DSM CAPITAL PARTNERS LLC Q1 2016 Filing
Filed May 13, 2016
Portfolio Value
$6.1T
Holdings
37
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFacebook | 3,770,245 | $430.2B | 7.06% | |
| 2 | —Allergan PLC | 1,537,593 | $412.1B | 6.76% | |
| 3 | GOOGLAlphabet CL A | 493,663 | $376.6B | 6.18% | |
| 4 | BABAAlibaba Group Holding | 4,329,367 | $342.1B | 5.61% | |
| 5 | CTSHCognizant Technology Solutions | 4,681,163 | $293.5B | 4.82% | |
| 6 | ADBEAdobe Systems | 2,635,397 | $247.2B | 4.06% | |
| 7 | TCEHYTencent Holdings | 11,934,262 | $243.7B | 4.00% | |
| 8 | BKNGPriceline Group | 188,935 | $243.5B | 4.00% | |
| 9 | MNSTMonster Beverage | 1,585,551 | $211.5B | 3.47% | |
| 10 | DGDollar General | 2,437,895 | $208.7B | 3.42% | |
| 11 | RCLRoyal Caribbean Cruises | 2,524,911 | $207.4B | 3.40% | |
| 12 | NWLNewell Rubbermaid | 4,649,704 | $205.9B | 3.38% | |
| 13 | CELGCelgene | 1,973,473 | $197.5B | 3.24% | |
| 14 | ALXNAlexion Pharmaceuticals | 1,363,583 | $189.8B | 3.11% | |
| 15 | —Nielsen | 3,565,280 | $187.7B | 3.08% | |
| 16 | VVisa | 2,322,941 | $177.7B | 2.91% | |
| 17 | ISRGIntuitive Surgical | 289,794 | $174.2B | 2.86% | |
| 18 | BMYBristol-Myers Squibb | 2,647,172 | $169.1B | 2.77% | |
| 19 | MAMasterCard | 1,778,332 | $168.1B | 2.76% | |
| 20 | —Shire | 904,441 | $155.5B | 2.55% | |
| 21 | AMGAffiliated Managers | 933,888 | $151.7B | 2.49% | |
| 22 | PRGOPerrigo | 1,094,466 | $140.0B | 2.30% | |
| 23 | NXPINXP Semiconductors | 1,714,137 | $139.0B | 2.28% | |
| 24 | IVZInvesco | 4,214,257 | $129.7B | 2.13% | |
| 25 | HDBHDFC Bank | 1,733,829 | $106.9B | 1.75% | |
| 26 | SRCLStericycle | 835,473 | $105.4B | 1.73% | |
| 27 | FLT1EURFleetCor Technologies | 685,984 | $102.0B | 1.67% | |
| 28 | SBUXStarbucks | 1,703,338 | $101.7B | 1.67% | |
| 29 | ZTSZoetis | 2,237,919 | $99.2B | 1.63% | |
| 30 | GOOGAlphabet -CL C | 99,630 | $74.2B | 1.22% | |
| 31 | REGNRegeneron Pharmaceuticals | 183,943 | $66.3B | 1.09% | |
| 32 | CHKPCheck Point Software | 287,880 | $25.2B | 0.41% | |
| 33 | —Cap Gemini | 153,364 | $7.2B | 0.12% | |
| 34 | MRSHMarsh & McLennan | 44,425 | $2.7B | 0.04% | |
| 35 | LAMRLamar Advertising | 29,815 | $1.8B | 0.03% | |
| 36 | INFYInfosys Limited | 3,945 | $75.0M | 0.00% | |
| 37 | ATHMAutohome | 1,915 | $54.0M | 0.00% |