Carmignac Gestion Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$8.0B
Holdings
119
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.COM INC | 7,469,101 | $539.6B | 6737.63% | |
| 2 | CRMSALESFORCE.COM INC | 1,918,784 | $520.4B | 6498.62% | |
| 3 | AMZNAMAZON.COM INC | 129,918 | $426.8B | 5329.52% | |
| 4 | MSFTMICROSOFT CORP | 1,444,050 | $407.1B | 5084.16% | |
| 5 | UBERUBER TECHNOLOGIES INC | 7,829,222 | $350.7B | 4379.95% | |
| 6 | GOOGLALPHABET INC | 115,187 | $308.0B | 3845.79% | |
| 7 | METAFACEBOOK INC | 880,155 | $298.7B | 3730.23% | |
| 8 | ELVANTHEM INC | 791,150 | $295.0B | 3683.51% | |
| 9 | XYZSQUARE INC | 1,173,938 | $281.6B | 3515.87% | |
| 10 | TMUST-MOBILE US INC | 2,196,278 | $280.6B | 3503.96% | |
| 11 | NFLXNETFLIX INC | 366,271 | $223.5B | 2791.31% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 1,833,308 | $210.5B | 2628.85% | |
| 13 | MLB1MERCADOLIBRE INC | 120,550 | $202.4B | 2528.02% | |
| 14 | MTCHMATCH GROUP INC | 1,154,615 | $181.3B | 2263.46% | |
| 15 | NOWSERVICENOW INC | 274,268 | $170.7B | 2131.20% | |
| 16 | KCKINGSOFT CLOUD HOLDINGS | 5,905,925 | $167.3B | 2088.62% | |
| 17 | RUNSUNRUN INC | 3,542,368 | $155.9B | 1946.26% | |
| 18 | GDSGDS HOLDINGS LTD | 2,646,748 | $149.8B | 1871.04% | |
| 19 | PYPLPAYPAL HOLDINGS INC | 547,618 | $142.5B | 1779.28% | |
| 20 | MAMASTERCARD INC | 386,507 | $134.4B | 1678.27% | |
| 21 | SYKSTRYKER CORP | 505,031 | $133.2B | 1663.38% | |
| 22 | COSTCOSTCO WHOLESALE CORP | 285,529 | $128.3B | 1602.19% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 325,203 | $127.1B | 1586.85% | |
| 24 | PANWPALO ALTO NETWORKS INC | 251,300 | $120.4B | 1503.02% | |
| 25 | LULULULULEMON ATHLETICA INC | 271,718 | $110.0B | 1373.21% | |
| 26 | JOYYJOYY INC | 1,747,632 | $95.8B | 1196.48% | |
| 27 | ULTAULTA BEAUTY INC | 261,090 | $94.2B | 1176.82% | |
| 28 | VIPSVIPSHOP HOLDINGS LTD | 7,818,251 | $87.1B | 1087.23% | |
| 29 | EDUNEW ORIENTAL EDUCATIO | 39,165,819 | $80.2B | 1001.65% | |
| 30 | COFCAPITAL ONE FINANCIAL CORP | 486,614 | $78.8B | 984.28% | |
| 31 | MNSOMINISO GROUP HOLDING LTD | 5,126,893 | $78.1B | 975.08% | |
| 32 | GAPGAP INC/THE | 3,291,252 | $74.7B | 933.04% | |
| 33 | GDRXGOODRX HOLDINGS INC | 1,781,091 | $73.1B | 912.34% | |
| 34 | VVISA INC | 310,458 | $69.2B | 863.58% | |
| 35 | NBISYANDEX NV | 833,940 | $66.4B | 829.69% | |
| 36 | ETSYETSY INC | 298,592 | $62.1B | 775.41% | |
| 37 | MDTMEDTRONIC PLC | 486,813 | $61.0B | 762.02% | |
| 38 | —CHINDATA GROUP HOLDINGS | 6,254,905 | $52.6B | 656.70% | |
| 39 | FISFIDELITY NATIONAL INFO SERV | 422,215 | $51.4B | 641.61% | |
| 40 | BIDUNBAIDU INC | 320,772 | $49.3B | 615.72% | |
| 41 | TWLOTWILIO INC | 147,479 | $47.1B | 587.57% | |
| 42 | EHEHANG HOLDINGS LTD | 1,876,792 | $44.9B | 560.31% | |
| 43 | AMEDAMEDISYS INC | 277,335 | $41.4B | 516.37% | |
| 44 | XLRNACCELERON PHARMA INC | 221,502 | $38.1B | 476.05% | |
| 45 | GBIOGBXGENERATION BIO CO | 1,472,624 | $36.9B | 461.00% | |
| 46 | TUYATUYA INC | 4,053,902 | $36.8B | 459.09% | |
| 47 | SESEA LTD | 113,781 | $36.2B | 452.62% | |
| 48 | SPLKCHFSPLUNK INC | 236,445 | $34.2B | 427.27% | |
| 49 | NYTNEW YORK TIMES CO | 620,537 | $30.6B | 381.79% | |
| 50 | CHGGCHEGG INC | 449,393 | $30.6B | 381.72% | |
| 51 | TWTRUSDTWITTER INC | 448,897 | $27.1B | 338.52% | |
| 52 | DELLDELL TECHNOLOGIES | 220,000 | $22.9B | 285.83% | Call |
| 53 | NARIUSDINARI MEDICAL INC | 271,780 | $22.0B | 275.24% | |
| 54 | NOVAQSUNNOVA ENERGY INTERNATIONAL | 638,818 | $21.0B | 262.77% | |
| 55 | AMRSEURAMYRIS INC | 1,463,231 | $20.1B | 250.87% | |
| 56 | DHRDANAHER CORP | 59,300 | $18.1B | 225.44% | |
| 57 | TMOTHERMO FISHER SCIENTIFIC INC | 29,800 | $17.1B | 212.99% | |
| 58 | CLSDUSDCLEARSIDE BIOMEDICAL INC | 2,525,952 | $15.2B | 189.26% | Call |
| 59 | ADSKAUTODESK INC | 50,272 | $14.4B | 179.23% | |
| 60 | TSMTAIWAN SEMICONDUCTOR | 111,945 | $12.5B | 156.08% | |
| 61 | DMTKQDERMTECH INC | 383,274 | $12.4B | 154.36% | |
| 62 | DQDAQO NEW ENERGY CORP | 216,242 | $12.3B | 153.13% | |
| 63 | WMWASTE MANAGEMENT INC | 78,977 | $11.8B | 147.30% | |
| 64 | AKXANSYS INC | 34,181 | $11.6B | 145.34% | |
| 65 | ELESTEE LAUDER COMPANIES | 35,711 | $10.8B | 134.27% | |
| 66 | VMWEURVMWARE INC | 71,482 | $10.6B | 132.73% | |
| 67 | TASKTASKUS INC | 145,145 | $9.7B | 121.08% | |
| 68 | —PERSHING SQUARE TONTINE | 484,797 | $9.6B | 119.27% | |
| 69 | TALTAL EDUCATION GROUP | 1,946,021 | $9.4B | 117.62% | |
| 70 | MTZMASTEC INC | 97,721 | $8.4B | 105.28% | |
| 71 | DARDARLING INGREDIENTS INC | 114,893 | $8.3B | 103.16% | |
| 72 | NVDANVIDIA CORP | 39,287 | $8.1B | 101.36% | |
| 73 | ONON SEMICONDUCTOR CORP | 176,736 | $8.1B | 101.01% | |
| 74 | ADBEADOBE INC | 13,999 | $8.1B | 100.74% | |
| 75 | INTUINTUIT INC | 14,735 | $8.0B | 99.63% | |
| 76 | —OLINK HOLDING AB | 318,418 | $7.7B | 96.43% | |
| 77 | ZTSZOETIS INC | 39,662 | $7.7B | 96.27% | |
| 78 | ECLECOLAB INC | 36,538 | $7.6B | 95.19% | |
| 79 | RGNXREGENXBIO INC | 173,840 | $7.3B | 91.00% | |
| 80 | TRUTRANSUNION | 62,341 | $7.0B | 87.69% | |
| 81 | BKNGBOOKING HOLDINGS INC | 2,932 | $7.0B | 86.95% | |
| 82 | TXG10X GENOMICS INC | 46,692 | $6.8B | 84.88% | |
| 83 | DISWALT DISNEY CO/THE | 39,600 | $6.7B | 84.12% | |
| 84 | STSENSATA TECHNOLOGIES HOLDING | 121,858 | $6.7B | 83.58% | |
| 85 | 3M4MASIMO CORP | 21,781 | $5.9B | 73.60% | |
| 86 | RMERESMED INC | 21,567 | $5.7B | 71.09% | |
| 87 | HXLHEXCEL CORP | 94,770 | $5.6B | 70.28% | |
| 88 | EAELECTRONIC ARTS INC | 39,258 | $5.5B | 69.12% | |
| 89 | NIUNIU TECHNOLOGIES | 230,251 | $5.3B | 66.61% | |
| 90 | GPRKGEOPARK LTD | 406,125 | $5.2B | 64.71% | |
| 91 | TOSTTOAST INC | 100,000 | $5.0B | 62.37% | |
| 92 | AEMAGNICO EAGLE MINES LTD | 80,069 | $4.2B | 51.85% | |
| 93 | MARMARRIOTT INTERNATIONAL | 25,544 | $3.8B | 47.24% | |
| 94 | PAYXPAYCHEX INC | 32,180 | $3.6B | 45.19% | |
| 95 | SEDGSOLAREDGE TECHNOLOGIES INC | 13,077 | $3.5B | 43.31% | |
| 96 | CPRTCOPART INC | 24,772 | $3.4B | 42.91% | |
| 97 | AEVAAEVA TECHNOLOGIES INC | 397,989 | $3.2B | 39.46% | |
| 98 | CITCINTAS CORP | 8,177 | $3.1B | 38.87% | |
| 99 | GRMNGARMIN LTD | 19,686 | $3.1B | 38.21% | |
| 100 | OZONOZON HOLDINGS PLC | 59,903 | $3.0B | 37.66% |
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