Conatus Capital Management Lp (1452929) Portfolio


Number of Companies: 23
Inflow: $331,635 K
Outflow: $-226,849 K
Net Flow: $104,786 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2592 79 Adobe Systems Inc (ADBE) Application Software 734,613 New Holding 734,613 $93.80 $68,906 $68,906
2648 38 Epam Systems Inc (EPAM) It Services 800,622 New Holding 800,622 $74.66 $59,782 $59,782
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 1,074,190 Added More 563,553 $82.45 $46,470 $88,577
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 420,437 New Holding 420,437 $94.50 $39,731 $39,731
3072 34 Microsoft Corp (MSFT) Infrastructure Software 702,808 New Holding 702,808 $55.23 $38,816 $38,816
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 138,645 New Holding 138,645 $160.33 $22,230 $22,230
2810 85 Activision Blizzard Inc (ATVI) Application Software 2,935,969 Added More 647,999 $33.84 $21,928 $99,353
446 4 Fair Isaac Corp (FICO) Information Services 318,962 Added More 118,756 $106.08 $12,598 $33,838
2301 247 Signature Bank (SBNY) Banks 509,180 Added More 72,025 $136.11 $9,804 $69,309
3046 32 Air Products And Chemicals Inc (APD) Basic And Diversified Chemicals 283,379 Added More 38,864 $144.05 $5,598 $40,820
28 1 Ctripcom International (CTRP) Internet Based Services 1,412,795 Added More 84,872 $44.25 $3,756 $62,530
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 67,154 Added More 3,390 $593.64 $2,012 $39,865
2109 12 Sony Corp (SNE) Consumer Electronics 0 Sold All -128,263 $25.71 $-3,298 $0
3016 38 Starbucks Corp (SBUX) Restaurants 941,482 Sold Some -128,826 $59.70 $-7,690 $56,206
2919 19 Universal Health Services-B (UHS) Health Care Facilities 849,934 Sold Some -72,747 $124.72 $-9,073 $106,003
2290 9 Gamestop Corp-Class A (GME) Other Spec Retail Discr 0 Sold All -304,100 $31.73 $-9,649 $0
3024 13 Time Warner Inc (TWX) Entertainment Content 0 Sold All -184,700 $72.55 $-13,399 $0
3064 14 Walt Disney Cothe (DIS) Entertainment Content 0 Sold All -135,100 $99.30 $-13,416 $0
2791 27 St Jude Medical Inc (STJ) Medical Devices 1,307,613 Sold Some -314,580 $55.00 $-17,301 $71,918
3010 11 Aetna Inc (AET) Managed Care 570,382 Sold Some -164,445 $112.34 $-18,475 $64,082
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 402,672 Sold Some -425,727 $76.48 $-32,559 $30,796
2973 23 Constellation Brands Inc-A (STZ) Beverages 615,431 Sold Some -233,877 $151.08 $-35,336 $92,985
2624 46 Mgic Investment Corp (MTG) Mortgage Finance 0 Sold All -8,689,300 $7.67 $-66,646 $0