Dsm Capital Partners as of Sept. 30, 2019
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 51 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $655M | 4.7M | 139.03 | |
| Adobe Systems Incorporated (ADBE) | 7.8 | $509M | 1.8M | 276.25 | |
| Alibaba Group Holding (BABA) | 7.7 | $499M | 3.0M | 167.23 | |
| Alphabet Inc Class A cs (GOOGL) | 7.6 | $493M | 404k | 1221.14 | |
| Visa (V) | 6.3 | $411M | 2.4M | 172.01 | |
| Facebook Inc cl a (META) | 5.7 | $372M | 2.1M | 178.08 | |
| Paypal Holdings (PYPL) | 5.6 | $363M | 3.5M | 103.59 | |
| Amazon (AMZN) | 4.8 | $309M | 178k | 1735.91 | |
| Tencent Holdings Ltd - (TCEHY) | 4.6 | $299M | 7.2M | 41.69 | |
| Automatic Data Processing (ADP) | 3.8 | $248M | 1.5M | 161.42 | |
| Zoetis Inc Cl A (ZTS) | 3.7 | $240M | 1.9M | 124.59 | |
| Becton, Dickinson and (BDX) | 2.9 | $190M | 751k | 252.96 | |
| Monster Beverage Corp (MNST) | 2.3 | $149M | 2.6M | 58.06 | |
| Intuit (INTU) | 2.3 | $149M | 558k | 265.94 | |
| Booking Holdings (BKNG) | 2.2 | $146M | 75k | 1962.60 | |
| Palo Alto Networks (PANW) | 2.2 | $145M | 712k | 203.83 | |
| Abbott Laboratories (ABT) | 2.2 | $140M | 1.7M | 83.67 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $124M | 426k | 291.27 | |
| Epam Systems (EPAM) | 1.9 | $124M | 682k | 182.32 | |
| Sirius Xm Holdings (SIRI) | 1.9 | $123M | 20M | 6.25 | |
| Burlington Stores (BURL) | 1.8 | $115M | 573k | 199.82 | |
| Msci (MSCI) | 1.7 | $110M | 504k | 217.75 | |
| New Oriental Education & Tech | 1.7 | $108M | 977k | 110.76 | |
| Royal Caribbean Cruises (RCL) | 1.6 | $106M | 979k | 108.33 | |
| Elanco Animal Health (ELAN) | 1.6 | $103M | 3.9M | 26.59 | |
| Global Payments (GPN) | 1.5 | $99M | 622k | 159.00 | |
| HDFC Bank (HDB) | 1.2 | $78M | 1.4M | 57.05 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $59M | 651k | 90.11 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $19M | 16k | 1219.01 | |
| Nice Systems (NICE) | 0.1 | $3.6M | 25k | 143.79 | |
| Rbc Cad (RY) | 0.0 | $1.9M | 23k | 81.17 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $2.1M | 26k | 81.91 | |
| Raytheon Company | 0.0 | $1.1M | 5.7k | 196.14 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.1M | 15k | 73.69 | |
| Globant S A (GLOB) | 0.0 | $1.1M | 12k | 91.59 | |
| Canadian Pacific Railway | 0.0 | $604k | 2.7k | 222.30 | |
| Yandex Nv-a (YNDX) | 0.0 | $845k | 24k | 35.01 | |
| Baozun (BZUN) | 0.0 | $352k | 8.2k | 42.74 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $851k | 18k | 46.30 | |
| Endava Plc ads (DAVA) | 0.0 | $459k | 12k | 37.81 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $782k | 61k | 12.76 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $254k | 2.8k | 91.70 | |
| ICICI Bank (IBN) | 0.0 | $196k | 16k | 12.19 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $218k | 3.6k | 60.56 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $44k | 2.8k | 15.65 | |
| Noah Holdings (NOAH) | 0.0 | $219k | 7.5k | 29.18 | |
| Kering Sa (PPRUY) | 0.0 | $304k | 6.0k | 50.85 | |
| 58 Com Inc spon adr rep a | 0.0 | $257k | 5.2k | 49.33 | |
| Jd (JD) | 0.0 | $155k | 5.5k | 28.28 | |
| Momo | 0.0 | $300k | 9.7k | 30.98 | |
| Arco Platform Cl A Ord | 0.0 | $203k | 4.0k | 50.75 |
