DSM CAPITAL PARTNERS LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$6.8T
Holdings
53
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 3,193,271 | $582.6B | 8.59% | |
| 2 | MSFTMicrosoft | 4,828,831 | $569.5B | 8.40% | |
| 3 | ADBEAdobe | 2,004,347 | $534.1B | 7.87% | |
| 4 | VVisa | 3,239,345 | $506.0B | 7.46% | |
| 5 | GOOGLAlphabet -CL A | 382,370 | $450.0B | 6.63% | |
| 6 | PYPLPaypal Holdings | 3,836,642 | $398.4B | 5.87% | |
| 7 | METAFacebook | 2,197,863 | $366.4B | 5.40% | |
| 8 | TCEHYTencent Holdings | 7,487,360 | $344.3B | 5.08% | |
| 9 | MSCIMSCI | 1,222,472 | $243.1B | 3.58% | |
| 10 | ADPAutomatic Data Processing | 1,360,064 | $217.3B | 3.20% | |
| 11 | INTUIntuit | 829,164 | $216.8B | 3.20% | |
| 12 | AMZNAmazon.com | 118,412 | $210.9B | 3.11% | |
| 13 | ABTAbbott Laboratories | 2,621,825 | $209.6B | 3.09% | |
| 14 | ZTSZoetis | 2,012,172 | $202.6B | 2.99% | |
| 15 | MNSTMonster Beverage | 3,523,022 | $192.3B | 2.83% | |
| 16 | TMOThermo Fisher Scientific | 660,871 | $180.9B | 2.67% | |
| 17 | BDXBecton, Dickinson & Company | 711,902 | $177.8B | 2.62% | |
| 18 | REGNRegeneron Pharmaceuticals | 374,203 | $153.7B | 2.27% | |
| 19 | EPAMEPAM Systems | 709,738 | $120.0B | 1.77% | |
| 20 | RCLRoyal Caribbean Cruises | 1,024,727 | $117.5B | 1.73% | |
| 21 | BKNGBooking Holdings | 61,924 | $108.1B | 1.59% | |
| 22 | HDBHDFC Bank | 908,826 | $105.3B | 1.55% | |
| 23 | ELANElanco Animal Health | 3,055,117 | $98.0B | 1.44% | |
| 24 | BURLBurlington Stores | 598,668 | $93.8B | 1.38% | |
| 25 | SIRIEURSirius XM Holdings | 12,569,472 | $71.3B | 1.05% | |
| 26 | WBWeibo | 1,126,418 | $69.8B | 1.03% | |
| 27 | CP.TOCanadian Pacific Railway | 312,068 | $64.3B | 0.95% | |
| 28 | EDUNew Oriental Education | 711,885 | $64.1B | 0.95% | |
| 29 | NBIXNeurocrine Biosciences | 696,182 | $61.3B | 0.90% | |
| 30 | GOOGAlphabet -CL C | 19,193 | $22.5B | 0.33% | |
| 31 | ATHMAutohome | 63,690 | $6.7B | 0.10% | |
| 32 | NSYNice Ltd | 50,265 | $6.2B | 0.09% | |
| 33 | TDToronto-Dominion Bank | 49,950 | $2.7B | 0.04% | |
| 34 | RYRoyal Bank of Canada | 24,950 | $1.9B | 0.03% | |
| 35 | LAMRLamar Advertising | 21,175 | $1.7B | 0.02% | |
| 36 | BIDUNBaidu | 9,145 | $1.5B | 0.02% | |
| 37 | GLOBGlobant | 19,735 | $1.4B | 0.02% | |
| 38 | BMOBank of Montreal | 16,150 | $1.2B | 0.02% | |
| 39 | TMETencent Music Entertainment | 58,625 | $1.1B | 0.02% | |
| 40 | RTN1USDRaytheon Company | 5,700 | $1.0B | 0.02% | |
| 41 | SYKStryker | 4,600 | $909.0M | 0.01% | |
| 42 | WUBAUSD58.com | 13,115 | $861.0M | 0.01% | |
| 43 | NBISYandex | 21,885 | $752.0M | 0.01% | |
| 44 | PAGSPagSeguro Digital | 24,665 | $736.0M | 0.01% | |
| 45 | JOBSUSD51job | 8,675 | $676.0M | 0.01% | |
| 46 | HTHTHuazhu Group | 10,555 | $445.0M | 0.01% | |
| 47 | SCHWCharles Schwab | 8,124 | $347.0M | 0.01% | |
| 48 | NOAHNoah Holdings | 6,320 | $306.0M | 0.00% | |
| 49 | FMXFomento Economico Mexicano | 2,770 | $256.0M | 0.00% | |
| 50 | KOFCoca-Cola FEMSA | 3,600 | $238.0M | 0.00% | |
| 51 | BZUNBaozun | 4,850 | $201.0M | 0.00% | |
| 52 | MOMOUSDMomo | 4,265 | $163.0M | 0.00% | |
| 53 | IWFiShares Russell 1000 Growth | 600 | $90.0M | 0.00% |