DSM CAPITAL PARTNERS LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$6.7T
Holdings
39
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 4,286,085 | $603.9B | 8.96% | |
| 2 | METAFacebook | 3,844,463 | $580.4B | 8.61% | |
| 3 | REGNRegeneron Pharmaceuticals | 1,083,093 | $532.0B | 7.89% | |
| 4 | GOOGLAlphabet CL A | 470,018 | $437.0B | 6.48% | |
| 5 | RCLRoyal Caribbean Cruises | 3,943,303 | $430.7B | 6.39% | |
| 6 | VVisa | 4,242,678 | $397.9B | 5.90% | |
| 7 | TCEHYTencent Holdings | 9,446,565 | $337.9B | 5.01% | |
| 8 | ADBEAdobe Systems | 2,109,406 | $298.4B | 4.43% | |
| 9 | ZTSZoetis | 4,631,421 | $288.9B | 4.28% | |
| 10 | BKNGPriceline Group | 146,446 | $273.9B | 4.06% | |
| 11 | EAElectronic Arts | 2,156,168 | $228.0B | 3.38% | |
| 12 | SCHWCharles Schwab | 5,258,692 | $225.9B | 3.35% | |
| 13 | MNSTMonster Beverage | 4,457,604 | $221.5B | 3.28% | |
| 14 | MSFTMicrosoft | 2,743,510 | $189.1B | 2.80% | |
| 15 | NWLNewell Brands | 3,359,046 | $180.1B | 2.67% | |
| 16 | SIRIEURSirius XM Holdings | 28,192,022 | $154.2B | 2.29% | |
| 17 | ALXNAlexion Pharmaceuticals | 1,167,149 | $142.0B | 2.11% | |
| 18 | HDBHDFC Bank | 1,612,823 | $140.3B | 2.08% | |
| 19 | PYPLPaypal Holdings | 2,580,198 | $138.5B | 2.05% | |
| 20 | KSUEURKansas City Southern | 1,273,164 | $133.2B | 1.98% | |
| 21 | —Rockwell Collins | 1,224,558 | $128.7B | 1.91% | |
| 22 | NCLHNorwegian Cruise Line | 1,743,000 | $94.6B | 1.40% | |
| 23 | —Shire | 567,488 | $93.8B | 1.39% | |
| 24 | ABTAbbott Laboratories | 1,910,835 | $92.9B | 1.38% | |
| 25 | —Allergan PLC | 324,644 | $78.9B | 1.17% | |
| 26 | NTESNetEase | 241,810 | $72.7B | 1.08% | |
| 27 | WYNNWynn Resorts | 536,446 | $71.9B | 1.07% | |
| 28 | CTRPUSDCTRIP.com International | 1,028,880 | $55.4B | 0.82% | |
| 29 | GOOGAlphabet -CL C | 50,909 | $46.3B | 0.69% | |
| 30 | EDUNew Oriental Education | 241,118 | $17.0B | 0.25% | |
| 31 | WBWeibo | 249,300 | $16.6B | 0.25% | |
| 32 | ISRGIntuitive Surgical | 12,914 | $12.1B | 0.18% | |
| 33 | ATHMAutohome | 243,110 | $11.0B | 0.16% | |
| 34 | FMXFomento Economico Mexicano | 111,223 | $10.9B | 0.16% | |
| 35 | BLKCHFBlackRock | 7,533 | $3.2B | 0.05% | |
| 36 | LAMRLamar Advertising | 28,725 | $2.1B | 0.03% | |
| 37 | IWFiShares Russell 1000 Growth | 2,463 | $293.0M | 0.00% | |
| 38 | KOFCoca-Cola FEMSA | 1,785 | $151.0M | 0.00% | |
| 39 | DLTRDollar Tree | 84 | $6.0M | 0.00% |