Conatus Capital Management LP

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

Conatus Capital Management portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
U.S. Ban (USB) 8.35 2.21M NEW 51.37 51.92
Norfolk Southern (NSC) 8.18 1.03M NEW 108.07 118.80
Ptc 7.35 2.16M +25.00% 46.27 0.00
Paypal Holdings 6.89 2.38M -26.00% 39.47 0.00
Microsoft Corporation (MSFT) 6.31 1.38M +27.00% 62.14 68.27
Constellation Brands (STZ) 5.65 501950 -33.00% 153.31 171.06
Newfield Exploration (NFX) 5.10 1.71M -15.00% 40.50 35.04
Charles Schwab Corporation (SCHW) 4.19 1.45M NEW 39.47 39.25
Vail Resorts (MTN) 4.15 350272 NEW 161.31 199.11
Adobe Systems Incorporated (ADBE) 4.13 546601 -16.00% 102.95 133.38
Activision Blizzard (ATVI) 4.13 1.56M -40.00% 36.11 51.91
Banco Itau Holding Financeira S.A. (ITUB) 3.73 4.94M -31.00% 10.28 12.24
Epam Systems 3.55 752677 -21.00% 64.31 0.00
Intuit (INTU) 3.40 404035 NEW 114.61 125.61
Vulcan Materials Company (VMC) 3.37 366557 -21.00% 125.15 122.80
Take-Two Interactive Software (TTWO) 3.05 841739 NEW 49.29 63.15
Parsley Energy Inc-class A 2.73 1.05M NEW 35.24 0.00
Mohawk Industries (MHK) 2.71 184784 NEW 199.68 238.88
CME (CME) 2.63 310027 NEW 115.35 115.12
LogMeIn (LOGM) 2.61 368018 NEW 96.55 113.50
Domino's Pizza (DPZ) 2.07 177058 NEW 159.24 185.55
Fair Isaac Corporation (FICO) 1.85 211315 -15.00% 119.22 133.47
Charter Communications Inc New Cl A cl a 1.37 64906 NEW 287.92 0.00
Panera Bread Company (PNRA) 1.34 89122 -69.00% 205.09 313.39
Sony Corporation (SNE) 0.63 306222 -38.00% 28.03 33.72
HDFC Bank (HDB) 0.52 116954 -67.00% 60.68 80.05