DSM CAPITAL PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 88
New Positions 10
Increased Positions 24
Decreased Positions 60
Positions with Activity 84
Sold Out Positions 11
Total Mkt Value (in $ millions) 5,477

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

Sector Weighting

Basic Materials 6.16%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 8.36%
Energy 0.02%
Financial 12.98%
Healthcare 31.57%
Services 19.98%
Technology 8.38%
Transportation 0.01%
Utilities

88 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CELGENE CORP COM 561,724 -24,087 (4.11) 5,057,388
ALEXION PHARMACEUTICALS INC COM 308,053 1,351 .44 1,598,036
MONSTER BEVERAGE CORP COM 271,750 -1,090 (0.4) 2,460,392
ALLERGAN INC COM 258,215 258,215 New 1,217,422
PRICELINE GRP INC COM NEW 254,661 1,433 .57 215,966
BIOGEN IDEC INC COM 234,953 73,830 45.82 769,328
REGENERON PHARMACEUTICALS COM 214,862 -4,825 (2.2) 520,247
COGNIZANT TECHNOLOGY SOLUTIONS CL A 207,331 -7,196 (3.35) 3,889,885
VISA INC COM CL A 192,783 -3,145 (1.61) 749,370
BLACKROCK INC COM 186,868 -6,659 (3.44) 523,411
STARBUCKS CORP COM 185,788 -8,396 (4.32) 2,316,268
PRECISION CASTPARTS CORP COM 180,093 72,950 68.09 757,137
ALIBABA GROUP HLDG LTD SPONSORED ADS 178,150 178,150 New 1,570,020
TENCENT HLDGS LTD ADR 171,086 -2,445 (1.41) 10,639,686
MONSANTO CO NEW COM 156,491 -118,836 (43.16) 1,309,873
MASTERCARD INC CL A 153,501 -2,103 (1.35) 1,777,869
INVESCO LTD SHS 145,473 -1,956 (1.33) 3,598,151
YUM BRANDS INC COM 141,298 -27,634 (16.36) 1,852,118
ABBOTT LABS COM 136,035 19,922 17.16 3,080,501
AIRBUS GROUP ADR 134,958 -1,772 (1.3) 8,721,568