0001193125-11-221198.txt : 20110812 0001193125-11-221198.hdr.sgml : 20110812 20110812150430 ACCESSION NUMBER: 0001193125-11-221198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110812 DATE AS OF CHANGE: 20110812 EFFECTIVENESS DATE: 20110812 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: 111030980 MAIL ADDRESS: STREET 1: 332 MAIN ST CITY: MOUNT KISCO STATE: NY ZIP: 10549 13F-HR 1 d13fhr.txt 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: 06-30-2011 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 08/12/11 ------------------------ ------------------------ ------------------------ [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: 3,666,689,000 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F 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 3 ITEM 4: ITEM 5: ITEM 6: ITEM 7: ITEM 8: ------------------- ---------------------- VOTING AUTHORITY FAIR MANAGERS (SHARES) MARKET SHARES SEE ---------------------- ITEM 1: ITEM 2: CUSIP VALUE OR PRN SH/ PUT/ INVESTMENT INSTR. A) B) C) NAME OF ISSUER TITLE OF CLASS NUMBER (X1000) AMT PRIN CALL DISCRETION V SOLE SHARED NONE ---------------------------- -------------- --------- ------------ --------- ---- ---- ---------- -------- ------- --------- ---- 3M Company Common Stocks 88579Y101 149,694.00 1,578,221 SH 0 SOLE 28,612 286,867 201 ABB Ltd ADR 000375204 977.00 37,650 SH 0 SOLE 0 0 0 Accenture Foreign US Listed Common Stock G1151C101 967.00 16,000 SH 0 SOLE 0 0 0 Adobe Common Stocks 00724F101 105,780.00 3,363,432 SH 0 SOLE 62,175 622,065 438 Adtran Common Stocks 00738A106 770.00 19,880 SH 0 SOLE 0 0 0 Affiliated Managers Common Stocks 008252108 690.00 6,805 SH 0 SOLE 0 0 0 Airgas Common Stocks 009363102 623.00 8,895 SH 0 SOLE 0 0 0 Alexion Pharmaceuticals Common Stocks 015351109 731.00 15,550 SH 0 SOLE 0 0 0 Allergan Common Stocks 018490102 80,350.00 965,153 SH 0 SOLE 14,374 144,109 101 Ansys Common Stocks 03662Q105 685.00 12,535 SH 0 SOLE 0 0 0 Apple Computer Common Stocks 037833100 241,412.00 719,191 SH 0 SOLE 12,481 123,523 89 Autodesk Common Stocks 052769106 306.00 7,930 SH 0 SOLE 0 0 0 Baker Hughes Common Stocks 057224107 175,094.00 2,413,099 SH 0 SOLE 39,880 399,303 281 BE Aerospace Common Stocks 073302101 692.00 16,955 SH 0 SOLE 0 0 0 C.H. Robinson Worldwide Common Stocks 12541W209 84,377.00 1,070,226 SH 0 SOLE 19,648 196,818 138 CAE Inc Foreign US Listed Common Stock 124765108 682.00 50,650 SH 0 SOLE 0 0 0 Cardtronics Common Stocks 14161H108 586.00 24,990 SH 0 SOLE 0 0 0 CareFusion Common Stocks 14170T101 585.00 21,535 SH 0 SOLE 0 0 0 Celgene Common Stocks 151020104 195,070.00 3,233,924 SH 0 SOLE 56,330 564,136 397 Check Point Software Foreign US Listed Common Stock M22465104 1,070.00 18,815 SH 0 SOLE 0 0 0 Citrix Systems Common Stocks 177376100 520.00 6,505 SH 0 SOLE 0 0 0 Complete Production Common Stocks 20453E109 533.00 15,990 SH 0 SOLE 0 0 0 Core Laboratories Foreign US Listed Common Stock N22717107 607.00 5,440 SH 0 SOLE 0 0 0 Discovery Communications Common Stocks 25470F104 152,243.00 3,716,855 SH 0 SOLE 63,702 637,574 449 Dollar General Common Stocks 256677105 96,198.00 2,838,518 SH 0 SOLE 52,186 522,000 367 Expeditors International Common Stocks 302130109 151,322.00 2,956,092 SH 0 SOLE 55,008 550,616 387 F5 Networks Common Stocks 315616102 100,347.00 910,171 SH 0 SOLE 16,861 168,676 119 Family Dollar Stores Common Stocks 307000109 586.00 11,140 SH 0 SOLE 0 0 0 Franklin Resources Common Stocks 354613101 74,552.00 567,840 SH 0 SOLE 10,517 104,669 74 General Electric Common Stocks 369604103 136,846.00 7,255,917 SH 0 SOLE 132,593 1,322,897 936 GNC Holdings Common Stocks 36191G107 538.00 24,675 SH 0 SOLE 0 0 0 Google Common Stocks 38259P508 154,355.00 304,821 SH 0 SOLE 5,723 57,567 40 Henry Schein Common Stocks 806407102 567.00 7,920 SH 0 SOLE 0 0 0 Home Inns & Hotels Management ADR 43713W107 818.00 21,495 SH 0 SOLE 0 0 0 II VI Common Stocks 902104108 756.00 29,540 SH 0 SOLE 0 0 0 Intercontinental Exchange Common Stocks 45865V100 511.00 4,100 SH 0 SOLE 0 0 0 Intuitive Surgical Common Stocks 46120E602 131,267.00 352,764 SH 0 SOLE 6,506 65,148 46 Invesco Ltd Foreign US Listed Common Stock G491BT108 94,569.00 4,041,372 SH 0 SOLE 74,025 734,879 521 IPG Photonics Common Stocks 44980X109 870.00 11,970 SH 0 SOLE 0 0 0 iShares DJ US Oil Equip & SV ETF 464288844 232.00 3,625 SH 0 SOLE 0 3,625 0 Juniper Networks Common Stocks 48203R104 112,225.00 3,562,666 SH 0 SOLE 66,060 661,009 465 Marsh & McLennan Common Stocks 571748102 915.00 29,350 SH 0 SOLE 0 0 0 Medidata Solutions Common Stocks 58471A105 584.00 24,480 SH 0 SOLE 0 0 0 National Instruments Common Stocks 636518102 762.00 25,644 SH 0 SOLE 0 0 0 Nestle SA ADR 641069406 76,672.00 1,235,454 SH 0 SOLE 23,583 238,787 168 NetApp Common Stocks 64110D104 149,569.00 2,833,816 SH 0 SOLE 51,850 518,338 366 Nike Common Stocks 654106103 88,459.00 983,095 SH 0 SOLE 18,110 181,283 128 Nuance Communications Common Stocks 67020Y100 495.00 23,035 SH 0 SOLE 0 0 0 Omnicom Group Common Stocks 681919106 88,550.00 1,838,669 SH 0 SOLE 33,406 334,572 236 Pentair Common Stocks 709631105 601.00 14,895 SH 0 SOLE 0 0 0 Petroleum Geo Services ADR 716599105 222.00 15,470 SH 0 SOLE 0 0 0 Philip Morris International Common Stocks 718172109 684.00 10,250 SH 0 SOLE 0 0 0 Praxair Common Stocks 74005P104 2,381.00 21,970 SH 0 SOLE 0 0 0 Priceline.com Common Stocks 741503403 97,566.00 190,584 SH 0 SOLE 3,046 31,940 21 Radware Ltd Foreign US Listed Common Stock M81873107 790.00 22,665 SH 0 SOLE 0 0 0 Ross Stores Common Stocks 778296103 592.00 7,390 SH 0 SOLE 0 0 0 Rovi Corp Common Stocks 779376102 53,549.00 933,562 SH 0 SOLE 16,699 171,972 121 SABMiller ADR 78572M105 56,675.00 1,553,697 SH 0 SOLE 32,756 328,790 231 Salix Pharmaceuticals Common Stocks 795435106 455.00 11,415 SH 0 SOLE 0 0 0 Schlumberger Foreign US Listed Common Stock 806857108 181,970.00 2,106,125 SH 0 SOLE 38,691 384,861 273 Scripps Networks Common Stocks 811065101 3,075.00 62,905 SH 0 SOLE 0 0 0 Shire PLC ADR 82481R106 142,748.00 1,515,209 SH 0 SOLE 29,143 292,204 206 Superior Energy Services Common Stocks 868157108 521.00 14,040 SH 0 SOLE 0 0 0 Syntel Common Stocks 87162H103 739.00 12,505 SH 0 SOLE 0 0 0 Tencent Holdings ADR 88032Q109 103,397.00 3,808,810 SH 0 SOLE 72,863 729,606 514 Tiffany & Co. Common Stocks 886547108 587.00 7,475 SH 0 SOLE 0 0 0 Time Warner Cable Common Stocks 88732J207 9,523.00 122,034 SH 0 SOLE 144 0 0 Transdigm Group Common Stocks 893641100 543.00 5,950 SH 0 SOLE 0 0 0 Varian Medical Systems Common Stocks 92220P105 89,445.00 1,277,426 SH 0 SOLE 23,523 235,215 166 VeriFone Systems Common Stocks 92342Y109 310.00 6,995 SH 0 SOLE 0 0 0 Visa Common Stocks 92826C839 182,449.00 2,165,309 SH 0 SOLE 35,934 359,479 253 Waddell & Reed Financial Common Stocks 930059100 570.00 15,690 SH 0 SOLE 0 0 0 WPP plc ADR 92933H101 77,258.00 1,231,205 SH 0 SOLE 23,390 235,873 164 Wynn Macau ADR 98313R106 2,430.00 74,585 SH 0 SOLE 0 0 0 COLUMN TOTAL$ 3,666,689.00