Global Thematic Partners, LLC Buys Booking Holdings Inc, Marsh & McLennan Inc, Farfetch, Sells Johnson Controls International PLC, Medidata Solutions Inc, eBay Inc

New York, NY, based Investment company Global Thematic Partners, LLC (Current Portfolio) buys Booking Holdings Inc, Marsh & McLennan Inc, Farfetch, VF Corp, Catalent Inc, sells Johnson Controls International PLC, Medidata Solutions Inc, eBay Inc, Blackstone Group Inc, Laboratory Corp of America Holdings during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Global Thematic Partners, LLC. As of 2019Q2, Global Thematic Partners, LLC owns 62 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

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/portfolioportfolio

These are the top 5 holdings of Global Thematic Partners, LLC
  1. Zillow Group Inc (Z) - 1,974,924 shares, 4.92% of the total portfolio. Shares added by 4.05%
  2. Goldman Sachs Group Inc (GS) - 432,453 shares, 4.75% of the total portfolio. Shares reduced by 19.94%
  3. Aramark (ARMK) - 2,271,542 shares, 4.39% of the total portfolio. Shares reduced by 10.81%
  4. Alibaba Group Holding Ltd (BABA) - 417,258 shares, 3.79% of the total portfolio. Shares reduced by 20.06%
  5. Cemex SAB de CV (CX) - 16,162,155 shares, 3.68% of the total portfolio. Shares added by 4.77%
New Purchase: Booking Holdings Inc (BKNG)

Global Thematic Partners, LLC initiated holding in Booking Holdings Inc. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1889.46. The impact to a portfolio due to this purchase was 1.56%. The holding were 15,559 shares as of .

New Purchase: Catalent Inc (CTLT)

Global Thematic Partners, LLC initiated holding in Catalent Inc. The purchase prices were between $39.26 and $54.21, with an estimated average price of $45.77. The stock is now traded at around $54.86. The impact to a portfolio due to this purchase was 0.3%. The holding were 102,173 shares as of .

New Purchase: Abiomed Inc (ABMD)

Global Thematic Partners, LLC initiated holding in Abiomed Inc. The purchase prices were between $250.96 and $284.94, with an estimated average price of $265.27. The stock is now traded at around $263.51. The impact to a portfolio due to this purchase was 0.23%. The holding were 16,502 shares as of .

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Global Thematic Partners, LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $37.65 and $45.42, with an estimated average price of $41.18. The stock is now traded at around $44.42. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,134 shares as of .

Added: Marsh & McLennan Companies Inc (MMC)

Global Thematic Partners, LLC added to a holding in Marsh & McLennan Companies Inc by 132.01%. The purchase prices were between $92.5 and $99.75, with an estimated average price of $95.66. The stock is now traded at around $101.03. The impact to a portfolio due to this purchase was 1.02%. The holding were 335,276 shares as of .

Added: Farfetch Ltd (FTCH)

Global Thematic Partners, LLC added to a holding in Farfetch Ltd by 43.08%. The purchase prices were between $19 and $26.95, with an estimated average price of $23.12. The stock is now traded at around $21.67. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,705,546 shares as of .

Added: VF Corp (VFC)

Global Thematic Partners, LLC added to a holding in VF Corp by 43.36%. The purchase prices were between $81.27 and $89.47, with an estimated average price of $85.9. The stock is now traded at around $87.29. The impact to a portfolio due to this purchase was 0.46%. The holding were 321,478 shares as of .

Added: Credicorp Ltd (BAP)

Global Thematic Partners, LLC added to a holding in Credicorp Ltd by 21.97%. The purchase prices were between $215.78 and $245.47, with an estimated average price of $229.18. The stock is now traded at around $226.07. The impact to a portfolio due to this purchase was 0.17%. The holding were 77,093 shares as of .

Added: Homology Medicines Inc (FIXX)

Global Thematic Partners, LLC added to a holding in Homology Medicines Inc by 32.16%. The purchase prices were between $18.35 and $30.34, with an estimated average price of $21.81. The stock is now traded at around $22.03. The impact to a portfolio due to this purchase was 0.06%. The holding were 218,491 shares as of .

Sold Out: Johnson Controls International PLC (JCI)

Global Thematic Partners, LLC sold out a holding in Johnson Controls International PLC. The sale prices were between $35.81 and $41.31, with an estimated average price of $38.44.

Sold Out: Blackstone Group Inc (BX)

Global Thematic Partners, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.



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