0001085146-19-001943.txt : 20190723 0001085146-19-001943.hdr.sgml : 20190723 20190723121100 ACCESSION NUMBER: 0001085146-19-001943 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190723 DATE AS OF CHANGE: 20190723 EFFECTIVENESS DATE: 20190723 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: 19967220 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 true false 0001511381 XXXXXXXX 06-30-2019 06-30-2019 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 07-23-2019 0 63 1865226 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABIOMED INC COM 003654100 4299 16502 SH SOLE 0 0 16502 ADOBE INC COM 00724F101 21264 72169 SH SOLE 26826 0 45343 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 70705 417258 SH SOLE 156833 0 260425 APPLIED MATLS INC COM 038222105 61724 1374392 SH SOLE 515600 0 858792 ARAMARK COM 03852U106 81913 2271542 SH SOLE 852292 0 1419250 AUTODESK INC COM 052769106 39199 240627 SH SOLE 90443 0 150184 BOOKING HLDGS INC COM 09857L108 29168 15559 SH SOLE 5846 0 9713 BRUNSWICK CORP COM 117043109 15265 332657 SH SOLE 124428 0 208229 CATALENT INC COM 148806102 5539 102173 SH SOLE 0 0 102173 CELGENE CORP COM 151020104 16943 183288 SH SOLE 51950 0 131338 CEMEX SAB DE CV SPON ADR NEW 151290889 68528 16162155 SH SOLE 6056825 0 10105330 CERNER CORP COM 156782104 30005 409344 SH SOLE 105817 0 303527 COHEN & STEERS INC COM 19247A100 6447 125319 SH SOLE 47265 0 78054 COMCAST CORP NEW CL A 20030N101 37441 885564 SH SOLE 327691 0 557873 CREDICORP LTD COM G2519Y108 17647 77093 SH SOLE 65230 0 11863 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 19807 420505 SH SOLE 112472 0 308033 D R HORTON INC COM 23331A109 24111 559081 SH SOLE 209050 0 350031 DESPEGAR COM CORP ORD SHS G27358103 22593 1626450 SH SOLE 874945 0 751505 DISNEY WALT CO COM DISNEY 254687106 57848 414270 SH SOLE 154587 0 259683 EBAY INC COM 278642103 47672 1206898 SH SOLE 450213 0 756685 EDITAS MEDICINE INC COM 28106W103 10024 405239 SH SOLE 95999 0 309240 FARFETCH LTD ORD SH CL A 30744W107 35475 1705546 SH SOLE 638081 0 1067465 GOLDMAN SACHS GROUP INC COM 38141G104 88480 432453 SH SOLE 152743 0 279710 HARLEY DAVIDSON INC COM 412822108 4928 137571 SH SOLE 50153 0 87418 HOMOLOGY MEDICINES INC COM 438083107 4276 218491 SH SOLE 0 0 218491 ICICI BK LTD ADR 45104G104 33914 2693736 SH SOLE 990157 0 1703579 ILLUMINA INC COM 452327109 51935 141072 SH SOLE 39736 0 101336 IQIYI INC SPONSORED ADS 46267X108 6645 321805 SH SOLE 272058 0 49747 JD COM INC SPON ADR CL A 47215P106 10728 354190 SH SOLE 298650 0 55540 KONTOOR BRANDS INC COM 50050N103 1287 45924 SH SOLE 17225 0 28699 LABORATORY CORP AMER HLDGS COM NEW 50540R409 63646 368113 SH SOLE 111371 0 256742 LAUDER ESTEE COS INC CL A 518439104 38282 209070 SH SOLE 77567 0 131503 LAZARD LTD SHS A G54050102 11301 328582 SH SOLE 258077 0 70505 LIONS GATE ENTMNT CORP CL A VTG 535919401 4598 375371 SH SOLE 140751 0 234620 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 3243 279323 SH SOLE 104565 0 174758 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 31337 1263615 SH SOLE 667589 0 596026 MARSH & MCLENNAN COS INC COM 571748102 33444 335276 SH SOLE 123641 0 211635 MEDIDATA SOLUTIONS INC COM 58471A105 38631 426815 SH SOLE 120725 0 306090 MEDTRONIC PLC SHS G5960L103 39974 410459 SH SOLE 109958 0 300501 MICRON TECHNOLOGY INC COM 595112103 49623 1285907 SH SOLE 478028 0 807879 MOHAWK INDS INC COM 608190104 20752 140716 SH SOLE 51673 0 89043 NEWMONT GOLDCORP CORPORATION COM 651639106 65459 1701567 SH SOLE 636045 0 1065522 NIKE INC CL B 654106103 30182 359526 SH SOLE 133865 0 225661 NUVASIVE INC COM 670704105 3829 65415 SH SOLE 0 0 65415 ORACLE CORP COM 68389X105 20786 364883 SH SOLE 130064 0 234819 PLANET FITNESS INC CL A 72703H101 4642 64087 SH SOLE 0 0 64087 ROPER TECHNOLOGIES INC COM 776696106 13195 36024 SH SOLE 12984 0 23040 SPOTIFY TECHNOLOGY S A SHS L8681T102 29629 202645 SH SOLE 76194 0 126451 STANLEY BLACK & DECKER INC COM 854502101 38905 269031 SH SOLE 100486 0 168545 STERICYCLE INC COM 858912108 27935 585034 SH SOLE 216334 0 368700 T MOBILE US INC COM 872590104 8244 111205 SH SOLE 39860 0 71345 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 319 8134 SH SOLE 1908 0 6226 TAPESTRY INC COM 876030107 51615 1626667 SH SOLE 609529 0 1017138 TELADOC HEALTH INC COM 87918A105 32864 494864 SH SOLE 117757 0 377107 THERMO FISHER SCIENTIFIC INC COM 883556102 49322 167947 SH SOLE 44925 0 123022 TIFFANY & CO NEW COM 886547108 15388 164322 SH SOLE 60934 0 103388 TRANSDIGM GROUP INC COM 893641100 18847 38955 SH SOLE 14502 0 24453 TRIMBLE INC COM 896239100 32446 719269 SH SOLE 269395 0 449874 TRIPADVISOR INC COM 896945201 2782 60083 SH SOLE 22492 0 37591 V F CORP COM 918204108 28080 321478 SH SOLE 120582 0 200896 VEEVA SYS INC CL A COM 922475108 3740 23072 SH SOLE 0 0 23072 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 34760 4027737 SH SOLE 2076648 0 1951089 ZILLOW GROUP INC CL C CAP STK 98954M200 91616 1974924 SH SOLE 740838 0 1234086