Conatus Capital Management as of Dec. 31, 2014
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 21 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Brands Cl A (STZ) | 7.5 | $154M | 1.6M | 98.17 | |
| Humana (HUM) | 7.4 | $153M | 1.1M | 143.63 | |
| Actavis SHS | 7.1 | $146M | 567k | 257.41 | |
| Tiffany & Co. | 7.0 | $143M | 1.3M | 106.86 | |
| Intuit (INTU) | 6.6 | $136M | 1.5M | 92.19 | |
| Air Products & Chemicals (APD) | 6.3 | $129M | 891k | 144.23 | |
| Time Warner Com New | 5.4 | $112M | 1.3M | 85.42 | |
| Priceline Grp Com New | 5.3 | $109M | 96k | 1140.21 | |
| Apple (AAPL) | 5.1 | $105M | 948k | 110.38 | |
| McGraw-Hill Companies | 4.6 | $95M | 1.1M | 88.98 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $94M | 1.3M | 72.70 | |
| Canadian Pacific Railway | 4.4 | $90M | 467k | 192.69 | |
| Ctrip Com Intl American Dep Shs | 4.1 | $85M | 1.9M | 45.50 | |
| McKesson Corporation (MCK) | 4.1 | $84M | 402k | 207.58 | |
| Nike CL B (NKE) | 4.0 | $82M | 857k | 96.15 | |
| Cooper Cos Com New | 3.9 | $80M | 493k | 162.09 | |
| SBA Communications Corporation | 3.7 | $77M | 692k | 110.76 | |
| FleetCor Technologies | 2.6 | $54M | 363k | 148.71 | |
| Moody's Corporation (MCO) | 2.6 | $53M | 550k | 95.81 | |
| Starbucks Corporation (SBUX) | 2.1 | $43M | 523k | 82.05 | |
| Teradata Corporation Call Option (TDC) | 1.3 | $27M | 614k | 43.68 |
