Black Creek Investment Management Inc. Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$2.7B

Holdings

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (34 positions)

#	Stock	Shares	Value	% Portfolio
1	IPGINTERPUBLIC GROUP COS INC	9,547,120	$277.7M	10.33%
2	NTRNUTRIEN LTD	5,271,047	$268.3M	9.98%
3	ELANELANCO ANIMAL HEALTH INC	17,914,446	$258.5M	9.62%
4	BIDUNBAIDU INC	2,979,819	$257.7M	9.59%
5	PYPLPAYPAL HLDGS INC	4,240,192	$246.1M	9.16%
6	NSYNICE LTD	1,356,775	$233.3M	8.68%
7	SRCLSTERICYCLE INC	3,709,909	$215.7M	8.02%
8	ZBRAZEBRA TECHNOLOGIES CORPORATI	572,977	$177.0M	6.59%
9	HOLXHOLOGIC INC	2,338,970	$173.7M	6.46%
10	PSMTPRICESMART INC	1,565,072	$127.1M	4.73%
11	FMXFOMENTO ECONOMICO MEXICANO S	906,798	$97.6M	3.63%
12	GRFSGRIFOLS S A	12,339,314	$77.8M	2.89%
13	BAHBOOZ ALLEN HAMILTON HLDG COR	497,711	$76.6M	2.85%
14	FCNFTI CONSULTING INC	246,009	$53.0M	1.97%
15	IBNICICI BANK LIMITED	1,195,386	$34.4M	1.28%
16	ARMKARAMARK	613,777	$20.9M	0.78%
17	GOOGLALPHABET INC	109,364	$19.9M	0.74%
18	TMUST-MOBILE US INC	73,290	$12.9M	0.48%
19	MRKMERCK & CO INC	102,047	$12.6M	0.47%
20	VREX 4 06/01/25VAREX IMAGING CORP	9,775,000	$9.8M	0.36%
21	MTCHMATCH GROUP INC	225,000	$6.8M	0.25%
22	IPGPIPG PHOTONICS CORP	78,626	$6.6M	0.25%
23	UBERUBER TECHNOLOGIES INC	79,005	$5.7M	0.21%
24	ABGCENCORA INC	24,873	$5.6M	0.21%
25	DLTRDOLLAR TREE INC	27,218	$2.9M	0.11%
26	FIGSFIGS INC	384,115	$2.0M	0.08%
27	BWABORGWARNER INC	52,500	$1.7M	0.06%
28	CRTOCRITEO S A	40,233	$1.5M	0.06%
29	ARCOARCOS DORADOS HOLDINGS INC	135,000	$1.2M	0.05%
30	PIIMPINJ INC	7,500	$1.2M	0.04%
31	MORNMORNINGSTAR INC	2,900	$858K	0.03%
32	HAINHAIN CELESTIAL GROUP INC	35,989	$249K	0.01%
33	BKNG 0.75 05/01/25BOOKING HOLDINGS INC	100,000	$210K	0.01%
34	CLVTRIP COM GROUP LTD	2,573	$121K	0.00%