Conatus Capital Management

Conatus Capital Management as of March 31, 2014

Portfolio Holdings for Conatus Capital Management

Conatus Capital Management holds 24 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Humana (HUM) 7.1 $161M 1.4M 112.72
Constellation Brands (STZ) 6.7 $151M 1.8M 84.97
Monsanto Company 6.4 $144M 1.3M 113.77
Thermo Fisher Scientific (TMO) 6.3 $143M 1.2M 120.24
Adobe Systems Incorporated (ADBE) 6.2 $141M 2.1M 65.74
Cooper Companies (COO) 5.7 $128M 930k 137.36
priceline.com Incorporated 4.8 $109M 92k 1191.89
Ctrip.com International 4.8 $109M 2.2M 50.42
Gulfport Energy Corporation 4.6 $103M 1.5M 71.18
Pvh Corporation (PVH) 4.5 $103M 824k 124.77
Moody's Corporation (MCO) 3.9 $89M 1.1M 79.32
Amazon (AMZN) 3.8 $87M 258k 336.37
McKesson Corporation (MCK) 3.8 $86M 486k 176.57
Facebook Inc cl a (META) 3.7 $84M 1.4M 60.24
Zynga 3.5 $79M 18M 4.30
Semgroup Corp cl a 3.4 $76M 1.2M 65.68
Cheniere Energy (LNG) 3.2 $73M 1.3M 55.35
WisdomTree Investments (WT) 2.7 $62M 4.7M 13.12
Youku 2.7 $61M 2.2M 28.04
Post Holdings Inc Common (POST) 2.6 $59M 1.1M 55.12
McGraw-Hill Companies 2.6 $59M 770k 76.30
Devon Energy Corporation (DVN) 2.6 $58M 868k 66.93
Intercontinental Exchange (ICE) 2.2 $49M 250k 197.83
CBOE Holdings (CBOE) 2.0 $46M 808k 56.60