Conatus Capital Management as of Dec. 31, 2017
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etsy (ETSY) | 11.2 | $10M | 505k | 20.45 | |
| Vail Resorts (MTN) | 8.6 | $8.0M | 37k | 212.49 | |
| Paypal Holdings (PYPL) | 8.6 | $7.9M | 108k | 73.62 | |
| Vantiv Inc Cl A | 8.4 | $7.7M | 105k | 73.55 | |
| Charles Schwab Corporation (SCHW) | 7.3 | $6.8M | 132k | 51.37 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 7.0 | $6.5M | 105k | 61.48 | |
| Lamb Weston Hldgs (LW) | 6.3 | $5.8M | 102k | 56.45 | |
| Constellation Brands (STZ) | 5.6 | $5.2M | 23k | 228.58 | |
| Epam Systems (EPAM) | 5.3 | $4.9M | 45k | 107.42 | |
| Ctrip.com International | 5.1 | $4.7M | 107k | 44.10 | |
| LogMeIn | 5.0 | $4.6M | 40k | 114.49 | |
| Mohawk Industries (MHK) | 4.9 | $4.5M | 16k | 275.92 | |
| Facebook Inc cl a (META) | 4.7 | $4.3M | 25k | 176.45 | |
| Cme (CME) | 4.6 | $4.2M | 29k | 146.06 | |
| Ferrari Nv Ord (RACE) | 2.6 | $2.4M | 23k | 104.88 | |
| Sony Corporation (SONY) | 1.2 | $1.1M | 24k | 44.94 | |
| Amazon (AMZN) | 0.8 | $705k | 603.00 | 1169.15 | |
| HDFC Bank (HDB) | 0.8 | $695k | 6.8k | 101.70 | |
| CSX Corporation (CSX) | 0.6 | $508k | 9.2k | 55.04 | |
| Activision Blizzard | 0.5 | $432k | 6.8k | 63.27 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $371k | 2.1k | 175.41 | |
| Visa (V) | 0.4 | $359k | 3.2k | 113.97 | |
| Intuit (INTU) | 0.4 | $337k | 2.1k | 157.99 |
