DSM Capital Partners

Dsm Capital Partners as of March 31, 2014

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 74 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celgene Corporation 7.6 $364M 2.6M 139.60
Google 5.5 $262M 235k 1114.51
Monsanto Company 5.4 $259M 2.3M 113.77
priceline.com Incorporated 4.9 $236M 198k 1191.89
Time Warner 4.7 $225M 3.4M 65.33
Cognizant Technology Solutions (CTSH) 4.2 $203M 4.0M 50.60
Yum! Brands (YUM) 3.7 $179M 2.4M 75.39
Airbus Group Nv - Unsp (EADSY) 3.7 $178M 9.9M 17.91
Starbucks Corporation (SBUX) 3.7 $176M 2.4M 73.38
BlackRock (BLK) 3.6 $171M 544k 314.48
Dollar General (DG) 3.5 $167M 3.0M 55.48
Visa (V) 3.4 $163M 756k 215.86
Alexion Pharmaceuticals 3.3 $156M 1.0M 152.13
Wynn Resorts (WYNN) 3.2 $155M 699k 222.15
Tencent Holdings Ltd - (TCEHY) 3.1 $149M 2.1M 69.54
Intuitive Surgical (ISRG) 3.0 $146M 334k 437.99
Regeneron Pharmaceuticals (REGN) 3.0 $145M 483k 300.28
Discovery Communications 2.8 $135M 1.6M 82.70
MasterCard Incorporated (MA) 2.8 $134M 1.8M 74.70
eBay (EBAY) 2.8 $133M 2.4M 55.24
Invesco (IVZ) 2.8 $133M 3.6M 37.00
Biogen Idec (BIIB) 2.7 $128M 420k 305.87
Las Vegas Sands (LVS) 2.5 $120M 1.5M 80.78
Monster Beverage 2.5 $118M 1.7M 69.45
Swatch Group (SWGAY) 2.4 $116M 3.7M 31.36
Precision Castparts 2.0 $96M 379k 252.76
TJX Companies (TJX) 1.9 $92M 1.5M 60.65
Safran S A (SAFRY) 1.8 $88M 5.1M 17.33
Ecolab (ECL) 1.6 $78M 723k 107.99
HDFC Bank (HDB) 0.4 $19M 454k 41.03
Omni (OMC) 0.1 $7.0M 97k 72.61
Wynn Macau Ltd Adr C ommon (WYNMY) 0.1 $5.0M 120k 41.51
Gnc Holdings Inc Cl A 0.1 $3.4M 78k 44.03
Spdr S&p 500 Etf (SPY) 0.1 $2.6M 14k 187.06
NPS Pharmaceuticals 0.1 $2.2M 73k 29.94
Affiliated Managers (AMG) 0.0 $1.8M 8.9k 200.11
Salix Pharmaceuticals 0.0 $1.8M 17k 103.63
Carpenter Technology Corporation (CRS) 0.0 $1.7M 26k 66.05
Dick's Sporting Goods (DKS) 0.0 $1.4M 26k 54.62
BE Aerospace 0.0 $1.3M 15k 86.80
Waddell & Reed Financial 0.0 $1.4M 19k 73.65
Interpublic Group of Companies (IPG) 0.0 $1.2M 70k 17.14
Cadence Design Systems (CDNS) 0.0 $1.6M 102k 15.55
Constellation Brands (STZ) 0.0 $1.4M 17k 85.01
Syntel 0.0 $1.5M 17k 89.94
Cheesecake Factory Incorporated (CAKE) 0.0 $1.3M 27k 47.64
IPG Photonics Corporation (IPGP) 0.0 $1.6M 23k 71.11
Hexcel Corporation (HXL) 0.0 $1.2M 28k 43.57
Cardtronics 0.0 $1.5M 40k 38.87
Aegerion Pharmaceuticals 0.0 $1.5M 32k 46.19
Amc Networks Inc Cl A (AMCX) 0.0 $1.5M 20k 73.11
Bloomin Brands (BLMN) 0.0 $1.4M 56k 24.11
REPCOM cla 0.0 $1.5M 20k 76.38
Artisan Partners (APAM) 0.0 $1.2M 19k 64.30
Zodiac Aerospace 0.0 $1.3M 185k 7.07
Abbott Laboratories (ABT) 0.0 $1.2M 30k 38.52
HSN 0.0 $1.1M 18k 59.78
Polaris Industries (PII) 0.0 $805k 5.8k 139.76
Foot Locker (FL) 0.0 $1.0M 22k 47.02
Home Inns & Hotels Management 0.0 $856k 27k 32.31
Oceaneering International (OII) 0.0 $1.1M 16k 71.89
Sally Beauty Holdings (SBH) 0.0 $935k 34k 27.42
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $863k 8.9k 97.46
Movado (MOV) 0.0 $1.2M 26k 45.59
iShares Russell 1000 Growth Index (IWF) 0.0 $757k 8.7k 86.57
SolarWinds 0.0 $1.2M 27k 42.65
SouFun Holdings 0.0 $1.1M 17k 68.46
Julius Baer Group (JBAXY) 0.0 $1.1M 127k 8.89
Epam Systems (EPAM) 0.0 $923k 28k 32.91
Lpl Financial Holdings (LPLA) 0.0 $906k 17k 52.55
Ucb Sa (UCBJY) 0.0 $761k 19k 40.09
Harley-Davidson (HOG) 0.0 $481k 7.2k 66.67
Hutchison Whampoa 0.0 $531k 20k 26.48
Infosys Technologies (INFY) 0.0 $63k 1.2k 54.55