Dsm Capital Partners as of June 30, 2017
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 39 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 9.0 | $604M | 4.3M | 140.90 | |
| Facebook Inc cl a (META) | 8.6 | $580M | 3.8M | 150.98 | |
| Regeneron Pharmaceuticals (REGN) | 7.9 | $532M | 1.1M | 491.14 | |
| Alphabet Inc Class A cs (GOOGL) | 6.5 | $437M | 470k | 929.68 | |
| Royal Caribbean Cruises (RCL) | 6.4 | $431M | 3.9M | 109.23 | |
| Visa (V) | 5.9 | $398M | 4.2M | 93.78 | |
| Tencent Holdings Ltd - (TCEHY) | 5.0 | $338M | 9.4M | 35.77 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $298M | 2.1M | 141.44 | |
| Zoetis Inc Cl A (ZTS) | 4.3 | $289M | 4.6M | 62.38 | |
| priceline.com Incorporated | 4.1 | $274M | 146k | 1870.51 | |
| Electronic Arts (EA) | 3.4 | $228M | 2.2M | 105.72 | |
| Charles Schwab Corporation (SCHW) | 3.4 | $226M | 5.3M | 42.96 | |
| Monster Beverage Corp (MNST) | 3.3 | $222M | 4.5M | 49.68 | |
| Microsoft Corporation (MSFT) | 2.8 | $189M | 2.7M | 68.93 | |
| Newell Rubbermaid (NWL) | 2.7 | $180M | 3.4M | 53.62 | |
| Sirius Xm Holdings (SIRI) | 2.3 | $154M | 28M | 5.47 | |
| Alexion Pharmaceuticals | 2.1 | $142M | 1.2M | 121.67 | |
| HDFC Bank (HDB) | 2.1 | $140M | 1.6M | 86.97 | |
| Paypal Holdings (PYPL) | 2.0 | $139M | 2.6M | 53.67 | |
| Kansas City Southern | 2.0 | $133M | 1.3M | 104.65 | |
| Rockwell Collins | 1.9 | $129M | 1.2M | 105.08 | |
| Norwegian Cruise Line Hldgs (NCLH) | 1.4 | $95M | 1.7M | 54.29 | |
| Shire | 1.4 | $94M | 568k | 165.27 | |
| Abbott Laboratories (ABT) | 1.4 | $93M | 1.9M | 48.61 | |
| Allergan | 1.2 | $79M | 325k | 243.09 | |
| NetEase (NTES) | 1.1 | $73M | 242k | 300.63 | |
| Wynn Resorts (WYNN) | 1.1 | $72M | 536k | 134.12 | |
| Ctrip.com International | 0.8 | $55M | 1.0M | 53.86 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $46M | 51k | 908.74 | |
| New Oriental Education & Tech | 0.2 | $17M | 241k | 70.49 | |
| Washington Prime (WB) | 0.2 | $17M | 249k | 66.47 | |
| Intuitive Surgical (ISRG) | 0.2 | $12M | 13k | 935.42 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $11M | 111k | 98.34 | |
| Autohome Inc- (ATHM) | 0.2 | $11M | 243k | 45.36 | |
| BlackRock (BLK) | 0.1 | $3.2M | 7.5k | 422.41 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $2.1M | 29k | 73.56 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $151k | 1.8k | 84.59 | |
| Dollar Tree (DLTR) | 0.0 | $6.0k | 84.00 | 71.43 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $293k | 2.5k | 118.96 |
