DSM CAPITAL PARTNERS LLC Q3 2019 Filing
Filed November 13, 2019
Portfolio Value
$6.5T
Holdings
51
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,708,007 | $654.6B | 10.07% | |
| 2 | ADBEAdobe | 1,843,231 | $509.2B | 7.83% | |
| 3 | BABAAlibaba Group Holding | 2,984,192 | $499.0B | 7.68% | |
| 4 | GOOGLAlphabet -CL A | 404,006 | $493.3B | 7.59% | |
| 5 | VVisa | 2,388,445 | $410.8B | 6.32% | |
| 6 | METAFacebook | 2,087,630 | $371.8B | 5.72% | |
| 7 | PYPLPaypal Holdings | 3,502,695 | $362.8B | 5.58% | |
| 8 | AMZNAmazon.com | 177,899 | $308.8B | 4.75% | |
| 9 | TCEHYTencent Holdings | 7,180,660 | $299.4B | 4.60% | |
| 10 | ADPAutomatic Data Processing | 1,536,351 | $248.0B | 3.81% | |
| 11 | ZTSZoetis | 1,926,292 | $240.0B | 3.69% | |
| 12 | BDXBecton, Dickinson & Company | 750,671 | $189.9B | 2.92% | |
| 13 | MNSTMonster Beverage | 2,571,248 | $149.3B | 2.30% | |
| 14 | INTUIntuit | 558,278 | $148.5B | 2.28% | |
| 15 | BKNGBooking Holdings | 74,607 | $146.4B | 2.25% | |
| 16 | PANWPalo Alto Networks | 712,402 | $145.2B | 2.23% | |
| 17 | ABTAbbott Laboratories | 1,675,483 | $140.2B | 2.16% | |
| 18 | EPAMEPAM Systems | 682,448 | $124.4B | 1.91% | |
| 19 | TMOThermo Fisher Scientific | 425,839 | $124.0B | 1.91% | |
| 20 | SIRIEURSirius XM Holdings | 19,634,880 | $122.8B | 1.89% | |
| 21 | BURLBurlington Stores | 572,766 | $114.5B | 1.76% | |
| 22 | MSCIMSCI | 503,451 | $109.6B | 1.69% | |
| 23 | EDUNew Oriental Education | 976,488 | $108.2B | 1.66% | |
| 24 | RCLRoyal Caribbean Cruises | 978,742 | $106.0B | 1.63% | |
| 25 | ELANElanco Animal Health | 3,887,905 | $103.4B | 1.59% | |
| 26 | GPNGlobal Payments | 622,120 | $98.9B | 1.52% | |
| 27 | HDBHDFC Bank | 1,367,296 | $78.0B | 1.20% | |
| 28 | NBIXNeurocrine Biosciences | 651,213 | $58.7B | 0.90% | |
| 29 | GOOGAlphabet -CL C | 15,465 | $18.9B | 0.29% | |
| 30 | NSYNice Ltd | 25,065 | $3.6B | 0.06% | |
| 31 | LAMRLamar Advertising | 25,600 | $2.1B | 0.03% | |
| 32 | RYRoyal Bank of Canada | 23,000 | $1.9B | 0.03% | |
| 33 | GLOBGlobant | 12,316 | $1.1B | 0.02% | |
| 34 | RTN1USDRaytheon Company | 5,700 | $1.1B | 0.02% | |
| 35 | BMOBank of Montreal | 14,900 | $1.1B | 0.02% | |
| 36 | PAGSPagSeguro Digital | 18,380 | $851.0M | 0.01% | |
| 37 | NBISYandex | 24,136 | $845.0M | 0.01% | |
| 38 | TMETencent Music Entertainment | 61,265 | $782.0M | 0.01% | |
| 39 | CP.TOCanadian Pacific Railway | 2,717 | $604.0M | 0.01% | |
| 40 | DAVAEndava | 12,140 | $459.0M | 0.01% | |
| 41 | BZUNBaozun | 8,235 | $352.0M | 0.01% | |
| 42 | PPRUYKering | 5,978 | $304.0M | 0.00% | |
| 43 | MOMOUSDMomo | 9,685 | $300.0M | 0.00% | |
| 44 | WUBAUSD58.com | 5,210 | $257.0M | 0.00% | |
| 45 | FMXFomento Economico Mexicano | 2,770 | $254.0M | 0.00% | |
| 46 | NOAHNoah Holdings | 7,505 | $219.0M | 0.00% | |
| 47 | KOFCoca-Cola FEMSA | 3,600 | $218.0M | 0.00% | |
| 48 | —Arco Platform | 4,000 | $203.0M | 0.00% | |
| 49 | IBNICICIC Bank | 16,085 | $196.0M | 0.00% | |
| 50 | JDJD.com | 5,480 | $155.0M | 0.00% | |
| 51 | IWFiShares Russell 1000 Growth | 2,811 | $44.0M | 0.00% |