0001085146-19-001161.txt : 20190411 0001085146-19-001161.hdr.sgml : 20190411 20190411162518 ACCESSION NUMBER: 0001085146-19-001161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190411 DATE AS OF CHANGE: 20190411 EFFECTIVENESS DATE: 20190411 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: 19744100 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 03-31-2019 03-31-2019 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 04-11-2019 0 60 2150012 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADOBE INC COM 00724F101 24259 91028 SH SOLE 37903 0 53125 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95230 521950 SH SOLE 218830 0 303120 APPLIED MATLS INC COM 038222105 68754 1733582 SH SOLE 728483 0 1005099 ARAMARK COM 03852U106 75255 2546717 SH SOLE 1070602 0 1476115 AUTODESK INC COM 052769106 41655 267327 SH SOLE 111183 0 156144 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 30034 858873 SH SOLE 722120 0 136753 BRUNSWICK CORP COM 117043109 21067 418585 SH SOLE 176380 0 242205 CELGENE CORP COM 151020104 20958 222179 SH SOLE 74023 0 148156 CEMEX SAB DE CV SPON ADR NEW 151290889 71575 15425705 SH SOLE 6458518 0 8967187 CERNER CORP COM 156782104 34780 607949 SH SOLE 192617 0 415332 COHEN & STEERS INC COM 19247A100 23219 549350 SH SOLE 227308 0 322042 COMCAST CORP NEW CL A 20030N101 44669 1117267 SH SOLE 464934 0 652333 CREDICORP LTD COM G2519Y108 15167 63208 SH SOLE 52447 0 10761 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 16735 468525 SH SOLE 159249 0 309276 D R HORTON INC COM 23331A109 29261 707101 SH SOLE 296011 0 411090 DESPEGAR COM CORP ORD SHS G27358103 27880 1871168 SH SOLE 1006492 0 864676 DISNEY WALT CO COM DISNEY 254687106 57795 520528 SH SOLE 219048 0 301480 EBAY INC COM 278642103 78316 2108729 SH SOLE 882551 0 1226178 EDITAS MEDICINE INC COM 28106W103 11590 474065 SH SOLE 136000 0 338065 FARFETCH LTD ORD SH CL A 30744W107 32077 1192015 SH SOLE 500190 0 691825 GOLDMAN SACHS GROUP INC COM 38141G104 103708 540169 SH SOLE 215863 0 324306 HARLEY DAVIDSON INC COM 412822108 6111 171381 SH SOLE 71291 0 100090 HOMOLOGY MEDICINES INC COM 438083107 4585 165327 SH SOLE 0 0 165327 ICICI BK LTD ADR 45104G104 39227 3422912 SH SOLE 1402595 0 2020317 ILLUMINA INC COM 452327109 52484 168922 SH SOLE 56276 0 112646 IQIYI INC SPONSORED ADS 46267X108 6491 271357 SH SOLE 226863 0 44494 JD COM INC SPON ADR CL A 47215P106 10033 332756 SH SOLE 277216 0 55540 JOHNSON CTLS INTL PLC SHS G51502105 42139 1140748 SH SOLE 473131 0 667617 LABORATORY CORP AMER HLDGS COM NEW 50540R409 78928 515944 SH SOLE 185291 0 330653 LAUDER ESTEE COS INC CL A 518439104 43684 263873 SH SOLE 109717 0 154156 LAZARD LTD SHS A G54050102 11962 330990 SH SOLE 277504 0 53486 LIONS GATE ENTMNT CORP CL A VTG 535919401 7386 472272 SH SOLE 199365 0 272907 LIONS GATE ENTMNT CORP CL B NON VTG 535919500 5305 351367 SH SOLE 148123 0 203244 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 40505 1467510 SH SOLE 775835 0 691675 MARSH & MCLENNAN COS INC COM 571748102 13570 144510 SH SOLE 56599 0 87911 MEDIDATA SOLUTIONS INC COM 58471A105 72187 985634 SH SOLE 341560 0 644074 MEDTRONIC PLC SHS G5960L103 44661 490359 SH SOLE 155933 0 334426 MICRON TECHNOLOGY INC COM 595112103 54762 1324980 SH SOLE 551756 0 773224 MOHAWK INDS INC COM 608190104 22337 177054 SH SOLE 73209 0 103845 NEWMONT MNG CORP COM 651639106 72290 2020980 SH SOLE 848908 0 1172072 NIKE INC CL B 654106103 38013 451414 SH SOLE 189173 0 262241 NUVASIVE INC COM 670704105 3715 65415 SH SOLE 0 0 65415 ORACLE CORP COM 68389X105 24854 462761 SH SOLE 184608 0 278153 PLANET FITNESS INC CL A 72703H101 4404 64087 SH SOLE 0 0 64087 ROPER TECHNOLOGIES INC COM 776696106 26189 76583 SH SOLE 31225 0 45358 SPOTIFY TECHNOLOGY S A SHS L8681T102 24139 173917 SH SOLE 72830 0 101087 STANLEY BLACK & DECKER INC COM 854502101 46319 340162 SH SOLE 142038 0 198124 STERICYCLE INC COM 858912108 40292 740376 SH SOLE 306558 0 433818 T MOBILE US INC COM 872590104 9595 138869 SH SOLE 56238 0 82631 TAPESTRY INC COM 876030107 57134 1758516 SH SOLE 738503 0 1020013 TELADOC HEALTH INC COM 87918A105 32092 577185 SH SOLE 166640 0 410545 THERMO FISHER SCIENTIFIC INC COM 883556102 54610 199512 SH SOLE 63194 0 136318 TIFFANY & CO NEW COM 886547108 21822 206740 SH SOLE 86481 0 120259 TRANSDIGM GROUP INC COM 893641100 29337 64619 SH SOLE 26976 0 37643 TRIMBLE INC COM 896239100 36709 908633 SH SOLE 381917 0 526716 TRIPADVISOR INC COM 896945201 3907 75907 SH SOLE 31895 0 44012 V F CORP COM 918204108 19489 224244 SH SOLE 94364 0 129880 VEEVA SYS INC CL A COM 922475108 4849 38225 SH SOLE 0 0 38225 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 53976 6721691 SH SOLE 3424905 0 3296786 ZILLOW GROUP INC CL C CAP STK 98954M200 65936 1897990 SH SOLE 796840 0 1101150