Dsm Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 48 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $760M | 4.8M | 157.70 | |
| Alibaba Group Holding (BABA) | 8.6 | $647M | 3.0M | 212.10 | |
| Adobe Systems Incorporated (ADBE) | 8.2 | $620M | 1.9M | 329.81 | |
| Alphabet Inc Class A cs (GOOGL) | 7.4 | $556M | 415k | 1339.39 | |
| Visa (V) | 6.1 | $460M | 2.4M | 187.90 | |
| Facebook Inc cl a (META) | 5.8 | $438M | 2.1M | 205.25 | |
| Paypal Holdings (PYPL) | 5.1 | $387M | 3.6M | 108.17 | |
| Tencent Holdings Ltd - (TCEHY) | 4.5 | $341M | 7.1M | 48.03 | |
| Amazon (AMZN) | 4.4 | $335M | 182k | 1847.84 | |
| Automatic Data Processing (ADP) | 3.9 | $292M | 1.7M | 170.50 | |
| Zoetis Inc Cl A (ZTS) | 3.5 | $264M | 2.0M | 132.35 | |
| Becton, Dickinson and (BDX) | 2.7 | $207M | 762k | 271.97 | |
| Booking Holdings (BKNG) | 2.3 | $174M | 85k | 2053.74 | |
| Epam Systems (EPAM) | 2.3 | $173M | 816k | 212.16 | |
| Palo Alto Networks (PANW) | 2.2 | $166M | 718k | 231.25 | |
| Intuit (INTU) | 2.2 | $165M | 628k | 261.93 | |
| Abbott Laboratories (ABT) | 2.0 | $149M | 1.7M | 86.86 | |
| Sirius Xm Holdings (SIRI) | 1.9 | $146M | 20M | 7.15 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $142M | 437k | 324.87 | |
| New Oriental Education & Tech | 1.8 | $135M | 1.1M | 121.25 | |
| Burlington Stores (BURL) | 1.8 | $134M | 589k | 228.03 | |
| Elanco Animal Health (ELAN) | 1.8 | $134M | 4.6M | 29.45 | |
| Royal Caribbean Cruises (RCL) | 1.8 | $134M | 1.0M | 133.51 | |
| Global Payments (GPN) | 1.5 | $116M | 637k | 182.56 | |
| Boston Scientific Corporation (BSX) | 1.4 | $103M | 2.3M | 45.22 | |
| Monster Beverage Corp (MNST) | 1.3 | $98M | 1.5M | 63.55 | |
| HDFC Bank (HDB) | 1.2 | $88M | 1.4M | 63.37 | |
| Jd (JD) | 1.0 | $74M | 2.1M | 35.23 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $72M | 671k | 107.49 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $20M | 15k | 1337.05 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $8.4M | 48k | 175.91 | |
| Tor Dom Bk Cad (TD) | 0.0 | $2.5M | 45k | 56.08 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $2.2M | 25k | 89.26 | |
| Raytheon Company | 0.0 | $1.2M | 5.5k | 219.82 | |
| Canadian Pacific Railway | 0.0 | $1.2M | 4.6k | 254.91 | |
| Rbc Cad (RY) | 0.0 | $1.8M | 22k | 79.10 | |
| ICICI Bank (IBN) | 0.0 | $378k | 25k | 15.10 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.1M | 14k | 77.43 | |
| Kering Sa (PPRUY) | 0.0 | $391k | 6.0k | 65.41 | |
| Baozun (BZUN) | 0.0 | $396k | 12k | 33.12 | |
| Endava Plc ads (DAVA) | 0.0 | $571k | 12k | 46.59 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $284k | 3.0k | 94.67 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $302k | 5.0k | 60.70 | |
| 58 Com Inc spon adr rep a | 0.0 | $373k | 5.8k | 64.70 | |
| Globant S A (GLOB) | 0.0 | $337k | 3.2k | 106.14 | |
| Momo | 0.0 | $376k | 11k | 33.52 | |
| Arco Platform Cl A Ord | 0.0 | $350k | 7.9k | 44.25 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $260k | 22k | 11.75 |
