DSM Capital Partners

DSM Capital Partners as of March 31, 2013

Portfolio Holdings for DSM Capital Partners

DSM Capital Partners holds 78 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 7.8 $318M 2.7M 115.91
Apple (AAPL) 6.9 $281M 634k 442.66
eBay (EBAY) 5.1 $209M 3.9M 54.22
Dollar General (DG) 4.3 $177M 3.5M 50.58
Precision Castparts 4.2 $171M 903k 189.62
Monsanto Company 4.0 $165M 1.6M 105.63
Time Warner 4.0 $164M 2.9M 57.62
Las Vegas Sands (LVS) 4.0 $161M 2.9M 56.35
Visa (V) 3.9 $160M 944k 169.84
Intuitive Surgical (ISRG) 3.7 $150M 306k 491.19
Yum! Brands (YUM) 3.6 $148M 2.1M 71.94
Cognizant Technology Solutions (CTSH) 3.6 $146M 1.9M 76.62
Starbucks Corporation (SBUX) 3.6 $146M 2.6M 56.95
Ecolab (ECL) 3.5 $144M 1.8M 80.18
General Electric Company 3.5 $144M 6.2M 23.12
Google 3.4 $139M 176k 794.19
Discovery Communications 3.4 $137M 1.7M 78.74
TJX Companies (TJX) 3.1 $126M 2.7M 46.75
Allergan 3.1 $125M 1.1M 111.63
Tencent Holdings Ltd - (TCEHY) 3.0 $123M 3.9M 31.80
Union Pacific Corporation (UNP) 3.0 $122M 859k 142.41
Estee Lauder Companies (EL) 2.6 $105M 1.6M 64.03
Kinder Morgan (KMI) 2.4 $99M 2.5M 38.68
SABMiller (SBMRY) 2.3 $93M 1.8M 52.61
Schlumberger (SLB) 2.2 $91M 1.2M 74.89
Alexion Pharmaceuticals 2.0 $81M 883k 92.14
Family Dollar Stores 1.6 $64M 1.1M 59.05
Sap (SAP) 0.9 $38M 472k 80.54
Time Warner Cable 0.1 $2.6M 27k 96.06
Gnc Holdings Inc Cl A 0.0 $1.6M 40k 39.28
Radware Ltd ord (RDWR) 0.0 $1.1M 28k 37.73
McDonald's Corporation (MCD) 0.0 $1.1M 11k 99.73
Hologic (HOLX) 0.0 $1.3M 59k 22.60
BE Aerospace 0.0 $1.1M 19k 60.26
Henry Schein (HSIC) 0.0 $1.3M 14k 92.52
Dollar Tree (DLTR) 0.0 $1.2M 24k 48.42
Syntel 0.0 $1.1M 16k 67.52
Cheesecake Factory Incorporated (CAKE) 0.0 $1.3M 33k 38.62
Salix Pharmaceuticals 0.0 $1.2M 24k 51.16
Panera Bread Company 0.0 $1.0M 6.3k 165.19
Cardtronics 0.0 $1.1M 39k 27.46
Pentair 0.0 $1.1M 20k 52.73
Ucb Sa (UCBJY) 0.0 $1.3M 42k 31.98
Affiliated Managers (AMG) 0.0 $911k 5.9k 153.63
Brown & Brown (BRO) 0.0 $786k 25k 32.02
Willis Group Holdings 0.0 $907k 23k 39.48
Verisign (VRSN) 0.0 $794k 17k 47.25
DaVita (DVA) 0.0 $675k 5.7k 118.63
Cooper Companies 0.0 $893k 8.3k 107.85
Waddell & Reed Financial 0.0 $1.0M 23k 43.80
Foot Locker (FL) 0.0 $840k 25k 34.24
Marsh & McLennan Companies (MMC) 0.0 $949k 25k 37.96
Key (KEY) 0.0 $982k 99k 9.96
IPG Photonics Corporation (IPGP) 0.0 $1.0M 15k 66.40
Sally Beauty Holdings (SBH) 0.0 $764k 26k 29.36
Monotype Imaging Holdings 0.0 $750k 32k 23.75
Aruba Networks 0.0 $909k 37k 24.73
Petroleum Geo-Services ASA 0.0 $794k 51k 15.43
Vitamin Shoppe 0.0 $789k 16k 48.82
Fresh Market 0.0 $745k 17k 42.79
O'reilly Automotive (ORLY) 0.0 $859k 8.4k 102.38
Sodastream International 0.0 $981k 20k 49.65
Bloomin Brands (BLMN) 0.0 $791k 44k 17.86
FMC Technologies 0.0 $402k 7.4k 54.32
United Technologies Corporation 0.0 $398k 4.3k 93.54
Penn National Gaming (PENN) 0.0 $429k 7.9k 54.44
HDFC Bank (HDB) 0.0 $505k 14k 37.44
Oracle Corporation (ORCL) 0.0 $298k 9.2k 32.30
MercadoLibre (MELI) 0.0 $436k 4.5k 96.46
American Vanguard (AVD) 0.0 $517k 17k 30.56
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $541k 6.7k 81.23
Ixia 0.0 $350k 16k 21.65
iShares Russell 1000 Growth Index (IWF) 0.0 $576k 8.1k 71.30
Groupe Danone SA (DANOY) 0.0 $334k 24k 13.93
Swatch Group (SWGAY) 0.0 $393k 14k 29.11
Beijing Enterprises Hldg 0.0 $489k 6.4k 77.01
Dunkin' Brands Group 0.0 $556k 15k 36.88
Ross Stores (ROST) 0.0 $169k 2.8k 60.68