DSM CAPITAL PARTNERS LLC Information

116 RADIO CIRCLE DRIVE, MOUNT KISCO, New York, 10549, (914) 242-1900

Report Date: 03/31/2015

Position Statistics

Total Positions 53
New Positions 6
Increased Positions 28
Decreased Positions 24
Positions with Activity 52
Sold Out Positions 12
Total Mkt Value (in $ millions) 5,959

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.54%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.84%
Energy
Financial 13.88%
Healthcare 30.76%
Services 20.37%
Technology 15.71%
Transportation
Utilities 0%

53 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 507,307 -66,725 (11.62) 4,432,953
PRICELINE GRP INC COM NEW 343,245 61,353 21.77 292,861
TIME WARNER INC COM NEW 338,269 44,918 15.31 4,004,137
ACTAVIS PLC SHS 318,653 318,653 New 1,038,601
BIOGEN INC COM 309,659 -46,903 (13.15) 780,018
COGNIZANT TECHNOLOGY SOLUTIONS CL A 277,826 31,464 12.77 4,292,742
STARBUCKS CORP COM 263,717 28,745 12.23 5,075,376
REGENERON PHARMACEUTICALS COM 233,587 -31,375 (11.84) 455,726
ALIBABA GROUP HLDG LTD SPONSORED ADS 230,240 37,835 19.66 2,577,696
TENCENT HLDGS LTD ADR 218,272 6,340 2.99 10,935,485
VISA INC COM CL A 211,123 6,869 3.36 3,074,012
PERRIGO CO PLC SHS 189,845 6,223 3.39 997,609
DOLLAR TREE INC COM 183,629 35,844 24.25 2,448,714
COMCAST CORP NEW CL A 169,090 22,121 15.05 2,892,397
INVESCO LTD SHS 162,335 19,734 13.84 4,075,692
AFFILIATED MANAGERS GROUP COM 155,036 31,619 25.62 693,179
SHIRE PLC SPONSORED ADR 154,905 154,905 New 595,444
ABBOTT LABS COM 154,249 -13,700 (8.16) 3,173,845
ALEXION PHARMACEUTICALS INC COM 153,419 -106,728 (41.03) 936,397
MONSANTO CO NEW COM 151,648 -2,073 (1.35) 1,296,359