DSM CAPITAL PARTNERS LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$6.6T
Holdings
50
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,805,986 | $758.0B | 11.47% | |
| 2 | ADBEAdobe | 1,868,602 | $594.7B | 9.00% | |
| 3 | BABAAlibaba Group Holding | 2,935,422 | $570.9B | 8.64% | |
| 4 | GOOGLAlphabet -CL A | 416,368 | $483.8B | 7.32% | |
| 5 | VVisa | 2,414,710 | $389.1B | 5.89% | |
| 6 | PYPLPaypal Holdings | 4,034,420 | $386.3B | 5.85% | |
| 7 | METAFacebook | 2,228,885 | $371.8B | 5.63% | |
| 8 | TCEHYTencent Holdings | 7,482,669 | $367.3B | 5.56% | |
| 9 | AMZNAmazon.com | 181,780 | $354.4B | 5.37% | |
| 10 | ADPAutomatic Data Processing | 1,593,730 | $217.8B | 3.30% | |
| 11 | EPAMEPAM Systems | 1,162,706 | $215.9B | 3.27% | |
| 12 | ZTSZoetis | 1,826,500 | $215.0B | 3.25% | |
| 13 | INTUIntuit | 833,954 | $191.8B | 2.90% | |
| 14 | ABTAbbott Laboratories | 2,184,616 | $172.4B | 2.61% | |
| 15 | BDXBecton, Dickinson & Company | 734,215 | $168.7B | 2.55% | |
| 16 | EDUNew Oriental Education | 1,262,458 | $136.6B | 2.07% | |
| 17 | BSXBoston Scientific | 3,617,697 | $118.0B | 1.79% | |
| 18 | JDJD.com | 2,855,534 | $115.6B | 1.75% | |
| 19 | SIRIEURSirius XM Holdings | 22,815,500 | $112.7B | 1.71% | |
| 20 | ELANElanco Animal Health | 4,772,531 | $106.9B | 1.62% | |
| 21 | BURLBurlington Stores | 661,110 | $104.8B | 1.59% | |
| 22 | GPNGlobal Payments | 724,905 | $104.6B | 1.58% | |
| 23 | VAREURVarian Medical Systems | 768,683 | $78.9B | 1.19% | |
| 24 | NBIXNeurocrine Biosciences | 860,053 | $74.4B | 1.13% | |
| 25 | AONAon PLC | 381,267 | $62.9B | 0.95% | |
| 26 | MNSTMonster Beverage | 917,623 | $51.6B | 0.78% | |
| 27 | TMOThermo Fisher Scientific | 125,584 | $35.6B | 0.54% | |
| 28 | GOOGAlphabet -CL C | 14,037 | $16.3B | 0.25% | |
| 29 | MAMasterCard | 52,072 | $12.6B | 0.19% | |
| 30 | NSYNice Ltd | 28,344 | $4.1B | 0.06% | |
| 31 | LAMRLamar Advertising | 42,400 | $2.2B | 0.03% | |
| 32 | TDToronto-Dominion Bank | 44,600 | $1.9B | 0.03% | |
| 33 | RYRoyal Bank of Canada | 22,300 | $1.4B | 0.02% | |
| 34 | CP.TOCanadian Pacific Railway | 5,351 | $1.2B | 0.02% | |
| 35 | BMOBank of Montreal | 14,400 | $721.0M | 0.01% | |
| 36 | GLOBGlobant | 8,125 | $714.0M | 0.01% | |
| 37 | BZUNBaozun | 19,794 | $553.0M | 0.01% | |
| 38 | ISRGIntuitive Surgical | 1,000 | $495.0M | 0.01% | |
| 39 | DAVAEndava | 13,872 | $488.0M | 0.01% | |
| 40 | TMETencent Music Entertainment | 42,578 | $428.0M | 0.01% | |
| 41 | IWFiShares Russell 1000 Growth | 2,586 | $389.0M | 0.01% | |
| 42 | MOMOUSDMomo | 16,361 | $355.0M | 0.01% | |
| 43 | WUBAUSD58.com | 7,256 | $354.0M | 0.01% | |
| 44 | —Arco Platform | 7,910 | $334.0M | 0.01% | |
| 45 | HDBHDFC Bank | 7,967 | $306.0M | 0.00% | |
| 46 | HTHTHuazhu Group | 7,302 | $210.0M | 0.00% | |
| 47 | PPRUYKering | 3,903 | $202.0M | 0.00% | |
| 48 | FMXFomento Economico Mexicano | 2,185 | $132.0M | 0.00% | |
| 49 | KOFCoca-Cola FEMSA | 2,805 | $113.0M | 0.00% | |
| 50 | JOBSUSD51job | 1,742 | $107.0M | 0.00% |