HoldingsChannel.com
DSM Capital Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
Microsoft 4,708,007 -275,099 $654,555
     MSFT4,708,007-275,099$654,555
Adobe 1,843,231 -119,154 $509,192
     ADBE1,843,231-119,154$509,192
Alibaba Group Holding 2,984,192 -153,389 $499,047
     BABA2,984,192-153,389$499,047
Alphabet CL A 404,006 -17,801 $493,348
     GOOGL404,006-17,801$493,348
Visa 2,388,445 -165,222 $410,835
     V2,388,445-165,222$410,835
Facebook 2,087,630 -112,248 $371,765
     FB2,087,630-112,248$371,765
Paypal Holdings 3,502,695 -41,423 $362,844
     PYPL3,502,695-41,423$362,844
Amazon.com 177,899 -2,170 $308,817
     AMZN177,899-2,170$308,817
Tencent Holdings      $299,354
     ADR7,180,660-116,195$299,354
Automatic Data Processing 1,536,351 -27,275 $247,998
     ADP1,536,351-27,275$247,998
Zoetis 1,926,292 -26,691 $239,996
     ZTS1,926,292-26,691$239,996
Becton Dickinson & Company 750,671 -4,571 $189,890
     BDX750,671-4,571$189,890
Monster Beverage 2,571,248 -902,662 $149,286
     MNST2,571,248-902,662$149,286
Intuit 558,278 -16,670 $148,469
     INTU558,278-16,670$148,469
Booking Holdings 74,607 -1,207 $146,424
     BKNG74,607-1,207$146,424
Palo Alto Networks 712,402 +78,917 $145,209
     PANW712,402+78,917$145,209
Abbott Laboratories 1,675,483 -25,237 $140,189
     ABT1,675,483-25,237$140,189
EPAM Systems 682,448 +123,060 $124,423
     EPAM682,448+123,060$124,423
Thermo Fisher Scientific 425,839 -3,508 $124,034
     TMO425,839-3,508$124,034
Sirius XM Holdings 19,634,880 -263,696 $122,816
     SIRI19,634,880-263,696$122,816
Burlington Stores 572,766 -10,061 $114,450
     BURL572,766-10,061$114,450
MSCI 503,451 -5,321 $109,628
     MSCI503,451-5,321$109,628
New Oriental Education 976,488 -85,571 $108,156
     EDU976,488-85,571$108,156
Royal Caribbean Cruises 978,742 -29,948 $106,028
     RCL978,742-29,948$106,028
Elanco Animal Health 3,887,905 +90,075 $103,379
     ELAN3,887,905+90,075$103,379
Global Payments 622,120 -10,763 $98,917
     GPN622,120-10,763$98,917
HDFC Bank 1,367,296 +503,422 $78,004
     HDB1,367,296+503,422$78,004
Neurocrine Biosciences 651,213 -9,311 $58,681
     NBIX651,213-9,311$58,681
Alphabet CL C 15,465 -3,257 $18,852
     GOOG15,465-3,257$18,852
Nice Ltd 25,065 -21,220 $3,604
     NICE25,065-21,220$3,604
Lamar Advertising 25,600 +2,125 $2,097
     LAMR25,600+2,125$2,097
Royal Bank of Canada 23,000 -1,950 $1,867
     RY23,000-1,950$1,867
Globant 12,316 -3,894 $1,128
     GLOB12,316-3,894$1,128
Raytheon Company 5,700 -350 $1,118
     RTN5,700-350$1,118
Bank of Montreal 14,900 +14,900 $1,098
     BMO14,900+14,900$1,098
PagSeguro Digital 18,380 -5,900 $851
     PAGS18,380-5,900$851
Yandex 24,136 -5,849 $845
     YNDX24,136-5,849$845
Tencent Music Entertainment 61,265 -1,490 $782
     TME61,265-1,490$782
Canadian Pacific Railway 2,717 +392 $604
     CP2,717+392$604
Endava 12,140 +12,140 $459
     DAVA12,140+12,140$459
Baozun 8,235 +1,335 $352
     BZUN8,235+1,335$352
Kering      $304
     ADR5,978-99$304
Momo 9,685 UNCH $300
     MOMO9,685UNCH$300
58.com 5,210 -9,095 $257
     WUBA5,210-9,095$257
Fomento Economico Mexicano 2,770 UNCH $254
     FMX2,770UNCH$254
Noah Holdings 7,505 +1,185 $219
     NOAH7,505+1,185$219
Coca Cola FEMSA 3,600 UNCH $218
     KOF3,600UNCH$218
Arco Platform 4,000 +4,000 $203
     ARCE4,000+4,000$203
ICICIC Bank 16,085 +1,910 $196
     IBN16,085+1,910$196
JD.com 5,480 +5,480 $155
     JD5,480+5,480$155

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 09/30/2019: $6,501,541
At 06/30/2019: $6,858,815

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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