Conatus Capital Management

Latest statistics and disclosures from Conatus Capital Management's latest quarterly 13F-HR filing:

Companies in the Conatus Capital Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Paypal Holdings 8.71 1.13M -33% 64.03
CSX Corporation (CSX) 8.16 1.25M -17% 54.26
Vail Resorts (MTN) 7.82 283839 -20% 228.12
Etsy 6.88 3.37M NEW 16.88
Vantiv Inc Cl A 6.59 774888 NEW 70.47
Restaurant Brands Intl Inc Com equity / large cap 6.36 824452 +37% 63.88
Charles Schwab Corporation (SCHW) 5.22 989219 -21% 43.74
LogMeIn (LOGM) 4.98 375115 -30% 110.05
Mohawk Industries (MHK) 4.58 153226 +7% 247.51
Epam Systems 4.41 415291 -34% 87.93
Microsoft Corporation (MSFT) 4.26 473316 -31% 74.49
Facebook Inc cl a 4.21 204163 -45% 170.87
Lamb Weston Hldgs 4.21 744030 -21% 46.89
Constellation Brands (STZ) 3.99 165601 -40% 199.45
Ctrip.com International (CTRP) 3.63 570061 NEW 52.74
CME (CME) 3.39 206994 -50% 135.68
Activision Blizzard (ATVI) 2.59 332336 -41% 64.51
Ferrari Nv Ord 2.10 157620 -28% 110.48
HDFC Bank (HDB) 1.99 170830 -10% 96.37
Take-Two Interactive Software (TTWO) 1.85 150142 -61% 102.23
Amazon (AMZN) 1.72 14813 -17% 961.32
Sony Corporation (SNE) 1.29 287174 -20% 37.34
Pampa Energia S.A. (PAM) 0.89 112636 -69% 65.10
Adobe Systems Incorporated (ADBE) 0.04 2115 -91% 149.41
Visa (V) 0.04 3150 105.40
Intuit (INTU) 0.04 2133 142.05
Vulcan Materials Company (VMC) 0.03 2407 119.65

Past 13F-HR SEC Filings by Conatus Capital Management

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