HoldingsChannel.com
Lateef Investment Management L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
IQVIA HLDGS INC COM 310,526 +46,204 $33,493
     IQV310,526+46,204$33,493
DANAHER CORP DEL      $32,296
     DHR225,594+7,626$31,224
     DHR.PRA1,038+206$1,072
KEYSIGHT TECHNOLOGIES INC 369,613 -5,074 $30,929
     KEYS369,613-5,074$30,929
CLARIVATE ANALYTICS PLC 1,408,816 -367,663 $29,233
     CCC1,408,816-367,663$29,233
VISA INC 168,133 -22,100 $27,090
     V168,133-22,100$27,090
PTC INC 420,750 +83,400 $25,754
     PTC420,750+83,400$25,754
BALL CORP 393,803 +123,969 $25,463
     BLL393,803+123,969$25,463
EQUINIX INC 38,089 -23,356 $23,789
     EQIX38,089-23,356$23,789
PROGRESSIVE CORP OHIO 315,342 -1,696 $23,285
     PGR315,342-1,696$23,285
MARTIN MARIETTA MATLS INC 117,250 +5,858 $22,187
     MLM117,250+5,858$22,187
FISERV INC 231,347 -70,656 $21,976
     FISV231,347-70,656$21,976
ELANCO ANIMAL HEALTH INC COM 924,538 +149,196 $20,700
     ELAN924,538+149,196$20,700
NEW YORK TIMES CO 650,182 -182,971 $19,967
     NYT650,182-182,971$19,967
WOODWARD GOVERNOR CO 321,778 +321,778 $19,126
     WWD321,778+321,778$19,126
MICROSOFT CORP 120,924 +120,924 $19,071
     MSFT120,924+120,924$19,071
ARCONIC INC 1,147,821 -17,224 $18,434
     ARNC1,147,821-17,224$18,434
AON PLC 106,536 +11,013 $17,583
     AON106,536+11,013$17,583
ALPHABET INC CAP STK CL A 14,876 -1,384 $17,285
     GOOGL14,876-1,384$17,285
CATALENT INC 327,208 +327,208 $16,998
     CTLT327,208+327,208$16,998
CROWN HOLDINGS INC 278,783 +73,096 $16,181
     CCK278,783+73,096$16,181
TWITTER INC 639,619 +639,619 $15,709
     TWTR639,619+639,619$15,709
APTIV PLC 313,611 +84,141 $15,442
     APTV313,611+84,141$15,442
SVB FINL GROUP 101,605 +25,352 $15,350
     SIVB101,605+25,352$15,350
GRACO INC 303,950 -46,375 $14,811
     GGG303,950-46,375$14,811
PALO ALTO NETWORKS INC 88,078 +88,078 $14,441
     PANW88,078+88,078$14,441
DOCUSIGN INC COM 144,500 -21,825 $13,352
     DOCU144,500-21,825$13,352
BROWN FORMAN CORP      $12,105
     BF.B218,069-3,855$12,105
STARBUCKS CORP 172,327 -92,603 $11,329
     SBUX172,327-92,603$11,329
AIR LEASE CORP 488,100 -3,450 $10,807
     AL488,100-3,450$10,807
KLA TENCOR CORP 69,425 -11,275 $9,979
     KLAC69,425-11,275$9,979
TJX COS INC 189,675 +89,675 $9,068
     TJX189,675+89,675$9,068
LIBERTY MEDIA CORP DELAWARE CO 316,650 -4,300 $8,622
     FWONK316,650-4,300$8,622
GUIDEWIRE SOFTWARE INC 100,946 -142,444 $8,006
     GWRE100,946-142,444$8,006
CME GROUP INC 44,520 +8,595 $7,698
     CME44,520+8,595$7,698
THOR INDS INC 168,855 +2,760 $7,122
     THO168,855+2,760$7,122
MOODYS CORP 31,175 +16,670 $6,594
     MCO31,175+16,670$6,594
FIRST AMERN FINL CORP 138,000 +115,900 $5,853
     FAF138,000+115,900$5,853
INTERACTIVE BROKERS GROUP IN 130,975 -61,310 $5,654
     IBKR130,975-61,310$5,654
COCA COLA CO 123,875 +123,875 $5,481
     KO123,875+123,875$5,481
J P MORGAN CHASE AND CO 45,325 -3,401 $4,081
     JPM45,325-3,401$4,081
WELLS FARGO AND CO NEW 105,950 -52,950 $3,041
     WFC105,950-52,950$3,041
AMERCO 9,149 -45,539 $2,658
     UHAL9,149-45,539$2,658
FORESTAR GROUP INC 208,630 +23,602 $2,159
     FOR208,630+23,602$2,159
SCHWAB STRATEGIC TR INTRM TRM 36,646 -4,026 $2,154
     SCHR36,646-4,026$2,154
SCHWAB STRATEGIC TR US TIPS ET 35,698 -3,393 $2,053
     SCHP35,698-3,393$2,053
BIO TECHNE CORP 9,910 +3,910 $1,879
     TECH9,910+3,910$1,879
VANGUARD SCOTTSDALE FDS MORTG (VMBS) 30,920 -9,790 $1,685
     VMBS30,920-9,790$1,685
BERKSHIRE HATHAWAY INC DEL      $1,360
     BRK.A5-1$1,360
ELANCO ANIMAL HEALTH INC 31,995 +31,995 $1,316
     ELAT31,995+31,995$1,316
AMERICAN EXPRESS CO 11,300 +11,300 $967
     AXP11,300+11,300$967

See Full List: All Stocks Held By Lateef Investment Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lateef Investment Management L.P.

Size ($ in 1000's)
At 03/31/2020: $685,952
At 12/31/2019: $864,008

Lateef Investment Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lateef Investment Management L.P. 13F filings. Link to 13F filings: SEC filings

Lateef Investment Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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