Institutions / Conatus Capital Management LP
Conatus Capital Management LP
CIK 1452929 · Institution · as of Dec 31, 2014
Portfolio value
$2.02B
Positions
20
As of
Dec 31, 2014
Top holdings
Dec 31, 2014
| Company | Value | % of portfolio |
|---|---|---|
| Constellation Brands, Inc.STZ | $154.30M | 7.6% |
| Humana IncHUM | $152.51M | 7.5% |
| Actavis PLC | $146.01M | 7.2% |
| Tiffany & Co New | $143.01M | 7.1% |
| Intuit IncINTU | $136.01M | 6.7% |
| Air Products & Chemicals Inc /DeAPD | $128.53M | 6.4% |
| Time Warner Inc | $111.49M | 5.5% |
| Priceline Grp Inc | $109.12M | 5.4% |
| Apple IncAAPL | $104.67M | 5.2% |
| McGraw Hill Finl Inc | $95.14M | 4.7% |
| Adobe Systems IncADBE | $94.23M | 4.7% |
| Canadian Pac Ry Ltd | $89.89M | 4.4% |
| Ctrip Com Intl Ltd | $84.56M | 4.2% |
| McKesson CorpMCK | $83.53M | 4.1% |
| Nike IncNKE | $82.39M | 4.1% |
| Cooper Cos Inc | $79.89M | 4.0% |
| Sba Communications Corp | $76.62M | 3.8% |
| Fleetcor Technologies IncCPAY | $54.03M | 2.7% |
| Moodys Corp /DeMCO | $52.66M | 2.6% |
| Starbucks CorpSBUX | $42.93M | 2.1% |
Activity
Dec 31, 2014
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.