Co-Managing Partner

0000950123-13-005756.txt : 20130809 0000950123-13-005756.hdr.sgml : 20130809 20130809105925 ACCESSION NUMBER: 0000950123-13-005756 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130809 DATE AS OF CHANGE: 20130809 EFFECTIVENESS DATE: 20130809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DSM CAPITAL PARTNERS LLC CENTRAL INDEX KEY: 0001214639 IRS NUMBER: 311770164 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10309 FILM NUMBER: 131025033 BUSINESS ADDRESS: STREET 1: 116 RADIO CIRCLE DRIVE STREET 2: SUITE 200 CITY: MOUNT KISCO STATE: NY ZIP: 10549 BUSINESS PHONE: 914-242-1900 MAIL ADDRESS: STREET 1: 116 RADIO CIRCLE DRIVE STREET 2: SUITE 200 CITY: MOUNT KISCO STATE: NY ZIP: 10549 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001214639 XXXXXXXX 06-30-2013 06-30-2013 DSM CAPITAL PARTNERS LLC

116 RADIO CIRCLE DRIVE SUITE 200 MOUNT KISCO NY 10549

13F HOLDINGS REPORT 028-10309 N Stephen E. Memishian Co-Managing Partner 914-242-1900 /s/ Stephen E. Memishian Mount Kisco NY 08-09-2013 0 88 4027551000 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F Aegerion Pharmaceuticals Common Stocks 00767E102 731 11535 SH SOLE 0 4360 0 0 Affiliated Managers Common Stocks 008252108 1044 6370 SH SOLE 0 2405 0 0 Alexion Pharmaceuticals Common Stocks 015351109 121866 1321177 SH SOLE 0 970485 222156 51 American Vanguard Corp Common Stocks 030371108 818 34900 SH SOLE 0 13215 0 0 B/E Aerospace Common Stocks 073302101 1280 20290 SH SOLE 0 7665 0 0 Beijing Enterprises ADR 07725Q200 378 5250 SH SOLE 0 5250 0 0 BlackRock Common Stocks 09247X101 131752 512956 SH SOLE 0 375343 87414 20 Bloomin` Brands Common Stocks 094235108 670 26940 SH SOLE 0 10205 0 0 Boeing Common Stocks 097023105 779 7600 SH SOLE 0 7600 0 0 Cadence Design Systems Common Stocks 127387108 761 52565 SH SOLE 0 19915 0 0 Cardtronics Common Stocks 14161H108 1146 41515 SH SOLE 0 15715 0 0 Celgene Common Stocks 151020104 317775 2716489 SH SOLE 0 2063558 400523 92 Comcast Corp Common Stocks 20030N101 1893 45345 SH SOLE 0 41195 0 0 Diageo PLC ADR 25243Q205 40755 354543 SH SOLE 0 256564 62262 14 Discovery Communications Common Stocks 25470F104 147317 1907267 SH SOLE 0 1396650 323341 74 Dollar General Common Stocks 256677105 175358 3477250 SH SOLE 0 2536518 576205 133 Dollar Tree Common Stocks 256746108 1311 25795 SH SOLE 0 9760 0 0 Dunkin Brands Group Common Stocks 265504100 456 10655 SH SOLE 0 4030 0 0 eBay Common Stocks 278642103 201420 3894421 SH SOLE 0 2975464 558153 129 Ecolab Common Stocks 278865100 152125 1785719 SH SOLE 0 1307312 303825 69 Estee Lauder Common Stocks 518439104 122437 1861579 SH SOLE 0 1361070 318014 73 Family Dollar Stores Common Stocks 307000109 66112 1061015 SH SOLE 0 773218 174936 40 Foot Locker Common Stocks 344849104 793 22575 SH SOLE 0 8525 0 0 General Electric Common Stocks 369604103 89228 3847701 SH SOLE 0 2859808 601803 138 Genpact Limited Common Stocks G3922B107 389 20240 SH SOLE 0 7615 0 0 GNC Holdings Common Stocks 36191G107 2471 55900 SH SOLE 0 35750 0 0 Google Common Stocks 38259P508 165879 188419 SH SOLE 0 138295 31765 7 HDFC Bank ADR 40415F101 490 13530 SH SOLE 0 13530 0 0 Hexcel Common Stocks 428291108 983 28860 SH SOLE 0 10935 0 0 Hologic Common Stocks 436440101 1224 63410 SH SOLE 0 23985 0 0 Interpublic Group of Companies Common Stocks 460690100 1027 70560 SH SOLE 0 26660 0 0 Intuitive Surgical Common Stocks 46120E602 187156 369777 SH SOLE 0 279535 55519 13 IPG Photonics Common Stocks 44980X109 1203 19810 SH SOLE 0 7510 0 0 iShares Russell 1000 Growth ETF 464287614 281 3869 SH SOLE 0 0 3869 0 Kinder Morgan Inc Common Stocks 49456B101 110608 2899278 SH SOLE 0 2126740 490500 113 Kinder Morgan Warrants Warrants 49456B119 4411 861608 SH SOLE 0 501223 0 0 Las Vegas Sands Common Stocks 517834107 148847 2812154 SH SOLE 0 2030326 479170 109 LPL Financial Holdings Common Stocks 50212V100 925 24490 SH SOLE 0 9290 0 0 Marsh & McLennan Common Stocks 571748102 3260 81671 SH SOLE 0 78021 0 0 MGM China ADR 55300R101 976 30485 SH SOLE 0 11585 0 0 Monsanto Common Stocks 61166W101 152658 1545110 SH SOLE 0 1132157 257490 59 Monster Beverage Common Stocks 611740101 91055 1496875 SH SOLE 0 1092917 250777 57 O`Reilly Automotive Common Stocks 67103H107 806 7155 SH SOLE 0 2705 0 0 Oracle Corp Common Stocks 68389X105 710 23125 SH SOLE 0 23125 0 0 Panera Bread Company Common Stocks 69840W108 1023 5500 SH SOLE 0 2090 0 0 Pentair Ltd. Non-US Incorp.Common Stock H6169Q108 1247 21620 SH SOLE 0 8195 0 0 Praxair Common Stocks 74005P104 83397 724188 SH SOLE 0 530389 122444 28 Precision Castparts Common Stocks 740189105 159166 704243 SH SOLE 0 515340 120000 27 Ross Stores Common Stocks 778296103 163 2510 SH SOLE 0 2510 0 0 SABMiller ADR 78572M105 92649 1937301 SH SOLE 0 1406642 340336 77 Salix Pharmaceuticals Common Stocks 795435106 1722 26035 SH SOLE 0 9870 0 0 Samsonite Internation ADR 79604U107 378 31390 SH SOLE 0 11890 0 0 SAP AG ADR 803054204 85591 1175216 SH SOLE 0 859554 199808 46 Scripps Networks Common Stocks 811065101 1108 16600 SH SOLE 0 6265 0 0 SEI Investments Common Stocks 784117103 907 31895 SH SOLE 0 12070 0 0 SGS SA ADR 818800104 77 3595 SH SOLE 0 3595 0 0 SodaStream Non-US Incorp.Common Stock M9068E105 776 10685 SH SOLE 0 4060 0 0 Starbucks Common Stocks 855244109 139769 2133567 SH SOLE 0 1559631 364097 83 Swatch Group ADR 870123106 306 11200 SH SOLE 0 11200 0 0 Syntel Common Stocks 87162H103 1056 16795 SH SOLE 0 6350 0 0 Tencent Holdings ADR 88032Q109 158535 4042893 SH SOLE 0 2930993 671562 153 The Cheesecake Factory Common Stocks 163072101 1369 32674 SH SOLE 0 13174 0 0 The Cooper Companies Common Stocks 216648402 665 5590 SH SOLE 0 2105 0 0 The Fresh Market Common Stocks 35804H106 595 11960 SH SOLE 0 4535 0 0 Time Warner Common Stocks 887317303 166723 2883474 SH SOLE 0 2206052 411201 94 TJX Companies Common Stocks 872540109 121901 2435102 SH SOLE 0 1770054 422636 96 UCB SA ADR 903480101 1261 46895 SH SOLE 0 25175 0 0 Ulta Salon Cosmetics & Fragrance Common Stocks 90384S303 1162 11610 SH SOLE 0 4410 0 0 Union Pacific Common Stocks 907818108 129736 840910 SH SOLE 0 614546 143905 33 United Technologies Common Stocks 913017109 223 2400 SH SOLE 0 2400 0 0 VeriSign Common Stocks 92343E102 1065 23840 SH SOLE 0 9030 0 0 Visa Common Stocks 92826C839 171109 936303 SH SOLE 0 687335 157839 36 Vitamin Shoppe Common Stocks 92849E101 953 21255 SH SOLE 0 8040 0 0 Waddell & Reed Financial Common Stocks 930059100 1085 24935 SH SOLE 0 9435 0 0 Wesco International Common Stocks 95082P105 967 14225 SH SOLE 0 5395 0 0 Whitewave Foods Common Stocks 966244105 776 47755 SH SOLE 0 18105 0 0 Willis Group Holdings Non-US Incorp.Common Stock G96666105 1143 28030 SH SOLE 0 10615 0 0 Wynn Macau ADR 98313R106 1232 45503 SH SOLE 0 26868 0 0 Wynn Resorts Limited Common Stocks 983134107 87642 684865 SH SOLE 0 497870 118879 27 Yum! Brands Common Stocks 988498101 156510 2257127 SH SOLE 0 1652898 377621 86