Dsm Capital Partners as of Dec. 31, 2018
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 56 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.5 | $491M | 4.8M | 101.57 | |
| Visa (V) | 8.3 | $482M | 3.7M | 131.94 | |
| Alibaba Group Holding (BABA) | 7.7 | $446M | 3.3M | 137.07 | |
| Adobe Systems Incorporated (ADBE) | 7.2 | $420M | 1.9M | 226.24 | |
| Alphabet Inc Class A cs (GOOGL) | 6.7 | $391M | 376k | 1040.15 | |
| Facebook Inc cl a (META) | 6.4 | $371M | 2.8M | 131.09 | |
| Tencent Holdings Ltd - (TCEHY) | 5.2 | $299M | 7.6M | 39.54 | |
| Paypal Holdings (PYPL) | 5.0 | $288M | 3.4M | 84.09 | |
| Abbott Laboratories (ABT) | 3.9 | $223M | 3.1M | 72.33 | |
| Zoetis Inc Cl A (ZTS) | 3.5 | $206M | 2.4M | 85.54 | |
| Msci (MSCI) | 3.2 | $185M | 1.3M | 147.43 | |
| Monster Beverage Corp (MNST) | 3.1 | $179M | 3.6M | 49.22 | |
| Booking Holdings (BKNG) | 3.0 | $171M | 99k | 1722.42 | |
| Intuit (INTU) | 2.9 | $167M | 846k | 196.85 | |
| Becton, Dickinson and (BDX) | 2.8 | $165M | 732k | 225.32 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $155M | 694k | 223.79 | |
| Automatic Data Processing (ADP) | 2.5 | $147M | 1.1M | 131.12 | |
| Regeneron Pharmaceuticals (REGN) | 2.4 | $139M | 371k | 373.50 | |
| Canadian Pacific Railway | 2.1 | $119M | 672k | 177.62 | |
| Amazon (AMZN) | 2.0 | $116M | 78k | 1501.97 | |
| Royal Caribbean Cruises (RCL) | 1.8 | $103M | 1.0M | 97.79 | |
| Burlington Stores (BURL) | 1.7 | $97M | 598k | 162.67 | |
| HDFC Bank (HDB) | 1.6 | $96M | 924k | 103.59 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $90M | 2.2M | 41.53 | |
| Washington Prime (WB) | 1.4 | $78M | 1.3M | 58.43 | |
| Tor Dom Bk Cad (TD) | 1.3 | $73M | 1.5M | 49.72 | |
| New Oriental Education & Tech | 0.5 | $29M | 528k | 54.81 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $22M | 21k | 1035.65 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $15M | 114k | 130.91 | |
| Electronic Arts (EA) | 0.2 | $9.9M | 126k | 78.91 | |
| Nice Systems (NICE) | 0.1 | $4.8M | 45k | 108.22 | |
| Autohome Inc- (ATHM) | 0.1 | $4.9M | 62k | 78.23 | |
| 58 Com Inc spon adr rep a | 0.1 | $3.2M | 58k | 54.22 | |
| Epam Systems (EPAM) | 0.0 | $2.4M | 21k | 116.00 | |
| Rbc Cad (RY) | 0.0 | $1.7M | 25k | 68.58 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $1.5M | 21k | 69.19 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $993k | 13k | 79.76 | |
| Ctrip.com International | 0.0 | $974k | 36k | 27.06 | |
| Baidu (BIDU) | 0.0 | $1.4M | 8.9k | 158.60 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.1M | 16k | 65.45 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $1.2M | 12k | 103.12 | |
| Globant S A (GLOB) | 0.0 | $1.0M | 18k | 56.33 | |
| Infosys Technologies (INFY) | 0.0 | $386k | 41k | 9.51 | |
| Raytheon Company | 0.0 | $384k | 2.5k | 153.60 | |
| Stryker Corporation (SYK) | 0.0 | $463k | 3.0k | 156.95 | |
| Cintas Corporation (CTAS) | 0.0 | $470k | 2.8k | 167.86 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $373k | 20k | 18.72 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $489k | 37k | 13.22 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $197k | 2.3k | 85.84 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $181k | 3.0k | 60.74 | |
| 51job | 0.0 | $66k | 1.1k | 62.56 | |
| Noah Holdings (NOAH) | 0.0 | $81k | 1.9k | 43.32 | |
| Momo | 0.0 | $96k | 4.0k | 23.94 | |
| Baozun (BZUN) | 0.0 | $32k | 1.1k | 29.09 | |
| Zto Express Cayman (ZTO) | 0.0 | $195k | 12k | 15.86 | |
| Huazhu Group (HTHT) | 0.0 | $177k | 6.2k | 28.71 |
