Conatus Capital Management as of Dec. 31, 2010
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 34 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $198M | 614k | 322.56 | |
| Schlumberger (SLB) | 5.1 | $134M | 1.6M | 83.50 | |
| Express Scripts | 4.4 | $115M | 2.1M | 54.05 | |
| Cognizant Technology Solutions (CTSH) | 4.2 | $109M | 1.5M | 73.29 | |
| Estee Lauder Companies (EL) | 4.0 | $104M | 1.3M | 80.70 | |
| NetApp (NTAP) | 3.9 | $102M | 1.9M | 54.96 | |
| Sotheby's | 3.9 | $102M | 2.3M | 45.00 | |
| Polo Ralph Lauren Corporation | 3.9 | $101M | 907k | 110.92 | |
| Goldman Sachs (GS) | 3.8 | $98M | 581k | 168.16 | |
| News Corporation | 3.7 | $97M | 6.7M | 14.56 | |
| Progressive Corporation (PGR) | 3.4 | $90M | 4.5M | 19.87 | |
| Walter Energy | 3.3 | $86M | 675k | 127.84 | |
| Amazon (AMZN) | 3.3 | $86M | 479k | 180.00 | |
| FMC Technologies | 3.2 | $84M | 948k | 88.91 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $83M | 4.8M | 17.11 | |
| Union Pacific Corporation (UNP) | 3.2 | $82M | 889k | 92.66 | |
| Ctrip.com International | 3.1 | $81M | 2.0M | 40.45 | |
| 3.0 | $77M | 130k | 593.97 | ||
| Directv | 2.9 | $77M | 1.9M | 39.93 | |
| Discovery Communications | 2.5 | $66M | 1.6M | 41.70 | |
| Citrix Systems | 2.5 | $66M | 958k | 68.41 | |
| salesforce (CRM) | 2.4 | $64M | 481k | 132.00 | |
| priceline.com Incorporated | 2.3 | $61M | 153k | 399.55 | |
| Baidu (BIDU) | 2.1 | $56M | 577k | 96.53 | |
| Freeport-McMoRan Copper & Gold (FCX) | 2.1 | $55M | 458k | 120.09 | |
| C.H. Robinson Worldwide (CHRW) | 2.1 | $54M | 670k | 80.19 | |
| Whiting Petroleum Corporation | 2.0 | $52M | 447k | 117.19 | |
| SBA Communications Corporation | 2.0 | $52M | 1.3M | 40.94 | |
| Crown Castle International | 1.9 | $50M | 1.2M | 43.83 | |
| Liberty Global | 1.7 | $45M | 1.3M | 35.38 | |
| Credicorp (BAP) | 1.2 | $31M | 258k | 118.91 | |
| WebMD Health | 0.9 | $24M | 468k | 51.06 | |
| ICICI Bank (IBN) | 0.6 | $17M | 330k | 50.64 | |
| Discovery Communications | 0.6 | $15M | 415k | 36.69 |
