Global Thematic Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2020 - Jul 31, 2020
Value $
$120M
Signature - Title
Dolores Eliot - Chief Compliance Officer
Location
681 Fifth Avenue, 12 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2020 15 $120M +$648K -$1.2B -$1.2B MELI, YUMC, JD, IQ, VIPS 13F-HR 7/31/2020, 10:55 AM
Q1 2020 62 $1.24B +$254M -$323M -$69.6M NKE, BABA, DIS, ADBE, NEM 13F-HR 5/4/2020, 03:29 PM
Q4 2019 64 $1.63B +$345M -$301M +$44.6M NEM, CX, BABA, GS, Z 13F-HR 1/21/2020, 04:42 PM
Q3 2019 58 $1.34B $0 -$390M -$390M GS, ARMK, BABA, CX, LH 13F-HR 10/25/2019, 02:33 PM
Q2 2019 63 $1.87B +$95.6M -$525M -$429M Z, GS, ARMK, BABA, CX 13F-HR 7/23/2019, 12:11 PM
Q1 2019 60 $2.15B +$275M -$295M -$19.7M GS, BABA, LH, EBAY, ARMK 13F-HR 4/11/2019, 04:25 PM
Q4 2018 61 $1.84B +$178M -$425M -$247M AMAT, BABA, GS, IBN, MDSO 13F-HR 1/25/2019, 06:38 PM
Q3 2018 61 $2.54B +$362M -$627M -$265M IBN, AMAT, LH, ORCL, CX 13F-HR 10/25/2018, 10:37 AM
Q2 2018 65 $2.73B +$488M -$754M -$267M CMCSA, MDSO, LH, MHK, GS 13F-HR 7/24/2018, 05:04 PM
Q1 2018 58 $2.91B +$411M -$559M -$148M NKE, IBN, NEM, MON, ORCL 13F-HR 4/30/2018, 03:31 PM
Q4 2017 55 $3.03B +$474M -$688M -$214M NEM, IBN, NKE, LH, CMCSA 13F-HR 1/29/2018, 12:08 PM
Q3 2017 62 $3.13B +$478M -$518M -$40.2M NKE, NEM, TMO, GS, IBN 13F-HR 10/13/2017, 05:12 PM
Q2 2017 76 $3.11B +$411M -$354M +$57.4M NKE, ORCL, NEM, IBN, K 13F-HR 8/4/2017, 12:16 PM
Q1 2017 75 $2.93B +$417M -$669M -$252M ORCL, NKE, NEM, IBN, LH 13F-HR 4/24/2017, 08:45 AM
Q4 2016 75 $2.98B +$277M -$830M -$554M MON, AAPL, NKE, ORCL, EBAY 13F-HR 1/25/2017, 06:43 PM
Q3 2016 71 $3.36B +$299M -$1.22B -$918M AAPL, JPM, MON, GS, BAC 13F-HR 11/7/2016, 04:24 PM
Q2 2016 81 $4.04B +$855M -$1.5B -$643M GS, AAPL, POT, IBN, CF 13F-HR 8/4/2016, 08:07 PM
Q1 2016 83 $4.69B +$902M -$1.21B -$304M CF, POT, UBS, GS, MOS 13F-HR 4/22/2016, 06:13 PM
Q4 2015 83 $4.99B +$610M -$1.64B -$1.03B CF, POT, ITUB, TMO, MOS 13F-HR 1/25/2016, 08:10 PM
Q3 2015 89 $5.96B +$652M -$882M -$230M POT, DOW, ITUB, MOS, TMO 13F-HR 10/30/2015, 06:50 PM
Q2 2015 90 $7.53B +$1.97B -$1.11B +$856M POT, DOW, MOS, ABEV, PCP 13F-HR 8/4/2015, 04:39 PM
Q1 2015 81 $6.68B +$1.13B -$851M +$283M POT, ABEV, DOW, AMZN, MOS Restatement 5/4/2015, 07:31 PM
Q4 2014 74 $6.35B +$1.09B -$1.36B -$273M POT, AMZN, ABEV, DOW, MOS 13F-HR 1/23/2015, 09:12 PM
Q3 2014 77 $6.61B +$1.34B -$1.1B +$243M POT, MOS, AMZN, C, ABEV 13F-HR 10/27/2014, 11:01 AM
Q2 2014 80 $6.53B +$1.28B -$889M +$387M POT, MOS, ABEV, AMZN, C 13F-HR 8/11/2014, 05:24 PM
Q1 2014 71 $6.14B +$883M -$1.4B -$518M POT, MOS, ABEV, AAPL, IBN 13F-HR 4/24/2014, 05:13 PM
Q4 2013 67 $6.45B $0 $0 POT, MOS, CF, ORCL, DOW 13F-HR 2/4/2014, 04:08 PM