Dsm Capital Partners as of March 31, 2019
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 53 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 8.6 | $583M | 3.2M | 182.45 | |
| Microsoft Corporation (MSFT) | 8.4 | $570M | 4.8M | 117.94 | |
| Adobe Systems Incorporated (ADBE) | 7.9 | $534M | 2.0M | 266.49 | |
| Visa (V) | 7.5 | $506M | 3.2M | 156.19 | |
| Alphabet Inc Class A cs (GOOGL) | 6.6 | $450M | 382k | 1176.89 | |
| Paypal Holdings (PYPL) | 5.9 | $398M | 3.8M | 103.84 | |
| Facebook Inc cl a (META) | 5.4 | $366M | 2.2M | 166.69 | |
| Tencent Holdings Ltd - (TCEHY) | 5.1 | $344M | 7.5M | 45.98 | |
| Msci (MSCI) | 3.6 | $243M | 1.2M | 198.84 | |
| Automatic Data Processing (ADP) | 3.2 | $217M | 1.4M | 159.74 | |
| Intuit (INTU) | 3.2 | $217M | 829k | 261.41 | |
| Amazon (AMZN) | 3.1 | $211M | 118k | 1780.75 | |
| Abbott Laboratories (ABT) | 3.1 | $210M | 2.6M | 79.94 | |
| Zoetis Inc Cl A (ZTS) | 3.0 | $203M | 2.0M | 100.67 | |
| Monster Beverage Corp (MNST) | 2.8 | $192M | 3.5M | 54.58 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $181M | 661k | 273.72 | |
| Becton, Dickinson and (BDX) | 2.6 | $178M | 712k | 249.73 | |
| Regeneron Pharmaceuticals (REGN) | 2.3 | $154M | 374k | 410.62 | |
| Epam Systems (EPAM) | 1.8 | $120M | 710k | 169.13 | |
| Royal Caribbean Cruises (RCL) | 1.7 | $118M | 1.0M | 114.62 | |
| Booking Holdings (BKNG) | 1.6 | $108M | 62k | 1744.91 | |
| HDFC Bank (HDB) | 1.6 | $105M | 909k | 115.91 | |
| Elanco Animal Health (ELAN) | 1.4 | $98M | 3.1M | 32.07 | |
| Burlington Stores (BURL) | 1.4 | $94M | 599k | 156.68 | |
| Sirius Xm Holdings (SIRI) | 1.1 | $71M | 13M | 5.67 | |
| Washington Prime (WB) | 1.0 | $70M | 1.1M | 61.99 | |
| Canadian Pacific Railway | 0.9 | $64M | 312k | 206.03 | |
| New Oriental Education & Tech | 0.9 | $64M | 712k | 90.09 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $61M | 696k | 88.10 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $23M | 19k | 1173.29 | |
| Autohome Inc- (ATHM) | 0.1 | $6.7M | 64k | 105.12 | |
| Nice Systems (NICE) | 0.1 | $6.2M | 50k | 122.51 | |
| Tor Dom Bk Cad (TD) | 0.0 | $2.7M | 50k | 54.25 | |
| Rbc Cad (RY) | 0.0 | $1.9M | 25k | 75.39 | |
| Raytheon Company | 0.0 | $1.0M | 5.7k | 182.11 | |
| Baidu (BIDU) | 0.0 | $1.5M | 9.1k | 164.90 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.2M | 16k | 74.80 | |
| Globant S A (GLOB) | 0.0 | $1.4M | 20k | 71.40 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.7M | 21k | 79.24 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $1.1M | 59k | 18.12 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $347k | 8.1k | 42.71 | |
| Stryker Corporation (SYK) | 0.0 | $909k | 4.6k | 197.61 | |
| 51job | 0.0 | $676k | 8.7k | 77.93 | |
| Yandex Nv-a (YNDX) | 0.0 | $752k | 22k | 34.36 | |
| 58 Com Inc spon adr rep a | 0.0 | $861k | 13k | 65.65 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $736k | 25k | 29.84 | |
| Huazhu Group (HTHT) | 0.0 | $445k | 11k | 42.16 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $256k | 2.8k | 92.42 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $238k | 3.6k | 66.11 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $90k | 600.00 | 150.00 | |
| Noah Holdings (NOAH) | 0.0 | $306k | 6.3k | 48.42 | |
| Momo | 0.0 | $163k | 4.3k | 38.22 | |
| Baozun (BZUN) | 0.0 | $201k | 4.9k | 41.44 |
