DSM Capital Partners as of Dec. 31, 2010
Portfolio Holdings for DSM Capital Partners
DSM Capital Partners holds 74 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celgene Corporation | 6.7 | $235B | 4.0M | 59140.00 | |
| Apple (AAPL) | 6.5 | $227B | 703k | 322560.00 | |
| 5.4 | $188B | 316k | 593970.00 | ||
| Schlumberger (SLB) | 4.9 | $170B | 2.0M | 83500.00 | |
| C.H. Robinson Worldwide (CHRW) | 4.5 | $157B | 2.0M | 80190.00 | |
| Cognizant Technology Solutions (CTSH) | 4.2 | $147B | 2.0M | 73290.00 | |
| NetApp (NTAP) | 3.8 | $134B | 2.4M | 54960.00 | |
| priceline.com Incorporated | 3.8 | $131B | 328k | 399550.00 | |
| Expeditors International of Washington (EXPD) | 3.3 | $116B | 2.1M | 54600.00 | |
| Juniper Networks (JNPR) | 3.1 | $110B | 3.0M | 36920.00 | |
| Intuitive Surgical (ISRG) | 2.9 | $100B | 389k | 257750.00 | |
| 3M Company (MMM) | 2.7 | $95B | 1.1M | 86300.00 | |
| Adobe Systems Incorporated (ADBE) | 2.7 | $95B | 3.1M | 30780.00 | |
| Pepsi (PEP) | 2.7 | $93B | 1.4M | 65330.00 | |
| McDonald's Corporation (MCD) | 2.6 | $92B | 1.2M | 76760.00 | |
| Praxair | 2.6 | $92B | 963k | 95470.00 | |
| State Street Corporation (STT) | 2.6 | $91B | 2.0M | 46340.00 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.6 | $91B | 1.5M | 58739.67 | |
| Target Corporation (TGT) | 2.4 | $85B | 1.4M | 60130.00 | |
| Varian Medical Systems | 2.4 | $85B | 1.2M | 69280.00 | |
| Invesco (IVZ) | 2.4 | $83B | 3.4M | 24060.00 | |
| Baker Hughes Incorporated | 2.3 | $81B | 1.4M | 57170.00 | |
| Omni (OMC) | 2.3 | $81B | 1.8M | 45800.00 | |
| Allergan | 2.3 | $79B | 1.2M | 68670.00 | |
| F5 Networks (FFIV) | 2.2 | $78B | 601k | 130160.00 | |
| Shire | 2.2 | $78B | 1.1M | 72380.00 | |
| Altera Corporation | 1.9 | $67B | 1.9M | 35580.00 | |
| Novo Nordisk A/S (NVO) | 1.6 | $58B | 513k | 112570.00 | |
| SABMiller (SBMRY) | 1.6 | $56B | 1.6M | 35334.62 | |
| Discovery Communications | 1.4 | $50B | 1.2M | 41700.00 | |
| Tencent Holdings Ltd - (TCEHY) | 1.4 | $49B | 2.2M | 21730.43 | |
| Rovi Corporation | 1.1 | $39B | 629k | 62010.00 | |
| Groupe Danone SA (DANOY) | 0.9 | $30B | 2.4M | 12616.46 | |
| Dolby Laboratories (DLB) | 0.5 | $18B | 271k | 66700.00 | |
| Infosys Technologies (INFY) | 0.3 | $10B | 135k | 76080.00 | |
| Automatic Data Processing (ADP) | 0.1 | $5.3B | 114k | 46280.00 | |
| Wal-Mart Stores (WMT) | 0.1 | $4.5B | 84k | 53930.00 | |
| Affiliated Managers (AMG) | 0.1 | $3.4B | 34k | 99220.00 | |
| VeriFone Systems | 0.1 | $3.3B | 86k | 38560.00 | |
| Panera Bread Company | 0.1 | $3.3B | 33k | 101210.00 | |
| Ii-vi | 0.1 | $3.1B | 67k | 46360.00 | |
| Alexion Pharmaceuticals | 0.1 | $3.2B | 39k | 80550.00 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $3.1B | 54k | 57259.99 | |
| Ansys (ANSS) | 0.1 | $2.9B | 55k | 52070.00 | |
| Waddell & Reed Financial | 0.1 | $2.8B | 80k | 35290.00 | |
| Adtran | 0.1 | $2.6B | 73k | 36210.00 | |
| Ctrip.com International | 0.1 | $3.0B | 73k | 40450.00 | |
| IntercontinentalEx.. | 0.1 | $2.8B | 23k | 119150.00 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $2.8B | 62k | 46260.00 | |
| National Instruments | 0.1 | $2.7B | 72k | 37640.00 | |
| Medidata Solutions | 0.1 | $2.6B | 110k | 23880.00 | |
| HiSoft Technology International (HSFT) | 0.1 | $2.6B | 87k | 30200.00 | |
| Expedia | 0.1 | $2.4B | 97k | 25090.00 | |
| Franklin Resources (BEN) | 0.1 | $2.3B | 21k | 111210.00 | |
| Nuance Communications | 0.1 | $2.5B | 137k | 18180.00 | |
| Ross Stores (ROST) | 0.1 | $2.6B | 41k | 63250.00 | |
| Msci (MSCI) | 0.1 | $2.3B | 58k | 38960.00 | |
| Home Inns & Hotels Management | 0.1 | $2.5B | 61k | 40960.00 | |
| Cardtronics | 0.1 | $2.3B | 133k | 17700.00 | |
| VanceInfo Technologies | 0.1 | $2.6B | 75k | 34540.00 | |
| Citrix Systems | 0.1 | $2.0B | 29k | 68410.00 | |
| Family Dollar Stores | 0.1 | $1.9B | 39k | 49710.00 | |
| DaVita (DVA) | 0.1 | $2.3B | 33k | 69490.00 | |
| CareFusion Corporation | 0.1 | $2.2B | 87k | 25700.00 | |
| Henry Schein (HSIC) | 0.1 | $2.2B | 37k | 61390.00 | |
| Syntel | 0.1 | $2.1B | 45k | 47800.00 | |
| Ihs | 0.1 | $2.0B | 25k | 80390.00 | |
| Cae (CAE) | 0.1 | $2.2B | 193k | 11530.00 | |
| Radware Ltd ord (RDWR) | 0.1 | $1.7B | 46k | 37510.00 | |
| Gen-Probe Incorporated | 0.1 | $1.9B | 33k | 58350.00 | |
| Dun & Bradstreet Corporation | 0.1 | $1.7B | 20k | 82090.00 | |
| Allos Therapeutics | 0.0 | $1.2B | 267k | 4610.00 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $1.1B | 36k | 31620.00 | |
| iShares Dow Jones US Oil Equip. (IEZ) | 0.0 | $517M | 9.2k | 56350.00 |
