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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 (2015Q1)
Portfolio Summary: 81 holdings with a total value of $6,679,254,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CEMEX SAB DE CV 13,109 124,000 0.00%
2 ARCHER DANIELS M 66,391 3,147,000 0.05%
3 FMC 82,986 4,750,000 0.07%
4 GREEN PLAINS INC COM 184,420 5,265,000 0.08%
5 CRESUD S A C I F Y A 430,050 5,917,000 0.09%
6 NOODLES AND CO CL A 416,087 7,257,000 0.11%
7 INGREDION INC 100,578 7,827,000 0.12%
8 POST HLDGS INC 242,600 11,362,000 0.17%
9 ZOETIS INC 267,486 12,381,000 0.19%
10 ISRAEL CHEMICALS LTD SHS 1,852,795 13,137,000 0.20%
11 INTREPID POTASH INC 1,344,040 15,524,000 0.23%
12 SUNOPTA INC 1,472,824 15,641,000 0.23%
13 ADECOAGRO S A 2,102,426 21,486,000 0.32%
14 LIONS GATE ENTERTAINMENT ORD 639,681 21,699,000 0.32%
15 TREEHOUSE FOODS INC 269,521 22,915,000 0.34%
16 DARLING INGREDIENTS INC COM 1,731,363 24,257,000 0.36%
17 LATAM AIRLS GROUP S A 3,208,292 25,859,000 0.39%
18 AGCO 586,615 27,944,000 0.42%
19 LENDINGCLUB CORP 1,425,955 28,020,000 0.42%
20 COMPANHIA DE SANEAM ADRF SPONSORED ADR 5,172,307 28,031,000 0.42%
21 PANERA BREAD CO 186,591 29,853,000 0.45%
22 INTREXON CORP 692,884 31,436,000 0.47%
23 BANCOLOMBIA S A 892,121 35,085,000 0.53%
24 MINDRAY MEDICAL INTL LTD 1,288,319 35,237,000 0.53%
25 ANDERSONS INC COM 873,679 36,144,000 0.54%
26 HOMEINNS HOTEL GROUP 1,550,432 36,699,000 0.55%
27 FIBRIA CELULOSE S A SP ADR REP COM 2,715,012 38,366,000 0.57%
28 ALNYLAM PHARMACEUTICALS INC 385,334 40,234,000 0.60%
29 CONAGRA BRANDS 1,130,950 41,314,000 0.62%
30 BUNGE LIMITED 506,594 41,724,000 0.62%
31 TUMI HOLDINGS INC 1,776,394 43,453,000 0.65%
32 COBALT INTL ENERGY INC 4,676,957 44,013,000 0.66%
33 TARGA RES CORP 500,025 47,896,000 0.72%
34 NAVISTAR INTL CORP NEW 1,628,203 48,031,000 0.72%
35 CALPINE CORP 2,102,367 48,080,000 0.72%
36 IONIS PHARMACEUTICAL 866,770 55,190,000 0.83%
37 MEDIDATA SOLUTIONS INC 1,170,352 57,394,000 0.86%
38 HOMEAWAY INC 2,055,352 62,010,000 0.93%
39 NEWMONT CORP 2,936,829 63,757,000 0.95%
40 GRUBHUB INC 1,430,375 64,923,000 0.97%
41 ARTISAN PARTNERS ASSET MGMT 1,445,715 65,722,000 0.98%
42 CELGENE CORP 597,464 68,877,000 1.03%
43 LAZARD LTD 1,347,353 70,854,000 1.06%
44 GOLDMAN SACHS GROUP INC 377,719 70,999,000 1.06%
45 T-MOBILE 2,268,077 71,875,000 1.08%
46 FRESH MKT INC 1,781,867 72,414,000 1.08%
47 CREDICORP LTD 526,245 74,007,000 1.11%
48 MONDELEZ INTL INC 2,227,863 80,401,000 1.20%
49 AMERICAN EXPRESS CO 1,029,572 80,428,000 1.20%
50 STANLEY BLACK &DECKER INC 852,011 81,246,000 1.22%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001085146-15-001040, filed 2015.05.05).

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.