HoldingsChannel.com
Global Thematic Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ZILLOW GROUP INC 1,974,924 +76,934 $91,616
     Z1,974,924+76,934$91,616
GOLDMAN SACHS GROUP INC 432,453 -107,716 $88,480
     GS432,453-107,716$88,480
ARAMARK 2,271,542 -275,175 $81,913
     ARMK2,271,542-275,175$81,913
ALIBABA GROUP HLDG LTD 417,258 -104,692 $70,705
     BABA417,258-104,692$70,705
CEMEX SAB DE CV 16,162,155 +736,450 $68,528
     CX16,162,155+736,450$68,528
NEWMONT GOLDCORP CORPORATION 1,701,567 -319,413 $65,459
     NEM1,701,567-319,413$65,459
LABORATORY CORP AMER HLDGS 368,113 -147,831 $63,646
     LH368,113-147,831$63,646
APPLIED MATLS INC 1,374,392 -359,190 $61,724
     AMAT1,374,392-359,190$61,724
DISNEY WALT CO 414,270 -106,258 $57,848
     DIS414,270-106,258$57,848
ILLUMINA INC 141,072 -27,850 $51,935
     ILMN141,072-27,850$51,935
TAPESTRY INC 1,626,667 -131,849 $51,615
     TPR1,626,667-131,849$51,615
MICRON TECHNOLOGY INC 1,285,907 -39,073 $49,623
     MU1,285,907-39,073$49,623
THERMO FISHER SCIENTIFIC INC 167,947 -31,565 $49,322
     TMO167,947-31,565$49,322
EBAY INC 1,206,898 -901,831 $47,672
     EBAY1,206,898-901,831$47,672
MEDTRONIC PLC 410,459 -79,900 $39,974
     MDT410,459-79,900$39,974
AUTODESK INC 240,627 -26,700 $39,199
     ADSK240,627-26,700$39,199
STANLEY BLACK & DECKER INC 269,031 -71,131 $38,905
     SWK269,031-71,131$38,905
MEDIDATA SOLUTIONS INC 426,815 -558,819 $38,631
     MDSO426,815-558,819$38,631
LAUDER ESTEE COS INC 209,070 -54,803 $38,282
     EL209,070-54,803$38,282
COMCAST CORP NEW 885,564 -231,703 $37,441
     CMCSA885,564-231,703$37,441
FARFETCH LTD 1,705,546 +513,531 $35,475
     FTCH1,705,546+513,531$35,475
VIPSHOP HLDGS LTD 4,027,737 -2,693,954 $34,760
     VIPS4,027,737-2,693,954$34,760
ICICI BK LTD 2,693,736 -729,176 $33,914
     IBN2,693,736-729,176$33,914
MARSH & MCLENNAN COS INC 335,276 +190,766 $33,444
     MMC335,276+190,766$33,444
TELADOC HEALTH INC 494,864 -82,321 $32,864
     TDOC494,864-82,321$32,864
TRIMBLE INC 719,269 -189,364 $32,446
     TRMB719,269-189,364$32,446
MAKEMYTRIP LIMITED MAURITIUS 1,263,615 -203,895 $31,337
     MMYT1,263,615-203,895$31,337
NIKE INC 359,526 -91,888 $30,182
     NKE359,526-91,888$30,182
CERNER CORP 409,344 -198,605 $30,005
     CERN409,344-198,605$30,005
SPOTIFY TECHNOLOGY S A 202,645 +28,728 $29,629
     SPOT202,645+28,728$29,629
BOOKING HLDGS INC 15,559 +15,559 $29,168
     BKNG15,559+15,559$29,168
V F CORP 321,478 +97,234 $28,080
     VFC321,478+97,234$28,080
STERICYCLE INC 585,034 -155,342 $27,935
     SRCL585,034-155,342$27,935
D R HORTON INC 559,081 -148,020 $24,111
     DHI559,081-148,020$24,111
DESPEGAR COM CORP 1,626,450 -244,718 $22,593
     DESP1,626,450-244,718$22,593
ADOBE INC 72,169 -18,859 $21,264
     ADBE72,169-18,859$21,264
ORACLE CORP 364,883 -97,878 $20,786
     ORCL364,883-97,878$20,786
MOHAWK INDS INC 140,716 -36,338 $20,752
     MHK140,716-36,338$20,752
CRISPR THERAPEUTICS AG 420,505 -48,020 $19,807
     CRSP420,505-48,020$19,807
TRANSDIGM GROUP INC 38,955 -25,664 $18,847
     TDG38,955-25,664$18,847
CREDICORP LTD 77,093 +13,885 $17,647
     BAP77,093+13,885$17,647
CELGENE CORP 183,288 -38,891 $16,943
     CELG183,288-38,891$16,943
TIFFANY & CO NEW 164,322 -42,418 $15,388
     TIF164,322-42,418$15,388
BRUNSWICK CORP 332,657 -85,928 $15,265
     BC332,657-85,928$15,265
ROPER TECHNOLOGIES INC 36,024 -40,559 $13,195
     ROP36,024-40,559$13,195
LAZARD LTD 328,582 -2,408 $11,301
     LAZ328,582-2,408$11,301
JD COM INC 354,190 +21,434 $10,728
     JD354,190+21,434$10,728
EDITAS MEDICINE INC 405,239 -68,826 $10,024
     EDIT405,239-68,826$10,024
T MOBILE US INC 111,205 -27,664 $8,244
     TMUS111,205-27,664$8,244
LIONS GATE ENTMNT CORP      $7,841
     LGF.A375,371-96,901$4,598
     LGF.B279,323-72,044$3,243

See Full List: All Stocks Held By Global Thematic Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Global Thematic Partners LLC

Size ($ in 1000's)
At 06/30/2019: $1,865,226
At 03/31/2019: $2,150,012

Global Thematic Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Global Thematic Partners LLC 13F filings. Link to 13F filings: SEC filings

Global Thematic Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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