DSM CAPITAL PARTNERS LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$6.1T
Holdings
39
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFacebook | 3,804,867 | $540.5B | 8.82% | |
| 2 | BABAAlibaba Group Holding | 4,436,917 | $478.4B | 7.81% | |
| 3 | GOOGLAlphabet CL A | 488,549 | $414.2B | 6.76% | |
| 4 | VVisa | 4,028,902 | $358.0B | 5.84% | |
| 5 | RCLRoyal Caribbean Cruises | 3,218,754 | $315.8B | 5.15% | |
| 6 | ADBEAdobe Systems | 2,198,933 | $286.1B | 4.67% | |
| 7 | TCEHYTencent Holdings | 9,807,843 | $281.3B | 4.59% | |
| 8 | MNSTMonster Beverage | 5,912,451 | $273.0B | 4.45% | |
| 9 | BKNGPriceline Group | 149,745 | $266.5B | 4.35% | |
| 10 | REGNRegeneron Pharmaceuticals | 609,043 | $236.0B | 3.85% | |
| 11 | ZTSZoetis | 4,413,812 | $235.6B | 3.84% | |
| 12 | NWLNewell Brands | 4,627,571 | $218.3B | 3.56% | |
| 13 | EAElectronic Arts | 2,326,383 | $208.3B | 3.40% | |
| 14 | —Shire | 1,058,195 | $184.4B | 3.01% | |
| 15 | —Allergan PLC | 751,909 | $179.6B | 2.93% | |
| 16 | CELGCelgene | 1,411,816 | $175.7B | 2.87% | |
| 17 | SCHWCharles Schwab | 4,304,139 | $175.7B | 2.87% | |
| 18 | SIRIEURSirius XM Holdings | 27,287,380 | $140.5B | 2.29% | |
| 19 | AMGAffiliated Managers | 844,974 | $138.5B | 2.26% | |
| 20 | HDBHDFC Bank | 1,639,366 | $123.3B | 2.01% | |
| 21 | ALXNAlexion Pharmaceuticals | 1,013,916 | $122.9B | 2.01% | |
| 22 | FLT1EURFleetCor Technologies | 770,220 | $116.6B | 1.90% | |
| 23 | ADPAutomatic Data Processing | 1,022,960 | $104.7B | 1.71% | |
| 24 | WYNNWynn Resorts | 839,472 | $96.2B | 1.57% | |
| 25 | NXPINXP Semiconductors | 908,000 | $94.0B | 1.53% | |
| 26 | SBUXStarbucks | 1,557,881 | $91.0B | 1.48% | |
| 27 | DLTRDollar Tree | 1,140,076 | $89.5B | 1.46% | |
| 28 | PYPLPaypal Holdings | 1,380,075 | $59.4B | 0.97% | |
| 29 | GOOGAlphabet -CL C | 58,301 | $48.4B | 0.79% | |
| 30 | NTESNetEase | 73,855 | $21.0B | 0.34% | |
| 31 | ISRGIntuitive Surgical | 21,681 | $16.6B | 0.27% | |
| 32 | VIPSVipshop Holdings | 848,870 | $11.3B | 0.18% | |
| 33 | EDUNew Oriental Education | 180,440 | $10.9B | 0.18% | |
| 34 | ABTAbbott Laboratories | 203,735 | $9.0B | 0.15% | |
| 35 | BLKCHFBlackRock | 6,989 | $2.7B | 0.04% | |
| 36 | LAMRLamar Advertising | 25,475 | $1.9B | 0.03% | |
| 37 | SYFSynchrony Financial | 24,600 | $844.0M | 0.01% | |
| 38 | IVZInvesco | 24,000 | $736.0M | 0.01% | |
| 39 | IWFiShares Russell 1000 Growth | 2,993 | $341.0M | 0.01% |