0000950123-13-009275.txt : 20131113 0000950123-13-009275.hdr.sgml : 20131113 20131113135338 ACCESSION NUMBER: 0000950123-13-009275 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131113 DATE AS OF CHANGE: 20131113 EFFECTIVENESS DATE: 20131113 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: 131213885 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 09-30-2013 09-30-2013 DSM Capital Partners LLC

116 Radio Circle Drive Suite 200 Mount Kisco NY 10549

13F HOLDINGS REPORT 028-10309 N Stephen E. Memishian 914-242-1900 /s/ Stephen E. Memishian Mount Kisco NY 11-13-2013 0 87 4425697 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F Aegerion Pharmaceuticals Common Stocks 00767E102 1460 17025 SH SOLE 6495 0 10530 Affiliated Managers Common Stocks 008252108 853 4670 SH SOLE 1780 0 2890 Alexion Pharmaceuticals Common Stocks 015351109 122487 1054465 SH SOLE 776148 175981 102336 American Vanguard Corp Common Stocks 030371108 1083 40210 SH SOLE 15300 0 24910 B/E Aerospace Common Stocks 073302101 1312 17770 SH SOLE 6770 0 11000 BlackRock Common Stocks 09247X101 154034 569187 SH SOLE 419010 94717 55460 Bloomin` Brands Common Stocks 094235108 1142 48355 SH SOLE 18425 0 29930 BRF SA ADR 10552T107 62 2495 SH SOLE 0 0 2495 Brown & Brown Common Stocks 115236101 814 25345 SH SOLE 9745 0 15600 Cadence Design Systems Common Stocks 127387108 1190 88040 SH SOLE 33550 0 54490 Cardtronics Common Stocks 14161H108 1194 32160 SH SOLE 12260 0 19900 Carpenter Technology Common Stocks 144285103 1049 18050 SH SOLE 6875 0 11175 Celgene Common Stocks 151020104 367841 2386450 SH SOLE 1814552 351039 220859 Cognizant Technology Solutions Common Stocks 192446102 58327 710255 SH SOLE 521123 119714 69418 Comcast Common Stocks 20030N101 1843 40835 SH SOLE 36685 0 4150 Constellation Brands Common Stocks 21036P108 936 16305 SH SOLE 6205 0 10100 Discovery Communications Common Stocks 25470F104 160831 1905125 SH SOLE 1400883 317756 186486 Dollar General Common Stocks 256677105 163683 2899082 SH SOLE 2147065 433534 318483 Dollar Tree Common Stocks 256746108 2283 39940 SH SOLE 27870 0 12070 EADS ADR 29875W100 152895 2398115 SH SOLE 1747567 398146 252402 eBay Common Stocks 278642103 216842 3886391 SH SOLE 2974670 548929 362792 Ecolab Common Stocks 278865100 137317 1390404 SH SOLE 1019436 233965 137003 Estee Lauder Common Stocks 518439104 130394 1865425 SH SOLE 1368256 312535 184634 Foot Locker Common Stocks 344849104 975 28715 SH SOLE 10940 0 17775 General Electric Common Stocks 369604103 970 40600 SH SOLE 40600 0 0 GNC Holdings Common Stocks 36191G107 3043 55690 SH SOLE 35540 0 20150 Google Common Stocks 38259P508 164248 187516 SH SOLE 138101 31213 18202 HDFC Bank ADR 40415F101 551 17890 SH SOLE 15920 0 1970 Hexcel Common Stocks 428291108 1353 34860 SH SOLE 13260 0 21600 Hutchison Whampoa ADR 448415208 438 18250 SH SOLE 18250 0 0 iGATE Corp Common Stocks 45169U105 1020 36730 SH SOLE 14010 0 22720 Interpublic Group of Companies Common Stocks 460690100 1496 87025 SH SOLE 33150 0 53875 Intuitive Surgical Common Stocks 46120E602 121529 322981 SH SOLE 236894 54565 31522 IPG Photonics Common Stocks 44980X109 1120 19865 SH SOLE 7565 0 12300 iShares Russell 1000 Growth Exchange Traded Fund 464287614 262 3355 SH SOLE 0 3355 0 Kinder Morgan Inc Common Stocks 49456B101 117154 3293618 SH SOLE 2425778 548734 319106 Kinder Morgan Warrants Warrants 49456B119 5398 1086060 SH SOLE 636550 0 449510 Las Vegas Sands Common Stocks 517834107 186219 2803658 SH SOLE 2031903 470908 300847 LPL Financial Holdings Common Stocks 50212V100 1474 38455 SH SOLE 14630 0 23825 Marsh & McLennan Common Stocks 571748102 2964 68040 SH SOLE 64390 0 3650 MasterCard Common Stocks 57636Q104 128047 190325 SH SOLE 139855 31914 18556 MGM China ADR 55300R101 1213 30430 SH SOLE 11590 0 18840 Monsanto Common Stocks 61166W101 203516 1949944 SH SOLE 1471989 289089 188866 Monster Beverage Common Stocks 611740101 89662 1716015 SH SOLE 1257970 281914 176131 NPS Pharmaceuticals Common Stocks 62936P103 1243 39075 SH SOLE 14900 0 24175 Omnicom Group Common Stocks 681919106 8246 129980 SH SOLE 102330 0 27650 Philip Morris International Common Stocks 718172109 533 6150 SH SOLE 6150 0 0 Praxair Common Stocks 74005P104 103722 862834 SH SOLE 632844 145405 84585 Precision Castparts Common Stocks 740189105 184729 812921 SH SOLE 610789 127851 74281 Rolls-Royce ADR 775781206 49728 552087 SH SOLE 404014 94848 53225 Ross Stores Common Stocks 778296103 164 2245 SH SOLE 2245 0 0 SABMiller ADR 78572M105 29528 580088 SH SOLE 467768 82773 29547 Salix Pharmaceuticals Common Stocks 795435106 1344 20095 SH SOLE 7655 0 12440 Samsonite International ADR 79604U107 1158 82890 SH SOLE 31415 0 51475 SAP AG ADR 803054204 84590 1144340 SH SOLE 838818 196339 109183 Scripps Networks Common Stocks 811065101 901 11530 SH SOLE 4395 0 7135 SEI Investments Common Stocks 784117103 869 28100 SH SOLE 10725 0 17375 Sonova Holdings ADR 83569C102 649 26100 SH SOLE 9950 0 16150 SPDR S&P 500 ETF Exchange Traded Fund 78462F103 2147 12776 SH SOLE 1853 0 10923 Starbucks Common Stocks 855244109 101172 1314426 SH SOLE 964123 221384 128919 Swatch Group ADR 870123106 424 13150 SH SOLE 13150 0 0 Syntel Common Stocks 87162H103 1486 18550 SH SOLE 7080 0 11470 Tencent Holdings ADR 88032Q109 206023 3927402 SH SOLE 2860727 659978 406697 The Cheesecake Factory Common Stocks 163072101 1334 30335 SH SOLE 12805 0 17530 The Cooper Companies Common Stocks 216648402 420 3235 SH SOLE 1220 0 2015 The Fresh Market Common Stocks 35804H106 1009 21310 SH SOLE 8120 0 13190 Time Warner Common Stocks 887317303 206621 3139645 SH SOLE 2400208 443056 296381 TJX Companies Common Stocks 872540109 118826 2107201 SH SOLE 1540852 358195 208154 UCB SA ADR 903480101 1433 47030 SH SOLE 25310 0 21720 Ulta Salon Cosmetics & Fragrance Common Stocks 90384S303 1393 11655 SH SOLE 4455 0 7200 Union Pacific Common Stocks 907818108 144545 930506 SH SOLE 682357 156842 91307 United Technologies Common Stocks 913017109 149 1375 SH SOLE 1375 0 0 VeriSign Common Stocks 92343E102 1385 27200 SH SOLE 10340 0 16860 Visa Common Stocks 92826C839 178088 931909 SH SOLE 686356 155054 90499 Vitamin Shoppe Common Stocks 92849E101 1099 25100 SH SOLE 9550 0 15550 Waddell & Reed Financial Common Stocks 930059100 1290 25045 SH SOLE 9545 0 15500 Wynn Macau ADR 98313R106 1599 46859 SH SOLE 27679 0 19180 Wynn Resorts Limited Common Stocks 983134107 115598 731583 SH SOLE 532286 125924 73373 Yum! Brands Common Stocks 988498101 158845 2225025 SH SOLE 1638224 371082 215719 YY Inc. ADR 98426T106 883 18875 SH SOLE 7190 0 11685