HoldingsChannel.com
DSM Capital Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Microsoft 4,805,986 -12,345 $757,952
     MSFT4,805,986-12,345$757,952
Adobe 1,868,602 -11,703 $594,664
     ADBE1,868,602-11,703$594,664
Alibaba Group Holding 2,935,422 -113,629 $570,881
     BABA2,935,422-113,629$570,881
Alphabet CL A 416,368 +1,247 $483,799
     GOOGL416,368+1,247$483,799
Visa 2,414,710 -31,214 $389,058
     V2,414,710-31,214$389,058
Paypal Holdings 4,034,420 +453,475 $386,254
     PYPL4,034,420+453,475$386,254
Facebook 2,228,885 +93,025 $371,779
     FB2,228,885+93,025$371,779
Tencent Holdings      $367,294
     ADR7,482,669+381,022$367,294
Amazon.com 181,780 +255 $354,420
     AMZN181,780+255$354,420
Automatic Data Processing 1,593,730 -120,707 $217,831
     ADP1,593,730-120,707$217,831
EPAM Systems 1,162,706 +347,080 $215,868
     EPAM1,162,706+347,080$215,868
Zoetis 1,826,500 -167,803 $214,961
     ZTS1,826,500-167,803$214,961
Intuit 833,954 +205,752 $191,810
     INTU833,954+205,752$191,810
Abbott Laboratories 2,184,616 +470,125 $172,388
     ABT2,184,616+470,125$172,388
Becton Dickinson & Company 734,215 -27,719 $168,701
     BDX734,215-27,719$168,701
New Oriental Education 1,262,458 +145,732 $136,648
     EDU1,262,458+145,732$136,648
Boston Scientific 3,617,697 +1,335,632 $118,045
     BSX3,617,697+1,335,632$118,045
JD.com 2,855,534 +754,577 $115,649
     JD2,855,534+754,577$115,649
Sirius XM Holdings 22,815,500 +2,384,796 $112,708
     SIRI22,815,500+2,384,796$112,708
Elanco Animal Health 4,772,531 +211,145 $106,857
     ELAN4,772,531+211,145$106,857
Burlington Stores 661,110 +71,962 $104,760
     BURL661,110+71,962$104,760
Global Payments 724,905 +88,435 $104,553
     GPN724,905+88,435$104,553
Varian Medical Systems 768,683 +768,683 $78,914
     VAR768,683+768,683$78,914
Neurocrine Biosciences 860,053 +189,504 $74,437
     NBIX860,053+189,504$74,437
Aon PLC 381,267 +381,267 $62,925
     AON381,267+381,267$62,925
Monster Beverage 917,623 -625,642 $51,625
     MNST917,623-625,642$51,625
Thermo Fisher Scientific 125,584 -311,200 $35,615
     TMO125,584-311,200$35,615
Alphabet CL C 14,037 -774 $16,322
     GOOG14,037-774$16,322
MasterCard 52,072 +52,072 $12,579
     MA52,072+52,072$12,579
Nice Ltd 28,344 +28,344 $4,069
     NICE28,344+28,344$4,069
Lamar Advertising 42,400 +17,550 $2,174
     LAMR42,400+17,550$2,174
Toronto Dominion Bank 44,600 UNCH $1,880
     TD44,600UNCH$1,880
Royal Bank of Canada 22,300 UNCH $1,370
     RY22,300UNCH$1,370
Canadian Pacific Railway 5,351 +722 $1,175
     CP5,351+722$1,175
Bank of Montreal 14,400 UNCH $721
     BMO14,400UNCH$721
Globant 8,125 +4,950 $714
     GLOB8,125+4,950$714
Baozun 19,794 +7,839 $553
     BZUN19,794+7,839$553
Intuitive Surgical 1,000 +1,000 $495
     ISRG1,000+1,000$495
Endava 13,872 +1,617 $488
     DAVA13,872+1,617$488
Tencent Music Entertainment 42,578 +20,453 $428
     TME42,578+20,453$428
iShares Russell 1000 Growth (IWF) 2,586 -45,177 $389
     IWF2,586-45,177$389
Momo 16,361 +5,144 $355
     MOMO16,361+5,144$355
58.com 7,256 +1,491 $354
     WUBA7,256+1,491$354
Arco Platform 7,910 UNCH $334
     ARCE7,910UNCH$334
HDFC Bank 7,967 -1,374,889 $306
     HDB7,967-1,374,889$306
Huazhu Group 7,302 +7,302 $210
     HTHT7,302+7,302$210
Kering      $202
     ADR3,903-2,075$202
Fomento Economico Mexicano 2,185 -815 $132
     FMX2,185-815$132
Coca Cola FEMSA 2,805 -2,170 $113
     KOF2,805-2,170$113

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 03/31/2020: $6,605,866
At 12/31/2019: $7,553,339

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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