Conatus Capital Management’s Ferrari RACE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	$2.4M	Sell	22,855 -134,765	-85%	-$14.1M	2.6%	15
2017 Q3	$17.4M	Sell	157,620 -63,910	-29%	-$7.06M	2.1%	18
2017 Q2	$19.1M	Buy	221,530 +99,837	+82%	+$8.59M	1.75%	21
2017 Q1	$9.05M	Buy	+121,693	New	+$9.05M	0.67%	31