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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 (2016Q4)
Portfolio Summary: 75 holdings with a total value of $2,981,363,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MONSANTO CO NEW 1,445,481 152,081,000 5.10%
2 APPLE INC 1,163,547 134,761,000 4.52%
3 NIKE INC 2,152,871 109,430,000 3.67%
4 ORACLE CORP 2,497,048 96,011,000 3.22%
5 EBAY INC 3,063,946 90,969,000 3.05%
6 ICICI BANK LIMITED 11,861,393 88,841,000 2.98%
7 POTASH CORP SASK INC 4,839,761 87,552,000 2.94%
8 LABORATORY CORP AMER HLDGS 661,733 84,956,000 2.85%
9 NEWMONT CORP 2,487,359 84,743,000 2.84%
10 TIME WARNER INC 836,112 80,711,000 2.71%
11 GENERAL MTRS CO 2,295,793 79,987,000 2.68%
12 CF INDS HLDGS INC 2,501,266 78,741,000 2.64%
13 COMCAST CORP NEW 1,074,235 74,177,000 2.49%
14 JD COM INC ADR 2,914,260 74,138,000 2.49%
15 TIFFANY 907,331 70,255,000 2.36%
16 JPMORGAN CHASE & CO 772,572 66,666,000 2.24%
17 LAUDER ESTEE COS INC 843,880 64,548,000 2.17%
18 THERMO FISHER SCIENTIFIC INC 455,824 64,316,000 2.16%
19 CERNER CORP 1,350,971 63,995,000 2.15%
20 GILEAD SCIENCES INC 880,164 63,028,000 2.11%
21 MARSH & MCLENNAN COS INC 922,116 62,327,000 2.09%
22 ROPER TECHNOLOGIES INC 340,244 62,292,000 2.09%
23 MOHAWK INDS 302,065 60,316,000 2.02%
24 ARAMARK 1,523,453 54,418,000 1.83%
25 STERICYCLE 667,536 51,428,000 1.72%
26 V F CORP 912,874 48,703,000 1.63%
27 KELLOGG CO 658,739 48,555,000 1.63%
28 LAZARD LTD 1,130,255 46,444,000 1.56%
29 GOLDMAN SACHS GROUP INC 189,292 45,324,000 1.52%
30 ADVANCE AUTO PARTS INC 265,731 44,941,000 1.51%
31 T-MOBILE 766,961 44,110,000 1.48%
32 JOHNSON CTLS INTL PLC 1,043,153 42,966,000 1.44%
33 BRUNSWICK CORP 785,363 42,834,000 1.44%
34 RALPH LAUREN CORP 470,833 42,525,000 1.43%
35 BANK AMER CORP 1,796,213 39,698,000 1.33%
36 STANLEY BLACK &DECKER INC 332,713 38,159,000 1.28%
37 CBRE GROUP INC 1,208,795 38,063,000 1.28%
38 TRANSDIGM GROUP INC COM 146,105 36,373,000 1.22%
39 MOSAIC CO NEW 1,193,881 35,017,000 1.17%
40 FORTINET 1,156,040 34,821,000 1.17%
41 CELGENE CORP 298,287 34,526,000 1.16%
42 ADOBE INC 310,098 31,924,000 1.07%
43 MEDIDATA SOLUTIONS INC 638,239 31,702,000 1.06%
44 HARLEY DAVIDSON INC 532,353 31,058,000 1.04%
45 ARTISAN PARTNERS ASSET MGMT 1,019,392 30,328,000 1.02%
46 CRITEO SA 613,626 25,208,000 0.85%
47 US FOODS HLDG CORP 906,715 24,918,000 0.84%
48 MEDTRONIC PLC 327,214 23,308,000 0.78%
49 RESTORATION HARDWARE HLDGS I 743,173 22,815,000 0.77%
50 BIOGEN INC 72,387 20,528,000 0.69%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000184, filed 2017.01.26).

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.