Global Thematic Partners, LLC Buys The Walt Disney Co, Aramark, Tapestry Inc, Sells ICICI Bank, MINDBODY Inc, Celgene Corp

• New Purchases: VFC,
• Added Positions: DIS, ARMK, TPR, CX, ILMN, GS, EL, TIF, NEM, ADBE, CMCSA, TDOC, BAP, DESP, VIPS, JD, MMYT, LH, IQ, LAZ, EDIT, FIXX, CRSP, CERN,
• Reduced Positions: IBN, CELG, DHI, AMAT, MU, ADSK, MHK, HOG, TDG, BABA, Z, BX, NUVA,
• Sold Out: MB, CZR,

For the details of Global Thematic Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/global+thematic+partners%2C+llc/current-portfolio/portfolio

1. Goldman Sachs Group Inc (GS) - 540,169 shares, 4.82% of the total portfolio. Shares added by 19.49%
2. Alibaba Group Holding Ltd (BABA) - 521,950 shares, 4.43% of the total portfolio. Shares reduced by 7.66%
3. Laboratory Corp of America Holdings (LH) - 515,944 shares, 3.67% of the total portfolio. Shares added by 2.24%
4. eBay Inc (EBAY) - 2,108,729 shares, 3.64% of the total portfolio. Shares reduced by 0.77%
5. Aramark (ARMK) - 2,546,717 shares, 3.50% of the total portfolio. Shares added by 100.97%

Global Thematic Partners, LLC initiated holding in VF Corp. The purchase prices were between $69.25 and $87.73, with an estimated average price of $82.7. The stock is now traded at around $89.30. The impact to a portfolio due to this purchase was 0.91%. The holding were 224,244 shares as of .

Global Thematic Partners, LLC added to a holding in The Walt Disney Co by 332.83%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $116.60. The impact to a portfolio due to this purchase was 2.07%. The holding were 520,528 shares as of .

Global Thematic Partners, LLC added to a holding in Aramark by 100.97%. The purchase prices were between $28.68 and $33.81, with an estimated average price of $31.01. The stock is now traded at around $30.97. The impact to a portfolio due to this purchase was 1.76%. The holding were 2,546,717 shares as of .

Global Thematic Partners, LLC added to a holding in Tapestry Inc by 119.10%. The purchase prices were between $30.93 and $39.31, with an estimated average price of $35.08. The stock is now traded at around $32.90. The impact to a portfolio due to this purchase was 1.45%. The holding were 1,758,516 shares as of .

Global Thematic Partners, LLC added to a holding in Cemex SAB de CV by 37.82%. The purchase prices were between $4.54 and $5.57, with an estimated average price of $5.01. The stock is now traded at around $4.78. The impact to a portfolio due to this purchase was 0.91%. The holding were 15,425,705 shares as of .

Global Thematic Partners, LLC added to a holding in Illumina Inc by 58.95%. The purchase prices were between $272.57 and $321.18, with an estimated average price of $300. The stock is now traded at around $328.52. The impact to a portfolio due to this purchase was 0.9%. The holding were 168,922 shares as of .

Global Thematic Partners, LLC added to a holding in The Estee Lauder Companies Inc by 60.62%. The purchase prices were between $124.91 and $165.55, with an estimated average price of $146.43. The stock is now traded at around $168.04. The impact to a portfolio due to this purchase was 0.77%. The holding were 263,873 shares as of .

Global Thematic Partners, LLC sold out a holding in MINDBODY Inc. The sale prices were between $36.34 and $36.86, with an estimated average price of $36.54.

Global Thematic Partners, LLC sold out a holding in Caesars Entertainment Corp. The sale prices were between $6.74 and $9.62, with an estimated average price of $8.65.