DSM CAPITAL PARTNERS LLC Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$6.7T
Holdings
57
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 3,320,814 | $547.1B | 8.15% | |
| 2 | METAFacebook | 3,283,638 | $540.0B | 8.04% | |
| 3 | MSFTMicrosoft | 4,585,688 | $524.5B | 7.81% | |
| 4 | VVisa | 3,424,552 | $514.0B | 7.66% | |
| 5 | ADBEAdobe Systems | 1,541,101 | $416.0B | 6.20% | |
| 6 | GOOGLAlphabet -CL A | 333,115 | $402.1B | 5.99% | |
| 7 | RCLRoyal Caribbean Cruises | 2,316,675 | $301.0B | 4.48% | |
| 8 | TCEHYTencent Holdings | 6,623,925 | $270.9B | 4.03% | |
| 9 | BKNGBooking Holdings | 136,001 | $269.8B | 4.02% | |
| 10 | SCHWCharles Schwab | 5,463,893 | $268.6B | 4.00% | |
| 11 | ZTSZoetis | 2,835,539 | $259.6B | 3.87% | |
| 12 | ABTAbbott Laboratories | 3,184,031 | $233.6B | 3.48% | |
| 13 | MNSTMonster Beverage | 3,667,488 | $213.7B | 3.18% | |
| 14 | BDXBecton, Dickinson & Company | 776,057 | $202.6B | 3.02% | |
| 15 | TDToronto-Dominion Bank | 3,121,276 | $189.8B | 2.83% | |
| 16 | TMOThermo Fisher Scientific | 754,977 | $184.3B | 2.74% | |
| 17 | MSCIMSCI | 1,004,766 | $178.3B | 2.66% | |
| 18 | NCLHNorwegian Cruise Line | 2,955,238 | $169.7B | 2.53% | |
| 19 | PYPLPaypal Holdings | 1,558,351 | $136.9B | 2.04% | |
| 20 | REGNRegeneron Pharmaceuticals | 320,970 | $129.7B | 1.93% | |
| 21 | CP.TOCanadian Pacific Railway | 557,785 | $118.2B | 1.76% | |
| 22 | INTUIntuit | 488,405 | $111.1B | 1.65% | |
| 23 | EAElectronic Arts | 749,804 | $90.3B | 1.35% | |
| 24 | CTRPUSDCtrip.com International | 2,309,638 | $85.8B | 1.28% | |
| 25 | ADPAutomatic Data Processing | 549,872 | $82.8B | 1.23% | |
| 26 | HDBHDFC Bank | 785,554 | $73.9B | 1.10% | |
| 27 | BURLBurlington Stores | 324,138 | $52.8B | 0.79% | |
| 28 | EDUNew Oriental Education | 512,535 | $37.9B | 0.57% | |
| 29 | RTN1USDRaytheon Company | 146,231 | $30.2B | 0.45% | |
| 30 | GOOGAlphabet -CL C | 22,864 | $27.3B | 0.41% | |
| 31 | MRSHMarsh & McLennan | 283,385 | $23.4B | 0.35% | |
| 32 | WBWeibo | 63,715 | $4.7B | 0.07% | |
| 33 | ATHMAutohome | 53,030 | $4.1B | 0.06% | |
| 34 | GWWW.W. Grainger | 11,087 | $4.0B | 0.06% | |
| 35 | WUBAUSD58.com | 39,160 | $2.9B | 0.04% | |
| 36 | NSYNice Ltd | 23,740 | $2.7B | 0.04% | |
| 37 | RYRoyal Bank of Canada | 24,950 | $2.0B | 0.03% | |
| 38 | LAMRLamar Advertising | 21,175 | $1.6B | 0.02% | |
| 39 | BIDUNBaidu | 4,900 | $1.1B | 0.02% | |
| 40 | BMOBank of Montreal | 12,200 | $1.0B | 0.01% | |
| 41 | YYEURYY Inc | 10,173 | $762.0M | 0.01% | |
| 42 | PAGSPagSeguro Digital | 20,615 | $570.0M | 0.01% | |
| 43 | ZTOZTO Express | 15,540 | $257.0M | 0.00% | |
| 44 | FMXFomento Economico Mexicano | 2,295 | $227.0M | 0.00% | |
| 45 | FDXFedEx | 891 | $215.0M | 0.00% | |
| 46 | IWFiShares Russell 1000 Growth | 1,308 | $204.0M | 0.00% | |
| 47 | BLKCHFBlackRock | 417 | $197.0M | 0.00% | |
| 48 | KOFCoca-Cola FEMSA | 2,980 | $182.0M | 0.00% | |
| 49 | KSUEURKansas City Southern | 1,475 | $167.0M | 0.00% | |
| 50 | DLTRDollar Tree | 1,915 | $156.0M | 0.00% | |
| 51 | ALXNAlexion Pharmaceuticals | 963 | $134.0M | 0.00% | |
| 52 | WYNNWynn Resorts | 900 | $114.0M | 0.00% | |
| 53 | JOBSUSD51job | 1,055 | $81.0M | 0.00% | |
| 54 | SBUXStarbucks | 1,430 | $81.0M | 0.00% | |
| 55 | NOAHNoah Holdings | 1,870 | $79.0M | 0.00% | |
| 56 | MOMOUSDMomo | 1,590 | $70.0M | 0.00% | |
| 57 | BZUNBaozun | 1,100 | $53.0M | 0.00% |