Dsm Capital Partners as of March 31, 2018
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 49 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 10.1 | $729M | 4.0M | 183.54 | |
| Facebook Inc cl a (META) | 8.6 | $625M | 3.9M | 159.79 | |
| Visa (V) | 6.6 | $477M | 4.0M | 119.62 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $436M | 8.3M | 52.22 | |
| Adobe Systems Incorporated (ADBE) | 5.5 | $399M | 1.8M | 216.08 | |
| Microsoft Corporation (MSFT) | 5.4 | $391M | 4.3M | 91.27 | |
| Alphabet Inc Class A cs (GOOGL) | 5.3 | $382M | 369k | 1037.14 | |
| Tencent Holdings Ltd - (TCEHY) | 5.1 | $369M | 6.9M | 53.16 | |
| Royal Caribbean Cruises (RCL) | 4.9 | $356M | 3.0M | 117.74 | |
| Zoetis Inc Cl A (ZTS) | 4.6 | $336M | 4.0M | 83.51 | |
| Booking Holdings (BKNG) | 4.5 | $324M | 156k | 2080.39 | |
| Monster Beverage Corp (MNST) | 3.4 | $243M | 4.2M | 57.21 | |
| Norwegian Cruise Line Hldgs (NCLH) | 2.8 | $204M | 3.9M | 52.97 | |
| Abbott Laboratories (ABT) | 2.8 | $201M | 3.3M | 59.92 | |
| Becton, Dickinson and (BDX) | 2.4 | $176M | 810k | 216.70 | |
| Tor Dom Bk Cad (TD) | 2.4 | $175M | 3.1M | 56.81 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $146M | 708k | 206.46 | |
| Paypal Holdings (PYPL) | 2.0 | $146M | 1.9M | 75.87 | |
| BlackRock (BLK) | 1.9 | $137M | 253k | 541.72 | |
| Sirius Xm Holdings (SIRI) | 1.8 | $133M | 21M | 6.24 | |
| Kansas City Southern | 1.8 | $129M | 1.2M | 109.85 | |
| Msci (MSCI) | 1.7 | $122M | 813k | 149.47 | |
| HDFC Bank (HDB) | 1.4 | $99M | 1.0M | 98.77 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $98M | 285k | 344.36 | |
| Canadian Pacific Railway | 1.2 | $90M | 507k | 176.50 | |
| Electronic Arts (EA) | 1.0 | $76M | 624k | 121.24 | |
| Intuit (INTU) | 1.0 | $74M | 426k | 173.35 | |
| New Oriental Education & Tech | 0.7 | $51M | 583k | 87.65 | |
| Autohome Inc- (ATHM) | 0.4 | $30M | 343k | 85.94 | |
| Washington Prime (WB) | 0.4 | $29M | 241k | 119.54 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $29M | 28k | 1031.77 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.2 | $16M | 954k | 16.62 | |
| REPCOM cla | 0.1 | $9.9M | 94k | 105.20 | |
| W.W. Grainger (GWW) | 0.1 | $3.3M | 12k | 282.26 | |
| Rbc Cad (RY) | 0.0 | $1.9M | 25k | 77.17 | |
| Ameriprise Financial (AMP) | 0.0 | $1.5M | 11k | 147.95 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $496k | 6.0k | 82.67 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $921k | 12k | 75.49 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $985k | 16k | 63.65 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $250k | 2.7k | 91.58 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $260k | 3.9k | 66.33 | |
| Starbucks Corporation (SBUX) | 0.0 | $83k | 1.4k | 58.04 | |
| Dollar Tree (DLTR) | 0.0 | $182k | 1.9k | 95.04 | |
| Wynn Resorts (WYNN) | 0.0 | $164k | 900.00 | 182.22 | |
| Alexion Pharmaceuticals | 0.0 | $107k | 963.00 | 111.11 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $296k | 2.2k | 135.97 | |
| China Lodging | 0.0 | $136k | 1.0k | 132.04 | |
| 58 Com Inc spon adr rep a | 0.0 | $310k | 3.9k | 80.00 | |
| Despegar Com Corp ord (DESP) | 0.0 | $198k | 6.3k | 31.25 |
