Conatus Capital Management LP 13F Holdings

CIK 0001452929 · Greenwich, CT

As of Dec 31, 2017, Conatus Capital Management LP reported 23 positions worth $92.3K in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
ETSY INCETSYConsumer Cyclical505,416 0.3K11.20%
VAIL RESORTS INCMTNConsumer Cyclical37,442$8.0K8.62%
PAYPAL HOLDINGS INCPYPLFinancial Services107,875$7.9K8.61%
VANTIV INCWPTechnology105,021$7.7K8.37%
SCHWAB CHARLES CORPSCHWEquity131,881$6.8K7.34%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical105,374$6.5K7.02%
LAMB WESTON HOLDINGS INCLWConsumer Defensive102,337$5.8K6.26%
CONSTELLATION BRANDS INCSTZConsumer Defensive22,710$5.2K5.63%
EPAM SYSTEMS INCEPAMTechnology45,159$4.9K5.26%
TRIP COM GROUP LTD——107,403$4.7K5.13%
LOGMEIN INCLOGMTechnology39,951$4.6K4.96%
MOHAWK INDUSTRIES INCMHKConsumer Cyclical16,338$4.5K4.89%
META PLATFORMS INCMETACommunication Services24,466$4.3K4.68%
CME GROUP INCCMEFinancial Services28,824$4.2K4.56%
FERRARI NVRACEConsumer Cyclical22,855$2.4K2.60%
SONY GROUP CORPSONYTechnology24,075 .1K1.17%
AMAZON.COM INCAMZNEquity603$705.00.76%
HDFC BANK LTDHDBFinancial Services6,834$695.00.75%
CSX CORPCSXIndustrials9,230$508.00.55%
ACTIVISION BLIZZARD INCATVICommunication Services6,828$432.00.47%
ADOBE INCADBETechnology2,115$371.00.40%
VISA INC-CLASS A SHARESVFinancial Services3,150$359.00.39%
INTUIT INCINTUTechnology2,133$337.00.37%