Dsm Capital Partners as of March 31, 2014
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 74 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Celgene Corporation | 7.6 | $364M | 2.6M | 139.60 | |
5.5 | $262M | 235k | 1114.51 | ||
Monsanto Company | 5.4 | $259M | 2.3M | 113.77 | |
priceline.com Incorporated | 4.9 | $236M | 198k | 1191.89 | |
Time Warner | 4.7 | $225M | 3.4M | 65.33 | |
Cognizant Technology Solutions (CTSH) | 4.2 | $203M | 4.0M | 50.60 | |
Yum! Brands (YUM) | 3.7 | $179M | 2.4M | 75.39 | |
Airbus Group Nv - Unsp (EADSY) | 3.7 | $178M | 9.9M | 17.91 | |
Starbucks Corporation (SBUX) | 3.7 | $176M | 2.4M | 73.38 | |
BlackRock (BLK) | 3.6 | $171M | 544k | 314.48 | |
Dollar General (DG) | 3.5 | $167M | 3.0M | 55.48 | |
Visa (V) | 3.4 | $163M | 756k | 215.86 | |
Alexion Pharmaceuticals | 3.3 | $156M | 1.0M | 152.13 | |
Wynn Resorts (WYNN) | 3.2 | $155M | 699k | 222.15 | |
Tencent Holdings Ltd - (TCEHY) | 3.1 | $149M | 2.1M | 69.54 | |
Intuitive Surgical (ISRG) | 3.0 | $146M | 334k | 437.99 | |
Regeneron Pharmaceuticals (REGN) | 3.0 | $145M | 483k | 300.28 | |
Discovery Communications | 2.8 | $135M | 1.6M | 82.70 | |
MasterCard Incorporated (MA) | 2.8 | $134M | 1.8M | 74.70 | |
eBay (EBAY) | 2.8 | $133M | 2.4M | 55.24 | |
Invesco (IVZ) | 2.8 | $133M | 3.6M | 37.00 | |
Biogen Idec (BIIB) | 2.7 | $128M | 420k | 305.87 | |
Las Vegas Sands (LVS) | 2.5 | $120M | 1.5M | 80.78 | |
Monster Beverage | 2.5 | $118M | 1.7M | 69.45 | |
Swatch Group (SWGAY) | 2.4 | $116M | 3.7M | 31.36 | |
Precision Castparts | 2.0 | $96M | 379k | 252.76 | |
TJX Companies (TJX) | 1.9 | $92M | 1.5M | 60.65 | |
Safran S A (SAFRY) | 1.8 | $88M | 5.1M | 17.33 | |
Ecolab (ECL) | 1.6 | $78M | 723k | 107.99 | |
HDFC Bank (HDB) | 0.4 | $19M | 454k | 41.03 | |
Omni (OMC) | 0.1 | $7.0M | 97k | 72.61 | |
Wynn Macau Ltd Adr C ommon (WYNMY) | 0.1 | $5.0M | 120k | 41.51 | |
Gnc Holdings Inc Cl A | 0.1 | $3.4M | 78k | 44.03 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $2.6M | 14k | 187.06 | |
NPS Pharmaceuticals | 0.1 | $2.2M | 73k | 29.94 | |
Affiliated Managers (AMG) | 0.0 | $1.8M | 8.9k | 200.11 | |
Salix Pharmaceuticals | 0.0 | $1.8M | 17k | 103.63 | |
Carpenter Technology Corporation (CRS) | 0.0 | $1.7M | 26k | 66.05 | |
Dick's Sporting Goods (DKS) | 0.0 | $1.4M | 26k | 54.62 | |
BE Aerospace | 0.0 | $1.3M | 15k | 86.80 | |
Waddell & Reed Financial | 0.0 | $1.4M | 19k | 73.65 | |
Interpublic Group of Companies (IPG) | 0.0 | $1.2M | 70k | 17.14 | |
Cadence Design Systems (CDNS) | 0.0 | $1.6M | 102k | 15.55 | |
Constellation Brands (STZ) | 0.0 | $1.4M | 17k | 85.01 | |
Syntel | 0.0 | $1.5M | 17k | 89.94 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $1.3M | 27k | 47.64 | |
IPG Photonics Corporation (IPGP) | 0.0 | $1.6M | 23k | 71.11 | |
Hexcel Corporation (HXL) | 0.0 | $1.2M | 28k | 43.57 | |
Cardtronics | 0.0 | $1.5M | 40k | 38.87 | |
Aegerion Pharmaceuticals | 0.0 | $1.5M | 32k | 46.19 | |
Amc Networks Inc Cl A (AMCX) | 0.0 | $1.5M | 20k | 73.11 | |
Bloomin Brands (BLMN) | 0.0 | $1.4M | 56k | 24.11 | |
REPCOM cla | 0.0 | $1.5M | 20k | 76.38 | |
Artisan Partners (APAM) | 0.0 | $1.2M | 19k | 64.30 | |
Zodiac Aerospace | 0.0 | $1.3M | 185k | 7.07 | |
Abbott Laboratories (ABT) | 0.0 | $1.2M | 30k | 38.52 | |
HSN | 0.0 | $1.1M | 18k | 59.78 | |
Polaris Industries (PII) | 0.0 | $805k | 5.8k | 139.76 | |
Foot Locker (FL) | 0.0 | $1.0M | 22k | 47.02 | |
Home Inns & Hotels Management | 0.0 | $856k | 27k | 32.31 | |
Oceaneering International (OII) | 0.0 | $1.1M | 16k | 71.89 | |
Sally Beauty Holdings (SBH) | 0.0 | $935k | 34k | 27.42 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $863k | 8.9k | 97.46 | |
Movado (MOV) | 0.0 | $1.2M | 26k | 45.59 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $757k | 8.7k | 86.57 | |
SolarWinds | 0.0 | $1.2M | 27k | 42.65 | |
SouFun Holdings | 0.0 | $1.1M | 17k | 68.46 | |
Julius Baer Group (JBAXY) | 0.0 | $1.1M | 127k | 8.89 | |
Epam Systems (EPAM) | 0.0 | $923k | 28k | 32.91 | |
Lpl Financial Holdings (LPLA) | 0.0 | $906k | 17k | 52.55 | |
Ucb Sa (UCBJY) | 0.0 | $761k | 19k | 40.09 | |
Harley-Davidson (HOG) | 0.0 | $481k | 7.2k | 66.67 | |
Hutchison Whampoa | 0.0 | $531k | 20k | 26.48 | |
Infosys Technologies (INFY) | 0.0 | $63k | 1.2k | 54.55 |