Global Thematic Partners as of March 31, 2020
Portfolio Holdings for Global Thematic Partners
Global Thematic Partners holds 62 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nike (NKE) | 4.8 | $59M | 714k | 82.74 | |
| Alibaba Group Holding (BABA) | 3.4 | $42M | 217k | 194.48 | |
| Walt Disney Company (DIS) | 3.2 | $40M | 409k | 96.60 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $39M | 122k | 318.24 | |
| Newmont Mining Corporation (NEM) | 3.1 | $39M | 855k | 45.28 | |
| McDonald's Corporation (MCD) | 2.9 | $36M | 217k | 165.35 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $36M | 126k | 283.61 | |
| Applied Materials (AMAT) | 2.8 | $35M | 771k | 45.82 | |
| Metropcs Communications (TMUS) | 2.6 | $33M | 392k | 83.90 | |
| Oracle Corporation (ORCL) | 2.6 | $33M | 677k | 48.33 | |
| Autodesk (ADSK) | 2.4 | $30M | 194k | 156.10 | |
| Catalent (CTLT) | 2.4 | $30M | 573k | 51.95 | |
| Peloton Interactive Inc cl a (PTON) | 2.3 | $29M | 1.1M | 26.55 | |
| Laboratory Corp. of America Holdings (LH) | 2.3 | $29M | 227k | 126.39 | |
| 58 Com Inc spon adr rep a | 2.3 | $29M | 587k | 48.72 | |
| Elanco Animal Health (ELAN) | 2.2 | $28M | 1.2M | 22.39 | |
| Farfetch Ltd ord sh cl a (FTCHF) | 2.2 | $27M | 3.4M | 7.90 | |
| Iqvia Holdings (IQV) | 2.2 | $27M | 252k | 107.86 | |
| Medtronic (MDT) | 2.1 | $27M | 295k | 90.18 | |
| Cemex SAB de CV (CX) | 2.1 | $26M | 12M | 2.12 | |
| Micron Technology (MU) | 2.0 | $25M | 603k | 42.06 | |
| V.F. Corporation (VFC) | 2.0 | $25M | 468k | 54.08 | |
| Comcast Corporation (CMCSA) | 2.0 | $25M | 733k | 34.38 | |
| Abiomed | 2.0 | $25M | 173k | 145.16 | |
| Marsh & McLennan Companies (MMC) | 2.0 | $25M | 289k | 86.46 | |
| Illumina (ILMN) | 2.0 | $25M | 91k | 273.12 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.9 | $24M | 1.5M | 15.58 | |
| Goldman Sachs (GS) | 1.9 | $24M | 154k | 154.59 | |
| Cerner Corporation | 1.7 | $21M | 327k | 62.99 | |
| Booking Holdings (BKNG) | 1.6 | $19M | 14k | 1345.31 | |
| Trimble Navigation (TRMB) | 1.4 | $18M | 565k | 31.83 | |
| Apple (AAPL) | 1.4 | $18M | 69k | 254.29 | |
| Alphabet Inc Class A cs (GOOGL) | 1.4 | $17M | 15k | 1161.96 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.4 | $17M | 477k | 36.02 | |
| Yum China Holdings (YUMC) | 1.3 | $17M | 389k | 42.63 | |
| Estee Lauder Companies (EL) | 1.2 | $15M | 96k | 159.33 | |
| Tapestry (TPR) | 1.2 | $15M | 1.2M | 12.95 | |
| Makemytrip Limited Mauritius (MMYT) | 1.2 | $14M | 1.2M | 11.96 | |
| Amazon (AMZN) | 1.1 | $14M | 7.3k | 1949.74 | |
| Spotify Technology Sa (SPOT) | 1.1 | $14M | 117k | 121.44 | |
| Crispr Therapeutics (CRSP) | 1.1 | $14M | 333k | 42.41 | |
| Credicorp (BAP) | 1.1 | $14M | 96k | 143.07 | |
| MercadoLibre (MELI) | 1.1 | $14M | 28k | 488.56 | |
| Tripadvisor (TRIP) | 1.0 | $13M | 742k | 17.39 | |
| Jd (JD) | 1.0 | $13M | 309k | 40.50 | |
| Iqiyi (IQ) | 1.0 | $12M | 687k | 17.80 | |
| Despegar Com Corp ord (DESP) | 1.0 | $12M | 2.1M | 5.67 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $12M | 203k | 58.00 | |
| ICICI Bank (IBN) | 0.9 | $11M | 1.3M | 8.50 | |
| D.R. Horton (DHI) | 0.9 | $11M | 312k | 34.00 | |
| Teladoc (TDOC) | 0.8 | $9.4M | 60k | 155.03 | |
| Editas Medicine (EDIT) | 0.6 | $8.0M | 404k | 19.83 | |
| Marriott International (MAR) | 0.6 | $7.1M | 95k | 74.81 | |
| Guardant Health (GH) | 0.4 | $4.7M | 68k | 69.60 | |
| Health Catalyst (HCAT) | 0.3 | $3.8M | 145k | 26.15 | |
| Veeva Sys Inc cl a (VEEV) | 0.3 | $3.6M | 23k | 156.38 | |
| Homology Medicines | 0.3 | $3.4M | 219k | 15.54 | |
| NuVasive | 0.3 | $3.3M | 65k | 50.66 | |
| Lazard Ltd-cl A shs a | 0.2 | $2.2M | 94k | 23.55 | |
| Jumia Technologies (JMIA) | 0.1 | $1.8M | 623k | 2.92 | |
| Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.1 | $1.6M | 266k | 6.08 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.1 | $1.1M | 198k | 5.57 |
