0001085146-19-000233.txt : 20190128 0001085146-19-000233.hdr.sgml : 20190128 20190125183829 ACCESSION NUMBER: 0001085146-19-000233 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190128 DATE AS OF CHANGE: 20190125 EFFECTIVENESS DATE: 20190128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Global Thematic Partners, LLC CENTRAL INDEX KEY: 0001511381 IRS NUMBER: 272093087 FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14107 FILM NUMBER: 19543561 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 12-31-2018 12-31-2018 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 01-18-2019 0 61 1842502 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE INC COM 00724F101 13229 58472 SH SOLE 24146 0 34326 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77478 565256 SH SOLE 240011 0 325245 APPLIED MATLS INC COM 038222105 79313 2422499 SH SOLE 1029705 0 1392794 ARAMARK COM 03852U106 36711 1267203 SH SOLE 540585 0 726618 AUTODESK INC COM 052769106 48579 377727 SH SOLE 159510 0 218217 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 25977 871434 SH SOLE 734681 0 136753 BRUNSWICK CORP COM 117043109 19594 421849 SH SOLE 179644 0 242205 CAESARS ENTMT CORP COM 127686103 17896 2635661 SH SOLE 1114952 0 1520709 CELGENE CORP COM 151020104 45931 716689 SH SOLE 255245 0 461444 CEMEX SAB DE CV SPON ADR NEW 151290889 53950 11192912 SH SOLE 4725547 0 6467365 CERNER CORP COM 156782104 31435 599434 SH SOLE 197394 0 402040 COHEN & STEERS INC COM 19247A100 18998 553532 SH SOLE 231490 0 322042 COMCAST CORP NEW CL A 20030N101 31823 934621 SH SOLE 394435 0 540186 CREDICORP LTD COM G2519Y108 10165 45854 SH SOLE 45854 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 12814 448480 SH SOLE 162802 0 285678 D R HORTON INC COM 23331A109 49191 1419226 SH SOLE 602936 0 816290 DESPEGAR COM CORP ORD SHS G27358103 20100 1619509 SH SOLE 840335 0 776258 DISNEY WALT CO COM DISNEY 254687106 13188 120262 SH SOLE 51269 0 68993 EBAY INC COM 278642103 59650 2125022 SH SOLE 898844 0 1226178 EDITAS MEDICINE INC COM 28106W103 10004 439757 SH SOLE 139517 0 300240 FARFETCH LTD ORD SH CL A 30744W107 21275 1201245 SH SOLE 509420 0 691825 GOLDMAN SACHS GROUP INC COM 38141G104 75520 452077 SH SOLE 180591 0 271486 HARLEY DAVIDSON INC COM 412822108 12590 368997 SH SOLE 156737 0 212260 HOMOLOGY MEDICINES INC COM 438083107 3014 134776 SH SOLE 1276 0 133500 ICICI BK LTD ADR 45104G104 73698 7162018 SH SOLE 3002094 0 4159924 ILLUMINA INC COM 452327109 31875 106272 SH SOLE 32487 0 73785 IQIYI INC SPONSORED ADS 46267X108 2950 198401 SH SOLE 198401 0 0 JD COM INC SPON ADR CL A 47215P106 5073 242388 SH SOLE 242388 0 0 JOHNSON CTLS INTL PLC SHS G51502105 34083 1149500 SH SOLE 481883 0 667617 LABORATORY CORP AMER HLDGS COM NEW 50540R409 63767 504641 SH SOLE 189225 0 315416 LAUDER ESTEE COS INC CL A 518439104 21374 164286 SH SOLE 68423 0 95863 LAZARD LTD SHS A G54050102 10614 287549 SH SOLE 242190 0 45359 LIONS GATE ENTMNT CORP CL A VTG 535919401 7663 475951 SH SOLE 203044 0 272907 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5268 354104 SH SOLE 150860 0 203244 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 33373 1371701 SH SOLE 744341 0 627360 MARSH & MCLENNAN COS INC COM 571748102 11608 145559 SH SOLE 57648 0 87911 MEDIDATA SOLUTIONS INC COM 58471A105 66974 993386 SH SOLE 349312 0 644074 MEDTRONIC PLC SHS G5960L103 44202 485954 SH SOLE 159811 0 326143 MICRON TECHNOLOGY INC COM 595112103 63735 2008671 SH SOLE 848245 0 1160426 MINDBODY INC COM CL A 60255W105 37160 1020890 SH SOLE 355963 0 664927 MOHAWK INDS INC COM 608190104 33465 286132 SH SOLE 120696 0 165436 NEWMONT MINING CORP COM 651639106 59888 1728349 SH SOLE 734471 0 993878 NIKE INC CL B 654106103 33745 455140 SH SOLE 192899 0 262241 NUVASIVE INC COM 670704105 3276 66102 SH SOLE 687 0 65415 ORACLE CORP COM 68389X105 21047 466166 SH SOLE 188013 0 278153 PLANET FITNESS INC CL A 72703H101 3468 64684 SH SOLE 597 0 64087 ROPER TECHNOLOGIES INC COM 776696106 20566 77164 SH SOLE 31806 0 45358 SPOTIFY TECHNOLOGY S A SHS L8681T102 19893 175260 SH SOLE 74173 0 101087 STANLEY BLACK & DECKER INC COM 854502101 41046 342789 SH SOLE 144665 0 198124 STERICYCLE INC COM 858912108 27372 746038 SH SOLE 312220 0 433818 T MOBILE US INC COM 872590104 8899 139905 SH SOLE 57274 0 82631 TAPESTRY INC COM 876030107 27089 802624 SH SOLE 340780 0 461844 TELADOC HEALTH INC COM 87918A105 22538 454675 SH SOLE 123150 0 331525 THERMO FISHER SCIENTIFIC INC COM 883556102 45008 201117 SH SOLE 64799 0 136318 TIFFANY & CO NEW COM 886547108 7558 93877 SH SOLE 39459 0 54418 TRANSDIGM GROUP INC COM 893641100 27944 82175 SH SOLE 34739 0 47436 TRIMBLE INC COM 896239100 30128 915431 SH SOLE 388715 0 526716 TRIPADVISOR INC COM 896945201 4126 76495 SH SOLE 32483 0 44012 VEEVA SYS INC CL A COM 922475108 3447 38590 SH SOLE 365 0 38225 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 34667 6349117 SH SOLE 3311836 0 3037281 ZILLOW GROUP INC CL C CAP STK 98954M200 65490 2073767 SH SOLE 880228 0 1193539