Conatus Capital Management

Conatus Capital Management as of March 31, 2012

Portfolio Holdings for Conatus Capital Management

Conatus Capital Management holds 33 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 10.5 $258M 1.6M 162.12
Apple (AAPL) 6.3 $155M 258k 599.55
priceline.com Incorporated 4.5 $109M 152k 717.50
Amazon (AMZN) 4.5 $109M 539k 202.51
Google 4.3 $105M 164k 641.24
Visa (V) 4.3 $104M 882k 118.00
Cognizant Technology Solutions (CTSH) 3.9 $94M 1.2M 76.95
Ralph Lauren Corp (RL) 3.7 $91M 521k 174.33
Monsanto Company 3.6 $89M 1.1M 79.76
UnitedHealth (UNH) 3.3 $81M 1.4M 58.94
Coach 3.2 $78M 1.0M 77.28
Linkedin Corp 3.1 $75M 739k 101.99
Teradata Corporation (TDC) 3.0 $74M 1.1M 68.15
Tempur-Pedic International (TPX) 2.8 $69M 812k 84.43
EMC Corporation 2.7 $67M 2.2M 29.88
Estee Lauder Companies (EL) 2.7 $67M 1.1M 61.94
Agilent Technologies Inc C ommon (A) 2.7 $66M 1.5M 44.51
Baidu (BIDU) 2.5 $61M 417k 145.77
Covidien 2.4 $60M 1.1M 54.68
EOG Resources (EOG) 2.3 $55M 497k 111.10
Chipotle Mexican Grill (CMG) 2.2 $54M 130k 418.00
Las Vegas Sands (LVS) 2.2 $54M 940k 57.57
Fastenal Company (FAST) 2.2 $54M 1000k 54.10
Liberty Global 2.1 $52M 1.0M 50.08
Pioneer Natural Resources (PXD) 2.1 $52M 465k 111.59
Industries N shs - a - (LYB) 2.1 $52M 1.2M 43.65
MasterCard Incorporated (MA) 2.1 $52M 123k 420.54
Cabot Oil & Gas Corporation (CTRA) 2.1 $51M 1.6M 31.17
VMware 1.9 $47M 414k 112.37
Concho Resources 1.8 $45M 436k 102.08
Schlumberger (SLB) 1.5 $37M 526k 69.93
Grifols S A 0.9 $22M 2.8M 7.71
Moly 0.3 $8.7M 256k 33.83