DSM Capital Partners

DSM Capital Partners as of March 31, 2011

Portfolio Holdings for DSM Capital Partners

DSM Capital Partners holds 74 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $246M 707k 348.51
Schlumberger (SLB) 5.3 $193M 2.1M 93.26
Celgene Corporation 4.9 $180M 3.1M 57.57
Google 4.9 $179M 305k 586.76
Cognizant Technology Solutions (CTSH) 4.0 $145M 1.8M 81.40
Baker Hughes Incorporated 3.8 $141M 1.9M 73.43
NetApp (NTAP) 3.7 $136M 2.8M 48.15
Intuitive Surgical (ISRG) 3.7 $135M 405k 333.46
priceline.com Incorporated 3.7 $135M 267k 506.44
Shire 3.6 $130M 1.5M 87.03
General Electric Company 3.5 $126M 6.3M 20.05
3M Company (MMM) 3.5 $126M 1.3M 93.50
Juniper Networks (JNPR) 3.5 $126M 3.0M 42.08
Invesco (IVZ) 3.1 $114M 4.5M 25.56
Expeditors International of Washington (EXPD) 2.9 $107M 2.1M 50.15
C.H. Robinson Worldwide (CHRW) 2.9 $106M 1.4M 74.13
Adobe Systems Incorporated (ADBE) 2.9 $105M 3.2M 33.16
Discovery Communications 2.7 $100M 2.5M 39.90
Visa (V) 2.7 $100M 1.4M 73.62
McDonald's Corporation (MCD) 2.5 $92M 1.2M 76.09
Tencent Holdings Ltd - (TCEHY) 2.5 $91M 3.7M 24.36
Omni (OMC) 2.5 $91M 1.9M 49.06
Praxair 2.4 $87M 854k 101.60
Allergan 2.2 $83M 1.2M 71.02
F5 Networks (FFIV) 2.0 $73M 714k 102.57
Varian Medical Systems 2.0 $73M 1.1M 67.64
Franklin Resources (BEN) 2.0 $72M 576k 125.08
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.9 $70M 1.2M 57.55
Rovi Corporation 1.9 $69M 1.3M 53.65
WPP 1.7 $62M 1.0M 61.76
SABMiller (SBMRY) 1.5 $54M 1.5M 35.39
Altera Corporation 0.5 $17M 387k 44.02
Time Warner Cable 0.3 $9.7M 136k 71.34
Scripps Networks Interactive 0.2 $5.9M 118k 50.09
T. Rowe Price (TROW) 0.1 $2.8M 43k 66.42
IntercontinentalEx.. 0.1 $2.8M 23k 123.54
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $3.0M 59k 51.05
National Instruments 0.1 $2.8M 84k 32.77
Ansys (ANSS) 0.1 $2.4M 45k 54.19
Affiliated Managers (AMG) 0.1 $2.7M 24k 109.36
Airgas 0.1 $2.4M 37k 66.43
Adtran 0.1 $2.5M 58k 42.46
Ii-vi 0.1 $2.6M 52k 49.75
Complete Production Services 0.1 $2.6M 83k 31.81
IPG Photonics Corporation (IPGP) 0.1 $2.5M 43k 57.69
Alexion Pharmaceuticals 0.1 $2.7M 28k 98.66
Waddell & Reed Financial 0.1 $2.3M 56k 40.61
CareFusion Corporation 0.1 $2.2M 77k 28.21
Ctrip.com International 0.1 $2.3M 55k 41.49
Home Inns & Hotels Management 0.1 $2.3M 58k 39.56
Cae (CAE) 0.1 $2.0M 152k 13.30
Cardtronics 0.1 $2.1M 104k 20.35
Medidata Solutions 0.1 $2.2M 87k 25.57
Vitamin Shoppe 0.1 $2.2M 66k 33.83
Embraer S A (ERJ) 0.1 $2.3M 69k 33.70
Wynn Macau Ltd Adr C ommon (WYNMY) 0.1 $2.1M 77k 27.90
Radware Ltd ord (RDWR) 0.1 $1.7M 47k 35.43
Citrix Systems 0.1 $1.7M 23k 73.45
Gen-Probe Incorporated 0.1 $1.7M 26k 66.37
Dun & Bradstreet Corporation 0.1 $2.0M 25k 80.23
BE Aerospace 0.1 $1.7M 47k 35.53
Henry Schein (HSIC) 0.1 $2.0M 29k 70.18
Syntel 0.1 $1.8M 35k 52.23
VeriFone Systems 0.1 $1.8M 33k 54.95
TransDigm Group Incorporated (TDG) 0.1 $1.8M 21k 83.82
VanceInfo Technologies 0.1 $1.9M 59k 31.42
Tiffany & Co. 0.0 $1.6M 27k 61.44
Morningstar (MORN) 0.0 $1.6M 28k 58.39
Allos Therapeutics 0.0 $830k 263k 3.16
Marsh & McLennan Companies (MMC) 0.0 $836k 28k 29.80
Accenture (ACN) 0.0 $838k 15k 54.95
Abb (ABBNY) 0.0 $872k 36k 24.19
Superior Energy Services 0.0 $912k 22k 40.99
HiSoft Technology International (HSFT) 0.0 $797k 43k 18.72