Global Thematic Partners

Global Thematic Partners as of June 30, 2017

Portfolio Holdings for Global Thematic Partners

Global Thematic Partners holds 76 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nike (NKE) 5.8 $181M 3.1M 59.00
Oracle Corporation (ORCL) 4.3 $135M 2.7M 50.14
Newmont Mining Corporation (NEM) 4.2 $132M 4.1M 32.39
ICICI Bank (IBN) 2.8 $87M 9.7M 8.97
Kellogg Company (K) 2.8 $86M 1.2M 69.46
Thermo Fisher Scientific (TMO) 2.7 $83M 477k 174.47
Estee Lauder Companies (EL) 2.6 $82M 849k 95.98
Laboratory Corp. of America Holdings 2.6 $80M 520k 154.14
Comcast Corporation (CMCSA) 2.5 $79M 2.0M 38.92
Mohawk Industries (MHK) 2.5 $79M 325k 241.70
eBay (EBAY) 2.5 $76M 2.2M 34.92
Goldman Sachs (GS) 2.5 $76M 343k 221.90
Aramark Hldgs (ARMK) 2.4 $75M 1.8M 40.98
Gilead Sciences (GILD) 2.4 $74M 1.0M 70.78
Roper Industries (ROP) 2.4 $74M 319k 231.53
JPMorgan Chase & Co. (JPM) 2.3 $70M 770k 91.40
Johnson Controls International Plc equity (JCI) 2.2 $70M 1.6M 43.36
Celgene Corporation 2.2 $69M 531k 129.87
Marsh & McLennan Companies (MMC) 2.2 $67M 860k 77.96
Stericycle (SRCL) 2.0 $64M 836k 76.32
Potash Corp. Of Saskatchewan I 2.0 $63M 3.9M 16.30
Blackstone 1.9 $58M 1.7M 33.35
Cerner Corporation 1.8 $56M 848k 66.47
Tiffany & Co. 1.8 $56M 595k 93.87
Advance Auto Parts (AAP) 1.7 $54M 462k 116.59
Cbre Group Inc Cl A (CBRE) 1.7 $52M 1.4M 36.40
CF Industries Holdings (CF) 1.6 $50M 1.8M 27.96
Ralph Lauren Corp (RL) 1.6 $50M 682k 73.80
Altaba 1.6 $49M 905k 54.48
V.F. Corporation (VFC) 1.6 $49M 853k 57.60
TransDigm Group Incorporated (TDG) 1.5 $48M 177k 268.87
Apple (AAPL) 1.5 $46M 319k 144.02
Lazard Ltd-cl A shs a 1.4 $45M 971k 46.33
Medtronic (MDT) 1.4 $44M 496k 88.75
Stanley Black & Decker (SWK) 1.4 $44M 310k 140.73
Brunswick Corporation (BC) 1.3 $41M 652k 62.73
Medidata Solutions 1.3 $39M 502k 78.20
Fortinet (FTNT) 1.1 $35M 923k 37.44
Monsanto Company 1.1 $33M 280k 118.36
Jd (JD) 1.0 $31M 783k 39.22
Biogen Idec (BIIB) 0.9 $29M 105k 271.35
Criteo Sa Ads (CRTO) 0.9 $28M 579k 49.05
Metropcs Communications (TMUS) 0.9 $28M 462k 60.62
Harley-Davidson (HOG) 0.9 $27M 499k 54.02
Mosaic (MOS) 0.9 $27M 1.2M 22.83
General Motors Company (GM) 0.8 $26M 752k 34.93
Cohen & Steers (CNS) 0.8 $26M 638k 40.54
Time Warner 0.8 $26M 255k 100.41
Tripadvisor (TRIP) 0.8 $25M 648k 38.20
Artisan Partners (APAM) 0.8 $25M 804k 30.70
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 0.8 $24M 2.3M 10.55
58 Com Inc spon adr rep a 0.8 $24M 552k 44.11
Rh (RH) 0.7 $23M 348k 64.52
Lions Gate Entmnt Corp cl a vtg (LGF.A) 0.7 $21M 736k 28.22
Adobe Systems Incorporated (ADBE) 0.7 $21M 145k 141.44
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 0.5 $14M 547k 26.28
Credicorp (BAP) 0.2 $7.2M 40k 179.38
Match 0.2 $7.1M 410k 17.38
Alibaba Group Holding (BABA) 0.2 $5.4M 38k 140.89
Makemytrip Limited Mauritius (MMYT) 0.1 $4.5M 134k 33.55
Agrium 0.1 $1.8M 20k 90.47
Sunopta (STKL) 0.0 $795k 78k 10.20
Nomad Foods (NOMD) 0.0 $923k 65k 14.10
Bunge 0.0 $689k 9.2k 74.63
Hain Celestial (HAIN) 0.0 $487k 13k 38.82
TreeHouse Foods (THS) 0.0 $718k 8.8k 81.67
Ambev Sa- (ABEV) 0.0 $490k 89k 5.49
Archer Daniels Midland Company (ADM) 0.0 $342k 8.2k 41.46
Tyson Foods (TSN) 0.0 $262k 4.2k 62.68
Hershey Company (HSY) 0.0 $232k 2.2k 107.51
Darling International (DAR) 0.0 $245k 16k 15.69
Andersons (ANDE) 0.0 $398k 12k 34.13
United Natural Foods (UNFI) 0.0 $256k 7.0k 36.67
Mondelez Int (MDLZ) 0.0 $239k 5.5k 43.17
Lamb Weston Hldgs (LW) 0.0 $221k 5.0k 44.15
Noodles & Co (NDLS) 0.0 $50k 13k 3.85