Global Thematic Partners as of Dec. 31, 2017
Portfolio Holdings for Global Thematic Partners
Global Thematic Partners holds 55 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 |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 5.1 | $154M | 4.1M | 37.52 | |
| ICICI Bank (IBN) | 4.3 | $132M | 14M | 9.73 | |
| Nike (NKE) | 3.9 | $117M | 1.9M | 62.55 | |
| Laboratory Corp. of America Holdings | 3.6 | $109M | 681k | 159.51 | |
| Comcast Corporation (CMCSA) | 3.5 | $108M | 2.7M | 40.05 | |
| Metropcs Communications (TMUS) | 3.2 | $97M | 1.5M | 63.51 | |
| Medidata Solutions | 3.0 | $91M | 1.4M | 63.37 | |
| Oracle Corporation (ORCL) | 2.9 | $89M | 1.9M | 47.28 | |
| Kellogg Company (K) | 2.9 | $87M | 1.3M | 67.98 | |
| Aramark Hldgs (ARMK) | 2.9 | $87M | 2.0M | 42.74 | |
| Edison International (EIX) | 2.8 | $85M | 1.3M | 63.24 | |
| Time Warner | 2.7 | $83M | 909k | 91.47 | |
| Goldman Sachs (GS) | 2.7 | $81M | 319k | 254.75 | |
| Stericycle (SRCL) | 2.5 | $76M | 1.1M | 67.99 | |
| Tiffany & Co. | 2.5 | $75M | 725k | 103.95 | |
| Marsh & McLennan Companies (MMC) | 2.4 | $74M | 911k | 81.39 | |
| Monsanto Company | 2.3 | $69M | 591k | 116.78 | |
| eBay (EBAY) | 2.2 | $67M | 1.8M | 37.74 | |
| Celgene Corporation | 2.1 | $65M | 624k | 104.36 | |
| Johnson Controls International Plc equity (JCI) | 2.1 | $65M | 1.7M | 38.11 | |
| Fortinet (FTNT) | 2.0 | $60M | 1.4M | 43.69 | |
| Mosaic (MOS) | 2.0 | $60M | 2.3M | 25.66 | |
| Mohawk Industries (MHK) | 1.9 | $59M | 213k | 275.90 | |
| Blackstone | 1.9 | $58M | 1.8M | 32.02 | |
| TransDigm Group Incorporated (TDG) | 1.8 | $56M | 203k | 274.62 | |
| Harley-Davidson (HOG) | 1.8 | $55M | 1.1M | 50.88 | |
| Medtronic (MDT) | 1.8 | $55M | 676k | 80.75 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.8 | $54M | 4.6M | 11.72 | |
| Roper Industries (ROP) | 1.8 | $54M | 207k | 259.00 | |
| Apple (AAPL) | 1.8 | $53M | 313k | 169.23 | |
| Stanley Black & Decker (SWK) | 1.7 | $52M | 304k | 169.69 | |
| Advance Auto Parts (AAP) | 1.7 | $52M | 519k | 99.69 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $50M | 265k | 189.88 | |
| Ralph Lauren Corp (RL) | 1.6 | $48M | 459k | 103.69 | |
| Baidu (BIDU) | 1.6 | $47M | 203k | 234.21 | |
| Estee Lauder Companies (EL) | 1.3 | $40M | 313k | 127.24 | |
| Cohen & Steers (CNS) | 1.3 | $39M | 820k | 47.29 | |
| Brunswick Corporation (BC) | 1.2 | $35M | 636k | 55.22 | |
| Match | 1.2 | $35M | 1.1M | 31.31 | |
| Cerner Corporation | 1.1 | $34M | 502k | 67.39 | |
| Tripadvisor (TRIP) | 1.0 | $31M | 891k | 34.46 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $30M | 173k | 175.24 | |
| Lazard Ltd-cl A shs a | 0.9 | $29M | 550k | 52.50 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.8 | $24M | 719k | 33.81 | |
| Makemytrip Limited Mauritius (MMYT) | 0.8 | $24M | 804k | 29.85 | |
| Editas Medicine (EDIT) | 0.6 | $19M | 614k | 30.73 | |
| Criteo Sa Ads (CRTO) | 0.6 | $18M | 689k | 26.03 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.6 | $17M | 534k | 31.74 | |
| Crispr Therapeutics (CRSP) | 0.5 | $15M | 634k | 23.48 | |
| Credicorp (BAP) | 0.2 | $6.6M | 32k | 207.43 | |
| Jd (JD) | 0.2 | $6.6M | 159k | 41.42 | |
| 58 Com Inc spon adr rep a | 0.2 | $5.0M | 70k | 71.58 | |
| Alibaba Group Holding (BABA) | 0.1 | $4.7M | 27k | 172.41 | |
| Barrick Gold Corp (GOLD) | 0.0 | $186k | 13k | 14.47 | |
| Nomad Foods (NOMD) | 0.0 | $175k | 10k | 16.91 |
