Global Thematic Partners as of Dec. 31, 2019
Portfolio Holdings for Global Thematic Partners
Global Thematic Partners holds 64 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 3.9 | $64M | 1.5M | 43.45 | |
| Cemex SAB de CV (CX) | 3.4 | $56M | 15M | 3.78 | |
| Alibaba Group Holding (BABA) | 3.4 | $56M | 262k | 212.10 | |
| Goldman Sachs (GS) | 3.3 | $53M | 231k | 229.93 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 3.1 | $51M | 1.1M | 45.94 | |
| Laboratory Corp. of America Holdings | 3.1 | $51M | 299k | 169.17 | |
| Autodesk (ADSK) | 3.0 | $50M | 270k | 183.46 | |
| McDonald's Corporation (MCD) | 2.8 | $46M | 234k | 197.61 | |
| Walt Disney Company (DIS) | 2.8 | $46M | 316k | 144.63 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $45M | 140k | 324.87 | |
| Adobe Systems Incorporated (ADBE) | 2.7 | $43M | 132k | 329.81 | |
| Micron Technology (MU) | 2.6 | $42M | 789k | 53.78 | |
| Nike (NKE) | 2.5 | $40M | 396k | 101.31 | |
| V.F. Corporation (VFC) | 2.4 | $39M | 394k | 99.66 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 2.4 | $39M | 3.7M | 10.35 | |
| Applied Materials (AMAT) | 2.4 | $38M | 628k | 61.04 | |
| 58 Com Inc spon adr rep a | 2.3 | $37M | 577k | 64.73 | |
| Elanco Animal Health (ELAN) | 2.3 | $37M | 1.3M | 29.45 | |
| Medtronic (MDT) | 2.2 | $35M | 312k | 113.45 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.1 | $34M | 2.4M | 14.17 | |
| Tapestry (TPR) | 2.1 | $34M | 1.2M | 26.97 | |
| Booking Holdings (BKNG) | 2.0 | $32M | 16k | 2053.78 | |
| Illumina (ILMN) | 1.9 | $32M | 96k | 331.74 | |
| Comcast Corporation (CMCSA) | 1.9 | $31M | 683k | 44.97 | |
| Trimble Navigation (TRMB) | 1.9 | $30M | 728k | 41.69 | |
| Oracle Corporation (ORCL) | 1.9 | $30M | 571k | 52.98 | |
| Marsh & McLennan Companies (MMC) | 1.8 | $29M | 258k | 111.41 | |
| Makemytrip Limited Mauritius (MMYT) | 1.7 | $28M | 1.2M | 22.90 | |
| Despegar Com Corp ord (DESP) | 1.6 | $25M | 1.9M | 13.48 | |
| Cerner Corporation | 1.5 | $25M | 343k | 73.39 | |
| Stericycle (SRCL) | 1.5 | $25M | 392k | 63.81 | |
| Aramark Hldgs (ARMK) | 1.4 | $23M | 525k | 43.40 | |
| D.R. Horton (DHI) | 1.4 | $23M | 429k | 52.75 | |
| Mohawk Industries (MHK) | 1.4 | $22M | 162k | 136.38 | |
| eBay (EBAY) | 1.4 | $22M | 610k | 36.11 | |
| Crispr Therapeutics (CRSP) | 1.3 | $21M | 350k | 60.90 | |
| Estee Lauder Companies (EL) | 1.3 | $21M | 103k | 206.53 | |
| ICICI Bank (IBN) | 1.2 | $20M | 1.3M | 15.09 | |
| Teladoc (TDOC) | 1.2 | $19M | 232k | 83.72 | |
| Spotify Technology Sa (SPOT) | 1.2 | $19M | 126k | 149.55 | |
| Metropcs Communications (TMUS) | 1.1 | $18M | 229k | 78.42 | |
| Credicorp (BAP) | 1.1 | $17M | 81k | 213.12 | |
| Abiomed | 1.0 | $17M | 99k | 170.60 | |
| Tripadvisor (TRIP) | 1.0 | $17M | 558k | 30.38 | |
| TransDigm Group Incorporated (TDG) | 1.0 | $17M | 30k | 560.01 | |
| Iqiyi (IQ) | 1.0 | $16M | 744k | 21.11 | |
| Jd (JD) | 0.8 | $13M | 374k | 35.23 | |
| Tiffany & Co. | 0.8 | $12M | 92k | 133.65 | |
| Editas Medicine (EDIT) | 0.8 | $12M | 418k | 29.61 | |
| Harley-Davidson (HOG) | 0.6 | $9.6M | 258k | 37.18 | |
| Catalent (CTLT) | 0.5 | $7.7M | 136k | 56.30 | |
| Yum China Holdings (YUMC) | 0.4 | $7.2M | 149k | 48.01 | |
| Lazard Ltd-cl A shs a | 0.4 | $6.7M | 168k | 39.96 | |
| MercadoLibre (MELI) | 0.4 | $6.7M | 12k | 571.95 | |
| Guardant Health (GH) | 0.3 | $5.3M | 68k | 78.14 | |
| NuVasive | 0.3 | $5.1M | 65k | 77.34 | |
| Realreal (REAL) | 0.3 | $4.9M | 260k | 18.85 | |
| Planet Fitness Inc-cl A (PLNT) | 0.3 | $4.8M | 64k | 74.68 | |
| Homology Medicines | 0.3 | $4.5M | 219k | 20.70 | |
| Jumia Technologies (JMIA) | 0.2 | $4.0M | 592k | 6.73 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $3.2M | 23k | 140.65 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.2 | $3.1M | 288k | 10.66 | |
| Health Catalyst (HCAT) | 0.2 | $3.0M | 87k | 34.70 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.1 | $2.1M | 214k | 9.93 |
