DSM CAPITAL PARTNERS LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$5.8T
Holdings
56
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,837,740 | $491.4B | 8.47% | |
| 2 | VVisa | 3,652,059 | $481.9B | 8.31% | |
| 3 | BABAAlibaba Group Holding | 3,255,201 | $446.2B | 7.69% | |
| 4 | ADBEAdobe | 1,857,149 | $420.2B | 7.24% | |
| 5 | GOOGLAlphabet -CL A | 375,452 | $390.5B | 6.73% | |
| 6 | METAFacebook | 2,831,282 | $371.2B | 6.40% | |
| 7 | TCEHYTencent Holdings | 7,563,929 | $299.1B | 5.16% | |
| 8 | PYPLPaypal Holdings | 3,419,751 | $287.6B | 4.96% | |
| 9 | ABTAbbott Laboratories | 3,088,217 | $223.4B | 3.85% | |
| 10 | ZTSZoetis | 2,409,329 | $206.1B | 3.55% | |
| 11 | MSCIMSCI | 1,252,070 | $184.6B | 3.18% | |
| 12 | MNSTMonster Beverage | 3,636,907 | $179.0B | 3.09% | |
| 13 | BKNGBooking Holdings | 99,235 | $170.9B | 2.95% | |
| 14 | INTUIntuit | 845,719 | $166.5B | 2.87% | |
| 15 | BDXBecton, Dickinson & Company | 731,998 | $164.9B | 2.84% | |
| 16 | TMOThermo Fisher Scientific | 694,137 | $155.3B | 2.68% | |
| 17 | ADPAutomatic Data Processing | 1,120,116 | $146.9B | 2.53% | |
| 18 | REGNRegeneron Pharmaceuticals | 371,380 | $138.7B | 2.39% | |
| 19 | CP.TOCanadian Pacific Railway | 671,836 | $119.3B | 2.06% | |
| 20 | AMZNAmazon.com | 77,508 | $116.4B | 2.01% | |
| 21 | RCLRoyal Caribbean Cruises | 1,048,777 | $102.6B | 1.77% | |
| 22 | BURLBurlington Stores | 597,953 | $97.3B | 1.68% | |
| 23 | HDBHDFC Bank | 924,341 | $95.8B | 1.65% | |
| 24 | SCHWCharles Schwab | 2,177,367 | $90.4B | 1.56% | |
| 25 | WBWeibo | 1,335,749 | $78.0B | 1.35% | |
| 26 | TDToronto-Dominion Bank | 1,472,352 | $73.2B | 1.26% | |
| 27 | EDUNew Oriental Education | 528,025 | $28.9B | 0.50% | |
| 28 | GOOGAlphabet -CL C | 21,011 | $21.8B | 0.38% | |
| 29 | IWFiShares Russell 1000 Growth | 113,974 | $14.9B | 0.26% | |
| 30 | EAElectronic Arts | 125,491 | $9.9B | 0.17% | |
| 31 | ATHMAutohome | 62,340 | $4.9B | 0.08% | |
| 32 | NSYNice Ltd | 44,670 | $4.8B | 0.08% | |
| 33 | WUBAUSD58.com | 58,120 | $3.2B | 0.05% | |
| 34 | EPAMEPAM Systems | 21,120 | $2.5B | 0.04% | |
| 35 | RYRoyal Bank of Canada | 24,950 | $1.7B | 0.03% | |
| 36 | LAMRLamar Advertising | 21,175 | $1.5B | 0.03% | |
| 37 | BIDUNBaidu | 8,865 | $1.4B | 0.02% | |
| 38 | SUSAiShares MSCI USA ESG Select Social Index Fund | 12,015 | $1.2B | 0.02% | |
| 39 | BMOBank of Montreal | 16,150 | $1.1B | 0.02% | |
| 40 | GLOBGlobant | 18,250 | $1.0B | 0.02% | |
| 41 | MRSHMarsh & McLennan | 12,450 | $993.0M | 0.02% | |
| 42 | CTRPUSDCtrip.com International | 35,995 | $974.0M | 0.02% | |
| 43 | TMETencent Music Entertainment | 36,980 | $489.0M | 0.01% | |
| 44 | CITCintas | 2,800 | $470.0M | 0.01% | |
| 45 | SYKStryker | 2,950 | $463.0M | 0.01% | |
| 46 | INFYInfosys Limited | 40,590 | $386.0M | 0.01% | |
| 47 | RTN1USDRaytheon Company | 2,500 | $384.0M | 0.01% | |
| 48 | PAGSPagSeguro Digital | 19,925 | $373.0M | 0.01% | |
| 49 | FMXFomento Economico Mexicano | 2,295 | $197.0M | 0.00% | |
| 50 | ZTOZTO Express | 12,295 | $195.0M | 0.00% | |
| 51 | KOFCoca-Cola FEMSA | 2,980 | $181.0M | 0.00% | |
| 52 | HTHTHuazhu Group | 6,165 | $177.0M | 0.00% | |
| 53 | MOMOUSDMomo | 4,010 | $96.0M | 0.00% | |
| 54 | NOAHNoah Holdings | 1,870 | $81.0M | 0.00% | |
| 55 | JOBSUSD51job | 1,055 | $66.0M | 0.00% | |
| 56 | BZUNBaozun | 1,100 | $32.0M | 0.00% |