Carmignac Gestion Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$5.9T

Holdings

128

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
101
VEEVVEEVA SYSTEMS INC
4,881$763.0M0.01%
102
PUMPPROPETRO HOLDING CORP
299,283$748.0M0.01%
103
ADSKAUTODESK INC
4,774$745.0M0.01%
104
DHRDANAHER CORP
5,262$728.0M0.01%
105
EDUNEW ORIENTAL EDUCATIO
6,496$703.0M0.01%
106
LYVLIVE NATION ENTERTAINMENT IN
15,386$699.0M0.01%
107
PDCEUSDPDC ENERGY INC
87,472$543.0M0.01%
108
PXDEURPIONEER NATURAL RESOURCES CO
6,940$487.0M0.01%
109
PARSLEY ENERGY INC
81,585$467.0M0.01%
110
DISWALT DISNEY CO/THE
4,601$444.0M0.01%
111
HDBHDFC BANK LTD
11,416$442.0M0.01%
112
LIILENNOX INTERNATIONAL INC
2,328$423.0M0.01%
113
KNXKNIGHT-SWIFT TRANSPORTATION
12,663$415.0M0.01%
114
TECK/BTECK RESOURCES LTD
50,674$383.0M0.01%
115
CITCINTAS CORP
2,192$380.0M0.01%
116
CPRTCOPART INC
5,138$352.0M0.01%
117
PAYXPAYCHEX INC
5,431$342.0M0.01%
118
RCLROYAL CARIBBEAN CRUISES LTD
6,944$223.0M0.00%
119
RESRPC INC
107,820$222.0M0.00%
120
SSNCSS&C TECHNOLOGIES HOLDINGS
4,438$194.0M0.00%
121
GRMNGARMIN LTD
2,396$180.0M0.00%
122
BABAALIBABA GROUP HOLDING
846$165.0M0.00%
123
CPE3EURCALLON PETROLEUM CO
232,142$127.0M0.00%
124
MARMARRIOTT INTERNATIONAL
1,421$106.0M0.00%
125
XECEURCIMAREX ENERGY CO
3,947$66.0M0.00%
126
SMSM ENERGY CO
38,997$48.0M0.00%
127
SEADRILL LTD
80,000$34.0M0.00%
128
TALTAL EDUCATION GROUP
309$16.0M0.00%
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