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Institutional Investment Manager
Global Thematic Partners, LLC
Global Thematic Partners, LLC (CIK: 0001511381), located at 681 Fifth Avenue, 12th Floor, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 71 holdings with a total value of $6,141,477,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 COMPANHIA ENERGETICA DE MINA 10,332 70,000 0.00%
2 CELLULAR DYN INTL INC COM 55,149 823,000 0.01%
3 MEAD JOHNSON NUTRITION CO 54,227 4,509,000 0.07%
4 PERKINELMER INC 129,343 5,828,000 0.09%
5 DARLING INGREDIENTS INC COM 356,838 7,144,000 0.12%
6 AGCO 156,666 8,641,000 0.14%
7 HARLEY DAVIDSON INC 150,528 10,025,000 0.16%
8 Zillow, Inc. 114,767 10,112,000 0.16%
9 CRESUD S A C I F Y A 1,555,848 14,454,000 0.24%
10 HILLSHIRE BRANDS COMPANY 447,355 16,667,000 0.27%
11 GOL LINHAS AEREAS INTELIGENTES SA 4,140,890 20,125,000 0.33%
12 ZOETIS INC 702,147 20,318,000 0.33%
13 CONAGRA BRANDS 734,376 22,788,000 0.37%
14 ENERGY TRANSFER PRTNRS L P 437,285 23,519,000 0.38%
15 BUNGE LIMITED 311,749 24,787,000 0.40%
16 ADECOAGRO S A 3,355,962 27,385,000 0.45%
17 ALNYLAM PHARMACEUTICALS INC 426,322 28,624,000 0.47%
18 WHITEWAVE FOODS 1,032,133 29,458,000 0.48%
19 MINDRAY MEDICAL INTL LTD 922,920 29,868,000 0.49%
20 TREEHOUSE FOODS INC 439,674 31,653,000 0.52%
21 PANERA BREAD CO 210,850 37,209,000 0.61%
22 SUNOPTA INC 3,156,299 37,277,000 0.61%
23 LAZARD LTD 843,832 39,735,000 0.65%
24 HOME INNS & HOTELS MANAG-ADR 1,245,044 40,202,000 0.65%
25 Ubs Ag Shs New 2,042,761 42,326,000 0.69%
26 CUBIST PHARMACEUTI 602,611 44,081,000 0.72%
27 CELGENE CORP 320,522 44,744,000 0.73%
28 GRUPO TELEVISA ADR 1,381,252 45,982,000 0.75%
29 CITRIX SYS INC 804,378 46,194,000 0.75%
30 FEDEX CORP 370,081 49,057,000 0.80%
31 BRASKEM S A SP ADR PFD A 3,252,300 50,800,000 0.83%
32 TUMI HOLDINGS INC 2,259,596 51,135,000 0.83%
33 MONDELEZ INTL INC 1,501,318 51,868,000 0.84%
34 ITAU UNIBANCO HLDG SA 3,498,021 51,982,000 0.85%
35 ADOBE INC 850,492 55,914,000 0.91%
36 NIKE INC 784,651 57,953,000 0.94%
37 EMBRAER S A 1,732,708 61,494,000 1.00%
38 TEVA PHARMACEUTICAL INDS LTD 1,283,357 67,817,000 1.10%
39 PEABODY ENERGY CORP 4,391,361 71,755,000 1.17%
40 NRG ENERGY INC 2,452,173 77,978,000 1.27%
41 FRESH MKT INC 2,384,011 80,103,000 1.30%
42 AMAZON COM INC 255,658 86,032,000 1.40%
43 NAVISTAR INTL CORP NEW 2,675,642 90,624,000 1.48%
44 STANLEY BLACK &DECKER INC 1,143,254 92,875,000 1.51%
45 VALERO ENERGY CORP NEW 1,780,793 94,560,000 1.54%
46 THERMO FISHER SCIENTIFIC INC 817,444 98,291,000 1.60%
47 AXIALL CORPORATION 2,199,062 98,780,000 1.61%
48 STARWOOD HOTELS & RESORTS WLDWDE ORD 1,264,089 100,621,000 1.64%
49 FREEPORT-MCMORAN INC 3,060,674 101,216,000 1.65%
50 LABORATORY CORP AMER HLDGS 1,037,264 101,870,000 1.66%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000903, filed 2014.04.24).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.