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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Conatus Capital Management LP INSTITUTION : Conatus Capital Management LP
Conatus Capital Management LP Latest Top 20 Portfolio Holdings: (Filing Date: 2018-02-14) --- full portfolio
Company (links to holding history) Ticker Value On
2017-12-31
No of Shares % of portfolio
ETSY INC    (COM) ETSY 10,336,000 505,416 11.20%
VAIL RESORTS INC    (COM) MTN 7,956,000 37,442 8.62%
PAYPAL HLDGS INC    (COM) PYPL 7,942,000 107,875 8.60%
VANTIV INC    (CL A) VNTV 7,724,000 105,021 8.37%
SCHWAB CHARLES CORP NEW    (COM) SCHW 6,775,000 131,881 7.34%
RESTAURANT BRANDS INTL INC    (COM) QSR 6,478,000 105,374 7.02%
LAMB WESTON HLDGS INC    (COM) 5,777,000 102,337 6.26%
CONSTELLATION BRANDS INC    (CL A) STZ 5,191,000 22,710 5.62%
EPAM SYS INC    (COM) EPAM 4,851,000 45,159 5.25%
CTRIP COM INTL LTD    (AMERICAN DEP SHS) CTRP 4,737,000 107,403 5.13%
LOGMEIN INC    (COM) LOGM 4,574,000 39,951 4.95%
MOHAWK INDS INC    (COM) MHK 4,508,000 16,338 4.88%
FACEBOOK INC    (CL A) FB 4,317,000 24,466 4.67%
CME GROUP INC    (COM CL A) CME 4,210,000 28,824 4.56%
FERRARI N V    (COM) RACE 2,397,000 22,855 2.59%
SONY CORP    (SPONSORED ADR) SNE 1,082,000 24,075 1.17%
AMAZON COM INC    (COM) AMZN 705,000 603 0.76%
HDFC BANK LTD    (ADR REPS 3 SHS) HDB 695,000 6,834 0.75%
CSX CORP    (COM) CSX 508,000 9,230 0.55%
ACTIVISION BLIZZARD INC    (COM) ATVI 432,000 6,828 0.46%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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