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Reported Holdings Of The
DSM Capital Partners LLC

Legal Name: DSM CAPITAL PARTNERS LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 14, 2019

Security Shares Held / Principal Amount Market Value Option
MICROSOFT CORP (594918104) 4,983,106 $667,537k
ADOBE INC (00724F101) 1,962,385 $578,217k
ALIBABA GROUP HLDG LTD (01609W102) 3,137,581 $531,664k
ALPHABET INC (02079K305) 421,807 $456,733k
VISA INC COM CL A (92826C839) 2,553,667 $443,189k
Facebook Inc (30303M102) 2,199,878 $424,577k
PayPal Holdings Inc (70450Y103) 3,544,118 $405,660k
Amazon.com Inc (023135106) 180,069 $340,984k
TENCENT (88032q109) 7,296,855 $330,145k
ADP (053015103) 1,563,626 $258,514k
MONSTER BEVERAGE CRP (61174X109) 3,473,910 $221,739k
ZOETIS INC (98978V103) 1,952,983 $221,645k
BECTON DICKINSON (075887109) 755,242 $190,329k
Intuit Inc (461202103) 574,948 $150,252k
ABBOTT LABS (002824100) 1,700,720 $143,030k
Booking Holdings, Inc. (09857L108) 75,814 $142,130k
PALO ALTO NETWORKS (697435105) 633,485 $129,079k
ELANCO ANIMAL HEALTH (28414H103) 3,797,830 $128,366k
Thermo Fisher Scientific Inc (883556102) 429,347 $126,091k
ROYAL CARIBBEAN CRUISES LTD (v7780t103) 1,008,690 $122,264k
MSCI INC (55354G100) 508,772 $121,490k
HDFC Bank Ltd (40415F101) 863,874 $112,338k
SIRIUS XM HLDG (82968B103) 19,898,576 $111,035k
NEW ORIENTAL ED & TECH GRP I (647581107) 1,062,059 $102,574k
GLOBAL PAYMENTS INC (37940X102) 632,883 $101,342k
BURLINGTON STORES (122017106) 582,827 $99,168k
EPAM SYS INC COM USD0.001 (29414B104) 559,388 $96,830k
Neurocrine Biosciences Inc. (64125C109) 660,524 $55,767k
Alphabet Inc (02079K107) 18,722 $20,237k
NICE LTD (653656108) 46,285 $6,341k
AUTOHOME INC (05278C107) 59,220 $5,070k
ROYAL BANK CDA (780087102) 24,950 $1,983k
LAMAR ADVERTISING (512816109) 23,475 $1,895k
GLOBANT SA USD1.20 (L44385109) 16,210 $1,638k
YANDEX N V (N97284108) 29,985 $1,140k
RAYTHEON (755111507) 6,050 $1,052k
PAGSEGURO DIGITAL LTD (G68707101) 24,280 $946k
Tencent Music Entertainment Gr (88034P109) 62,755 $941k
58 COM INC (31680Q104) 14,305 $889k
51JOB INC (316827104) 10,140 $766k
CDN PACIFIC RAILWAY (13645T100) 2,325 $547k
HUAZHU GROUP LTD (44332N106) 10,555 $383k
Kering ADR (492089107) 6,077 $359k
MOMO INC (60879B107) 9,685 $347k
BAOZUN INC (06684L103) 6,900 $344k
NOAH HLDGS LTD (65487X102) 6,320 $269k
FOMENTO ECON MEXI (344419106) 2,770 $268k
WEIBO CORP (948596101) 5,762 $251k
COCA COLA FEMSA (191241108) 3,600 $224k
ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS (45104G104) 14,175 $178k
ISHARES TR RUS 1000 GRW ETF (464287614) 372 $58k

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