Conatus Capital Management as of Dec. 31, 2013
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 25 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 5.6 | $150M | 668k | 224.92 | |
| Amazon (AMZN) | 5.6 | $150M | 375k | 398.79 | |
| Thermo Fisher Scientific (TMO) | 5.6 | $149M | 1.3M | 111.35 | |
| Humana (HUM) | 5.4 | $144M | 1.4M | 103.22 | |
| Facebook Cl A (META) | 5.0 | $132M | 2.4M | 54.65 | |
| Pvh Corporation (PVH) | 4.5 | $120M | 884k | 136.02 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $117M | 2.0M | 59.88 | |
| Priceline Com New | 4.4 | $117M | 101k | 1162.40 | |
| Ctrip Com Intl American Dep Shs | 4.4 | $116M | 2.3M | 49.62 | |
| Cooper Cos Com New | 4.3 | $116M | 934k | 123.84 | |
| Gulfport Energy Corp Com New | 4.1 | $110M | 1.7M | 63.13 | |
| Sprint Corp Com Ser 1 | 3.8 | $101M | 9.4M | 10.75 | |
| BE Aerospace | 3.6 | $95M | 1.1M | 87.03 | |
| Baidu Spon Adr Rep A (BIDU) | 3.6 | $95M | 532k | 177.88 | |
| Cheniere Energy Com New (LNG) | 3.5 | $94M | 2.2M | 43.12 | |
| Lowe's Companies (LOW) | 3.5 | $93M | 1.9M | 49.55 | |
| McGraw-Hill Companies | 3.5 | $92M | 1.2M | 78.20 | |
| Moody's Corporation (MCO) | 3.4 | $90M | 1.1M | 78.47 | |
| Constellation Brands Cl A (STZ) | 3.4 | $90M | 1.3M | 70.38 | |
| Semgroup Corp Cl A | 3.3 | $89M | 1.4M | 65.23 | |
| McKesson Corporation (MCK) | 3.3 | $89M | 550k | 161.40 | |
| Monsanto Company | 3.3 | $88M | 757k | 116.55 | |
| Starbucks Corporation (SBUX) | 3.1 | $82M | 1.0M | 78.39 | |
| Plains Gp Hldgs Shs A Rep Ltpn | 3.0 | $80M | 3.0M | 26.77 | |
| WisdomTree Investments (WT) | 2.4 | $63M | 3.6M | 17.71 |
