DSM CAPITAL PARTNERS LLC Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$7.1T
Holdings
42
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 4,218,451 | $728.6B | 10.33% | |
| 2 | METAFacebook | 3,995,997 | $682.8B | 9.68% | |
| 3 | REGNRegeneron Pharmaceuticals | 1,061,451 | $474.6B | 6.73% | |
| 4 | VVisa | 4,220,246 | $444.1B | 6.30% | |
| 5 | RCLRoyal Caribbean Cruises | 3,721,455 | $441.1B | 6.25% | |
| 6 | TCEHYTencent Holdings | 9,082,738 | $391.3B | 5.55% | |
| 7 | GOOGLAlphabet CL A | 377,715 | $367.8B | 5.21% | |
| 8 | ZTSZoetis | 4,505,574 | $287.3B | 4.07% | |
| 9 | ADBEAdobe Systems | 1,788,981 | $266.9B | 3.78% | |
| 10 | BKNGPriceline Group | 141,493 | $259.0B | 3.67% | |
| 11 | MNSTMonster Beverage | 4,380,359 | $242.0B | 3.43% | |
| 12 | MSFTMicrosoft | 2,946,600 | $219.5B | 3.11% | |
| 13 | EAElectronic Arts | 1,857,792 | $219.3B | 3.11% | |
| 14 | SCHWCharles Schwab | 4,905,002 | $214.5B | 3.04% | |
| 15 | ALXNAlexion Pharmaceuticals | 1,410,150 | $197.8B | 2.80% | |
| 16 | NCLHNorwegian Cruise Line | 3,591,761 | $194.1B | 2.75% | |
| 17 | ABTAbbott Laboratories | 3,467,401 | $185.0B | 2.62% | |
| 18 | HDBHDFC Bank | 1,462,753 | $141.0B | 2.00% | |
| 19 | KSUEURKansas City Southern | 1,249,932 | $135.8B | 1.93% | |
| 20 | PYPLPaypal Holdings | 1,992,179 | $127.6B | 1.81% | |
| 21 | SIRIEURSirius XM Holdings | 21,334,779 | $117.8B | 1.67% | |
| 22 | DLTRDollar Tree | 1,213,002 | $105.3B | 1.49% | |
| 23 | TDToronto-Dominion Bank | 1,830,923 | $103.0B | 1.46% | |
| 24 | WYNNWynn Resorts | 679,488 | $101.2B | 1.43% | |
| 25 | —Allergan PLC | 418,246 | $85.7B | 1.22% | |
| 26 | BDXBecton, Dickinson & Company | 383,541 | $75.2B | 1.07% | |
| 27 | —Rockwell Collins | 439,082 | $57.4B | 0.81% | |
| 28 | EDUNew Oriental Education | 506,765 | $44.7B | 0.63% | |
| 29 | GOOGAlphabet -CL C | 33,417 | $32.1B | 0.45% | |
| 30 | WBWeibo | 246,770 | $24.4B | 0.35% | |
| 31 | ATHMAutohome | 355,405 | $21.4B | 0.30% | |
| 32 | BLKCHFBlackRock | 45,444 | $20.3B | 0.29% | |
| 33 | CTRPUSDCTRIP.com International | 300,713 | $15.9B | 0.22% | |
| 34 | ISRGIntuitive Surgical | 12,548 | $13.1B | 0.19% | |
| 35 | FMXFomento Economico Mexicano | 111,500 | $10.7B | 0.15% | |
| 36 | LAMRLamar Advertising | 28,725 | $2.0B | 0.03% | |
| 37 | A4SAmeriprise Financial | 11,165 | $1.7B | 0.02% | |
| 38 | MRSHMarsh & McLennan | 4,350 | $365.0M | 0.01% | |
| 39 | KOFCoca-Cola FEMSA | 4,020 | $310.0M | 0.00% | |
| 40 | IWFiShares Russell 1000 Growth | 2,445 | $305.0M | 0.00% | |
| 41 | ASRGrupo Aeroportuario del Sureste | 1,105 | $211.0M | 0.00% | |
| 42 | —Hypermarcas | 16,070 | $163.0M | 0.00% |