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) 6,028

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

Sector Weighting

Basic Materials 2.26%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.13%
Energy
Financial 13.73%
Healthcare 31.16%
Services 20.88%
Technology 15.21%
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 522,734 -68,754 (11.62) 4,432,953
TIME WARNER INC COM NEW 352,885 46,858 15.31 4,004,137
PRICELINE GRP INC COM NEW 334,125 59,723 21.77 292,861
BIOGEN INC COM 318,817 -48,290 (13.15) 780,018
ALLERGAN PLC SHS 318,435 318,435 New 1,038,601
STARBUCKS CORP COM 277,217 30,217 12.23 5,075,376
COGNIZANT TECHNOLOGY SOLUTIONS CL A 274,006 31,031 12.77 4,292,742
REGENERON PHARMACEUTICALS COM 237,265 -31,869 (11.84) 455,726
TENCENT HLDGS LTD ADR 223,357 6,488 2.99 10,935,485
ALIBABA GROUP HLDG LTD SPONSORED ADS 214,671 35,276 19.66 2,577,696
VISA INC COM CL A 211,338 6,876 3.36 3,074,012
DOLLAR TREE INC COM 199,962 39,032 24.25 2,448,714
PERRIGO CO PLC SHS 190,094 6,232 3.39 997,609
COMCAST CORP NEW CL A 177,217 23,184 15.05 2,892,397
ALEXION PHARMACEUTICALS INC COM 172,718 -120,154 (41.03) 936,397
ABBOTT LABS COM 158,597 -14,086 (8.16) 3,173,845
AFFILIATED MANAGERS GROUP COM 157,185 32,057 25.62 693,179
INVESCO LTD SHS 157,159 19,105 13.84 4,075,692
MASTERCARD INC CL A 154,239 6,881 4.67 1,631,990
GOOGLE INC CL A 151,775 44,129 41.00 274,427


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