0001085146-19-002640.txt : 20191025 0001085146-19-002640.hdr.sgml : 20191025 20191025143329 ACCESSION NUMBER: 0001085146-19-002640 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191025 DATE AS OF CHANGE: 20191025 EFFECTIVENESS DATE: 20191025 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: 191169366 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 09-30-2019 09-30-2019 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 10-24-2019 0 63 1441066 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABIOMED INC COM 003654100 4299 16502 SH SOLE 0 0 16502 ADOBE INC COM 00724F101 15964 54180 SH SOLE 8837 0 45343 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 52820 311712 SH SOLE 51287 0 260425 APPLIED MATLS INC COM 038222105 46086 1026176 SH SOLE 167384 0 858792 ARAMARK COM 03852U106 61343 1701093 SH SOLE 281843 0 1419250 AUTODESK INC COM 052769106 29260 179616 SH SOLE 29432 0 150184 BOOKING HLDGS INC COM 09857L108 21797 11627 SH SOLE 1914 0 9713 BRUNSWICK CORP COM 117043109 11422 248903 SH SOLE 40674 0 208229 CATALENT INC COM 148806102 5539 102173 SH SOLE 0 0 102173 CELGENE CORP COM 151020104 13719 148409 SH SOLE 17071 0 131338 CEMEX SAB DE CV SPON ADR NEW 151290889 51242 12085271 SH SOLE 1979941 0 10105330 CERNER CORP COM 156782104 24759 337778 SH SOLE 34251 0 303527 COHEN & STEERS INC COM 19247A100 4807 93443 SH SOLE 15389 0 78054 COMCAST CORP NEW CL A 20030N101 28103 664698 SH SOLE 106825 0 557873 CREDICORP LTD COM G2519Y108 17647 77093 SH SOLE 65230 0 11863 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 16233 344622 SH SOLE 36589 0 308033 D R HORTON INC COM 23331A109 18027 418009 SH SOLE 67978 0 350031 DESPEGAR COM CORP ORD SHS G27358103 18873 1358639 SH SOLE 607134 0 751505 DISNEY WALT CO COM DISNEY 254687106 43360 310515 SH SOLE 50832 0 259683 EBAY INC COM 278642103 35684 903395 SH SOLE 146710 0 756685 EDITAS MEDICINE INC COM 28106W103 8421 340442 SH SOLE 31202 0 309240 FARFETCH LTD ORD SH CL A 30744W107 26547 1276322 SH SOLE 208857 0 1067465 GOLDMAN SACHS GROUP INC COM 38141G104 67516 329990 SH SOLE 50280 0 279710 HARLEY DAVIDSON INC COM 412822108 3669 102421 SH SOLE 15003 0 87418 HOMOLOGY MEDICINES INC COM 438083107 4276 218491 SH SOLE 0 0 218491 ICICI BK LTD ADR 45104G104 25499 2025368 SH SOLE 321789 0 1703579 ILLUMINA INC COM 452327109 42074 114288 SH SOLE 12952 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 962 34327 SH SOLE 5628 0 28699 LABORATORY CORP AMER HLDGS COM NEW 50540R409 50674 293086 SH SOLE 36344 0 256742 LAUDER ESTEE COS INC CL A 518439104 28673 156593 SH SOLE 25090 0 131503 LAZARD LTD SHS A G54050102 5326 154845 SH SOLE 84340 0 70505 LIONS GATE ENTMNT CORP CL A VTG 535919401 3435 280455 SH SOLE 45835 0 234620 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2425 208861 SH SOLE 34103 0 174758 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 25990 1048009 SH SOLE 451983 0 596026 MARSH & MCLENNAN COS INC COM 571748102 25137 251999 SH SOLE 40364 0 211635 MEDIDATA SOLUTIONS INC COM 58471A105 31284 345639 SH SOLE 39549 0 306090 MEDTRONIC PLC SHS G5960L103 32767 336453 SH SOLE 35952 0 300501 MICRON TECHNOLOGY INC COM 595112103 37210 964252 SH SOLE 156373 0 807879 MOHAWK INDS INC COM 608190104 15606 105824 SH SOLE 16781 0 89043 NEWMONT GOLDCORP CORPORATION COM 651639106 49109 1276560 SH SOLE 211038 0 1065522 NIKE INC CL B 654106103 22637 269651 SH SOLE 43990 0 225661 NUVASIVE INC COM 670704105 3829 65415 SH SOLE 0 0 65415 ORACLE CORP COM 68389X105 15789 277172 SH SOLE 42353 0 234819 PLANET FITNESS INC CL A 72703H101 4642 64087 SH SOLE 0 0 64087 ROPER TECHNOLOGIES INC COM 776696106 9997 27293 SH SOLE 4253 0 23040 SPOTIFY TECHNOLOGY S A SHS L8681T102 22121 151295 SH SOLE 24844 0 126451 STANLEY BLACK & DECKER INC COM 854502101 29099 201219 SH SOLE 32674 0 168545 STERICYCLE INC COM 858912108 20975 439266 SH SOLE 70566 0 368700 T MOBILE US INC COM 872590104 6249 84290 SH SOLE 12945 0 71345 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 319 8134 SH SOLE 1908 0 6226 TAPESTRY INC COM 876030107 38604 1216617 SH SOLE 199479 0 1017138 TELADOC HEALTH INC COM 87918A105 27589 415435 SH SOLE 38328 0 377107 THERMO FISHER SCIENTIFIC INC COM 883556102 40319 137292 SH SOLE 14270 0 123022 TIFFANY & CO NEW COM 886547108 11543 123265 SH SOLE 19877 0 103388 TRANSDIGM GROUP INC COM 893641100 14093 29129 SH SOLE 4676 0 24453 TRIMBLE INC COM 896239100 24258 537763 SH SOLE 87889 0 449874 TRIPADVISOR INC COM 896945201 2079 44905 SH SOLE 7314 0 37591 V F CORP COM 918204108 20989 240296 SH SOLE 39400 0 200896 VEEVA SYS INC CL A COM 922475108 3740 23072 SH SOLE 0 0 23072 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 28720 3327821 SH SOLE 1376732 0 1951089 ZILLOW GROUP INC CL C CAP STK 98954M200 68518 1477014 SH SOLE 242928 0 1234086