Dsm Capital Partners as of March 31, 2020
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 50 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.5 | $758M | 4.8M | 157.71 | |
| Adobe Systems Incorporated (ADBE) | 9.0 | $595M | 1.9M | 318.24 | |
| Alibaba Group Holding (BABA) | 8.6 | $571M | 2.9M | 194.48 | |
| Alphabet Inc Class A cs (GOOGL) | 7.3 | $484M | 416k | 1161.95 | |
| Visa (V) | 5.9 | $389M | 2.4M | 161.12 | |
| Paypal Holdings (PYPL) | 5.8 | $386M | 4.0M | 95.74 | |
| Facebook Inc cl a (META) | 5.6 | $372M | 2.2M | 166.80 | |
| Tencent Holdings Ltd - (TCEHY) | 5.6 | $367M | 7.5M | 49.09 | |
| Amazon (AMZN) | 5.4 | $354M | 182k | 1949.72 | |
| Automatic Data Processing (ADP) | 3.3 | $218M | 1.6M | 136.68 | |
| Epam Systems (EPAM) | 3.3 | $216M | 1.2M | 185.66 | |
| Zoetis Inc Cl A (ZTS) | 3.3 | $215M | 1.8M | 117.69 | |
| Intuit (INTU) | 2.9 | $192M | 834k | 230.00 | |
| Abbott Laboratories (ABT) | 2.6 | $172M | 2.2M | 78.91 | |
| Becton, Dickinson and (BDX) | 2.6 | $169M | 734k | 229.77 | |
| New Oriental Education & Tech | 2.1 | $137M | 1.3M | 108.24 | |
| Boston Scientific Corporation (BSX) | 1.8 | $118M | 3.6M | 32.63 | |
| Jd (JD) | 1.8 | $116M | 2.9M | 40.50 | |
| Sirius Xm Holdings (SIRI) | 1.7 | $113M | 23M | 4.94 | |
| Elanco Animal Health (ELAN) | 1.6 | $107M | 4.8M | 22.39 | |
| Burlington Stores (BURL) | 1.6 | $105M | 661k | 158.46 | |
| Global Payments (GPN) | 1.6 | $105M | 725k | 144.23 | |
| Varian Medical Systems | 1.2 | $79M | 769k | 102.66 | |
| Neurocrine Biosciences (NBIX) | 1.1 | $74M | 860k | 86.55 | |
| Aon | 1.0 | $63M | 381k | 165.04 | |
| Monster Beverage Corp (MNST) | 0.8 | $52M | 918k | 56.26 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $36M | 126k | 283.60 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $16M | 14k | 1162.78 | |
| MasterCard Incorporated (MA) | 0.2 | $13M | 52k | 241.57 | |
| Nice Systems (NICE) | 0.1 | $4.1M | 28k | 143.56 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $2.2M | 42k | 51.27 | |
| Tor Dom Bk Cad (TD) | 0.0 | $1.9M | 45k | 42.15 | |
| Rbc Cad (RY) | 0.0 | $1.4M | 22k | 61.44 | |
| Canadian Pacific Railway | 0.0 | $1.2M | 5.4k | 219.59 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $721k | 14k | 50.07 | |
| Globant S A (GLOB) | 0.0 | $714k | 8.1k | 87.88 | |
| Baozun (BZUN) | 0.0 | $553k | 20k | 27.94 | |
| Intuitive Surgical (ISRG) | 0.0 | $495k | 1.0k | 495.00 | |
| Endava Plc ads (DAVA) | 0.0 | $488k | 14k | 35.18 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $428k | 43k | 10.05 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $389k | 2.6k | 150.43 | |
| Momo | 0.0 | $355k | 16k | 21.70 | |
| 58 Com Inc spon adr rep a | 0.0 | $354k | 7.3k | 48.79 | |
| Arco Platform Cl A Ord | 0.0 | $334k | 7.9k | 42.23 | |
| HDFC Bank (HDB) | 0.0 | $306k | 8.0k | 38.41 | |
| Huazhu Group (HTHT) | 0.0 | $210k | 7.3k | 28.76 | |
| Kering Sa (PPRUY) | 0.0 | $202k | 3.9k | 51.76 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $132k | 2.2k | 60.41 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $113k | 2.8k | 40.29 | |
| 51job | 0.0 | $107k | 1.7k | 61.42 |
