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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 (2014Q3)
Portfolio Summary: 77 holdings with a total value of $6,613,767,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CELLULAR DYN INTL INC COM 55,149 388,000 0.01%
2 ANDERSONS INC COM 70,165 4,413,000 0.07%
3 PERKINELMER INC 129,343 5,639,000 0.09%
4 SUNOPTA INC 497,630 6,006,000 0.09%
5 POST HLDGS INC 186,608 6,192,000 0.09%
6 ANNIE S INC 230,824 10,595,000 0.16%
7 INGREDION INC 156,029 11,824,000 0.18%
8 CRESUD S A C I F Y A 1,345,967 14,670,000 0.22%
9 ZOETIS INC 597,851 22,090,000 0.33%
10 INTREXON CORPORATION 1,383,120 25,697,000 0.39%
11 ADECOAGRO S A 2,988,825 26,301,000 0.40%
12 TREEHOUSE FOODS INC 362,044 29,145,000 0.44%
13 DARLING INGREDIENTS INC 1,614,872 29,584,000 0.45%
14 MINDRAY MEDICAL INTL LTD 1,039,349 31,347,000 0.47%
15 ALNYLAM PHARMACEUTICALS INC 409,603 31,987,000 0.48%
16 IONIS PHARMACEUTICAL 847,196 32,898,000 0.50%
17 ROCK-TENN COMPANY 710,493 33,806,000 0.51%
18 LATAM AIRLS GROUP S A 2,998,071 34,087,000 0.52%
19 HOME INNS & HOTELS MANAG-ADR 1,195,073 34,643,000 0.52%
20 IROBOT CORP 1,154,436 35,150,000 0.53%
21 LAZARD LTD 695,282 35,249,000 0.53%
22 COBALT INTL ENERGY INC 2,614,255 35,556,000 0.54%
23 TUMI HOLDINGS INC 1,927,297 39,217,000 0.59%
24 LULULEMON ATHLETICA INC 942,513 39,596,000 0.60%
25 BUNGE LIMITED 479,329 40,375,000 0.61%
26 BRASKEM S A SP ADR PFD A 3,267,573 43,032,000 0.65%
27 CUBIST PHARMACEUTI 658,193 43,664,000 0.66%
28 COMPANHIA DE SANEAMENTO BASI 5,567,593 45,153,000 0.68%
29 MEDIDATA SOLUTIONS INC 1,116,358 49,445,000 0.75%
30 NIKE INC 604,036 53,877,000 0.81%
31 HOMEAWAY INC 1,548,490 54,970,000 0.83%
32 FIBRIA CELULOSE S A SP ADR REP COM 5,258,158 57,839,000 0.87%
33 HARLEY DAVIDSON INC 1,010,299 58,802,000 0.89%
34 VALERO ENERGY CORP NEW 1,282,419 59,336,000 0.90%
35 CELGENE CORP 641,710 60,821,000 0.92%
36 PEABODY ENERGY CORP 5,416,960 67,064,000 1.01%
37 CITRIX SYS INC 941,109 67,138,000 1.02%
38 PANERA BREAD CO 420,000 68,343,000 1.03%
39 ADOBE INC 1,000,314 69,211,000 1.05%
40 CALPINE CORP 3,190,071 69,222,000 1.05%
41 AGCO CORP 1,583,557 71,991,000 1.09%
42 TESORO CORP 1,184,929 72,256,000 1.09%
43 ICICI BANK LIMITED 1,514,314 74,352,000 1.12%
44 AXIALL CORPORATION 2,077,006 74,375,000 1.12%
45 JD COM INC 2,936,294 75,817,000 1.15%
46 GENERAL MTRS CO 2,389,756 76,328,000 1.15%
47 ARTISAN PARTNERS ASSET MGMT 1,542,137 80,269,000 1.21%
48 MONDELEZ INTL INC 2,349,435 80,504,000 1.22%
49 FRESH MKT INC 2,325,866 81,247,000 1.23%
50 WEYERHAEUSER CO 2,559,512 81,544,000 1.23%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-002028, filed 2014.10.27).

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.