Conatus Capital Management as of March 31, 2017
Portfolio Holdings for Conatus Capital Management
Conatus Capital Management holds 31 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paypal Holdings (PYPL) | 6.8 | $91M | 2.1M | 43.02 | |
| Ptc (PTC) | 6.4 | $86M | 1.6M | 52.55 | |
| Vail Resorts (MTN) | 6.2 | $84M | 436k | 191.90 | |
| Constellation Brands (STZ) | 5.4 | $72M | 444k | 162.07 | |
| U.S. Bancorp (USB) | 5.2 | $70M | 1.4M | 51.50 | |
| Charles Schwab Corporation (SCHW) | 4.2 | $57M | 1.4M | 40.81 | |
| Facebook Inc cl a (META) | 4.2 | $57M | 400k | 142.05 | |
| Epam Systems (EPAM) | 4.2 | $56M | 738k | 75.52 | |
| Microsoft Corporation (MSFT) | 4.1 | $55M | 842k | 65.86 | |
| LogMeIn | 3.6 | $49M | 499k | 97.50 | |
| Cme (CME) | 3.4 | $46M | 385k | 118.80 | |
| Mohawk Industries (MHK) | 3.4 | $46M | 199k | 229.49 | |
| salesforce (CRM) | 3.4 | $46M | 552k | 82.49 | |
| Banco Itau Holding Financeira (ITUB) | 3.4 | $45M | 3.7M | 12.07 | |
| Activision Blizzard | 3.3 | $44M | 885k | 49.86 | |
| Advance Auto Parts (AAP) | 3.2 | $43M | 293k | 148.26 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $41M | 698k | 59.27 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $40M | 304k | 130.13 | |
| Parsley Energy Inc-class A | 2.9 | $39M | 1.2M | 32.51 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.8 | $38M | 117k | 327.32 | |
| Pioneer Natural Resources | 2.8 | $38M | 202k | 186.23 | |
| Norfolk Southern (NSC) | 2.6 | $36M | 318k | 111.97 | |
| CSX Corporation (CSX) | 2.5 | $34M | 736k | 46.55 | |
| Fair Isaac Corporation (FICO) | 1.7 | $23M | 176k | 128.95 | |
| Intuit (INTU) | 1.6 | $21M | 182k | 115.99 | |
| Pampa Energia (PAM) | 1.5 | $20M | 373k | 54.22 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.4 | $19M | 337k | 55.74 | |
| Domino's Pizza (DPZ) | 1.1 | $15M | 83k | 184.30 | |
| Panera Bread Company | 1.1 | $14M | 54k | 261.87 | |
| HDFC Bank (HDB) | 0.7 | $9.6M | 128k | 75.22 | |
| Ferrari Nv Ord (RACE) | 0.7 | $9.0M | 122k | 74.36 |
