Dsm Capital Partners as of Dec. 31, 2015
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 40 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Allergan | 7.6 | $484M | 1.5M | 312.50 | |
| priceline.com Incorporated | 6.6 | $418M | 328k | 1274.95 | |
| Alphabet Inc Class A cs (GOOGL) | 6.1 | $392M | 504k | 778.01 | |
| Alibaba Group Holding (BABA) | 5.5 | $348M | 4.3M | 81.27 | |
| Celgene Corporation | 5.1 | $327M | 2.7M | 119.76 | |
| Facebook Inc cl a (META) | 4.6 | $295M | 2.8M | 104.66 | |
| Cognizant Technology Solutions (CTSH) | 4.5 | $284M | 4.7M | 60.02 | |
| Alexion Pharmaceuticals | 4.1 | $262M | 1.4M | 190.75 | |
| Adobe Systems Incorporated (ADBE) | 3.9 | $248M | 2.6M | 93.94 | |
| Tencent Holdings Ltd - (TCEHY) | 3.8 | $239M | 12M | 19.67 | |
| Newell Rubbermaid (NWL) | 3.2 | $201M | 4.6M | 44.08 | |
| Royal Caribbean Cruises (RCL) | 3.1 | $199M | 2.0M | 101.21 | |
| Visa (V) | 2.9 | $183M | 2.4M | 77.55 | |
| Shire | 2.8 | $181M | 884k | 205.00 | |
| Dollar General (DG) | 2.7 | $175M | 2.4M | 71.87 | |
| MasterCard Incorporated (MA) | 2.7 | $171M | 1.8M | 97.36 | |
| Monster Beverage Corp (MNST) | 2.7 | $171M | 1.1M | 148.96 | |
| Nielsen Hldgs Plc Shs Eur | 2.6 | $167M | 3.6M | 46.60 | |
| Intuitive Surgical (ISRG) | 2.5 | $160M | 292k | 546.16 | |
| Perrigo Company (PRGO) | 2.5 | $159M | 1.1M | 144.70 | |
| Invesco (IVZ) | 2.4 | $156M | 4.6M | 33.48 | |
| Affiliated Managers (AMG) | 2.3 | $146M | 915k | 159.76 | |
| Bristol Myers Squibb (BMY) | 2.0 | $129M | 1.9M | 68.79 | |
| Nxp Semiconductors N V (NXPI) | 2.0 | $129M | 1.5M | 84.25 | |
| Cerner Corporation | 1.6 | $103M | 1.7M | 60.17 | |
| Starbucks Corporation (SBUX) | 1.6 | $103M | 1.7M | 60.03 | |
| Stericycle (SRCL) | 1.6 | $99M | 822k | 120.60 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $98M | 181k | 542.87 | |
| FleetCor Technologies | 1.5 | $98M | 687k | 142.93 | |
| HDFC Bank (HDB) | 1.5 | $97M | 1.6M | 61.60 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $87M | 115k | 758.88 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $21M | 211k | 99.48 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $20M | 239k | 81.38 | |
| Autohome Inc- (ATHM) | 0.2 | $16M | 444k | 34.92 | |
| Capgemini Sa- | 0.2 | $9.9M | 213k | 46.49 | |
| Northern Trust Corporation (NTRS) | 0.1 | $3.0M | 42k | 72.08 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.9M | 31k | 59.97 | |
| Novo Nordisk A/S (NVO) | 0.0 | $87k | 1.5k | 58.39 | |
| Dollar Tree (DLTR) | 0.0 | $115k | 1.5k | 77.18 | |
| Ims Health Holdings | 0.0 | $57k | 2.2k | 25.68 |
