0001193125-11-135290.txt : 20110511
0001193125-11-135290.hdr.sgml : 20110511
20110511102034
ACCESSION NUMBER: 0001193125-11-135290
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110331
FILED AS OF DATE: 20110511
DATE AS OF CHANGE: 20110511
EFFECTIVENESS DATE: 20110511
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: 11830509
MAIL ADDRESS:
STREET 1: 332 MAIN ST
CITY: MOUNT KISCO
STATE: NY
ZIP: 10549
13F-HR
1
d13fhr.txt
FORM 13F HR
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 03-31-2011
Check here if Amendment [_]; Amendment Number: ___
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: DSM Capital Partners
Address: 320 East Main Street
Mount Kisco, NY 10549
Form 13F File Number: 28-
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Stephen E. Memishian
Title: Managing Partner
Phone: 914-242-1900
Signature, Place, and Date of Signing:
/s/ Stephen E. Memishian Mount Kisco, NY 05/10/11
------------------------ --------------------------- -------------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[_] 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
[_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
-------------------- ----
28-_______________ _________________________________________
[Repeat as necessary.]
Report Summary:
Number of Other Included Managers: 0
-------------
Form 13F Information Table Entry Total: 81
-------------
Form 13F Information Table Value Total: 3,660,342,000
-------------
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 1 3F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column
headings and list entries.]
None
[Repeat as necessary.]
ITEM 5: ITEM 8:
ITEM 4: ------------------- ITEM 7: -------------------------
ITEM 3 FAIR MARKET SHARES ITEM 6: MANAGERS VOTING AUTHORITY (SHARES)
ITEM 1: ITEM 2: CUSIP VALUE OR PRN SH/ PUT/ INVESTMENT SEE -------------------------
NAME OF ISSUER TITLE OF CLASS NUMBER (X1000) AMT PRIN CALL DISCRETION INSTR. V A) SOLE B)SHARED C)NONE
-------------------- -------------- --------- ----------- --------- ---- ---- ---------- -------- ------- --------- -------
3M Company Common Stocks 88579Y101 126,165.00 1,349,350 SH 0 SOLE 22,563 234,905 173
ABB Ltd ADR 000375204 872.00 36,050 SH 0 SOLE 0 0 0
Accenture Foreign US
Listed Common
Stock G1151C101 838.00 15,250 SH 0 SOLE 0 0 0
Adobe Common Stocks 00724F101 105,079.00 3,168,864 SH 0 SOLE 53,965 561,917 416
Adtran Common Stocks 00738A106 2,471.00 58,190 SH 0 SOLE 0 0 0
Affiliated Managers Common Stocks 008252108 2,659.00 24,315 SH 0 SOLE 0 0 0
Airgas Common Stocks 009363102 2,439.00 36,715 SH 0 SOLE 0 0 0
Alexion
Pharmaceuticals Common Stocks 015351109 2,733.00 27,700 SH 0 SOLE 0 0 0
Allergan Common Stocks 018490102 82,509.00 1,161,762 SH 0 SOLE 16,457 168,554 127
Allos Therapeutics Common Stocks 019777101 829.00 262,485 SH 0 SOLE 0 0 0
Altera Corp Common Stocks 021441100 17,037.00 387,018 SH 0 SOLE 6,503 67,952 50
Ansys Common Stocks 03662Q105 2,416.00 44,585 SH 0 SOLE 0 0 0
Apple Computer Common Stocks 037833100 246,319.00 706,782 SH 0 SOLE 11,480 118,100 89
Baker Hughes Common Stocks 057224107 140,732.00 1,916,535 SH 0 SOLE 28,776 300,943 222
BE Aerospace Common Stocks 073302101 1,677.00 47,205 SH 0 SOLE 0 0 0
C.H. Robinson
Worldwide Common Stocks 12541W209 106,106.00 1,431,348 SH 0 SOLE 24,508 255,131 189
CAE Inc Foreign US
Listed Common
Stock 124765108 2,020.00 151,890 SH 0 SOLE 0 0 0
Cardtronics Common Stocks 14161H108 2,122.00 104,285 SH 0 SOLE 0 0 0
CareFusion Common Stocks 14170T101 2,163.00 76,685 SH 0 SOLE 0 0 0
Celgene Common Stocks 151020104 179,904.00 3,124,691 SH 0 SOLE 51,701 538,304 397
Check Point Software Foreign US
Listed Common
Stock M22465104 3,007.00 58,900 SH 0 SOLE 0 0 0
Citrix Systems Common Stocks 177376100 1,697.00 23,105 SH 0 SOLE 0 0 0
Cognizant
Technology
Solutions Common Stocks 192446102 144,574.00 1,776,085 SH 0 SOLE 29,950 311,961 230
Complete Production Common Stocks 20453E109 2,643.00 83,075 SH 0 SOLE 0 0 0
CTRIP.com
International ADR 22943F100 2,297.00 55,365 SH 0 SOLE 0 0 0
Discovery
Communications Common Stocks 25470F104 100,423.00 2,516,849 SH 0 SOLE 42,690 443,632 329
Dun & Bradstreet Common Stocks 26483E100 2,005.00 24,990 SH 0 SOLE 0 0 0
Embraer SA ADR 29082A107 2,320.00 68,845 SH 0 SOLE 0 0 0
Expeditors
International Common Stocks 302130109 107,173.00 2,137,054 SH 0 SOLE 36,671 381,691 282
F5 Networks Common Stocks 315616102 73,202.00 713,675 SH 0 SOLE 11,989 124,797 92
Franklin Resources Common Stocks 354613101 72,027.00 575,851 SH 0 SOLE 9,648 99,987 74
General Electric Common Stocks 369604103 126,136.00 6,291,105 SH 0 SOLE 103,819 1,082,101 799
Gen-Probe Common Stocks 36866T103 1,707.00 25,720 SH 0 SOLE 0 0 0
Google Common Stocks 38259P508 178,916.00 304,922 SH 0 SOLE 5,255 54,933 40
Henry Schein Common Stocks 806407102 2,005.00 28,570 SH 0 SOLE 0 0 0
hiSoft Technology ADR 43358R108 797.00 42,570 SH 0 SOLE 0 0 0
Home Inns & Hotels
Management ADR 43713W107 2,302.00 58,185 SH 0 SOLE 0 0 0
II VI Common Stocks 902104108 2,603.00 52,320 SH 0 SOLE 0 0 0
Intercontinental
Exchange Common Stocks 45865V100 2,795.00 22,625 SH 0 SOLE 0 0 0
Intuitive Surgical Common Stocks 46120E602 135,043.00 404,974 SH 0 SOLE 6,754 70,911 52
Invesco Ltd Foreign US
Listed Common
Stock G491BT108 114,333.00 4,473,144 SH 0 SOLE 73,335 757,208 565
IPG Photonics Common Stocks 44980X109 2,450.00 42,470 SH 0 SOLE 0 0 0
Juniper Networks Common Stocks 48203R104 126,389.00 3,003,539 SH 0 SOLE 51,580 536,592 397
Marsh & McLennan Common Stocks 571748102 836.00 28,050 SH 0 SOLE 0 0 0
McDonald`s Common Stocks 580135101 91,677.00 1,204,845 SH 0 SOLE 20,620 213,954 160
Medidata Solutions Common Stocks 58471A105 2,227.00 87,080 SH 0 SOLE 0 0 0
Morningstar Common Stocks 617700109 1,615.00 27,660 SH 0 SOLE 0 0 0
National Instruments Common Stocks 636518102 2,762.00 84,294 SH 0 SOLE 0 0 0
Nestle SA ADR 641069406 69,589.00 1,209,222 SH 0 SOLE 21,618 227,906 168
NetApp Common Stocks 64110D104 136,258.00 2,830,014 SH 0 SOLE 47,589 494,839 366
Omnicom Group Common Stocks 681919106 90,881.00 1,852,455 SH 0 SOLE 30,672 319,356 236
Praxair Common Stocks 74005P104 86,756.00 853,897 SH 0 SOLE 14,231 148,255 109
Priceline.com Common Stocks 741503403 135,053.00 266,672 SH 0 SOLE 4,205 44,207 32
Radware Ltd Foreign US
Listed Common
Stock M81873107 1,676.00 47,300 SH 0 SOLE 0 0 0
Rovi Corp Common Stocks 779376102 68,872.00 1,283,709 SH 0 SOLE 21,417 222,769 165
SABMiller ADR 78572M105 53,899.00 1,522,897 SH 0 SOLE 30,065 313,834 231
Schlumberger Foreign US
Listed Common
Stock 806857108 193,034.00 2,069,839 SH 0 SOLE 35,515 367,240 273
Scripps Networks Common Stocks 811065101 5,913.00 118,055 SH 0 SOLE 0 0 0
Shire PLC ADR 82481R106 130,258.00 1,496,693 SH 0 SOLE 26,768 278,968 206
Superior Energy
Services Common Stocks 868157108 912.00 22,250 SH 0 SOLE 0 0 0
Syntel Common Stocks 87162H103 1,848.00 35,385 SH 0 SOLE 0 0 0
T. Rowe Price Group Common Stocks 74144T108 2,833.00 42,650 SH 0 SOLE 0 0 0
Tencent Holdings ADR 88032Q109 91,228.00 3,744,418 SH 0 SOLE 66,896 696,424 514
Tiffany & Co. Common Stocks 886547108 1,645.00 26,775 SH 0 SOLE 0 0 0
Time Warner Cable Common Stocks 88732J207 9,672.00 135,584 SH 0 SOLE 144 0 0
Transdigm Group Common Stocks 893641100 1,777.00 21,200 SH 0 SOLE 0 0 0
VanceInfo
Technologies ADR 921564100 1,856.00 59,075 SH 0 SOLE 0 0 0
Varian Medical
Systems Common Stocks 92220P105 72,842.00 1,076,915 SH 0 SOLE 17,882 186,567 138
VeriFone Systems Common Stocks 92342Y109 1,810.00 32,940 SH 0 SOLE 0 0 0
Visa Common Stocks 92826C839 99,582.00 1,352,641 SH 0 SOLE 20,820 213,006 160
Vitamin Shoppe Common Stocks 92849E101 2,247.00 66,430 SH 0 SOLE 0 0 0
Waddell & Reed
Financial Common Stocks 930059100 2,278.00 56,090 SH 0 SOLE 0 0 0
WPP plc ADR 92933H101 62,430.00 1,010,850 SH 0 SOLE 18,250 187,509 140
Wynn Macau ADR 98313R106 2,142.00 76,771 SH 0 SOLE 0 0 0
COLUMN TOTAL$ 3,660,342.00