DSM CAPITAL PARTNERS LLC Q4 2016 Filing
Filed February 13, 2017
Portfolio Value
$5.8B
Holdings
39
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFacebook | 3,979,784 | $457.9B | 7911.14% | |
| 2 | BABAAlibaba Group Holding | 4,636,928 | $407.2B | 7035.06% | |
| 3 | GOOGLAlphabet CL A | 508,680 | $403.1B | 6964.80% | |
| 4 | VVisa | 3,720,080 | $290.2B | 5014.75% | |
| 5 | MNSTMonster Beverage | 6,306,878 | $279.6B | 4831.73% | |
| 6 | ZTSZoetis | 4,903,236 | $262.5B | 4534.94% | |
| 7 | —Allergan PLC | 1,243,251 | $261.1B | 4511.19% | |
| 8 | TCEHYTencent Holdings | 10,378,012 | $253.8B | 4385.53% | |
| 9 | ADBEAdobe Systems | 2,368,678 | $243.9B | 4213.33% | |
| 10 | BKNGPriceline Group | 159,733 | $234.2B | 4046.13% | |
| 11 | SCHWCharles Schwab | 5,524,060 | $218.0B | 3767.20% | |
| 12 | CELGCelgene | 1,796,793 | $208.0B | 3593.47% | |
| 13 | RCLRoyal Caribbean Cruises | 2,526,459 | $207.3B | 3581.20% | |
| 14 | EAElectronic Arts | 2,395,230 | $188.6B | 3259.45% | |
| 15 | NWLNewell Brands | 4,008,781 | $179.0B | 3092.63% | |
| 16 | —Shire | 1,027,146 | $175.0B | 3023.71% | |
| 17 | SBUXStarbucks | 3,098,476 | $172.0B | 2972.29% | |
| 18 | SIRIEURSirius XM Holdings | 36,622,179 | $163.0B | 2815.75% | |
| 19 | ALXNAlexion Pharmaceuticals | 1,114,403 | $136.3B | 2355.81% | |
| 20 | NXPINXP Semiconductors | 1,384,076 | $135.7B | 2343.81% | |
| 21 | REGNRegeneron Pharmaceuticals | 350,831 | $128.8B | 2225.18% | |
| 22 | AMGAffiliated Managers | 825,158 | $119.9B | 2071.54% | |
| 23 | ADPAutomatic Data Processing | 1,139,004 | $117.1B | 2022.68% | |
| 24 | DGDollar General | 1,301,150 | $96.4B | 1665.20% | |
| 25 | DLTRDollar Tree | 1,211,220 | $93.5B | 1615.20% | |
| 26 | FLT1EURFleetCor Technologies | 653,507 | $92.5B | 1597.93% | |
| 27 | HDBHDFC Bank | 1,285,749 | $78.0B | 1348.01% | |
| 28 | GOOGAlphabet -CL C | 72,943 | $56.3B | 972.71% | |
| 29 | IVZInvesco | 1,844,382 | $56.0B | 966.87% | |
| 30 | ISRGIntuitive Surgical | 28,228 | $17.9B | 309.29% | |
| 31 | NTESNetEase | 78,870 | $17.0B | 293.45% | |
| 32 | IWFiShares Russell 1000 Growth | 109,206 | $14.0B | 241.10% | |
| 33 | VIPSVipshop Holdings | 907,175 | $10.0B | 172.57% | |
| 34 | ABTAbbott Laboratories | 122,702 | $4.7B | 81.43% | |
| 35 | —Nielsen | 110,100 | $4.6B | 79.81% | |
| 36 | BLKCHFBlackRock | 5,480 | $2.1B | 36.02% | |
| 37 | LAMRLamar Advertising | 25,025 | $1.7B | 29.08% | |
| 38 | SYFSynchrony Financial | 28,130 | $1.0B | 17.62% | |
| 39 | MRSHMarsh & McLennan | 315 | $21.0M | 0.36% |