Conatus Capital Management as of June 30, 2013
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 38 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Priceline Com New | 4.3 | $104M | 125k | 826.67 | |
| Cme (CME) | 4.2 | $101M | 1.3M | 75.95 | |
| Gulfport Energy Corp Com New | 3.6 | $85M | 1.8M | 47.09 | |
| Charter Communications Inc D Cl A New | 3.5 | $83M | 670k | 123.85 | |
| Amazon (AMZN) | 3.3 | $79M | 283k | 277.69 | |
| IntercontinentalEx.. | 3.2 | $78M | 436k | 177.76 | |
| Google Cl A | 3.2 | $77M | 88k | 880.37 | |
| Pvh Corporation (PVH) | 3.2 | $77M | 616k | 125.05 | |
| salesforce (CRM) | 3.2 | $76M | 2.0M | 38.18 | |
| Servicenow (NOW) | 3.2 | $75M | 1.9M | 40.39 | |
| American Intl Group Com New (AIG) | 3.1 | $75M | 1.7M | 44.70 | |
| News Corp Cl A | 3.1 | $74M | 2.3M | 32.58 | |
| Linkedin Corp Com Cl A | 3.1 | $74M | 413k | 178.30 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $73M | 144k | 506.13 | |
| Moody's Corporation (MCO) | 2.9 | $69M | 1.1M | 60.93 | |
| Canadian Pacific Railway | 2.7 | $65M | 536k | 121.38 | |
| Semgroup Corp Cl A | 2.7 | $65M | 1.2M | 53.86 | |
| Mastercard Cl A (MA) | 2.7 | $64M | 112k | 574.50 | |
| Starbucks Corporation (SBUX) | 2.7 | $64M | 975k | 65.51 | |
| Visa Com Cl A (V) | 2.7 | $64M | 349k | 182.75 | |
| Adobe Systems Incorporated (ADBE) | 2.7 | $64M | 1.4M | 45.56 | |
| Cameron International Corporation | 2.6 | $61M | 999k | 61.16 | |
| Citigroup Com New (C) | 2.5 | $59M | 1.2M | 47.97 | |
| Liberty Global Shs Cl A | 2.4 | $58M | 794k | 73.49 | |
| Monsanto Company | 2.4 | $57M | 579k | 98.80 | |
| Chicago Bridge & Iron Co N V N Y Registry Sh | 2.3 | $54M | 901k | 59.66 | |
| Pioneer Natural Resources | 2.2 | $53M | 365k | 144.75 | |
| BE Aerospace | 2.2 | $52M | 816k | 63.08 | |
| Cooper Cos Com New | 2.2 | $51M | 432k | 119.05 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.1 | $51M | 721k | 71.02 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 2.1 | $50M | 755k | 66.26 | |
| Ralph Lauren Corp Cl A (RL) | 2.0 | $49M | 281k | 173.74 | |
| SBA Communications Corporation | 1.9 | $46M | 624k | 74.12 | |
| Realogy Hldgs (HOUS) | 1.9 | $46M | 949k | 48.04 | |
| NetSuite | 1.7 | $40M | 438k | 91.74 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $39M | 463k | 84.63 | |
| Genpact SHS (G) | 1.0 | $25M | 1.3M | 19.24 | |
| Liberty Global SHS CL C | 0.5 | $13M | 191k | 67.89 |
