HoldingsChannel.com
Global Thematic Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
NEWMONT GOLDCORP CORPORATION 1,466,507 +189,947 $63,720
     NEM1,466,507+189,947$63,720
CEMEX SAB DE CV 14,799,081 +2,713,810 $55,940
     CX14,799,081+2,713,810$55,940
ALIBABA GROUP HLDG LTD 261,982 -49,730 $55,567
     BABA261,982-49,730$55,567
GOLDMAN SACHS GROUP INC 230,998 -98,992 $53,114
     GS230,998-98,992$53,114
ZILLOW GROUP INC 1,103,924 -373,090 $50,716
     Z1,103,924-373,090$50,716
LABORATORY CORP AMER HLDGS 298,762 +5,676 $50,541
     LH298,762+5,676$50,541
AUTODESK INC 269,746 +90,130 $49,487
     ADSK269,746+90,130$49,487
MCDONALDS CORP 234,318 +234,318 $46,303
     MCD234,318+234,318$46,303
DISNEY WALT CO 316,285 +5,770 $45,744
     DIS316,285+5,770$45,744
THERMO FISHER SCIENTIFIC INC 139,541 +2,249 $45,333
     TMO139,541+2,249$45,333
ADOBE INC 131,596 +77,416 $43,402
     ADBE131,596+77,416$43,402
MICRON TECHNOLOGY INC 789,028 -175,224 $42,434
     MU789,028-175,224$42,434
NIKE INC 396,021 +126,370 $40,121
     NKE396,021+126,370$40,121
V F CORP 394,179 +153,883 $39,284
     VFC394,179+153,883$39,284
FARFETCH LTD 3,725,856 +2,449,534 $38,562
     FTCH3,725,856+2,449,534$38,562
APPLIED MATLS INC 627,577 -398,599 $38,307
     AMAT627,577-398,599$38,307
58 COM INC 576,719 +576,719 $37,331
     WUBA576,719+576,719$37,331
ELANCO ANIMAL HEALTH INC 1,250,281 +1,250,281 $36,821
     ELAN1,250,281+1,250,281$36,821
MEDTRONIC PLC 311,671 -24,782 $35,359
     MDT311,671-24,782$35,359
TAPESTRY INC 1,247,896 +31,279 $33,655
     TPR1,247,896+31,279$33,655
VIPSHOP HLDGS LTD 2,368,773 -959,048 $33,564
     VIPS2,368,773-959,048$33,564
BOOKING HLDGS INC 15,618 +3,991 $32,076
     BKNG15,618+3,991$32,076
ILLUMINA INC 95,906 -18,382 $31,816
     ILMN95,906-18,382$31,816
COMCAST CORP NEW 682,927 +18,229 $30,711
     CMCSA682,927+18,229$30,711
TRIMBLE INC 727,719 +189,956 $30,338
     TRMB727,719+189,956$30,338
ORACLE CORP 570,804 +293,632 $30,240
     ORCL570,804+293,632$30,240
MARSH & MCLENNAN COS INC 258,363 +6,364 $28,784
     MMC258,363+6,364$28,784
MAKEMYTRIP LIMITED MAURITIUS 1,225,747 +177,738 $28,068
     MMYT1,225,747+177,738$28,068
DESPEGAR COM CORP 1,876,610 +517,971 $25,297
     DESP1,876,610+517,971$25,297
CERNER CORP 343,171 +5,393 $25,185
     CERN343,171+5,393$25,185
STERICYCLE INC 391,495 -47,771 $24,981
     SRCL391,495-47,771$24,981
ARAMARK 525,388 -1,175,705 $22,802
     ARMK525,388-1,175,705$22,802
D R HORTON INC 428,713 +10,704 $22,614
     DHI428,713+10,704$22,614
MOHAWK INDS INC 162,049 +56,225 $22,100
     MHK162,049+56,225$22,100
EBAY INC 610,409 -292,986 $22,042
     EBAY610,409-292,986$22,042
CRISPR THERAPEUTICS AG 350,386 +5,764 $21,340
     CRSP350,386+5,764$21,340
LAUDER ESTEE COS INC 102,458 -54,135 $21,161
     EL102,458-54,135$21,161
ICICI BK LTD 1,347,864 -677,504 $20,340
     IBN1,347,864-677,504$20,340
TELADOC HEALTH INC 232,192 -183,243 $19,439
     TDOC232,192-183,243$19,439
SPOTIFY TECHNOLOGY S A 125,974 -25,321 $18,839
     SPOT125,974-25,321$18,839
T MOBILE US INC 229,074 +144,784 $17,964
     TMUS229,074+144,784$17,964
CREDICORP LTD 81,231 +4,138 $17,312
     BAP81,231+4,138$17,312
ABIOMED INC 99,340 +82,838 $16,947
     ABMD99,340+82,838$16,947
TRIPADVISOR INC 557,503 +512,598 $16,936
     TRIP557,503+512,598$16,936
TRANSDIGM GROUP INC 29,869 +740 $16,727
     TDG29,869+740$16,727
IQIYI INC 743,558 +421,753 $15,697
     IQ743,558+421,753$15,697
JD COM INC 373,564 +19,374 $13,160
     JD373,564+19,374$13,160
EDITAS MEDICINE INC 418,151 +77,709 $12,381
     EDIT418,151+77,709$12,381
TIFFANY & CO NEW 92,143 -31,122 $12,315
     TIF92,143-31,122$12,315
HARLEY DAVIDSON INC 257,795 +155,374 $9,586
     HOG257,795+155,374$9,586

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 12/31/2019: $1,630,741
At 09/30/2019: $1,441,066

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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