DSM CAPITAL PARTNERS LLC Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$7.2T
Holdings
49
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 3,974,290 | $729.4B | 10.07% | |
| 2 | METAFacebook | 3,909,146 | $624.6B | 8.62% | |
| 3 | VVisa | 3,989,997 | $477.3B | 6.59% | |
| 4 | SCHWCharles Schwab | 8,340,183 | $435.5B | 6.01% | |
| 5 | ADBEAdobe Systems | 1,845,963 | $398.9B | 5.51% | |
| 6 | MSFTMicrosoft | 4,282,213 | $390.8B | 5.39% | |
| 7 | GOOGLAlphabet -CL A | 368,652 | $382.3B | 5.28% | |
| 8 | TCEHYTencent Holdings | 6,948,874 | $369.4B | 5.10% | |
| 9 | RCLRoyal Caribbean Cruises | 3,022,107 | $355.8B | 4.91% | |
| 10 | ZTSZoetis | 4,020,930 | $335.8B | 4.63% | |
| 11 | BKNGBooking Holdings | 155,672 | $323.9B | 4.47% | |
| 12 | MNSTMonster Beverage | 4,240,605 | $242.6B | 3.35% | |
| 13 | NCLHNorwegian Cruise Line | 3,853,760 | $204.1B | 2.82% | |
| 14 | ABTAbbott Laboratories | 3,347,424 | $200.6B | 2.77% | |
| 15 | BDXBecton, Dickinson & Company | 810,230 | $175.6B | 2.42% | |
| 16 | TDToronto-Dominion Bank | 3,088,067 | $175.4B | 2.42% | |
| 17 | TMOThermo Fisher Scientific | 707,638 | $146.1B | 2.02% | |
| 18 | PYPLPaypal Holdings | 1,922,121 | $145.8B | 2.01% | |
| 19 | BLKCHFBlackRock | 252,716 | $136.9B | 1.89% | |
| 20 | SIRIEURSirius XM Holdings | 21,274,218 | $132.8B | 1.83% | |
| 21 | KSUEURKansas City Southern | 1,176,377 | $129.2B | 1.78% | |
| 22 | MSCIMSCI | 813,319 | $121.6B | 1.68% | |
| 23 | HDBHDFC Bank | 1,002,691 | $99.0B | 1.37% | |
| 24 | REGNRegeneron Pharmaceuticals | 285,386 | $98.3B | 1.36% | |
| 25 | CP.TOCanadian Pacific Railway | 507,002 | $89.5B | 1.24% | |
| 26 | EAElectronic Arts | 623,853 | $75.6B | 1.04% | |
| 27 | INTUIntuit | 426,222 | $73.9B | 1.02% | |
| 28 | EDUNew Oriental Education | 583,415 | $51.1B | 0.71% | |
| 29 | ATHMAutohome | 342,905 | $29.5B | 0.41% | |
| 30 | WBWeibo | 241,170 | $28.8B | 0.40% | |
| 31 | GOOGAlphabet -CL C | 27,666 | $28.5B | 0.39% | |
| 32 | VIPSVipshop Holdings | 953,655 | $15.8B | 0.22% | |
| 33 | YYEURYY Inc. | 93,813 | $9.9B | 0.14% | |
| 34 | GWWW.W. Grainger | 11,624 | $3.3B | 0.05% | |
| 35 | RYRoyal Bank of Canada | 24,700 | $1.9B | 0.03% | |
| 36 | A4SAmeriprise Financial | 10,470 | $1.5B | 0.02% | |
| 37 | LAMRLamar Advertising | 15,475 | $985.0M | 0.01% | |
| 38 | BMOBank of Montreal | 12,200 | $921.0M | 0.01% | |
| 39 | MRSHMarsh & McLennan | 6,000 | $496.0M | 0.01% | |
| 40 | WUBAUSD58.com | 3,875 | $310.0M | 0.00% | |
| 41 | IWFiShares Russell 1000 Growth | 2,177 | $296.0M | 0.00% | |
| 42 | KOFCoca-Cola FEMSA | 3,920 | $260.0M | 0.00% | |
| 43 | FMXFomento Economico Mexicano | 2,730 | $250.0M | 0.00% | |
| 44 | DESPDespegar.com | 6,335 | $198.0M | 0.00% | |
| 45 | DLTRDollar Tree | 1,915 | $182.0M | 0.00% | |
| 46 | WYNNWynn Resorts | 900 | $164.0M | 0.00% | |
| 47 | —China Lodging Group | 1,030 | $136.0M | 0.00% | |
| 48 | ALXNAlexion Pharmaceuticals | 963 | $107.0M | 0.00% | |
| 49 | SBUXStarbucks | 1,430 | $83.0M | 0.00% |