Conatus Capital Management as of Sept. 30, 2014
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 21 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Humana (HUM) | 7.4 | $174M | 1.3M | 130.29 | |
| Actavis SHS | 7.2 | $169M | 699k | 241.28 | |
| Tiffany & Co. | 7.1 | $167M | 1.7M | 96.31 | |
| Air Products & Chemicals (APD) | 6.7 | $156M | 1.2M | 130.18 | |
| Intuit (INTU) | 6.5 | $152M | 1.7M | 87.65 | |
| Cooper Cos Com New | 5.4 | $127M | 815k | 155.75 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $118M | 1.7M | 69.19 | |
| Nike CL B (NKE) | 5.0 | $117M | 1.3M | 89.20 | |
| Time Warner Com New | 4.8 | $113M | 1.5M | 75.21 | |
| Apple (AAPL) | 4.8 | $112M | 1.1M | 100.75 | |
| Anadarko Petroleum Corporation | 4.6 | $107M | 1.1M | 101.44 | |
| Constellation Brands Cl A (STZ) | 4.5 | $105M | 1.2M | 87.16 | |
| McKesson Corporation (MCK) | 3.8 | $88M | 453k | 194.67 | |
| Ctrip Com Intl American Dep Shs | 3.7 | $87M | 1.5M | 56.76 | |
| SBA Communications Corporation | 3.7 | $87M | 780k | 110.90 | |
| McGraw-Hill Companies | 3.7 | $86M | 1.0M | 84.45 | |
| Thermo Fisher Scientific (TMO) | 3.7 | $86M | 707k | 121.70 | |
| Priceline Grp Com New | 3.7 | $85M | 74k | 1158.58 | |
| Signature Bank (SBNY) | 3.6 | $84M | 752k | 112.06 | |
| Gaslog SHS | 2.7 | $63M | 2.8M | 22.01 | |
| Moody's Corporation (MCO) | 2.5 | $58M | 610k | 94.50 |
