DSM Capital Partners

Dsm Capital Partners as of June 30, 2019

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 51 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 9.7 $668M 5.0M 133.96
Adobe Common Stock (ADBE) 8.4 $578M 2.0M 294.65
Alibaba Group Holding Adr (BABA) 7.8 $532M 3.1M 169.45
Alphabet -CL A Common Stock (GOOGL) 6.7 $457M 422k 1082.80
Visa Common Stock (V) 6.5 $443M 2.6M 173.55
Facebook Common Stock (META) 6.2 $425M 2.2M 193.00
Paypal Holdings Common Stock (PYPL) 5.9 $406M 3.5M 114.46
Amazon.com Common Stock (AMZN) 5.0 $341M 180k 1893.63
Tencent Holdings Adr (TCEHY) 4.8 $330M 7.3M 45.24
Automatic Data Processing Common Stock (ADP) 3.8 $259M 1.6M 165.33
Monster Beverage Common Stock (MNST) 3.2 $222M 3.5M 63.83
Zoetis Common Stock (ZTS) 3.2 $222M 2.0M 113.49
Becton, Dickinson & Company Common Stock (BDX) 2.8 $190M 755k 252.01
Intuit Common Stock (INTU) 2.2 $150M 575k 261.33
Abbott Laboratories Common Stock (ABT) 2.1 $143M 1.7M 84.10
Booking Holdings Common Stock (BKNG) 2.1 $142M 76k 1874.72
Palo Alto Networks Common Stock (PANW) 1.9 $129M 634k 203.76
Elanco Animal Health Common Stock (ELAN) 1.9 $128M 3.8M 33.80
Thermo Fisher Scientific Common Stock (TMO) 1.8 $126M 429k 293.68
Royal Caribbean Cruises Non-US Incorp.Common Stock (RCL) 1.8 $122M 1.0M 121.21
Msci Common Stock (MSCI) 1.8 $122M 509k 238.79
HDFC Bank Adr (HDB) 1.6 $112M 864k 130.04
Sirius XM Holdings Common Stock (SIRI) 1.6 $111M 20M 5.58
New Oriental Education Adr 1.5 $103M 1.1M 96.58
Global Payments Common Stock (GPN) 1.5 $101M 633k 160.13
Burlington Stores Common Stock (BURL) 1.4 $99M 583k 170.15
EPAM Systems Common Stock (EPAM) 1.4 $97M 559k 173.10
Neurocrine Biosciences Common Stock (NBIX) 0.8 $56M 661k 84.43
Alphabet -CL C Common Stock (GOOG) 0.3 $20M 19k 1080.92
Nice Adr (NICE) 0.1 $6.3M 46k 137.00
Autohome Adr (ATHM) 0.1 $5.1M 59k 85.61
Royal Bank of Canada Non-US Prime Listing (RY) 0.0 $2.0M 25k 79.48
Lamar Advertising Common Stock (LAMR) 0.0 $1.9M 24k 80.72
Globant Non-US Prime Listing (GLOB) 0.0 $1.6M 16k 101.05
Yandex Non-US Prime Listing (YNDX) 0.0 $1.1M 30k 38.02
Raytheon Company Common Stock 0.0 $1.1M 6.1k 173.88
PagSeguro Digital Non-US Prime Listing (PAGS) 0.0 $946k 24k 38.96
Tencent Music Entertainment Adr (TME) 0.0 $941k 63k 14.99
58.com Adr 0.0 $889k 14k 62.15
51job Adr 0.0 $766k 10k 75.54
Canadian Pacific Railway Non-US Prime Listing 0.0 $547k 2.3k 235.27
Huazhu Group Adr (HTHT) 0.0 $383k 11k 36.29
Kering Adr (PPRUY) 0.0 $359k 6.1k 59.08
Momo Adr 0.0 $347k 9.7k 35.83
Baozun Adr (BZUN) 0.0 $344k 6.9k 49.86
Noah Holdings Adr (NOAH) 0.0 $269k 6.3k 42.56
Fomento Economico Mexicano Adr (FMX) 0.0 $268k 2.8k 96.75
Weibo Adr (WB) 0.0 $251k 5.8k 43.56
Coca-Cola FEMSA Adr (KOF) 0.0 $224k 3.6k 62.22
ICICIC Bank Adr (IBN) 0.0 $178k 14k 12.56
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $58k 372.00 155.91