DSM CAPITAL PARTNERS LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$7.2T
Holdings
41
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 3,963,072 | $683.4B | 9.51% | |
| 2 | METAFacebook | 3,840,555 | $677.7B | 9.44% | |
| 3 | VVisa | 3,945,361 | $449.9B | 6.26% | |
| 4 | REGNRegeneron Pharmaceuticals | 1,135,340 | $426.8B | 5.94% | |
| 5 | GOOGLAlphabet CL A | 364,245 | $383.7B | 5.34% | |
| 6 | RCLRoyal Caribbean Cruises | 3,132,273 | $373.6B | 5.20% | |
| 7 | TCEHYTencent Holdings | 6,988,064 | $362.9B | 5.05% | |
| 8 | MSFTMicrosoft | 4,071,390 | $348.3B | 4.85% | |
| 9 | ZTSZoetis | 4,545,389 | $327.4B | 4.56% | |
| 10 | SCHWCharles Schwab | 6,292,585 | $323.3B | 4.50% | |
| 11 | DLTRDollar Tree | 2,883,602 | $309.4B | 4.31% | |
| 12 | ADBEAdobe Systems | 1,709,813 | $299.6B | 4.17% | |
| 13 | MNSTMonster Beverage | 4,668,145 | $295.4B | 4.11% | |
| 14 | BKNGPriceline Group | 137,018 | $238.1B | 3.32% | |
| 15 | NCLHNorwegian Cruise Line | 3,886,076 | $206.9B | 2.88% | |
| 16 | ABTAbbott Laboratories | 3,374,646 | $192.6B | 2.68% | |
| 17 | TDToronto-Dominion Bank | 2,604,242 | $152.6B | 2.12% | |
| 18 | BDXBecton, Dickinson & Company | 690,254 | $147.8B | 2.06% | |
| 19 | PYPLPaypal Holdings | 1,923,604 | $141.6B | 1.97% | |
| 20 | KSUEURKansas City Southern | 1,203,218 | $126.6B | 1.76% | |
| 21 | HDBHDFC Bank | 1,155,648 | $117.5B | 1.64% | |
| 22 | WYNNWynn Resorts | 663,922 | $111.9B | 1.56% | |
| 23 | SBUXStarbucks | 1,624,316 | $93.3B | 1.30% | |
| 24 | ALXNAlexion Pharmaceuticals | 758,209 | $90.7B | 1.26% | |
| 25 | CP.TOCanadian Pacific Railway | 451,645 | $82.5B | 1.15% | |
| 26 | EDUNew Oriental Education | 494,460 | $46.5B | 0.65% | |
| 27 | TMOThermo Fisher Scientific | 198,875 | $37.8B | 0.53% | |
| 28 | GOOGAlphabet -CL C | 29,000 | $30.3B | 0.42% | |
| 29 | BLKCHFBlackRock | 51,760 | $26.6B | 0.37% | |
| 30 | WBWeibo | 239,970 | $24.8B | 0.35% | |
| 31 | ATHMAutohome | 341,205 | $22.1B | 0.31% | |
| 32 | FMXFomento Economico Mexicano | 106,295 | $10.0B | 0.14% | |
| 33 | VIPSVipshop Holdings | 684,865 | $8.0B | 0.11% | |
| 34 | A4SAmeriprise Financial | 36,268 | $6.1B | 0.09% | |
| 35 | IWFiShares Russell 1000 Growth | 34,903 | $4.7B | 0.07% | |
| 36 | LAMRLamar Advertising | 15,475 | $1.1B | 0.02% | |
| 37 | ASRGrupo Aeroportuario del Sureste | 1,565 | $286.0M | 0.00% | |
| 38 | KOFCoca-Cola FEMSA | 2,965 | $206.0M | 0.00% | |
| 39 | —Hypermarcas | 16,070 | $174.0M | 0.00% | |
| 40 | WUBAUSD58.com | 2,035 | $146.0M | 0.00% | |
| 41 | EAElectronic Arts | 745 | $78.0M | 0.00% |