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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
51 TUMI HOLDINGS INC 1,776,394 43,453,000 0.65%
52 BUNGE LIMITED 506,594 41,724,000 0.62%
53 CONAGRA BRANDS 1,130,950 41,314,000 0.62%
54 ALNYLAM PHARMACEUTICALS INC 385,334 40,234,000 0.60%
55 FIBRIA CELULOSE S A SP ADR REP COM 2,715,012 38,366,000 0.57%
56 HOMEINNS HOTEL GROUP 1,550,432 36,699,000 0.55%
57 ANDERSONS INC COM 873,679 36,144,000 0.54%
58 MINDRAY MEDICAL INTL LTD 1,288,319 35,237,000 0.53%
59 BANCOLOMBIA S A 892,121 35,085,000 0.53%
60 INTREXON CORP 692,884 31,436,000 0.47%
61 PANERA BREAD CO 186,591 29,853,000 0.45%
62 COMPANHIA DE SANEAM ADRF SPONSORED ADR 5,172,307 28,031,000 0.42%
63 LENDINGCLUB CORP 1,425,955 28,020,000 0.42%
64 AGCO 586,615 27,944,000 0.42%
65 LATAM AIRLS GROUP S A 3,208,292 25,859,000 0.39%
66 DARLING INGREDIENTS INC COM 1,731,363 24,257,000 0.36%
67 TREEHOUSE FOODS INC 269,521 22,915,000 0.34%
68 LIONS GATE ENTERTAINMENT ORD 639,681 21,699,000 0.32%
69 ADECOAGRO S A 2,102,426 21,486,000 0.32%
70 SUNOPTA INC 1,472,824 15,641,000 0.23%
71 INTREPID POTASH INC 1,344,040 15,524,000 0.23%
72 ISRAEL CHEMICALS LTD SHS 1,852,795 13,137,000 0.20%
73 ZOETIS INC 267,486 12,381,000 0.19%
74 POST HLDGS INC 242,600 11,362,000 0.17%
75 INGREDION INC 100,578 7,827,000 0.12%
76 NOODLES AND CO CL A 416,087 7,257,000 0.11%
77 CRESUD S A C I F Y A 430,050 5,917,000 0.09%
78 GREEN PLAINS INC COM 184,420 5,265,000 0.08%
79 FMC 82,986 4,750,000 0.07%
80 ARCHER DANIELS M 66,391 3,147,000 0.05%
81 CEMEX SAB DE CV 13,109 124,000 0.00%
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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.