Conatus Capital Management as of Sept. 30, 2013
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 26 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 6.1 | $146M | 2.8M | 51.94 | |
| Facebook Cl A (META) | 5.5 | $131M | 2.6M | 50.23 | |
| Thermo Fisher Scientific (TMO) | 5.5 | $131M | 1.4M | 92.15 | |
| Priceline Com New | 5.0 | $120M | 118k | 1010.95 | |
| Ctrip Com Intl American Dep Shs | 4.8 | $114M | 2.0M | 58.36 | |
| Twenty First Centy Fox Cl A | 4.5 | $107M | 3.2M | 33.51 | |
| Constellation Brands Cl A (STZ) | 4.4 | $105M | 1.8M | 57.40 | |
| Humana (HUM) | 4.4 | $104M | 1.1M | 93.33 | |
| Pvh Corporation (PVH) | 4.3 | $103M | 865k | 118.69 | |
| Gulfport Energy Corp Com New | 4.0 | $94M | 1.5M | 64.34 | |
| Moody's Corporation (MCO) | 3.9 | $93M | 1.3M | 70.33 | |
| McGraw-Hill Companies | 3.9 | $92M | 1.4M | 65.59 | |
| BE Aerospace | 3.5 | $82M | 1.1M | 73.82 | |
| Pioneer Natural Resources | 3.4 | $81M | 428k | 188.80 | |
| Starbucks Corporation (SBUX) | 3.4 | $80M | 1.0M | 76.97 | |
| McKesson Corporation (MCK) | 3.3 | $79M | 617k | 128.30 | |
| Cooper Cos Com New | 3.3 | $79M | 610k | 129.69 | |
| Monsanto Company | 3.3 | $79M | 756k | 104.37 | |
| Amazon (AMZN) | 3.3 | $79M | 252k | 312.64 | |
| Cme (CME) | 3.3 | $78M | 1.1M | 73.88 | |
| American Intl Group Com New (AIG) | 3.3 | $78M | 1.6M | 48.63 | |
| Semgroup Corp Cl A | 3.3 | $78M | 1.4M | 57.02 | |
| Linkedin Corp Com Cl A | 3.3 | $78M | 315k | 246.06 | |
| Realogy Hldgs (HOUS) | 2.3 | $55M | 1.3M | 43.02 | |
| L Brands | 2.3 | $54M | 881k | 61.10 | |
| IntercontinentalEx.. | 2.3 | $54M | 296k | 181.42 |
