0001085146-18-002381.txt : 20181025 0001085146-18-002381.hdr.sgml : 20181025 20181025103709 ACCESSION NUMBER: 0001085146-18-002381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181025 DATE AS OF CHANGE: 20181025 EFFECTIVENESS DATE: 20181025 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: 181137960 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 09-30-2018 09-30-2018 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 10-19-2018 0 61 2544078 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE SYS INC COM 00724F101 17732 65685 SH SOLE 32308 0 33377 ADVANCE AUTO PARTS INC COM 00751Y106 16651 98914 SH SOLE 49170 0 49744 APPLIED MATLS INC COM 038222105 105571 2731465 SH SOLE 1380511 0 1350954 ARAMARK COM 03852U106 69857 1623817 SH SOLE 824072 0 799745 AUTODESK INC COM 052769106 66479 425842 SH SOLE 213846 0 211996 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 46055 1209406 SH SOLE 1061843 0 147563 BRUNSWICK CORP COM 117043109 31882 475708 SH SOLE 240563 0 235145 CAESARS ENTMT CORP COM 127686103 48248 4707059 SH SOLE 2384874 0 2322185 CELGENE CORP COM 151020104 70732 790380 SH SOLE 338816 0 451564 CEMEX SAB DE CV SPON ADR NEW 151290889 88804 12614126 SH SOLE 6334666 0 6279460 CERNER CORP COM 156782104 42392 658171 SH SOLE 263840 0 394331 COHEN & STEERS INC COM 19247A100 25310 623200 SH SOLE 310201 0 312999 COMCAST CORP NEW CL A 20030N101 37288 1053029 SH SOLE 528570 0 524459 CREDICORP LTD COM G2519Y108 7229 32403 SH SOLE 32403 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 22054 497276 SH SOLE 218026 0 279250 D R HORTON INC COM 23331A109 67423 1598449 SH SOLE 808240 0 790209 DESPEGAR COM CORP ORD SHS G27358103 26838 1590910 SH SOLE 895551 0 695359 DISNEY WALT CO COM DISNEY 254687106 60489 517259 SH SOLE 263086 0 254173 EBAY INC COM 278642103 79135 2396642 SH SOLE 1205552 0 1191090 EDITAS MEDICINE INC COM 28106W103 15323 481568 SH SOLE 186693 0 294875 GOLDMAN SACHS GROUP INC COM 38141G104 84853 378405 SH SOLE 177267 0 201138 HARLEY DAVIDSON INC COM 412822108 18944 418185 SH SOLE 210070 0 208115 HOMOLOGY MEDICINES INC COM 438083107 3081 134776 SH SOLE 1276 0 133500 ICICI BK LTD ADR 45104G104 107503 12662360 SH SOLE 6278307 0 6384053 ILLUMINA INC COM 452327109 11174 30443 SH SOLE 275 0 30168 IQIYI INC SPONSORED ADS 46267X108 3799 140333 SH SOLE 140333 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 125 11401 SH SOLE 11401 0 0 JD COM INC SPON ADR CL A 47215P106 4470 171332 SH SOLE 171332 0 0 JOHNSON CTLS INTL PLC SHS G51502105 45307 1294479 SH SOLE 645651 0 648828 LABORATORY CORP AMER HLDGS COM NEW 50540R409 89307 514201 SH SOLE 229677 0 284524 LAUDER ESTEE COS INC CL A 518439104 34668 238561 SH SOLE 118245 0 120316 LAZARD LTD SHS A G54050102 17818 370203 SH SOLE 324844 0 45359 LIONS GATE ENTMNT CORP CL A VTG 535919401 13100 537074 SH SOLE 272116 0 264958 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 9306 399436 SH SOLE 202120 0 197316 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 39234 1429250 SH SOLE 819732 0 609518 MARSH & MCLENNAN COS INC COM 571748102 57500 695130 SH SOLE 346094 0 349036 MEDIDATA SOLUTIONS INC COM 58471A105 80519 1098316 SH SOLE 467805 0 630511 MEDTRONIC PLC SHS G5960L103 52498 533667 SH SOLE 213798 0 319869 MICRON TECHNOLOGY INC COM 595112103 86558 1913769 SH SOLE 962818 0 950951 MINDBODY INC COM CL A 60255W105 28160 692773 SH SOLE 268312 0 424461 MOHAWK INDS INC COM 608190104 69437 395989 SH SOLE 199509 0 196480 NEWMONT MINING CORP COM 651639106 58816 1947578 SH SOLE 982065 0 965513 NIKE INC CL B 654106103 43466 513044 SH SOLE 258371 0 254673 NUVASIVE INC COM 670704105 4692 66102 SH SOLE 687 0 65415 ORACLE CORP COM 68389X105 88951 1725190 SH SOLE 861496 0 863694 PLANET FITNESS INC CL A 72703H101 4756 88020 SH SOLE 817 0 87203 ROPER TECHNOLOGIES INC COM 776696106 25677 86686 SH SOLE 42599 0 44087 SPOTIFY TECHNOLOGY S A SHS L8681T102 35695 197392 SH SOLE 99432 0 97960 STANLEY BLACK & DECKER INC COM 854502101 56592 386451 SH SOLE 193941 0 192510 STERICYCLE INC COM 858912108 49298 840134 SH SOLE 418593 0 421541 T MOBILE US INC COM 872590104 36782 524128 SH SOLE 257801 0 266327 TAPESTRY INC COM 876030107 45491 904910 SH SOLE 456813 0 448097 TELADOC HEALTH INC COM 87918A105 25803 298847 SH SOLE 72476 0 226371 THERMO FISHER SCIENTIFIC INC COM 883556102 54033 221378 SH SOLE 86734 0 134644 TIFFANY & CO NEW COM 886547108 13720 106374 SH SOLE 52887 0 53487 TRANSDIGM GROUP INC COM 893641100 34495 92653 SH SOLE 46562 0 46091 TRIMBLE INC COM 896239100 44857 1032121 SH SOLE 521082 0 511039 TRIPADVISOR INC COM 896945201 4408 86297 SH SOLE 43544 0 42753 VEEVA SYS INC CL A COM 922475108 4202 38590 SH SOLE 365 0 38225 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 39825 6382543 SH SOLE 3595755 0 2786788 ZILLOW GROUP INC CL C CAP STK 98954M200 69666 1574342 SH SOLE 795210 0 779132