0001085146-20-000227.txt : 20200121 0001085146-20-000227.hdr.sgml : 20200121 20200121164220 ACCESSION NUMBER: 0001085146-20-000227 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200121 DATE AS OF CHANGE: 20200121 EFFECTIVENESS DATE: 20200121 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: 20536783 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 12-31-2019 12-31-2019 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 01-17-2020 0 64 1630741 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 58 COM INC SPON ADR REP A 31680Q104 37331 576719 SH SOLE 210568 0 366151 ABIOMED INC COM 003654100 16947 99340 SH SOLE 10061 0 89279 ADOBE INC COM 00724F101 43402 131596 SH SOLE 21170 0 110426 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55567 261982 SH SOLE 41997 0 219985 APPLIED MATLS INC COM 038222105 38307 627577 SH SOLE 100970 0 526607 ARAMARK COM 03852U106 22802 525388 SH SOLE 84404 0 440984 AUTODESK INC COM 052769106 49487 269746 SH SOLE 43154 0 226592 BOOKING HLDGS INC COM 09857L108 32076 15618 SH SOLE 2507 0 13111 CATALENT INC COM 148806102 7651 135904 SH SOLE 0 0 135904 CEMEX SAB DE CV SPON ADR NEW 151290889 55940 14799081 SH SOLE 2371037 0 12428044 CERNER CORP COM 156782104 25185 343171 SH SOLE 34251 0 308920 COMCAST CORP NEW CL A 20030N101 30711 682927 SH SOLE 108380 0 574547 CREDICORP LTD COM G2519Y108 17312 81231 SH SOLE 65230 0 16001 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 21340 350386 SH SOLE 36589 0 313797 D R HORTON INC COM 23331A109 22614 428713 SH SOLE 67978 0 360735 DESPEGAR COM CORP ORD SHS G27358103 25297 1876610 SH SOLE 856256 0 1020354 DISNEY WALT CO COM DISNEY 254687106 45744 316285 SH SOLE 50759 0 265526 EBAY INC COM 278642103 22042 610409 SH SOLE 96899 0 513510 EDITAS MEDICINE INC COM 28106W103 12381 418151 SH SOLE 31202 0 386949 ELANCO ANIMAL HEALTH INC COM 28414H103 36821 1250281 SH SOLE 200269 0 1050012 FARFETCH LTD ORD SH CL A 30744W107 38562 3725856 SH SOLE 596427 0 3129429 GOLDMAN SACHS GROUP INC COM 38141G104 53114 230998 SH SOLE 33516 0 197482 GUARDANT HEALTH INC COM 40131M109 5280 67572 SH SOLE 0 0 67572 HARLEY DAVIDSON INC COM 412822108 9586 257795 SH SOLE 40595 0 217200 HEALTH CATALYST INC COM 42225T107 3012 86800 SH SOLE 0 0 86800 HOMOLOGY MEDICINES INC COM 438083107 4523 218491 SH SOLE 0 0 218491 ICICI BK LTD ADR 45104G104 20340 1347864 SH SOLE 207862 0 1140002 ILLUMINA INC COM 452327109 31816 95906 SH SOLE 10615 0 85291 IQIYI INC SPONSORED ADS 46267X108 15697 743558 SH SOLE 609225 0 134333 JD COM INC SPON ADR CL A 47215P106 13160 373564 SH SOLE 298650 0 74914 JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105 3984 591851 SH SOLE 474508 0 117343 LABORATORY CORP AMER HLDGS COM NEW 50540R409 50541 298762 SH SOLE 36344 0 262418 LAUDER ESTEE COS INC CL A 518439104 21161 102458 SH SOLE 15775 0 86683 LAZARD LTD SHS A G54050102 6718 168125 SH SOLE 84340 0 83785 LIONS GATE ENTMNT CORP CL A VTG 535919401 3065 287627 SH SOLE 45835 0 241792 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2127 214184 SH SOLE 34103 0 180081 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 28068 1225747 SH SOLE 563264 0 662483 MARSH & MCLENNAN COS INC COM 571748102 28784 258363 SH SOLE 40364 0 217999 MCDONALDS CORP COM 580135101 46303 234318 SH SOLE 37642 0 196676 MEDTRONIC PLC SHS G5960L103 35359 311671 SH SOLE 35952 0 275719 MERCADOLIBRE INC COM 58733R102 6721 11751 SH SOLE 9525 0 2226 MICRON TECHNOLOGY INC COM 595112103 42434 789028 SH SOLE 126343 0 662685 MOHAWK INDS INC COM 608190104 22100 162049 SH SOLE 25666 0 136383 NEWMONT GOLDCORP CORPORATION COM 651639106 63720 1466507 SH SOLE 236188 0 1230319 NIKE INC CL B 654106103 40121 396021 SH SOLE 63416 0 332605 NUVASIVE INC COM 670704105 5059 65415 SH SOLE 0 0 65415 ORACLE CORP COM 68389X105 30240 570804 SH SOLE 89853 0 480951 PLANET FITNESS INC CL A 72703H101 4786 64087 SH SOLE 0 0 64087 SPOTIFY TECHNOLOGY S A SHS L8681T102 18839 125974 SH SOLE 20157 0 105817 STERICYCLE INC COM 858912108 24981 391495 SH SOLE 61065 0 330430 T MOBILE US INC COM 872590104 17964 229074 SH SOLE 35809 0 193265 TAPESTRY INC COM 876030107 33655 1247896 SH SOLE 199479 0 1048417 TELADOC HEALTH INC COM 87918A105 19439 232192 SH SOLE 23331 0 208861 THE REALREAL INC COM 88339P101 4901 260049 SH SOLE 41765 0 218284 THERMO FISHER SCIENTIFIC INC COM 883556102 45333 139541 SH SOLE 14270 0 125271 TIFFANY & CO NEW COM 886547108 12315 92143 SH SOLE 14716 0 77427 TRANSDIGM GROUP INC COM 893641100 16727 29869 SH SOLE 4676 0 25193 TRIMBLE INC COM 896239100 30338 727719 SH SOLE 116204 0 611515 TRIPADVISOR INC COM 896945201 16936 557503 SH SOLE 89348 0 468155 V F CORP COM 918204108 39284 394179 SH SOLE 63372 0 330807 VEEVA SYS INC CL A COM 922475108 3245 23072 SH SOLE 0 0 23072 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 33564 2368773 SH SOLE 1012295 0 1356478 YUM CHINA HLDGS INC COM 98850P109 7166 149258 SH SOLE 120598 0 28660 ZILLOW GROUP INC CL C CAP STK 98954M200 50716 1103924 SH SOLE 177301 0 926623