Dark
Light
System
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 (2015Q3)
Portfolio Summary: 89 holdings with a total value of $5,955,934,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 CEMEX SAB DE CV 15,598 109,000 0.00%
2 OVASCIENCE INC COM 23,864 203,000 0.00%
3 NAVISTAR INTL CORP NEW 68,741 874,000 0.01%
4 KEURIG GREEN MTN INC 85,846 4,476,000 0.08%
5 GREEN PLAINS INC COM 260,661 5,074,000 0.09%
6 COMPANHIA DE SANEAMENTO BASI 1,502,855 5,831,000 0.10%
7 INGREDION INC 75,639 6,604,000 0.11%
8 TYSON FOODS INC 163,871 7,063,000 0.12%
9 ARCHER DANIELS MIDLAND CO 180,725 7,490,000 0.13%
10 FMC 228,860 7,760,000 0.13%
11 NOODLES AND CO CL A 578,548 8,192,000 0.14%
12 ISRAEL CHEMICALS LTD SHS 1,744,856 8,935,000 0.15%
13 TARGA RES CORP 174,954 9,013,000 0.15%
14 INTREPID POTASH INC 1,708,034 9,463,000 0.16%
15 PANERA BREAD CO 51,603 9,981,000 0.17%
16 ZOETIS INC 250,606 10,320,000 0.17%
17 CONAGRA BRANDS INC 302,352 12,249,000 0.21%
18 ADECOAGRO S A 2,007,791 15,982,000 0.27%
19 FRESH MKT INC 745,020 16,830,000 0.28%
20 MONDELEZ INTL INC 413,336 17,306,000 0.29%
21 SUNOPTA INC 3,593,372 17,463,000 0.29%
22 ALNYLAM PHARMACEUTICALS INC 225,125 18,092,000 0.30%
23 DARLING INGREDIENTS INC 1,706,837 19,185,000 0.32%
24 INTREXON CORPORATION 614,035 19,525,000 0.33%
25 UNITED NATURAL FOODSINC 447,444 21,705,000 0.36%
26 SPIRIT AIRLS INC 478,392 22,627,000 0.38%
27 TREEHOUSE FOODS INC 301,046 23,419,000 0.39%
28 PAYPAL HLDGS INC 781,717 24,266,000 0.41%
29 AXIALL CORPORATION 1,627,173 25,528,000 0.43%
30 MINDRAY MEDICAL INTL LTD 1,223,525 26,759,000 0.45%
31 LAZARD LTD 711,517 30,807,000 0.52%
32 TIM PARTICIPACOES S A 3,323,158 31,403,000 0.53%
33 IONIS PHARMACEUTICAL 782,452 31,624,000 0.53%
34 VALE S A 9,496,395 31,814,000 0.53%
35 BUNGE LIMITED 435,879 31,949,000 0.54%
36 LENDINGCLUB CORP 2,604,296 34,454,000 0.58%
37 TUMI HOLDINGS INC 1,987,927 35,025,000 0.59%
38 ANDERSONS INC COM 1,070,909 36,476,000 0.61%
39 HOMEINNS HOTEL GROUP 1,315,528 37,808,000 0.63%
40 MARSH & MCLENNAN COS INC 754,057 39,377,000 0.66%
41 CELGENE CORP 384,378 41,580,000 0.70%
42 CABELAS INC 930,484 42,429,000 0.71%
43 FREEPORT-MCMORAN INC 4,382,431 42,468,000 0.71%
44 MONSANTO CO NEW 511,335 43,637,000 0.73%
45 CALPINE CORP 3,062,683 44,716,000 0.75%
46 YUM BRANDS INC 588,296 47,035,000 0.79%
47 MEDIDATA SOLUTIONS INC 1,138,292 47,933,000 0.80%
48 GRUBHUB INC 2,125,906 51,743,000 0.87%
49 HOMEAWAY INC 2,002,092 53,135,000 0.89%
50 POSCO 1,580,974 55,365,000 0.93%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002116, filed 2015.11.02).

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.