 6190698 false INFORMATION TABLE 2 form13fInfoTable.xml ACCENTURE PLC SHS CLASS A G1151C101 881 2613 SH SOLE NONE 2613 0 0 ADOBE INC COM 00724F101 7436 16268 SH SOLE NONE 16268 0 0 AEVA TECHNOLOGIES INC COM 00835Q103 886 204593 SH SOLE NONE 204593 0 0 AGNICO EAGLE MINES LTD COM 008474108 92041 1502926 SH SOLE NONE 1502926 0 0 ALBEMARLE CORP COM 012653101 1976 8937 SH SOLE NONE 8937 0 0 ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 14144 130000 PRN Call SOLE NONE 130000 0 0 ALIGN TECHNOLOGY INC COM 016255101 1832 4175 SH SOLE NONE 4175 0 0 ALPHABET INC CAP STK CL A 02079K305 189982 68292 SH SOLE NONE 68292 0 0 AMAZON.COM INC COM 023135106 390469 119774 SH SOLE NONE 119774 0 0 AMERICAN EXPRESS CO COM 025816109 413 2207 SH SOLE NONE 2207 0 0 ANSYS INC COM 03662Q105 9153 28778 SH SOLE NONE 28778 0 0 ANTHEM INC COM 036752103 297872 606328 SH SOLE NONE 606328 0 0 AUTODESK INC COM 052769106 10105 46900 SH SOLE NONE 46900 0 0 BAIDU INC SPON ADR REP A 056752108 4583 34642 SH SOLE NONE 34642 0 0 BARRICK GOLD CORP COM 067901108 83292 3395411 SH SOLE NONE 3395411 0 0 BLOCK INC CL A 852234103 12006 88539 SH SOLE NONE 88539 0 0 BOOKING HOLDINGS INC COM 09857L108 42397 18053 SH SOLE NONE 18053 0 0 BROWN & BROWN INC COM 115236101 1982 27429 SH SOLE NONE 27429 0 0 CHINDATA GROUP HOLDINGS ADS 16955F107 35083 5546713 SH SOLE NONE 5546713 0 0 CINTAS CORP COM 172908105 3720 8745 SH SOLE NONE 8745 0 0 CISCO SYSTEMS INC COM 17275R102 755 13545 SH SOLE NONE 13545 0 0 CLEARSIDE BIOMEDICAL INC COM 185063104 5692 2485652 SH SOLE NONE 2485652 0 0 COLGATE-PALMOLIVE CO COM 194162103 33176 437370 SH SOLE NONE 437370 0 0 CONSTELLATION BRANDS INC CL A 21036P108 102351 444379 SH SOLE NONE 444379 0 0 COPART INC COM 217204106 3229 25734 SH SOLE NONE 25734 0 0 COSTCO WHOLESALE CORP COM 22160K105 685 1190 SH SOLE NONE 1190 0 0 DANAHER CORP COM 235851102 236925 807695 SH SOLE NONE 807695 0 0 DARLING INGREDIENTS INC COM 237266101 15 181 SH SOLE NONE 181 0 0 DELL TECHNOLOGIES CL C 24703L202 10756 214314 SH SOLE NONE 214314 0 0 ECOLAB INC COM 278865100 6152 34843 SH SOLE NONE 34843 0 0 EHANG HOLDINGS LTD ADS 26853E102 32728 2726024 SH SOLE NONE 2726024 0 0 ELECTRONIC ARTS INC COM 285512109 4851 38222 SH SOLE NONE 38222 0 0 ELI LILLY & CO COM 532457108 222582 777242 SH SOLE NONE 777242 0 0 ESTEE LAUDER COMPANIES CL A 518439104 9489 34666 SH SOLE NONE 34666 0 0 FARFETCH LTD ORD SH CL A 30744W107 8927 590440 SH SOLE NONE 590440 0 0 GARMIN LTD SHS H2906T109 2111 17800 SH SOLE NONE 17800 0 0 GDS HOLDINGS LTD SPONSORED ADS 36165L108 54918 1398208 SH SOLE NONE 1398208 0 0 GENERAL MILLS INC COM 370334104 597 8815 SH SOLE NONE 8815 0 0 GEOPARK LTD USD SHS G38327105 6510 435720 SH SOLE NONE 435720 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 1573 25645 SH SOLE NONE 25645 0 0 HELLO GROUP INC ADS 423403104 4326 739714 SH SOLE NONE 739714 0 0 HEXCEL CORP COM 428291108 5636 94770 SH SOLE NONE 94770 0 0 HILTON WORLDWIDE HOLDINGS IN COM 43300A203 842 5547 SH SOLE NONE 5547 0 0 HUAZHU GROUP LTD SPONSORED ADS 44332N106 2775 84130 SH SOLE NONE 84130 0 0 HUMANA INC COM 444859102 101487 233212 SH SOLE NONE 233212 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 235327 1781004 SH SOLE NONE 1781004 0 0 INTUIT INC COM 461202103 6857 14337 SH SOLE NONE 14337 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 2090 6899 SH SOLE NONE 6899 0 0 JD.COM INC SPON ADR CL A 47215P106 185770 3209367 SH SOLE NONE 3209367 0 0 JOYY INC ADS REPSTG COM A 46591M109 36474 992188 SH SOLE NONE 992188 0 0 KE HOLDINGS INC SPONSORED ADS 482497104 42805 3455603 SH SOLE NONE 3455603 0 0 KINGSOFT CLOUD HOLDINGS ADS 49639K101 296 48695 SH SOLE NONE 48695 0 0 KOSMOS ENERGY LTD COM 500688106 1306 182799 SH SOLE NONE 182799 0 0 LENNOX INTERNATIONAL INC COM 526107107 283 1098 SH SOLE NONE 1098 0 0 LULULEMON ATHLETICA INC COM 550021109 2579 6985 SH SOLE NONE 6985 0 0 MARRIOTT INTERNATIONAL CL A 571903202 5379 30607 SH SOLE NONE 30607 0 0 MARVELL TECHNOLOGY INC COM 573874104 57695 804565 SH SOLE NONE 804565 0 0 MASIMO CORP COM 574795100 3453 23198 SH SOLE NONE 23198 0 0 MASTEC INC COM 576323109 8817 101227 SH SOLE NONE 101227 0 0 MASTERCARD INC CL A 57636Q104 184274 515547 SH SOLE NONE 515547 0 0 MERCADOLIBRE INC COM 58733R102 96920 81466 SH SOLE NONE 81466 0 0 MICROSOFT CORP COM 594918104 414633 1344553 SH SOLE NONE 1344553 0 0 MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 33470 4288027 SH SOLE NONE 4288027 0 0 NETFLIX INC COM 64110L106 127081 339245 SH SOLE NONE 339245 0 0 NEW ORIENTAL EDUCATIO SPON ADR 647581107 49647 43110546 SH SOLE NONE 43110546 0 0 NEW YORK TIMES CO CL A 650111107 36036 786116 SH SOLE NONE 786116 0 0 NEWMONT CORP COM 651639106 88305 1111443 SH SOLE NONE 1111443 0 0 NIO INC SPON ADS 62914V106 771 36641 SH SOLE NONE 36641 0 0 NIU TECHNOLOGIES ADS 65481N100 2244 230251 SH SOLE NONE 230251 0 0 NORDSON CORP COM 655663102 2309 10170 SH SOLE NONE 10170 0 0 NOV INC COM 62955J103 490 25000 SH SOLE NONE 25000 0 0 NVIDIA CORP COM 67066G104 7708 28132 SH SOLE NONE 28132 0 0 ON SEMICONDUCTOR COM 682189105 9728 155380 SH SOLE NONE 155380 0 0 O'REILLY AUTOMOTIVE INC COM 67103H107 194291 283649 SH SOLE NONE 283649 0 0 PALO ALTO NETWORKS INC COM 697435105 263824 423849 SH SOLE NONE 423849 0 0 PAYCHEX INC COM 704326107 4629 33919 SH SOLE NONE 33919 0 0 PAYPAL HOLDINGS INC COM 70450Y103 2740 23537 SH SOLE NONE 23537 0 0 PFIZER INC COM 717081103 137035 2646947 SH SOLE NONE 2646947 0 0 PROCTER & GAMBLE CO/THE COM 742718109 30573 199989 SH SOLE NONE 199989 0 0 PROTERRA INC COM 74374T109 722 96032 SH SOLE NONE 96032 0 0 RESMED INC COM 761152107 7499 30647 SH SOLE NONE 30647 0 0 S&P GLOBAL INC COM 78409V104 170752 416262 SH SOLE NONE 416262 0 0 SALESFORCE.COM INC COM 79466L302 297657 1401839 SH SOLE NONE 1401839 0 0 SCHLUMBERGER LTD COM STK 806857108 300591 7276320 SH SOLE NONE 7276320 0 0 SEA LTD SPONSORED ADS 81141R100 25032 208820 SH SOLE NONE 208820 0 0 SENSATA TECHNOLOGIES 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