Conatus Capital Management LP

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

Conatus Capital Management portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Paypal Holdings 6.77 2.11M -11.00% 43.02 0.00
Ptc 6.42 1.64M -24.00% 52.55 0.00
Vail Resorts (MTN) 6.23 435666 +24.00% 191.90 210.65
Constellation Brands (STZ) 5.37 444449 -11.00% 162.07 184.11
U.S. Ban (USB) 5.24 1.37M -38.00% 51.50 51.30
Charles Schwab Corporation (SCHW) 4.24 1.39M -3.00% 40.81 41.63
Facebook Inc cl a 4.23 399810 NEW 142.05 0.00
Epam Systems 4.15 738028 75.52 0.00
Microsoft Corporation (MSFT) 4.13 841469 -39.00% 65.86 70.26
LogMeIn (LOGM) 3.62 498597 +35.00% 97.50 109.50
CME (CME) 3.41 384856 +24.00% 118.80 124.06
Mohawk Industries (MHK) 3.41 199414 +7.00% 229.49 242.70
salesforce (CRM) 3.39 551815 NEW 82.49 88.47
Banco Itau Holding Financeira S.A. (ITUB) 3.35 3.72M -24.00% 12.07 10.68
Activision Blizzard (ATVI) 3.29 885238 -43.00% 49.86 61.16
Advance Auto Parts (AAP) 3.24 293011 NEW 148.26 120.70
Take-Two Interactive Software (TTWO) 3.08 697595 -17.00% 59.27 73.05
Adobe Systems Incorporated (ADBE) 2.95 303932 -44.00% 130.13 143.69
Parsley Energy Inc-class A 2.91 1.20M +13.00% 32.51 0.00
Charter Communications Inc New Cl A cl a 2.84 116666 +79.00% 327.32 0.00
Pioneer Natural Resources (PXD) 2.80 201603 NEW 186.23 154.75
Norfolk Southern (NSC) 2.65 318241 -69.00% 111.97 117.40
CSX Corporation (CSX) 2.55 736343 NEW 46.55 52.60
Fair Isaac Corporation (FICO) 1.69 175609 -16.00% 128.95 135.18
Intuit (INTU) 1.57 181634 -55.00% 115.99 139.99
Pampa Energia S.A. (PAM) 1.51 373173 NEW 54.22 59.99
Restaurant Brands Intl Inc Com equity / large cap 1.40 337206 NEW 55.74 0.00
Domino's Pizza (DPZ) 1.14 83125 -53.00% 184.30 218.09
Panera Bread Company (PNRA) 1.05 53619 -39.00% 261.87 314.58
HDFC Bank (HDB) 0.72 128029 +9.00% 75.22 87.70
Ferrari Nv Ord 0.67 121693 NEW 74.36 0.00