Conatus Capital Management

Conatus Capital Management as of Sept. 30, 2011

Portfolio Holdings for Conatus Capital Management

Conatus Capital Management holds 25 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 14.9 $299M 1.9M 158.06
Apple (AAPL) 7.8 $157M 412k 381.32
Google 6.2 $125M 242k 515.04
News Corporation 6.1 $122M 7.9M 15.48
Ralph Lauren Corp (RL) 5.8 $115M 889k 129.70
Monsanto Company 5.7 $114M 1.9M 60.04
Schlumberger (SLB) 5.4 $108M 1.8M 59.73
Visa (V) 5.3 $107M 1.2M 85.72
Amazon (AMZN) 4.7 $95M 438k 216.23
Agilent Technologies Inc C ommon (A) 4.6 $93M 3.0M 31.25
Covidien 4.5 $90M 2.0M 44.10
Cognizant Technology Solutions (CTSH) 4.4 $87M 1.4M 62.70
priceline.com Incorporated 4.3 $87M 194k 449.46
Estee Lauder Companies (EL) 3.6 $72M 820k 87.84
AmerisourceBergen (COR) 3.1 $62M 1.7M 37.27
EMC Corporation 3.0 $61M 2.9M 20.99
FMC Technologies 2.6 $52M 1.4M 37.60
Noble Energy 1.6 $32M 454k 70.80
Anadarko Petroleum Corporation 1.5 $30M 471k 63.05
Penn West Energy Trust 1.4 $27M 1.9M 14.77
Pioneer Natural Resources (PXD) 1.4 $27M 412k 65.77
VMware 1.3 $27M 331k 80.38
Grifols S A 0.5 $11M 1.6M 6.39
Ctrip.com International 0.1 $2.8M 88k 32.16
Homeaway 0.1 $2.5M 75k 33.63