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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 (2015Q2)
Original 13F HR (0001085146-15-001577) filed in 2015.08.04
#
Name
Shares
Value ($)
%
Options
Notes
1 POTASH CORP SASK INC 13,467,207 417,079 5.54%
2 DOW CHEM CO 6,075,615 310,887 4.13%
3 MOSAIC CO NEW 6,378,600 298,836 3.97%
4 AMBEV SA 39,575,309 241,410 3.21%
5 PRECISION CASTPARTS 1,034,283 206,723 2.75%
6 THERMO FISHER SCIENTIFIC INC 1,444,803 187,481 2.49%
7 FREEPORT-MCMORAN INC 9,880,295 183,967 2.44%
8 ICICI BANK LIMITED 16,617,789 173,158 2.30%
9 PROCTER AND GAMBLE CO 2,111,355 165,195 2.19%
10 ORACLE CORP 4,034,753 162,602 2.16%
11 STARWOOD HOTELS & RESORTS WLDWDE ORD 1,993,017 161,616 2.15%
12 CITIGROUP INC 2,862,185 158,111 2.10%
13 ADOBE INC 1,914,965 155,132 2.06%
14 HARLEY DAVIDSON INC 2,712,263 152,837 2.03%
15 EXXON MOBIL CORP 1,773,285 147,540 1.96%
16 LAUDER ESTEE COS INC 1,698,916 147,228 1.96%
17 BANK AMER CORP 8,603,635 146,435 1.95%
18 YUM BRANDS INC 1,618,697 145,815 1.94%
19 KINDER MORGAN INC DEL 3,793,756 145,642 1.93%
20 GENERAL MTRS CO 4,289,257 142,964 1.90%
21 NEWMONT CORP 6,013,446 140,474 1.87%
22 AGRIUM INC 1,300,215 137,759 1.83%
23 UBS GROUP AG COM 6,274,785 133,027 1.77%
24 T-MOBILE 3,300,015 127,943 1.70%
25 AMERICAN EXPRESS CO 1,643,771 127,758 1.70%
26 CSX CORP 3,854,330 125,846 1.67%
27 CF INDS HLDGS INC 1,950,613 125,385 1.67%
28 ITAU UNIBANCO HLDG SA 10,177,004 111,439 1.48%
29 BARRICK GOLD CORP 10,171,708 108,430 1.44%
30 WESTLAKE CHEM CORP 1,518,263 104,136 1.38%
31 AMAZON COM INC 231,300 100,407 1.33%
32 LABORATORY CORP AMER HLDGS 818,207 99,182 1.32%
33 TIFFANY 1,080,355 99,174 1.32%
34 VALERO ENERGY CORP NEW 1,506,225 94,290 1.25%
35 CREDICORP LTD 664,659 92,337 1.23%
36 STANLEY BLACK &DECKER INC 847,958 89,237 1.19%
37 V F CORP 1,261,472 87,975 1.17%
38 JD COM INC ADR 2,507,389 85,503 1.14%
39 ARTISAN PARTNERS ASSET MGMT 1,761,396 81,831 1.09%
40 AXIALL CORPORATION 2,170,751 78,257 1.04%
41 CELGENE CORP 597,387 69,138 0.92%
42 HOMEAWAY INC 2,056,098 63,984 0.85%
43 MEDIDATA SOLUTIONS INC 1,172,750 63,703 0.85%
44 UNITED TECHNOLOGIES CORP 1,646,691 63,363 0.84%
45 HERSHEY CO 711,590 63,210 0.84%
46 CALPINE CORP 3,162,314 56,891 0.76%
47 GRUBHUB INC 1,568,751 53,451 0.71%
48 VALE S A 9,664,942 48,806 0.65%
49 EBAY INC 802,444 48,336 0.64%
50 POSCO 971,920 47,711 0.63%
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