Global Thematic Partners, LLC Buys D.R. Horton Inc, Tapestry Inc, Zillow Group Inc, Sells Monsanto Co, Nike Inc, Baidu Inc

• New Purchases: DHI, TPR, Z, SPOT, TRMB, DESP, ILMN, ATHN, VEEV, MB,
• Added Positions: MU, CMCSA, EBAY, MTCH, GS, MHK, SWK, DIS, CERN, CELG,
• Reduced Positions: NKE, BIDU, NEM, AAP, TIF, RL, SRCL, TDOC, IBN, ORCL,
• Sold Out: MON, TWX, CRTO, FTNT, BABA,

For the details of Global Thematic Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Global+Thematic+Partners%2C+LLC

1. Comcast Corp (CMCSA) - 3,482,064 shares, 4.19% of the total portfolio. Shares added by 36.04%
2. Medidata Solutions Inc (MDSO) - 1,324,698 shares, 3.91% of the total portfolio. Shares reduced by 4.27%
3. Laboratory Corp of America Holdings (LH) - 537,887 shares, 3.54% of the total portfolio. Shares reduced by 9.55%
4. Mohawk Industries Inc (MHK) - 421,665 shares, 3.31% of the total portfolio. Shares added by 27.42%
5. Goldman Sachs Group Inc (GS) - 408,559 shares, 3.3% of the total portfolio. Shares added by 27.33%

Global Thematic Partners, LLC initiated holding in D.R. Horton Inc. The purchase prices were between $40.06 and $46.56, with an estimated average price of $43.16. The stock is now traded at around $40.38. The impact to a portfolio due to this purchase was 2.01%. The holding were 1,339,507 shares as of 2018-06-30.

Global Thematic Partners, LLC initiated holding in Tapestry Inc. The purchase prices were between $43.79 and $54.64, with an estimated average price of $48.19. The stock is now traded at around $47.97. The impact to a portfolio due to this purchase was 1.6%. The holding were 937,105 shares as of 2018-06-30.

Global Thematic Partners, LLC initiated holding in Zillow Group Inc. The purchase prices were between $46.96 and $65.57, with an estimated average price of $55.36. The stock is now traded at around $60.80. The impact to a portfolio due to this purchase was 1.59%. The holding were 733,155 shares as of 2018-06-30.

Global Thematic Partners, LLC initiated holding in Spotify Technology SA. The purchase prices were between $143.99 and $180.94, with an estimated average price of $159.94. The stock is now traded at around $187.81. The impact to a portfolio due to this purchase was 1.3%. The holding were 211,187 shares as of 2018-06-30.

Global Thematic Partners, LLC initiated holding in Trimble Inc. The purchase prices were between $32.53 and $37.34, with an estimated average price of $34.72. The stock is now traded at around $34.86. The impact to a portfolio due to this purchase was 1.1%. The holding were 911,959 shares as of 2018-06-30.

Global Thematic Partners, LLC initiated holding in Despegar.com Corp. The purchase prices were between $20.54 and $31.06, with an estimated average price of $25.79. The stock is now traded at around $20.76. The impact to a portfolio due to this purchase was 0.56%. The holding were 729,077 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in Micron Technology Inc by 178.45%. The purchase prices were between $45.89 and $62.62, with an estimated average price of $54.03. The stock is now traded at around $53.17. The impact to a portfolio due to this purchase was 1.57%. The holding were 1,273,854 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in Comcast Corp by 36.04%. The purchase prices were between $30.59 and $34.6, with an estimated average price of $32.61. The stock is now traded at around $33.39. The impact to a portfolio due to this purchase was 1.11%. The holding were 3,482,064 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in eBay Inc by 56.50%. The purchase prices were between $36.14 and $42.2, with an estimated average price of $38.93. The stock is now traded at around $33.52. The impact to a portfolio due to this purchase was 0.83%. The holding were 1,740,954 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in Match Group Inc by 129.93%. The purchase prices were between $34.58 and $48.09, with an estimated average price of $41.97. The stock is now traded at around $38.15. The impact to a portfolio due to this purchase was 0.76%. The holding were 954,599 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in Mohawk Industries Inc by 27.42%. The purchase prices were between $204.35 and $245.94, with an estimated average price of $219.17. The stock is now traded at around $219.55. The impact to a portfolio due to this purchase was 0.71%. The holding were 421,665 shares as of 2018-06-30.

Global Thematic Partners, LLC added to a holding in Goldman Sachs Group Inc by 27.33%. The purchase prices were between $220.18 and $259.59, with an estimated average price of $238.67. The stock is now traded at around $235.88. The impact to a portfolio due to this purchase was 0.71%. The holding were 408,559 shares as of 2018-06-30.

Global Thematic Partners, LLC sold out a holding in Monsanto Co. The sale prices were between $116.6 and $127.95, with an estimated average price of $124.68.

Global Thematic Partners, LLC sold out a holding in Time Warner Inc. The sale prices were between $92.18 and $98.77, with an estimated average price of $95.01.

Global Thematic Partners, LLC sold out a holding in Criteo SA. The sale prices were between $24.02 and $33.86, with an estimated average price of $27.61.

Global Thematic Partners, LLC sold out a holding in Fortinet Inc. The sale prices were between $52.43 and $66.17, with an estimated average price of $59.19.

Global Thematic Partners, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $167.52 and $210.86, with an estimated average price of $190.49.