DSM CAPITAL PARTNERS LLC Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 48
New Positions 6
Increased Positions 24
Decreased Positions 23
Positions with Activity 47
Sold Out Positions 8
Total Mkt Value (in $ millions) 5,292

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.39%
Energy
Financial 15.92%
Healthcare 23.42%
Services 18.54%
Technology 26.48%
Transportation
Utilities

48 Positions as of 09/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALLERGAN PLC SHS 340,874 32,717 10.62 1,251,142
PRICELINE GRP INC COM NEW 313,878 -6,283 (1.96) 293,591
CELGENE CORP COM 304,677 -22,455 (6.86) 2,989,080
VISA INC COM CL A 304,303 82,296 37.07 4,130,063
ALPHABET INC CAP STK CL A 299,005 98,867 49.40 409,579
FACEBOOK INC CL A 289,911 14,963 5.44 2,623,868
COGNIZANT TECHNOLOGY SOLUTIONS CL A 259,074 35,234 15.74 4,345,422
ALIBABA GROUP HLDG LTD SPONSORED ADS 237,971 12,221 5.41 3,668,992
TENCENT HLDGS LTD ADR 201,564 11,230 5.90 11,068,877
ADOBE SYS INC COM 182,263 182,263 New 2,110,502
ALEXION PHARMACEUTICALS INC COM 182,143 -1,652 (0.9) 1,247,387
CERNER CORP COM 162,470 61,257 60.52 2,777,746
NIELSEN HLDGS PLC SHS EUR 153,564 -100 (0.07) 3,288,318
STARBUCKS CORP COM 151,455 -29,295 (16.21) 2,598,300
MASTERCARD INC CL A 144,596 -4,042 (2.72) 1,674,924
SHIRE PLC SPONSORED ADR 133,595 28,771 27.45 817,895
MONSTER BEVERAGE CORP NEW COM 132,342 -5,978 (4.32) 1,030,218
ROYAL CARIBBEAN CRUISES LTD COM 132,155 -1,018 (0.76) 1,796,074
DOLLAR GEN CORP NEW COM 131,647 32,580 32.89 1,806,854
INVESCO LTD SHS 121,880 -1,826 (1.48) 4,359,076


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