Carmignac Gestion Buys Square Inc, PayPal Holdings Inc, Match Group Inc, Sells Meta Platforms Inc, Fidelity National Information Services Inc, Advanced Micro Devices Inc

• New Purchases: PANW, BIDU, NYT, NARI, VMW, PSTH, OLK, TXG, TOST, MOMO, ACN, BRO, NDSN, ROL, HLT,
• Added Positions: SQ, PYPL, MTCH, RUN, UBER, EDU, CRM, AMZN, VIPS, KC, TWLO, YY, NOW, TUYA, GDS, GPS, ICE, SPLK, JD, TMUS, CD, AMED, EH, TAL, NOVA, MA, DQ, TMO, ETSY, BKNG, ADSK, ANSS, EA, EL, ADBE, TRU, MAR, ZTS, VNET, ST, MASI, INTU, DIS, ISRG, VEEV, GRMN, CPRT, RMD, PAYX, LII,
• Reduced Positions: FB, FIS, COF, V, SE, UNH, MDT, MSFT, GOOGL, XLRN, TWTR, ULTA, NFLX, LULU, COST, CHGG, ALB, CLSD, NIU, WM, ON, MNSO, OZON, TASK, GOLD, RGNX, SSNC, NVDA, HDB,
• Sold Out: AMD, NVAX, ZM, YMM, CCL, AFRM, S, S, TCOM, MNDY, NTR, TME, RAAS, BZ, STZ, BF.B, CARA, NCTY, PATH, NIO, XPEV, SMWB, NOV,

For the details of Carmignac Gestion's stock buys and sells, go to https://www.gurufocus.com/guru/carmignac+gestion/current-portfolio/portfolio

1. JD.com Inc (JD) - 7,469,101 shares, 6.74% of the total portfolio. Shares added by 2.56%
2. Salesforce.com Inc (CRM) - 1,918,784 shares, 6.50% of the total portfolio. Shares added by 10.04%
3. Amazon.com Inc (AMZN) - 129,918 shares, 5.33% of the total portfolio. Shares added by 10.74%
4. Microsoft Corp (MSFT) - 1,444,050 shares, 5.08% of the total portfolio. Shares reduced by 9.04%
5. Uber Technologies Inc (UBER) - 7,829,222 shares, 4.38% of the total portfolio. Shares added by 42.00%

Carmignac Gestion initiated holding in Palo Alto Networks Inc. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $515.180000. The impact to a portfolio due to this purchase was 1.5%. The holding were 251,300 shares as of 2021-09-30.

Carmignac Gestion initiated holding in Baidu Inc. The purchase prices were between $137.33 and $201.46, with an estimated average price of $164.72. The stock is now traded at around $170.570000. The impact to a portfolio due to this purchase was 0.62%. The holding were 320,772 shares as of 2021-09-30.

Carmignac Gestion initiated holding in New York Times Co. The purchase prices were between $42.04 and $52.65, with an estimated average price of $47.32. The stock is now traded at around $47.900000. The impact to a portfolio due to this purchase was 0.38%. The holding were 620,537 shares as of 2021-09-30.

Carmignac Gestion initiated holding in Inari Medical Inc. The purchase prices were between $71.29 and $95.99, with an estimated average price of $84.14. The stock is now traded at around $92.910000. The impact to a portfolio due to this purchase was 0.28%. The holding were 271,780 shares as of 2021-09-30.

Carmignac Gestion initiated holding in VMware Inc. The purchase prices were between $138.03 and $159.48, with an estimated average price of $151.63. The stock is now traded at around $125.540000. The impact to a portfolio due to this purchase was 0.13%. The holding were 71,482 shares as of 2021-09-30.

Carmignac Gestion initiated holding in Pershing Square Tontine Holdings Ltd. The purchase prices were between $19.68 and $22.51, with an estimated average price of $20.3. The stock is now traded at around $19.830000. The impact to a portfolio due to this purchase was 0.12%. The holding were 484,797 shares as of 2021-09-30.

Carmignac Gestion added to a holding in Square Inc by 360.12%. The purchase prices were between $233.69 and $281.81, with an estimated average price of $256.82. The stock is now traded at around $227.300000. The impact to a portfolio due to this purchase was 2.75%. The holding were 1,173,938 shares as of 2021-09-30.

Carmignac Gestion added to a holding in PayPal Holdings Inc by 1882.90%. The purchase prices were between $259 and $308.53, with an estimated average price of $283.9. The stock is now traded at around $208.300000. The impact to a portfolio due to this purchase was 1.69%. The holding were 547,618 shares as of 2021-09-30.

Carmignac Gestion added to a holding in Match Group Inc by 214.06%. The purchase prices were between $130.97 and $165.86, with an estimated average price of $152.33. The stock is now traded at around $146.950000. The impact to a portfolio due to this purchase was 1.54%. The holding were 1,154,615 shares as of 2021-09-30.

Carmignac Gestion added to a holding in Sunrun Inc by 303.87%. The purchase prices were between $41 and $56.82, with an estimated average price of $47.82. The stock is now traded at around $58.660000. The impact to a portfolio due to this purchase was 1.47%. The holding were 3,542,368 shares as of 2021-09-30.

Carmignac Gestion added to a holding in Uber Technologies Inc by 42.00%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $45.120000. The impact to a portfolio due to this purchase was 1.3%. The holding were 7,829,222 shares as of 2021-09-30.

Carmignac Gestion added to a holding in New Oriental Education & Technology Group Inc by 294.88%. The purchase prices were between $1.7 and $7.81, with an estimated average price of $3.23. The stock is now traded at around $2.200000. The impact to a portfolio due to this purchase was 0.75%. The holding were 39,165,819 shares as of 2021-09-30.

Carmignac Gestion sold out a holding in Advanced Micro Devices Inc. The sale prices were between $85.89 and $118.77, with an estimated average price of $102.22.

Carmignac Gestion sold out a holding in Novavax Inc. The sale prices were between $177.8 and $270.58, with an estimated average price of $220.82.

Carmignac Gestion sold out a holding in Zoom Video Communications Inc. The sale prices were between $257.41 and $401.12, with an estimated average price of $337.35.

Carmignac Gestion sold out a holding in Full Truck Alliance Co Ltd. The sale prices were between $8.7 and $19.02, with an estimated average price of $14.84.

Carmignac Gestion sold out a holding in Carnival Corp. The sale prices were between $19.72 and $26.38, with an estimated average price of $23.3.

Carmignac Gestion sold out a holding in Affirm Holdings Inc. The sale prices were between $55.86 and $128.37, with an estimated average price of $79.94.