Conatus Capital Management

Conatus Capital Management as of Dec. 31, 2010

Portfolio Holdings for Conatus Capital Management

Conatus Capital Management holds 34 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $198M 614k 322.56
Schlumberger (SLB) 5.1 $134M 1.6M 83.50
Express Scripts 4.4 $115M 2.1M 54.05
Cognizant Technology Solutions (CTSH) 4.2 $109M 1.5M 73.29
Estee Lauder Companies (EL) 4.0 $104M 1.3M 80.70
NetApp (NTAP) 3.9 $102M 1.9M 54.96
Sotheby's 3.9 $102M 2.3M 45.00
Polo Ralph Lauren Corporation 3.9 $101M 907k 110.92
Goldman Sachs (GS) 3.8 $98M 581k 168.16
News Corporation 3.7 $97M 6.7M 14.56
Progressive Corporation (PGR) 3.4 $90M 4.5M 19.87
Walter Energy 3.3 $86M 675k 127.84
Amazon (AMZN) 3.3 $86M 479k 180.00
FMC Technologies 3.2 $84M 948k 88.91
Charles Schwab Corporation (SCHW) 3.2 $83M 4.8M 17.11
Union Pacific Corporation (UNP) 3.2 $82M 889k 92.66
Ctrip.com International 3.1 $81M 2.0M 40.45
Google 3.0 $77M 130k 593.97
Directv 2.9 $77M 1.9M 39.93
Discovery Communications 2.5 $66M 1.6M 41.70
Citrix Systems 2.5 $66M 958k 68.41
salesforce (CRM) 2.4 $64M 481k 132.00
priceline.com Incorporated 2.3 $61M 153k 399.55
Baidu (BIDU) 2.1 $56M 577k 96.53
Freeport-McMoRan Copper & Gold (FCX) 2.1 $55M 458k 120.09
C.H. Robinson Worldwide (CHRW) 2.1 $54M 670k 80.19
Whiting Petroleum Corporation 2.0 $52M 447k 117.19
SBA Communications Corporation 2.0 $52M 1.3M 40.94
Crown Castle International 1.9 $50M 1.2M 43.83
Liberty Global 1.7 $45M 1.3M 35.38
Credicorp (BAP) 1.2 $31M 258k 118.91
WebMD Health 0.9 $24M 468k 51.06
ICICI Bank (IBN) 0.6 $17M 330k 50.64
Discovery Communications 0.6 $15M 415k 36.69