0001085146-15-001577.txt : 20150804 0001085146-15-001577.hdr.sgml : 20150804 20150804163954 ACCESSION NUMBER: 0001085146-15-001577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150804 DATE AS OF CHANGE: 20150804 EFFECTIVENESS DATE: 20150804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Global Thematic Partners, LLC CENTRAL INDEX KEY: 0001511381 IRS NUMBER: 133241232 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14107 FILM NUMBER: 151026073 BUSINESS ADDRESS: STREET 1: 681 FIFTH AVENUE, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-223-6968 MAIL ADDRESS: STREET 1: 681 FIFTH AVENUE, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001511381 XXXXXXXX 06-30-2015 06-30-2015 false Global Thematic Partners, LLC

681 FIFTH AVENUE, 12TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-14107 N Dolores Eliot 212-223-6968 /s/ Dolores Eliot New York NY 08-04-2015 0 90 7527632 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADECOAGRO S A COM L00849106 18707 2029018 SH SOLE 409018 0 1620000 ADOBE SYS INC COM 00724F101 155132 1914965 SH SOLE 1326545 0 588420 AGCO CORP COM 001084102 9997 176076 SH SOLE 51753 0 124323 AGRIUM INC COM 008916108 137759 1300215 SH SOLE 295951 0 1004264 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 27885 232620 SH SOLE 151373 0 81247 AMAZON COM INC COM 023135106 100407 231300 SH SOLE 161290 0 70010 AMBEV SA SPONSORED ADR 02319V103 241410 39575309 SH SOLE 24834755 0 14740554 AMERICAN EXPRESS CO COM 025816109 127758 1643771 SH SOLE 1139500 0 504271 ANDERSONS INC COM 034164103 41381 1061051 SH SOLE 243894 0 817157 ARCHER DANIELS MIDLAND CO COM 039483102 7391 153293 SH SOLE 29132 0 124161 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 81831 1761396 SH SOLE 1211769 0 549627 AXIALL CORP COM 05463D100 78257 2170751 SH SOLE 1514382 0 656369 BANK AMER CORP COM 060505104 146435 8603635 SH SOLE 5836170 0 2767465 BARRICK GOLD CORP COM 067901108 108430 10171708 SH SOLE 7257267 0 2914441 BUNGE LIMITED COM G16962105 45781 521438 SH SOLE 115954 0 405484 CABELAS INC COM 126804301 47691 954233 SH SOLE 666711 0 287522 CALPINE CORP COM NEW 131347304 56891 3162314 SH SOLE 2207651 0 954663 CELGENE CORP COM 151020104 69138 597387 SH SOLE 389655 0 207732 CEMEX SAB DE CV SPON ADR NEW 151290889 143 15598 SH SOLE 0 0 15598 CF INDS HLDGS INC COM 125269100 125385 1950613 SH SOLE 467368 0 1483245 CITIGROUP INC COM NEW 172967424 158111 2862185 SH SOLE 1904579 0 957606 COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 26795 5172792 SH SOLE 3720939 0 1451853 CONAGRA FOODS INC COM 205887102 23264 532115 SH SOLE 130875 0 401240 CREDICORP LTD COM G2519Y108 92337 664659 SH SOLE 458992 0 205667 CRESUD S A C I F Y A SPONSORED ADR 226406106 3370 258846 SH SOLE 26178 0 232668 CSX CORP COM 126408103 125846 3854330 SH SOLE 2623740 0 1230590 DARLING INGREDIENTS INC COM 237266101 25796 1759556 SH SOLE 406046 0 1353510 DOW CHEM CO COM 260543103 310887 6075615 SH SOLE 3877287 0 2198328 EBAY INC COM 278642103 48336 802444 SH SOLE 559794 0 242650 EXXON MOBIL CORP COM 30231G102 147540 1773285 SH SOLE 1236499 0 536786 F M C CORP COM NEW 302491303 8143 155020 SH SOLE 51588 0 103432 FIBRIA CELULOSE S A SP ADR REP COM 31573A109 146 10722 SH SOLE 0 0 10722 FREEPORT-MCMORAN INC CL B 35671D857 183967 9880295 SH SOLE 7041093 0 2839202 FRESH MKT INC COM 35804H106 22701 706290 SH SOLE 162042 0 544248 GENERAL MTRS CO COM 37045V100 142964 4289257 SH SOLE 3026929 0 1262328 GREEN PLAINS INC COM 393222104 7246 263010 SH SOLE 59662 0 203348 GRUBHUB INC COM 400110102 53451 1568751 SH SOLE 1090722 0 478029 HARLEY DAVIDSON INC COM 412822108 152837 2712263 SH SOLE 1881667 0 830596 HERSHEY CO COM 427866108 63210 711590 SH SOLE 413319 0 298271 HOMEAWAY INC COM 43739Q100 63984 2056098 SH SOLE 1433447 0 622651 HOMEINNS HOTEL GROUP SPONSORED ADR 43742E102 41408 1339201 SH SOLE 972741 0 366460 ICICI BK LTD ADR 45104G104 173158 16617789 SH SOLE 11990645 0 4627144 INGREDION INC COM 457187102 8172 102386 SH SOLE 27307 0 75079 INTREPID POTASH INC COM 46121Y102 20574 1723083 SH SOLE 391690 0 1331393 INTREXON CORP COM 46122T102 39067 800531 SH SOLE 559981 0 240550 ISIS PHARMACEUTICALS INC COM 464330109 46189 802556 SH SOLE 545617 0 256939 ISRAEL CHEMICALS LTD SHS M5920A109 12394 1775600 SH SOLE 421920 0 1353680 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 111439 10177004 SH SOLE 7369611 0 2807393 JD COM INC SPON ADR CL A 47215P106 85503 2507389 SH SOLE 1816950 0 690439 KINDER MORGAN INC DEL COM 49456B101 145642 3793756 SH SOLE 2631633 0 1162123 LABORATORY CORP AMER HLDGS COM NEW 50540R409 99182 818207 SH SOLE 531617 0 286590 LAUDER ESTEE COS INC CL A 518439104 147228 1698916 SH SOLE 1148587 0 550329 LAZARD LTD SHS A G54050102 41446 736931 SH SOLE 585648 0 151283 LENDINGCLUB CORP COM 52603A109 29634 2009061 SH SOLE 1404331 0 604730 MEDIDATA SOLUTIONS INC COM 58471A105 63703 1172750 SH SOLE 784844 0 387906 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 35460 1244230 SH SOLE 901830 0 342400 MONDELEZ INTL INC CL A 609207105 18567 451320 SH SOLE 117818 0 333502 MONSANTO CO NEW COM 61166W101 8992 84352 SH SOLE 19291 0 65061 MOSAIC CO NEW COM 61945C103 298836 6378600 SH SOLE 2600048 0 3778552 NAVISTAR INTL CORP NEW COM 63934E108 36874 1629388 SH SOLE 1101952 0 527436 NEWMONT MINING CORP COM 651639106 140474 6013446 SH SOLE 4058158 0 1955288 NOODLES & CO CL A 65540B105 8526 583973 SH SOLE 130229 0 453744 ORACLE CORP COM 68389X105 162602 4034753 SH SOLE 2832923 0 1201830 OVASCIENCE INC COM 69014Q101 15891 549236 SH SOLE 382834 0 166402 PANERA BREAD CO CL A 69840W108 28246 161616 SH SOLE 36197 0 125419 POSCO SPONSORED ADR 693483109 47711 971920 SH SOLE 700092 0 271828 POST HLDGS INC COM 737446104 14867 275666 SH SOLE 62648 0 213018 POTASH CORP SASK INC COM 73755L107 417079 13467207 SH SOLE 6754478 0 6712729 PRECISION CASTPARTS CORP COM 740189105 206723 1034283 SH SOLE 716144 0 318139 PROCTER & GAMBLE CO COM 742718109 165195 2111355 SH SOLE 1469403 0 641952 SPIRIT AIRLS INC COM 848577102 30471 490671 SH SOLE 341369 0 149302 STANLEY BLACK & DECKER INC COM 854502101 89237 847958 SH SOLE 573849 0 274109 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 161616 1993017 SH SOLE 1366340 0 626677 SUNOPTA INC COM 8676EP108 19118 1781674 SH SOLE 407413 0 1374261 T MOBILE US INC COM 872590104 127943 3300015 SH SOLE 2303894 0 996121 TARGA RES CORP COM 87612G101 44695 500952 SH SOLE 348761 0 152191 THERMO FISHER SCIENTIFIC INC COM 883556102 187481 1444803 SH SOLE 932101 0 512702 TIFFANY & CO NEW COM 886547108 99174 1080355 SH SOLE 754137 0 326218 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 39526 2415916 SH SOLE 1750301 0 665615 TREEHOUSE FOODS INC COM 89469A104 23699 292471 SH SOLE 82816 0 209655 TUMI HLDGS INC COM 89969Q104 41982 2045810 SH SOLE 1432213 0 613597 TYCO INTL PLC SHS G91442106 63363 1646691 SH SOLE 1189112 0 457579 UBS GROUP AG SHS H42097107 133027 6274785 SH SOLE 4461452 0 1813333 UNITED NAT FOODS INC COM 911163103 12685 199213 SH SOLE 43219 0 155994 V F CORP COM 918204108 87975 1261472 SH SOLE 882150 0 379322 VALE S A ADR REPSTG PFD 91912E204 48806 9664942 SH SOLE 7002273 0 2662669 VALERO ENERGY CORP NEW COM 91913Y100 94290 1506225 SH SOLE 1072080 0 434145 WESTLAKE CHEM CORP COM 960413102 104136 1518263 SH SOLE 1055433 0 462830 YUM BRANDS INC COM 988498101 145815 1618697 SH SOLE 1077887 0 540810 ZOETIS INC CL A 98978V103 13071 271037 SH SOLE 90327 0 180710