0001085146-18-001746.txt : 20180724 0001085146-18-001746.hdr.sgml : 20180724 20180724170415 ACCESSION NUMBER: 0001085146-18-001746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180724 DATE AS OF CHANGE: 20180724 EFFECTIVENESS DATE: 20180724 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: 18967027 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 06-30-2018 06-30-2018 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 07-20-2018 0 65 2729171 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE SYS INC COM 00724F101 33912 139094 SH SOLE 75936 0 63158 ADVANCE AUTO PARTS INC COM 00751Y106 32939 242734 SH SOLE 135432 0 107302 APPLE INC COM 037833100 50567 273168 SH SOLE 149166 0 124002 ARAMARK COM 03852U106 64421 1736412 SH SOLE 964867 0 771545 ATHENAHEALTH INC COM 04685W103 7874 49475 SH SOLE 521 0 48954 AUTODESK INC COM 052769106 59642 454981 SH SOLE 250285 0 204696 BAIDU INC SPON ADR REP A 056752108 2537 10440 SH SOLE 10440 0 0 BARRICK GOLD CORP COM 067901108 135 10284 SH SOLE 0 0 10284 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 44718 1390047 SH SOLE 1242484 0 147563 BRUNSWICK CORP COM 117043109 32709 507291 SH SOLE 280846 0 226445 CAESARS ENTMT CORP COM 127686103 43452 4060848 SH SOLE 2255548 0 1805300 CELGENE CORP COM 151020104 57859 728502 SH SOLE 343129 0 385373 CEMEX SAB DE CV SPON ADR NEW 151290889 70176 10697584 SH SOLE 5872990 0 4824594 CERNER CORP COM 156782104 41503 694141 SH SOLE 308910 0 385231 COHEN & STEERS INC COM 19247A100 27738 665017 SH SOLE 362518 0 302499 COMCAST CORP NEW CL A 20030N101 114247 3482064 SH SOLE 1907872 0 1574192 CREDICORP LTD COM G2519Y108 7561 33584 SH SOLE 33584 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 15565 264914 SH SOLE 115011 0 149903 D R HORTON INC COM 23331A109 54919 1339507 SH SOLE 740577 0 598930 DESPEGAR COM CORP ORD SHS G27358103 15290 729077 SH SOLE 443891 0 285186 DISNEY WALT CO COM DISNEY 254687106 68330 651958 SH SOLE 362518 0 289440 EBAY INC COM 278642103 63128 1740954 SH SOLE 957820 0 783134 EDISON INTL COM 281020107 75935 1200200 SH SOLE 658089 0 542111 EDITAS MEDICINE INC COM 28106W103 18164 506917 SH SOLE 218442 0 288475 GOLDMAN SACHS GROUP INC COM 38141G104 90114 408559 SH SOLE 214721 0 193838 HARLEY DAVIDSON INC COM 412822108 18751 445589 SH SOLE 245074 0 200515 ICICI BK LTD ADR 45104G104 88342 11001302 SH SOLE 5991644 0 5009658 ILLUMINA INC COM 452327109 8503 30443 SH SOLE 275 0 30168 IQIYI INC SPONSORED ADS 46267X108 4233 131070 SH SOLE 131070 0 0 JD COM INC SPON ADR CL A 47215P106 6307 161929 SH SOLE 161929 0 0 JOHNSON CTLS INTL PLC SHS G51502105 46195 1381037 SH SOLE 754309 0 626728 LABORATORY CORP AMER HLDGS COM NEW 50540R409 96567 537887 SH SOLE 268259 0 269628 LAUDER ESTEE COS INC CL A 518439104 36281 254261 SH SOLE 138145 0 116116 LAZARD LTD SHS A G54050102 20784 424944 SH SOLE 379585 0 45359 LIONS GATE ENTMNT CORP CL A VTG 535919401 14232 573409 SH SOLE 317851 0 255558 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 10002 426338 SH SOLE 236022 0 190316 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 33549 928058 SH SOLE 596732 0 331326 MARSH & MCLENNAN COS INC COM 571748102 60773 741418 SH SOLE 404682 0 336736 MATCH GROUP INC COM 57665R106 36980 954599 SH SOLE 527565 0 427034 MEDIDATA SOLUTIONS INC COM 58471A105 106717 1324698 SH SOLE 632237 0 692461 MEDTRONIC PLC SHS G5960L103 55940 653420 SH SOLE 299150 0 354270 MICRON TECHNOLOGY INC COM 595112103 66802 1273854 SH SOLE 695530 0 578324 MINDBODY INC COM CL A 60255W105 4179 108271 SH SOLE 971 0 107300 MOHAWK INDS INC COM 608190104 90351 421665 SH SOLE 233485 0 188180 NEWMONT MINING CORP COM 651639106 40815 1082337 SH SOLE 595606 0 486731 NIKE INC CL B 654106103 65518 822289 SH SOLE 453894 0 368395 NUVASIVE INC COM 670704105 3445 66102 SH SOLE 687 0 65415 ORACLE CORP COM 68389X105 81090 1840441 SH SOLE 1006647 0 833794 PLANET FITNESS INC CL A 72703H101 3868 88020 SH SOLE 817 0 87203 RALPH LAUREN CORP CL A 751212101 25468 202583 SH SOLE 112040 0 90543 ROPER TECHNOLOGIES INC COM 776696106 46535 168663 SH SOLE 91924 0 76739 SPOTIFY TECHNOLOGY S A SHS L8681T102 35530 211187 SH SOLE 116427 0 94760 STANLEY BLACK & DECKER INC COM 854502101 54875 413190 SH SOLE 227180 0 186010 STERICYCLE INC COM 858912108 48980 750211 SH SOLE 408588 0 341623 T MOBILE US INC COM 872590104 61710 1032811 SH SOLE 564001 0 468810 TAPESTRY INC COM 876030107 43772 937105 SH SOLE 504608 0 432497 TELADOC INC COM 87918A105 43607 751240 SH SOLE 298594 0 452646 THERMO FISHER SCIENTIFIC INC COM 883556102 47154 227644 SH SOLE 100978 0 126666 TIFFANY & CO NEW COM 886547108 59919 455310 SH SOLE 256891 0 198419 TRANSDIGM GROUP INC COM 893641100 42428 122929 SH SOLE 67760 0 55169 TRIMBLE INC COM 896239100 29949 911959 SH SOLE 476571 0 435388 TRIPADVISOR INC COM 896945201 5137 92212 SH SOLE 50959 0 41253 VEEVA SYS INC CL A COM 922475108 4676 60843 SH SOLE 562 0 60281 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 42471 3914286 SH SOLE 2424031 0 1490255 ZILLOW GROUP INC CL C CAP STK 98954M200 43301 733155 SH SOLE 422934 0 310221