Conatus Capital Management as of March 31, 2015
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 19 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 9.0 | $143M | 944k | 151.28 | |
| McGraw-Hill Companies | 8.0 | $126M | 1.2M | 103.40 | |
| Actavis SHS | 7.6 | $121M | 405k | 297.62 | |
| Dollar Tree (DLTR) | 7.6 | $120M | 1.5M | 81.14 | |
| Humana (HUM) | 7.0 | $111M | 623k | 178.02 | |
| Intuit (INTU) | 7.0 | $110M | 1.1M | 96.96 | |
| Constellation Brands Cl A (STZ) | 6.9 | $109M | 939k | 116.21 | |
| Adobe Systems Incorporated (ADBE) | 6.4 | $101M | 1.4M | 73.94 | |
| St. Jude Medical | 5.4 | $86M | 1.3M | 65.40 | |
| Canadian Pacific Railway | 4.9 | $77M | 420k | 182.70 | |
| Ctrip Com Intl American Dep Shs | 4.8 | $76M | 1.3M | 58.62 | |
| Amazon (AMZN) | 4.6 | $72M | 195k | 372.10 | |
| Cooper Cos Com New | 4.1 | $66M | 350k | 187.42 | |
| SBA Communications Corporation | 4.1 | $65M | 556k | 117.10 | |
| Starbucks Corporation (SBUX) | 3.4 | $55M | 576k | 94.70 | |
| Apple (AAPL) | 3.0 | $47M | 379k | 124.43 | |
| Axalta Coating Sys (AXTA) | 2.6 | $41M | 1.5M | 27.62 | |
| Linkedin Corp Com Cl A | 1.9 | $29M | 117k | 249.86 | |
| Teradata Corporation Call Option (TDC) | 1.7 | $27M | 600k | 44.14 |
