Global Thematic Partners, LLC 13F Holdings

CIK 0001511381 · NEW YORK, NY

As of Jun 30, 2020, Global Thematic Partners, LLC reported 15 positions worth 20.3K in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
MERCADOLIBRE INCMELIConsumer Cyclical23,755$23.4K19.46%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical323,507 5.6K12.92%
JDCOM INCJDConsumer Cyclical252,275 5.2K12.62%
IQIYI INCIQCommunication Services583,639 3.5K11.25%
VIPSHOP HOLDINGS LTDVIPSConsumer Cyclical578,241 1.5K9.57%
CREDICORP LTDBAPFinancial Services80,511 0.8K8.94%
MAKEMYTRIP LTDMMYTIndustrials542,304$8.3K6.91%
DESPEGARCOM CORPDESPIndustrials1,004,216$7.2K5.99%
58 COM INCWUBACommunication Services108,847$5.9K4.88%
JUMIA TECHNOLOGIES AGJMIAConsumer Cyclical741,117$4.1K3.38%
ICICI BANK LTDIBNFinancial Services383,160$3.6K2.96%
NEWMONT CORPNEMBasic Materials8,129$502.00.42%
NIKE INCNKEConsumer Cyclical3,471$340.00.28%
WALT DISNEY CODISCommunication Services2,715$302.00.25%
ESTEE LAUDER COMPANIES INCELConsumer Defensive1,084$205.00.17%