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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 ADECOAGRO S A 2,029,018 18,707 0.25%
2 ADOBE INC 1,914,965 155,132 2.06%
3 AGCO CORP 176,076 9,997 0.13%
4 AGRIUM INC 1,300,215 137,759 1.83%
5 ALNYLAM PHARMACEUTICALS INC 232,620 27,885 0.37%
6 AMAZON COM INC 231,300 100,407 1.33%
7 AMBEV SA 39,575,309 241,410 3.21%
8 AMERICAN EXPRESS CO 1,643,771 127,758 1.70%
9 ANDERSONS INC COM 1,061,051 41,381 0.55%
10 ARCHER DANIELS MIDLAND CO 153,293 7,391 0.10%
11 ARTISAN PARTNERS ASSET MGMT 1,761,396 81,831 1.09%
12 AXIALL CORPORATION 2,170,751 78,257 1.04%
13 BANK AMER CORP 8,603,635 146,435 1.95%
14 BARRICK GOLD CORP 10,171,708 108,430 1.44%
15 BUNGE LIMITED 521,438 45,781 0.61%
16 CABELAS INC 954,233 47,691 0.63%
17 CALPINE CORP 3,162,314 56,891 0.76%
18 CELGENE CORP 597,387 69,138 0.92%
19 CEMEX SAB DE CV 15,598 143 0.00%
20 CF INDS HLDGS INC 1,950,613 125,385 1.67%
21 CITIGROUPINC 2,862,185 158,111 2.10%
22 COMPANHIA DE SANEAMENTO BASI 5,172,792 26,795 0.36%
23 CONAGRA BRANDS INC 532,115 23,264 0.31%
24 CREDICORP LTD 664,659 92,337 1.23%
25 CRESUD S A C I F Y A 258,846 3,370 0.04%
26 CSX CORP 3,854,330 125,846 1.67%
27 DARLING INGREDIENTS INC 1,759,556 25,796 0.34%
28 DOW CHEM CO 6,075,615 310,887 4.13%
29 EBAY INC 802,444 48,336 0.64%
30 EXXON MOBIL CORP 1,773,285 147,540 1.96%
31 FIBRIA CELULOSE S A SP ADR REP COM 10,722 146 0.00%
32 FMC 155,020 8,143 0.11%
33 FREEPORT-MCMORAN INC 9,880,295 183,967 2.44%
34 FRESH MKT INC 706,290 22,701 0.30%
35 GENERAL MTRS CO 4,289,257 142,964 1.90%
36 GREEN PLAINS INC COM 263,010 7,246 0.10%
37 GRUBHUB INC 1,568,751 53,451 0.71%
38 HARLEY DAVIDSON INC 2,712,263 152,837 2.03%
39 HERSHEY CO 711,590 63,210 0.84%
40 HOMEAWAY INC 2,056,098 63,984 0.85%
41 HOMEINNS HOTEL GROUP 1,339,201 41,408 0.55%
42 ICICI BANK LIMITED 16,617,789 173,158 2.30%
43 INGREDION INC 102,386 8,172 0.11%
44 INTREPID POTASH INC 1,723,083 20,574 0.27%
45 INTREXON CORPORATION 800,531 39,067 0.52%
46 IONIS PHARMACEUTICAL 802,556 46,189 0.61%
47 ISRAEL CHEMICALS LTD SHS 1,775,600 12,394 0.16%
48 ITAU UNIBANCO HLDG SA 10,177,004 111,439 1.48%
49 JD COM INC 2,507,389 85,503 1.14%
50 KINDER MORGAN INC DEL 3,793,756 145,642 1.93%
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