DSM CAPITAL PARTNERS LLC Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$5.8T
Holdings
37
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFacebook | 3,772,162 | $431.1B | 7.42% | |
| 2 | —Allergan PLC | 1,686,909 | $389.8B | 6.71% | |
| 3 | GOOGLAlphabet CL A | 486,896 | $342.5B | 5.89% | |
| 4 | BABAAlibaba Group Holding | 4,233,469 | $336.7B | 5.79% | |
| 5 | MNSTMonster Beverage | 1,817,257 | $292.1B | 5.03% | |
| 6 | TCEHYTencent Holdings | 11,284,944 | $256.2B | 4.41% | |
| 7 | NWLNewell Brands | 5,270,050 | $256.0B | 4.40% | |
| 8 | ADBEAdobe Systems | 2,542,989 | $243.6B | 4.19% | |
| 9 | BKNGPriceline Group | 193,289 | $241.3B | 4.15% | |
| 10 | CTSHCognizant Technology Solutions | 3,714,869 | $212.6B | 3.66% | |
| 11 | CELGCelgene | 1,910,753 | $188.5B | 3.24% | |
| 12 | BMYBristol-Myers Squibb | 2,561,095 | $188.4B | 3.24% | |
| 13 | SBUXStarbucks | 3,263,114 | $186.4B | 3.21% | |
| 14 | —Nielsen | 3,272,682 | $170.1B | 2.93% | |
| 15 | ADPAutomatic Data Processing | 1,846,027 | $169.6B | 2.92% | |
| 16 | VVisa | 2,237,534 | $166.0B | 2.86% | |
| 17 | RCLRoyal Caribbean Cruises | 2,441,218 | $163.9B | 2.82% | |
| 18 | ZTSZoetis | 3,400,733 | $161.4B | 2.78% | |
| 19 | —Shire | 859,301 | $158.2B | 2.72% | |
| 20 | ALXNAlexion Pharmaceuticals | 1,310,429 | $153.0B | 2.63% | |
| 21 | MAMasterCard | 1,708,668 | $150.5B | 2.59% | |
| 22 | DGDollar General | 1,397,325 | $131.3B | 2.26% | |
| 23 | NXPINXP Semiconductors | 1,611,406 | $126.2B | 2.17% | |
| 24 | AMGAffiliated Managers | 888,247 | $125.0B | 2.15% | |
| 25 | HDBHDFC Bank | 1,782,021 | $118.2B | 2.03% | |
| 26 | IVZInvesco | 4,062,963 | $103.8B | 1.79% | |
| 27 | FLT1EURFleetCor Technologies | 703,826 | $100.7B | 1.73% | |
| 28 | DLTRDollar Tree | 698,191 | $65.8B | 1.13% | |
| 29 | GOOGAlphabet -CL C | 90,091 | $62.4B | 1.07% | |
| 30 | REGNRegeneron Pharmaceuticals | 175,615 | $61.3B | 1.06% | |
| 31 | ISRGIntuitive Surgical | 42,222 | $27.9B | 0.48% | |
| 32 | CHKPCheck Point Software | 259,215 | $20.7B | 0.36% | |
| 33 | —Cap Gemini | 102,502 | $4.5B | 0.08% | |
| 34 | MRSHMarsh & McLennan | 44,405 | $3.0B | 0.05% | |
| 35 | LAMRLamar Advertising | 29,640 | $2.0B | 0.03% | |
| 36 | IWFiShares Russell 1000 Growth | 4,406 | $442.0M | 0.01% | |
| 37 | INFYInfosys Limited | 3,945 | $70.0M | 0.00% |