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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 NOODLES AND CO CL A 17,142 70,000 0.00%
2 ADECOAGRO S A 11,460 119,000 0.00%
3 CONAGRA BRANDS INC 5,842 231,000 0.01%
4 DARLING INGREDIENTS INC 19,307 249,000 0.01%
5 FMC 4,534 256,000 0.01%
6 MONDELEZ INTL INC 6,336 281,000 0.01%
7 HERSHEY CO 2,838 294,000 0.01%
8 UNITED NATURAL FOODSINC 9,015 430,000 0.01%
9 HAIN CELESTIAL GROUP INC 12,847 502,000 0.02%
10 ARCHER DANIELS MIDLAND CO 11,039 504,000 0.02%
11 Nomad Hldgs Ltd 58,900 564,000 0.02%
12 AMBEV SA 116,138 570,000 0.02%
13 SUNOPTA INC 104,042 734,000 0.02%
14 ANDERSONS INC COM 17,340 775,000 0.03%
15 TREEHOUSE FOODS INC 11,459 827,000 0.03%
16 BUNGE LIMITED 27,383 1,978,000 0.07%
17 MAKEMYTRIP LIMITED MAURITIUS 89,279 1,982,000 0.07%
18 FIRSTCASH INC 63,571 2,987,000 0.10%
19 AGRIUM INC 32,313 3,249,000 0.11%
20 ALIBABA GROUP HLDG LTD 50,290 4,416,000 0.15%
21 CREDICORP LTD 40,401 6,377,000 0.21%
22 FIBRIA CELULOSE S A SP ADR REP COM 709,067 6,815,000 0.23%
23 58 COM INC 412,923 11,562,000 0.39%
24 LIONS GATE ENTMNT CORP CL B NON VTG 584,315 14,338,000 0.48%
25 LIONS GATE ENTMNT CORP CL A VTG 584,315 15,718,000 0.53%
26 BIOGEN INC 72,387 20,528,000 0.69%
27 R H 743,173 22,815,000 0.77%
28 MEDTRONIC PLC 327,214 23,308,000 0.78%
29 US FOODS HLDG CORP 906,715 24,918,000 0.84%
30 CRITEO S A 613,626 25,208,000 0.85%
31 ARTISAN PARTNERS ASSET MGMT 1,019,392 30,328,000 1.02%
32 HARLEY DAVIDSON INC 532,353 31,058,000 1.04%
33 MEDIDATA SOLUTIONS INC 638,239 31,702,000 1.06%
34 ADOBE INC 310,098 31,924,000 1.07%
35 CELGENE CORP 298,287 34,526,000 1.16%
36 FORTINET INC 1,156,040 34,821,000 1.17%
37 MOSAIC CO NEW 1,193,881 35,017,000 1.17%
38 TRANSDIGM GROUP INC 146,105 36,373,000 1.22%
39 CBRE GROUP INC 1,208,795 38,063,000 1.28%
40 STANLEY BLACK &DECKER INC 332,713 38,159,000 1.28%
41 BANK AMER CORP 1,796,213 39,698,000 1.33%
42 RALPH LAUREN CORP 470,833 42,525,000 1.43%
43 BRUNSWICK CORP 785,363 42,834,000 1.44%
44 JOHNSON CTLS INTL PLC 1,043,153 42,966,000 1.44%
45 T MOBILE US INC 766,961 44,110,000 1.48%
46 ADVANCE AUTO PARTS INC 265,731 44,941,000 1.51%
47 GOLDMAN SACHS GROUP INC 189,292 45,324,000 1.52%
48 LAZARD LTD 1,130,255 46,444,000 1.56%
49 KELLOGG CO 658,739 48,555,000 1.63%
50 V F CORP 912,874 48,703,000 1.63%
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.