DSM CAPITAL PARTNERS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 91
New Positions 14
Increased Positions 46
Decreased Positions 43
Positions with Activity 89
Sold Out Positions 13
Total Mkt Value (in $ millions) 4,850

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

Sector Weighting

Basic Materials 7.41%
Capital Goods 0%
Conglomerates 0.02%
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 8.39%
Energy 0.02%
Financial 12.79%
Healthcare 24.75%
Services 28.31%
Technology 7.87%
Transportation 0.01%
Utilities

91 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 464,767 5,204 1.13 5,274,254
TIME WARNER INC COM NEW 262,799 1,932 .74 3,464,721
ALEXION PHARMACEUTICALS INC COM 262,122 92,897 54.90 1,591,029
MONSANTO CO NEW COM 256,452 3,211 1.27 2,304,568
PRICELINE GRP INC COM NEW 231,345 17,654 8.26 214,751
MONSTER BEVERAGE CORP COM 227,536 71,160 45.51 2,470,262
REGENERON PHARMACEUTICALS COM 196,623 17,988 10.07 531,930
STARBUCKS CORP COM 178,036 1,204 .68 2,420,946
COGNIZANT TECHNOLOGY SOLUTIONS CL A 177,900 885 .50 4,024,894
BLACKROCK INC COM 171,118 -612 (0.36) 542,063
BIOGEN IDEC INC COM 161,814 33,096 25.71 527,579
VISA INC COM CL A 156,888 1,108 .71 761,594
TENCENT HLDGS LTD ADR 156,761 1,246 .80 10,791,748
YUM BRANDS INC COM 151,394 -11,024 (6.79) 2,214,338
INVESCO LTD SHS 133,791 1,763 1.34 3,646,530
MASTERCARD INC CL A 128,967 741 .58 1,802,222
AIRBUS GROUP ADR 123,988 -15,493 (11.11) 8,836,093
TJX COS INC NEW COM 114,127 22,797 24.96 1,889,527
WYNN RESORTS LTD COM 109,228 -18,219 (14.3) 598,671
ABBOTT LABS COM 107,436 106,204 8,615.21 2,629,380