Dsm Capital Partners as of Dec. 31, 2014
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 47 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 10.3 | $561M | 5.0M | 111.86 | |
| Biogen Idec (BIIB) | 5.6 | $305M | 898k | 339.45 | |
| Time Warner | 5.5 | $297M | 3.5M | 85.42 | |
| Alexion Pharmaceuticals | 5.4 | $294M | 1.6M | 185.03 | |
| priceline.com Incorporated | 5.1 | $274M | 241k | 1140.21 | |
| Alibaba Group Holding (BABA) | 4.1 | $224M | 2.2M | 103.94 | |
| Regeneron Pharmaceuticals (REGN) | 3.9 | $212M | 517k | 410.25 | |
| Baidu (BIDU) | 3.8 | $203M | 891k | 227.97 | |
| Cognizant Technology Solutions (CTSH) | 3.7 | $201M | 3.8M | 52.66 | |
| Visa (V) | 3.6 | $195M | 744k | 262.20 | |
| Starbucks Corporation (SBUX) | 3.4 | $186M | 2.3M | 82.05 | |
| Precision Castparts | 3.3 | $179M | 742k | 240.88 | |
| Perrigo Company (PRGO) | 3.0 | $161M | 965k | 167.16 | |
| Monsanto Company | 2.9 | $157M | 1.3M | 119.47 | |
| Abbott Laboratories (ABT) | 2.9 | $156M | 3.5M | 45.02 | |
| Tencent Holdings Ltd - (TCEHY) | 2.8 | $154M | 11M | 14.51 | |
| Comcast Corporation (CMCSA) | 2.7 | $146M | 2.5M | 58.01 | |
| Invesco (IVZ) | 2.6 | $142M | 3.6M | 39.52 | |
| Dollar Tree (DLTR) | 2.6 | $139M | 2.0M | 70.38 | |
| MasterCard Incorporated (MA) | 2.5 | $134M | 1.6M | 86.16 | |
| Monster Beverage | 2.4 | $130M | 1.2M | 108.35 | |
| Affiliated Managers (AMG) | 2.2 | $117M | 552k | 212.24 | |
| 1.9 | $103M | 195k | 530.67 | ||
| Dollar General (DG) | 1.6 | $88M | 1.2M | 70.70 | |
| Wynn Resorts (WYNN) | 1.6 | $86M | 578k | 148.76 | |
| Safran S A (SAFRY) | 1.6 | $86M | 5.5M | 15.50 | |
| Las Vegas Sands (LVS) | 1.5 | $83M | 1.4M | 58.16 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $82M | 1.1M | 76.40 | |
| BlackRock (BLK) | 1.5 | $81M | 226k | 357.56 | |
| Google Inc Class C | 1.5 | $80M | 151k | 526.40 | |
| Discovery Communications | 0.9 | $51M | 1.5M | 34.45 | |
| Discovery Communications | 0.8 | $45M | 1.3M | 33.72 | |
| HDFC Bank (HDB) | 0.5 | $25M | 499k | 50.75 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $14M | 181k | 78.57 | |
| Yandex Nv-a (YNDX) | 0.2 | $9.2M | 513k | 17.96 | |
| Abbvie (ABBV) | 0.1 | $6.2M | 94k | 65.44 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $4.9M | 86k | 57.27 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $2.8M | 29k | 95.61 | |
| Wynn Macau Ltd Adr C ommon (WYNMY) | 0.1 | $2.6M | 94k | 28.17 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $1.6M | 7.9k | 205.54 | |
| Kinder Morgan (KMI) | 0.0 | $1.6M | 39k | 42.32 | |
| Gnc Holdings Inc Cl A | 0.0 | $1.5M | 31k | 46.95 | |
| Galaxy Entertainment (GXYEY) | 0.0 | $1.4M | 24k | 56.28 | |
| Novo Nordisk A/S (NVO) | 0.0 | $84k | 2.0k | 42.53 | |
| Julius Baer Group (JBAXY) | 0.0 | $18k | 1.9k | 9.39 | |
| REPCOM cla | 0.0 | $70k | 1.1k | 62.78 | |
| Autohome Inc- (ATHM) | 0.0 | $53k | 1.5k | 36.18 |
