Carmignac Gestion Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$8.7T

Holdings

130

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
101
PAYXPAYCHEX INC
30,193$3.0B0.03%
102
CCXIEURCHEMOCENTRYX INC
53,465$2.7B0.03%
103
DQDAQO NEW ENERGY CORP
35,063$2.6B0.03%
104
MARMARRIOTT INTERNATIONAL
17,449$2.6B0.03%
105
CITCINTAS CORP
7,534$2.6B0.03%
106
CPRTCOPART INC
23,265$2.5B0.03%
107
THE9 LTD
72,152$2.3B0.03%
108
QUALTRICS INTERNATIONAL
65,000$2.1B0.02%
109
YATSEN HOLDING LTD
158,047$2.0B0.02%
110
GRMNGARMIN LTD
14,431$1.9B0.02%
111
VEEVVEEVA SYSTEMS INC
7,241$1.9B0.02%
112
ALBALBEMARLE CORP
10,279$1.5B0.02%
113
ISRGINTUITIVE SURGICAL INC
1,881$1.4B0.02%
114
TGSTRANSPORTADOR GAS
124,970$602.0M0.01%
115
ZHZHIHU INC
71,016$576.0M0.01%
116
TJXTJX COMPANIES INC
7,224$478.0M0.01%
117
LIILENNOX INTERNATIONAL INC
1,238$386.0M0.00%
118
NOVEURNOV INC
25,000$343.0M0.00%
119
SSNCSS&C TECHNOLOGIES HOLDINGS
4,809$336.0M0.00%
120
HDBHDFC BANK LTD
3,340$270.0M0.00%
121
NIONIO INC
5,151$201.0M0.00%
122
FTCHQFARFETCH LTD
3,057$162.0M0.00%
123
KNXKNIGHT-SWIFT TRANSPORTATION
3,205$154.0M0.00%
124
XPEVXPENG INC
4,172$152.0M0.00%
125
CARRCARRIER GLOBAL CORP
3,131$132.0M0.00%
126
BURLBURLINGTON STORES INC
369$110.0M0.00%
127
ROSTROSS STORES INC
849$102.0M0.00%
128
SYFSYNCHRONY FINANCIAL
2,133$87.0M0.00%
129
BFAMBRIGHT HORIZONS FAMILY SOLUT
238$41.0M0.00%
130
IFSINTERCORP FINANCIAL SERVICES
10$00.00%
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