DSM CAPITAL PARTNERS LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$6.6T
Holdings
55
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFacebook | 3,389,073 | $658.6B | 10.04% | |
| 2 | BABAAlibaba Group Holding | 3,397,799 | $630.4B | 9.61% | |
| 3 | VVisa | 3,476,753 | $460.5B | 7.02% | |
| 4 | ADBEAdobe Systems | 1,553,562 | $378.8B | 5.78% | |
| 5 | GOOGLAlphabet -CL A | 320,272 | $361.6B | 5.51% | |
| 6 | MSFTMicrosoft | 3,591,152 | $354.1B | 5.40% | |
| 7 | TCEHYTencent Holdings | 6,655,201 | $334.4B | 5.10% | |
| 8 | SCHWCharles Schwab | 6,332,092 | $323.6B | 4.93% | |
| 9 | BKNGBooking Holdings | 137,187 | $278.1B | 4.24% | |
| 10 | ZTSZoetis | 3,170,347 | $270.1B | 4.12% | |
| 11 | RCLRoyal Caribbean Cruises | 2,335,234 | $241.9B | 3.69% | |
| 12 | MNSTMonster Beverage | 3,715,920 | $212.9B | 3.25% | |
| 13 | BDXBecton, Dickinson & Company | 788,048 | $188.8B | 2.88% | |
| 14 | TDToronto-Dominion Bank | 3,094,551 | $179.1B | 2.73% | |
| 15 | ABTAbbott Laboratories | 2,906,139 | $177.2B | 2.70% | |
| 16 | TMOThermo Fisher Scientific | 767,536 | $159.0B | 2.42% | |
| 17 | NCLHNorwegian Cruise Line | 3,005,025 | $142.0B | 2.17% | |
| 18 | PYPLPaypal Holdings | 1,574,139 | $131.1B | 2.00% | |
| 19 | MSCIMSCI | 783,274 | $129.6B | 1.98% | |
| 20 | BLKCHFBlackRock | 246,704 | $123.1B | 1.88% | |
| 21 | CP.TOCanadian Pacific Railway | 560,617 | $102.6B | 1.56% | |
| 22 | INTUIntuit | 493,967 | $100.9B | 1.54% | |
| 23 | CTRPUSDCtrip.com International | 1,894,241 | $90.2B | 1.38% | |
| 24 | EAElectronic Arts | 607,270 | $85.6B | 1.31% | |
| 25 | REGNRegeneron Pharmaceuticals | 237,694 | $82.0B | 1.25% | |
| 26 | HDBHDFC Bank | 779,634 | $81.9B | 1.25% | |
| 27 | SIRIEURSirius XM Holdings | 11,023,806 | $74.6B | 1.14% | |
| 28 | IPGPIPG Photonics | 326,852 | $72.1B | 1.10% | |
| 29 | EDUNew Oriental Education | 457,660 | $43.3B | 0.66% | |
| 30 | RTN1USDRaytheon Company | 152,209 | $29.4B | 0.45% | |
| 31 | GOOGAlphabet -CL C | 24,755 | $27.6B | 0.42% | |
| 32 | MRSHMarsh & McLennan | 90,630 | $7.4B | 0.11% | |
| 33 | ATHMAutohome | 47,990 | $4.8B | 0.07% | |
| 34 | WBWeibo | 51,350 | $4.6B | 0.07% | |
| 35 | GWWW.W. Grainger | 10,474 | $3.2B | 0.05% | |
| 36 | YYEURYY Inc. | 30,718 | $3.1B | 0.05% | |
| 37 | RYRoyal Bank of Canada | 24,700 | $2.4B | 0.04% | |
| 38 | LAMRLamar Advertising | 18,625 | $1.3B | 0.02% | |
| 39 | BMOBank of Montreal | 12,200 | $1.2B | 0.02% | |
| 40 | BIDUNBaidu | 3,920 | $953.0M | 0.01% | |
| 41 | WUBAUSD58.com | 12,380 | $858.0M | 0.01% | |
| 42 | FMXFomento Economico Mexicano | 7,445 | $654.0M | 0.01% | |
| 43 | KOFCoca-Cola FEMSA | 9,555 | $539.0M | 0.01% | |
| 44 | PAGSPagSeguro Digital | 16,675 | $463.0M | 0.01% | |
| 45 | ZTOZTO Express | 15,405 | $308.0M | 0.00% | |
| 46 | IWFiShares Russell 1000 Growth | 2,002 | $287.0M | 0.00% | |
| 47 | DLTRDollar Tree | 1,915 | $163.0M | 0.00% | |
| 48 | KSUEURKansas City Southern | 1,475 | $156.0M | 0.00% | |
| 49 | WYNNWynn Resorts | 900 | $151.0M | 0.00% | |
| 50 | ALXNAlexion Pharmaceuticals | 963 | $120.0M | 0.00% | |
| 51 | JOBSUSD51job | 1,055 | $103.0M | 0.00% | |
| 52 | NOAHNoah Holdings | 1,870 | $98.0M | 0.00% | |
| 53 | SBUXStarbucks | 1,430 | $70.0M | 0.00% | |
| 54 | MOMOUSDMomo | 1,205 | $53.0M | 0.00% | |
| 55 | BZUNBaozun | 920 | $50.0M | 0.00% |