HoldingsChannel.com
DSM Capital Partners LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
Microsoft 4,983,106 +154,275 $667,537
     MSFT4,983,106+154,275$667,537
Adobe 1,962,385 -41,962 $578,217
     ADBE1,962,385-41,962$578,217
Alibaba Group Holding 3,137,581 -55,690 $531,664
     BABA3,137,581-55,690$531,664
Alphabet CL A 421,807 +39,437 $456,733
     GOOGL421,807+39,437$456,733
Visa 2,553,667 -685,678 $443,189
     V2,553,667-685,678$443,189
Facebook 2,199,878 +2,015 $424,577
     FB2,199,878+2,015$424,577
Paypal Holdings 3,544,118 -292,524 $405,660
     PYPL3,544,118-292,524$405,660
Amazon.com 180,069 +61,657 $340,984
     AMZN180,069+61,657$340,984
Tencent Holdings      $330,145
     ADR7,296,855-190,505$330,145
Automatic Data Processing 1,563,626 +203,562 $258,514
     ADP1,563,626+203,562$258,514
Monster Beverage 3,473,910 -49,112 $221,739
     MNST3,473,910-49,112$221,739
Zoetis 1,952,983 -59,189 $221,645
     ZTS1,952,983-59,189$221,645
Becton Dickinson & Company 755,242 +43,340 $190,329
     BDX755,242+43,340$190,329
Intuit 574,948 -254,216 $150,252
     INTU574,948-254,216$150,252
Abbott Laboratories 1,700,720 -921,105 $143,030
     ABT1,700,720-921,105$143,030
Booking Holdings 75,814 +13,890 $142,130
     BKNG75,814+13,890$142,130
Palo Alto Networks 633,485 +633,485 $129,079
     PANW633,485+633,485$129,079
Elanco Animal Health 3,797,830 +742,713 $128,366
     ELAN3,797,830+742,713$128,366
Thermo Fisher Scientific 429,347 -231,524 $126,091
     TMO429,347-231,524$126,091
Royal Caribbean Cruises 1,008,690 -16,037 $122,264
     RCL1,008,690-16,037$122,264
MSCI 508,772 -713,700 $121,490
     MSCI508,772-713,700$121,490
HDFC Bank 863,874 -44,952 $112,338
     HDB863,874-44,952$112,338
Sirius XM Holdings 19,898,576 +7,329,104 $111,035
     SIRI19,898,576+7,329,104$111,035
New Oriental Education 1,062,059 +350,174 $102,574
     EDU1,062,059+350,174$102,574
Global Payments 632,883 +632,883 $101,342
     GPN632,883+632,883$101,342
Burlington Stores 582,827 -15,841 $99,168
     BURL582,827-15,841$99,168
EPAM Systems 559,388 -150,350 $96,830
     EPAM559,388-150,350$96,830
Neurocrine Biosciences 660,524 -35,658 $55,767
     NBIX660,524-35,658$55,767
Alphabet CL C 18,722 -471 $20,237
     GOOG18,722-471$20,237
Nice Ltd 46,285 -3,980 $6,341
     NICE46,285-3,980$6,341
Autohome 59,220 -4,470 $5,070
     ATHM59,220-4,470$5,070
Royal Bank of Canada 24,950 UNCH $1,983
     RY24,950UNCH$1,983
Lamar Advertising 23,475 +2,300 $1,895
     LAMR23,475+2,300$1,895
Globant 16,210 -3,525 $1,638
     GLOB16,210-3,525$1,638
Yandex 29,985 +8,100 $1,140
     YNDX29,985+8,100$1,140
Raytheon Company 6,050 +350 $1,052
     RTN6,050+350$1,052
PagSeguro Digital 24,280 -385 $946
     PAGS24,280-385$946
Tencent Music Entertainment 62,755 +4,130 $941
     TME62,755+4,130$941
58.com 14,305 +1,190 $889
     WUBA14,305+1,190$889
51job 10,140 +1,465 $766
     JOBS10,140+1,465$766
Canadian Pacific Railway 2,325 -309,743 $547
     CP2,325-309,743$547
Huazhu Group 10,555 UNCH $383
     HTHT10,555UNCH$383
Kering      $359
     ADR6,077+6,077$359
Momo 9,685 +5,420 $347
     MOMO9,685+5,420$347
Baozun 6,900 +2,050 $344
     BZUN6,900+2,050$344
Noah Holdings 6,320 UNCH $269
     NOAH6,320UNCH$269
Fomento Economico Mexicano 2,770 UNCH $268
     FMX2,770UNCH$268
Weibo 5,762 -1,120,656 $251
     WB5,762-1,120,656$251
Coca Cola FEMSA 3,600 UNCH $224
     KOF3,600UNCH$224
ICICIC Bank 14,175 +14,175 $178
     IBN14,175+14,175$178

See Full List: All Stocks Held By DSM Capital Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By DSM Capital Partners LLC

Size ($ in 1000's)
At 06/30/2019: $6,858,815
At 03/31/2019: $6,783,351

DSM Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DSM Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

DSM Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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