DSM CAPITAL PARTNERS LLC Q4 2019 Filing
Filed February 13, 2020
Portfolio Value
$7.6T
Holdings
48
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,818,331 | $759.9B | 10.06% | |
| 2 | BABAAlibaba Group Holding | 3,049,051 | $646.7B | 8.56% | |
| 3 | ADBEAdobe | 1,880,305 | $620.1B | 8.21% | |
| 4 | GOOGLAlphabet -CL A | 415,121 | $556.0B | 7.36% | |
| 5 | VVisa | 2,445,924 | $459.6B | 6.08% | |
| 6 | METAFacebook | 2,135,860 | $438.4B | 5.80% | |
| 7 | PYPLPaypal Holdings | 3,580,945 | $387.4B | 5.13% | |
| 8 | TCEHYTencent Holdings | 7,101,647 | $341.1B | 4.52% | |
| 9 | AMZNAmazon.com | 181,525 | $335.4B | 4.44% | |
| 10 | ADPAutomatic Data Processing | 1,714,437 | $292.3B | 3.87% | |
| 11 | ZTSZoetis | 1,994,303 | $263.9B | 3.49% | |
| 12 | BDXBecton, Dickinson & Company | 761,934 | $207.2B | 2.74% | |
| 13 | BKNGBooking Holdings | 84,467 | $173.5B | 2.30% | |
| 14 | EPAMEPAM Systems | 815,626 | $173.0B | 2.29% | |
| 15 | PANWPalo Alto Networks | 717,698 | $166.0B | 2.20% | |
| 16 | INTUIntuit | 628,202 | $164.5B | 2.18% | |
| 17 | ABTAbbott Laboratories | 1,714,491 | $148.9B | 1.97% | |
| 18 | SIRIEURSirius XM Holdings | 20,430,704 | $146.1B | 1.93% | |
| 19 | TMOThermo Fisher Scientific | 436,784 | $141.9B | 1.88% | |
| 20 | EDUNew Oriental Education | 1,116,726 | $135.4B | 1.79% | |
| 21 | BURLBurlington Stores | 589,148 | $134.3B | 1.78% | |
| 22 | ELANElanco Animal Health | 4,561,386 | $134.3B | 1.78% | |
| 23 | RCLRoyal Caribbean Cruises | 1,002,770 | $133.9B | 1.77% | |
| 24 | GPNGlobal Payments | 636,470 | $116.2B | 1.54% | |
| 25 | BSXBoston Scientific | 2,282,065 | $103.2B | 1.37% | |
| 26 | MNSTMonster Beverage | 1,543,265 | $98.1B | 1.30% | |
| 27 | HDBHDFC Bank | 1,382,856 | $87.6B | 1.16% | |
| 28 | JDJD.com | 2,100,957 | $74.0B | 0.98% | |
| 29 | NBIXNeurocrine Biosciences | 670,549 | $72.1B | 0.95% | |
| 30 | GOOGAlphabet -CL C | 14,811 | $19.8B | 0.26% | |
| 31 | IWFiShares Russell 1000 Growth | 47,763 | $8.4B | 0.11% | |
| 32 | TDToronto-Dominion Bank | 44,600 | $2.5B | 0.03% | |
| 33 | LAMRLamar Advertising | 24,850 | $2.2B | 0.03% | |
| 34 | RYRoyal Bank of Canada | 22,300 | $1.8B | 0.02% | |
| 35 | RTN1USDRaytheon Company | 5,500 | $1.2B | 0.02% | |
| 36 | CP.TOCanadian Pacific Railway | 4,629 | $1.2B | 0.02% | |
| 37 | BMOBank of Montreal | 14,400 | $1.1B | 0.01% | |
| 38 | DAVAEndava | 12,255 | $571.0M | 0.01% | |
| 39 | BZUNBaozun | 11,955 | $396.0M | 0.01% | |
| 40 | PPRUYKering | 5,978 | $391.0M | 0.01% | |
| 41 | IBNICICIC Bank | 25,025 | $378.0M | 0.01% | |
| 42 | MOMOUSDMomo | 11,217 | $376.0M | 0.00% | |
| 43 | WUBAUSD58.com | 5,765 | $373.0M | 0.00% | |
| 44 | —Arco Platform | 7,910 | $350.0M | 0.00% | |
| 45 | GLOBGlobant | 3,175 | $337.0M | 0.00% | |
| 46 | KOFCoca-Cola FEMSA | 4,975 | $302.0M | 0.00% | |
| 47 | FMXFomento Economico Mexicano | 3,000 | $284.0M | 0.00% | |
| 48 | TMETencent Music Entertainment | 22,125 | $260.0M | 0.00% |