DSM CAPITAL PARTNERS LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$6.9T
Holdings
51
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,983,106 | $667.5B | 9.73% | |
| 2 | ADBEAdobe | 1,962,385 | $578.2B | 8.43% | |
| 3 | BABAAlibaba Group Holding | 3,137,581 | $531.7B | 7.75% | |
| 4 | GOOGLAlphabet -CL A | 421,807 | $456.7B | 6.66% | |
| 5 | VVisa | 2,553,667 | $443.2B | 6.46% | |
| 6 | METAFacebook | 2,199,878 | $424.6B | 6.19% | |
| 7 | PYPLPaypal Holdings | 3,544,118 | $405.7B | 5.91% | |
| 8 | AMZNAmazon.com | 180,069 | $341.0B | 4.97% | |
| 9 | TCEHYTencent Holdings | 7,296,855 | $330.1B | 4.81% | |
| 10 | ADPAutomatic Data Processing | 1,563,626 | $258.5B | 3.77% | |
| 11 | MNSTMonster Beverage | 3,473,910 | $221.7B | 3.23% | |
| 12 | ZTSZoetis | 1,952,983 | $221.6B | 3.23% | |
| 13 | BDXBecton, Dickinson & Company | 755,242 | $190.3B | 2.77% | |
| 14 | INTUIntuit | 574,948 | $150.3B | 2.19% | |
| 15 | ABTAbbott Laboratories | 1,700,720 | $143.0B | 2.09% | |
| 16 | BKNGBooking Holdings | 75,814 | $142.1B | 2.07% | |
| 17 | PANWPalo Alto Networks | 633,485 | $129.1B | 1.88% | |
| 18 | ELANElanco Animal Health | 3,797,830 | $128.4B | 1.87% | |
| 19 | TMOThermo Fisher Scientific | 429,347 | $126.1B | 1.84% | |
| 20 | RCLRoyal Caribbean Cruises | 1,008,690 | $122.3B | 1.78% | |
| 21 | MSCIMSCI | 508,772 | $121.5B | 1.77% | |
| 22 | HDBHDFC Bank | 863,874 | $112.3B | 1.64% | |
| 23 | SIRIEURSirius XM Holdings | 19,898,576 | $111.0B | 1.62% | |
| 24 | EDUNew Oriental Education | 1,062,059 | $102.6B | 1.50% | |
| 25 | GPNGlobal Payments | 632,883 | $101.3B | 1.48% | |
| 26 | BURLBurlington Stores | 582,827 | $99.2B | 1.45% | |
| 27 | EPAMEPAM Systems | 559,388 | $96.8B | 1.41% | |
| 28 | NBIXNeurocrine Biosciences | 660,524 | $55.8B | 0.81% | |
| 29 | GOOGAlphabet -CL C | 18,722 | $20.2B | 0.30% | |
| 30 | NSYNice Ltd | 46,285 | $6.3B | 0.09% | |
| 31 | ATHMAutohome | 59,220 | $5.1B | 0.07% | |
| 32 | RYRoyal Bank of Canada | 24,950 | $2.0B | 0.03% | |
| 33 | LAMRLamar Advertising | 23,475 | $1.9B | 0.03% | |
| 34 | GLOBGlobant | 16,210 | $1.6B | 0.02% | |
| 35 | NBISYandex | 29,985 | $1.1B | 0.02% | |
| 36 | RTN1USDRaytheon Company | 6,050 | $1.1B | 0.02% | |
| 37 | PAGSPagSeguro Digital | 24,280 | $946.0M | 0.01% | |
| 38 | TMETencent Music Entertainment | 62,755 | $941.0M | 0.01% | |
| 39 | WUBAUSD58.com | 14,305 | $889.0M | 0.01% | |
| 40 | JOBSUSD51job | 10,140 | $766.0M | 0.01% | |
| 41 | CP.TOCanadian Pacific Railway | 2,325 | $547.0M | 0.01% | |
| 42 | HTHTHuazhu Group | 10,555 | $383.0M | 0.01% | |
| 43 | PPRUYKering | 6,077 | $359.0M | 0.01% | |
| 44 | MOMOUSDMomo | 9,685 | $347.0M | 0.01% | |
| 45 | BZUNBaozun | 6,900 | $344.0M | 0.01% | |
| 46 | NOAHNoah Holdings | 6,320 | $269.0M | 0.00% | |
| 47 | FMXFomento Economico Mexicano | 2,770 | $268.0M | 0.00% | |
| 48 | WBWeibo | 5,762 | $251.0M | 0.00% | |
| 49 | KOFCoca-Cola FEMSA | 3,600 | $224.0M | 0.00% | |
| 50 | IBNICICIC Bank | 14,175 | $178.0M | 0.00% | |
| 51 | IWFiShares Russell 1000 Growth | 372 | $58.0M | 0.00% |