Global Thematic Partners

Global Thematic Partners as of June 30, 2018

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 65 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comcast Corporation (CMCSA) 4.2 $114M 3.5M 32.81
Medidata Solutions 3.9 $107M 1.3M 80.56
Laboratory Corp. of America Holdings (LH) 3.5 $97M 538k 179.53
Mohawk Industries (MHK) 3.3 $90M 422k 214.27
Goldman Sachs (GS) 3.3 $90M 409k 220.57
ICICI Bank (IBN) 3.2 $88M 11M 8.03
Oracle Corporation (ORCL) 3.0 $81M 1.8M 44.06
Edison International (EIX) 2.8 $76M 1.2M 63.27
Cemex SAB de CV (CX) 2.6 $70M 11M 6.56
Walt Disney Company (DIS) 2.5 $68M 652k 104.81
Micron Technology (MU) 2.5 $67M 1.3M 52.44
Nike (NKE) 2.4 $66M 822k 79.68
Aramark Hldgs (ARMK) 2.4 $64M 1.7M 37.10
eBay (EBAY) 2.3 $63M 1.7M 36.26
Metropcs Communications (TMUS) 2.3 $62M 1.0M 59.75
Marsh & McLennan Companies (MMC) 2.2 $61M 741k 81.97
Tiffany & Co. 2.2 $60M 455k 131.60
Autodesk (ADSK) 2.2 $60M 455k 131.09
Celgene Corporation 2.1 $58M 729k 79.42
Medtronic (MDT) 2.0 $56M 653k 85.61
Stanley Black & Decker (SWK) 2.0 $55M 413k 132.81
D.R. Horton (DHI) 2.0 $55M 1.3M 41.00
Apple (AAPL) 1.9 $51M 273k 185.11
Stericycle (SRCL) 1.8 $49M 750k 65.29
Thermo Fisher Scientific (TMO) 1.7 $47M 228k 207.14
Roper Industries (ROP) 1.7 $47M 169k 275.91
Johnson Controls International Plc equity (JCI) 1.7 $46M 1.4M 33.45
Blackstone 1.6 $45M 1.4M 32.17
Teladoc (TDOC) 1.6 $44M 751k 58.05
Tapestry (TPR) 1.6 $44M 937k 46.71
Caesars Entertainment 1.6 $44M 4.1M 10.70
Zillow Group Inc Cl C Cap Stk (Z) 1.6 $43M 733k 59.06
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 1.6 $43M 3.9M 10.85
TransDigm Group Incorporated (TDG) 1.6 $42M 123k 345.14
Cerner Corporation 1.5 $42M 694k 59.79
Newmont Mining Corporation (NEM) 1.5 $41M 1.1M 37.71
Match 1.4 $37M 955k 38.74
Estee Lauder Companies (EL) 1.3 $36M 254k 142.69
Spotify Technology Sa (SPOT) 1.3 $36M 211k 168.24
Adobe Systems Incorporated (ADBE) 1.2 $34M 139k 243.81
Makemytrip Limited Mauritius (MMYT) 1.2 $34M 928k 36.15
Advance Auto Parts (AAP) 1.2 $33M 243k 135.70
Brunswick Corporation (BC) 1.2 $33M 507k 64.48
Trimble Navigation (TRMB) 1.1 $30M 912k 32.84
Cohen & Steers (CNS) 1.0 $28M 665k 41.71
Ralph Lauren Corp (RL) 0.9 $26M 203k 125.72
Lazard Ltd-cl A shs a 0.8 $21M 425k 48.91
Harley-Davidson (HOG) 0.7 $19M 446k 42.08
Editas Medicine (EDIT) 0.7 $18M 507k 35.83
Crispr Therapeutics (CRSP) 0.6 $16M 265k 58.75
Despegar Com Corp ord (DESP) 0.6 $15M 729k 20.97
Lions Gate Entmnt Corp cl a vtg (LGF.A) 0.5 $14M 573k 24.82
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 0.4 $10M 426k 23.46
Illumina (ILMN) 0.3 $8.5M 30k 279.31
athenahealth 0.3 $7.9M 50k 159.15
Credicorp (BAP) 0.3 $7.6M 34k 225.14
Jd (JD) 0.2 $6.3M 162k 38.95
Tripadvisor (TRIP) 0.2 $5.1M 92k 55.71
Veeva Sys Inc cl a (VEEV) 0.2 $4.7M 61k 76.85
Iqiyi (IQ) 0.2 $4.2M 131k 32.30
Mindbody 0.1 $4.2M 108k 38.60
Planet Fitness Inc-cl A (PLNT) 0.1 $3.9M 88k 43.94
NuVasive 0.1 $3.4M 66k 52.12
Baidu (BIDU) 0.1 $2.5M 10k 243.01
Barrick Gold Corp (GOLD) 0.0 $135k 10k 13.13