DSM Capital Partners

Dsm Capital Partners as of Dec. 31, 2013

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 80 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 8.2 $412M 2.4M 168.97
Monsanto Company 5.3 $264M 2.3M 116.55
Tencent Holdings Ltd - (TCEHY) 4.9 $243M 3.8M 63.81
Time Warner 4.8 $237M 3.4M 69.72
priceline.com Incorporated 4.5 $227M 195k 1162.40
Google 4.1 $205M 183k 1120.71
Biogen Idec (BIIB) 4.0 $201M 720k 279.57
European Aeronaut Un 4.0 $198M 10M 19.22
BlackRock (BLK) 3.5 $177M 560k 316.47
Dollar General (DG) 3.5 $177M 2.9M 60.32
eBay (EBAY) 3.5 $176M 3.2M 54.87
Visa (V) 3.5 $176M 789k 222.68
Alexion Pharmaceuticals 3.5 $174M 1.3M 132.88
Wynn Resorts (WYNN) 3.4 $171M 878k 194.21
Discovery Communications 3.4 $168M 1.9M 90.42
Las Vegas Sands (LVS) 3.2 $158M 2.0M 78.87
Yum! Brands (YUM) 3.1 $157M 2.1M 75.61
MasterCard Incorporated (MA) 3.1 $155M 185k 835.47
Cognizant Technology Solutions (CTSH) 3.1 $154M 1.5M 100.98
Estee Lauder Companies (EL) 2.8 $137M 1.8M 75.32
Monster Beverage 2.6 $128M 1.9M 67.77
Intuitive Surgical (ISRG) 2.4 $121M 315k 384.08
Invesco (IVZ) 2.4 $121M 3.3M 36.40
Precision Castparts 2.3 $115M 427k 269.30
Regeneron Pharmaceuticals (REGN) 2.0 $100M 363k 275.24
Ecolab (ECL) 1.9 $97M 933k 104.27
Swatch Group (SWGAY) 1.9 $93M 2.8M 33.14
TJX Companies (TJX) 1.9 $93M 1.5M 63.73
Praxair 1.6 $79M 610k 130.03
Omni (OMC) 0.2 $9.3M 125k 74.37
Gnc Holdings Inc Cl A 0.1 $4.6M 79k 58.45
Safran S A (SAFRY) 0.1 $4.5M 257k 17.40
Galaxy Entertainment (GXYEY) 0.1 $3.7M 41k 89.71
Wynn Macau Ltd Adr C ommon (WYNMY) 0.1 $3.7M 81k 45.34
Constellation Brands (STZ) 0.1 $2.3M 33k 70.39
NPS Pharmaceuticals 0.0 $2.2M 72k 30.37
Lpl Financial Holdings (LPLA) 0.0 $1.8M 39k 47.06
Dick's Sporting Goods (DKS) 0.0 $1.5M 26k 58.13
General Electric Company 0.0 $1.4M 50k 28.05
BE Aerospace 0.0 $1.5M 18k 87.04
Foot Locker (FL) 0.0 $1.3M 30k 41.46
Interpublic Group of Companies (IPG) 0.0 $1.4M 80k 17.71
Cadence Design Systems (CDNS) 0.0 $1.4M 101k 14.02
Syntel 0.0 $1.7M 19k 91.00
Cheesecake Factory Incorporated (CAKE) 0.0 $1.3M 26k 48.28
IPG Photonics Corporation (IPGP) 0.0 $1.5M 20k 77.64
Salix Pharmaceuticals 0.0 $1.6M 18k 89.94
Hexcel Corporation (HXL) 0.0 $1.5M 34k 44.71
Carpenter Technology Corporation (CRS) 0.0 $1.3M 21k 62.24
iShares Russell 1000 Growth Index (IWF) 0.0 $1.3M 15k 85.99
Cardtronics 0.0 $1.3M 29k 43.46
SouFun Holdings 0.0 $1.4M 16k 82.41
Aegerion Pharmaceuticals 0.0 $1.6M 23k 70.97
Kinder Morgan (KMI) 0.0 $1.5M 43k 36.02
Ucb Sa (UCBJY) 0.0 $1.4M 39k 37.31
SEI Investments Company (SEIC) 0.0 $967k 28k 34.77
Affiliated Managers (AMG) 0.0 $845k 3.9k 216.94
HSN 0.0 $985k 16k 62.34
Bombardier 0.0 $826k 190k 4.35
Brown & Brown (BRO) 0.0 $1.2M 37k 31.39
Waddell & Reed Financial 0.0 $946k 15k 65.13
Ctrip.com International 0.0 $869k 18k 49.64
American Vanguard (AVD) 0.0 $1.2M 49k 24.30
Home Inns & Hotels Management 0.0 $1.1M 26k 43.67
Oceaneering International (OII) 0.0 $1.2M 16k 78.93
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $845k 8.7k 96.63
Scripps Networks Interactive 0.0 $1.0M 12k 86.42
SolarWinds 0.0 $1.2M 32k 37.84
Julius Baer Group (JBAXY) 0.0 $994k 103k 9.64
Amc Networks Inc Cl A (AMCX) 0.0 $1.2M 17k 68.14
Bloomin Brands (BLMN) 0.0 $1.2M 48k 24.03
REPCOM cla 0.0 $987k 20k 50.29
Artisan Partners (APAM) 0.0 $994k 15k 65.20
Zodiac Aerospace 0.0 $988k 28k 35.40
HDFC Bank (HDB) 0.0 $605k 18k 34.49
Hutchison Whampoa 0.0 $453k 17k 27.21
Infosys Technologies (INFY) 0.0 $68k 1.2k 56.67
Union Pacific Corporation (UNP) 0.0 $34k 202.00 168.32
Sap (SAP) 0.0 $21k 230.00 91.30
Rolls-Royce (RYCEY) 0.0 $23k 210.00 109.52