0001193125-13-055630.txt : 20130213 0001193125-13-055630.hdr.sgml : 20130213 20130213165235 ACCESSION NUMBER: 0001193125-13-055630 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130213 DATE AS OF CHANGE: 20130213 EFFECTIVENESS DATE: 20130213 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: 13604081 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 d486499d13fhr.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: 12-31-2012 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: 116 Radio Circle Drive, Suite 200 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 01/13/13 ------------------------------ ----------------------- ---------------------- [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: 3,519,726,000 (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 1: ITEM 2: ITEM 3 ITEM 4: ITEM 5: ITEM 6: ITEM 7: ITEM 8: --------------------- --------------------------- VOTING AUTHORITY (SHARES) TITLE OF CUSIP FAIR MARKET SHARES SH/ PUT/ INVESTMENT MANAGERS --------------------------- NAME OF ISSUER CLASS NUMBER VALUE (X1000) OR PRN AMT PRIN CALL DISCRETION SEE INSTR. V A) SOLE B)SHARED C)NONE ------------------- -------------- --------- ------------- ---------- ---- ----- ---------- ------------ ---------- --------- ------ Affiliated Managers Common Stocks 008252108 754.00 5,790 SH 0 SOLE 1,285 0 0 Airgas Common Stocks 009363102 648.00 7,100 SH 0 SOLE 1,585 0 0 Allergan Common Stocks 018490102 158,446.00 1,727,298 SH 0 SOLE 1,208,323 315,453 50 Allot Non-US Communications Incorp.Common Stock M0854Q105 710.00 39,815 SH 0 SOLE 8,925 0 0 Apple Common Stocks 037833100 329,953.00 620,011 SH 0 SOLE 447,771 102,507 15 Aruba Networks Common Stocks 043176106 658.00 31,730 SH 0 SOLE 7,095 0 0 B/E Aerospace Common Stocks 073302101 914.00 18,495 SH 0 SOLE 4,135 0 0 Beijing Enterprises ADR 07725Q200 303.00 4,650 SH 0 SOLE 4,650 0 0 Cardtronics Common Stocks 14161H108 774.00 32,600 SH 0 SOLE 7,285 0 0 Carpenter Technology Common Stocks 144285103 333.00 6,445 SH 0 SOLE 1,450 0 0 Celgene Common Stocks 151020104 232,510.00 2,963,044 SH 0 SOLE 2,165,753 470,885 75 Cognizant Technology Solutions Common Stocks 192446102 107,336.00 1,452,803 SH 0 SOLE 1,018,846 263,367 42 Danone S.A. ADR 23636T100 1,014.00 77,065 SH 0 SOLE 73,665 0 0 DaVita HealthCare Partners Common Stocks 23918K108 21,238.00 192,155 SH 0 SOLE 129,691 33,921 6 Discovery Communications Common Stocks 25470F104 106,371.00 1,675,661 SH 0 SOLE 1,175,712 301,611 48 Dollar General Common Stocks 256677105 158,658.00 3,598,518 SH 0 SOLE 2,570,548 596,023 97 Dollar Tree Common Stocks 256746108 796.00 19,625 SH 0 SOLE 4,385 0 0 Dunkin Brands Group Common Stocks 265504100 842.00 25,390 SH 0 SOLE 5,695 0 0 eBay Common Stocks 278642103 190,755.00 3,740,471 SH 0 SOLE 2,739,264 577,630 93 Ecolab Common Stocks 278865100 135,834.00 1,889,190 SH 0 SOLE 1,327,359 339,931 55 Elizabeth Arden Common Stocks 28660G106 710.00 15,775 SH 0 SOLE 3,535 0 0 Estee Lauder Common Stocks 518439104 84,824.00 1,417,043 SH 0 SOLE 991,143 258,353 41 Facebook Common Stocks 30303M102 65,925.00 2,476,537 SH 0 SOLE 1,739,272 446,909 71 Family Dollar Stores Common Stocks 307000109 67,189.00 1,059,578 SH 0 SOLE 738,971 181,309 29 Foot Locker Common Stocks 344849104 639.00 19,890 SH 0 SOLE 4,460 0 0 General Electric Common Stocks 369604103 166,605.00 7,937,373 SH 0 SOLE 5,678,923 1,329,707 211 GNC Holdings Common Stocks 36191G107 1,129.00 33,925 SH 0 SOLE 7,585 0 0 Google Common Stocks 38259P508 106,129.00 150,032 SH 0 SOLE 105,284 27,239 4 Henry Schein Common Stocks 806407102 1,514.00 18,830 SH 0 SOLE 8,655 0 0 Hologic Common Stocks 436440101 1,159.00 57,915 SH 0 SOLE 12,900 0 0 Home Inns & Hotels Management ADR 43713W107 668.00 23,120 SH 0 SOLE 5,175 0 0 Intuitive Surgical Common Stocks 46120E602 113,975.00 232,426 SH 0 SOLE 162,762 42,284 7 IPG Photonics Common Stocks 44980X109 847.00 12,710 SH 0 SOLE 2,845 0 0 iShares Russell 1000 Growth ETF 464287614 488.00 7,450 SH 0 SOLE 0 7,450 0 Keycorp Common Stocks 493267108 810.00 96,220 SH 0 SOLE 21,660 0 0 Kraft Foods Group Common Stocks 50076Q106 664.00 14,600 SH 0 SOLE 14,600 0 0 Las Vegas Sands Common Stocks 517834107 126,979.00 2,750,829 SH 0 SOLE 1,906,454 495,550 79 Marsh & McLennan Common Stocks 571748102 862.00 25,000 SH 0 SOLE 25,000 0 0 McDonald`s Common Stocks 580135101 697.00 7,900 SH 0 SOLE 7,900 0 0 MercadoLibre Non-US Incorp.Common Stock 58733R102 166.00 2,110 SH 0 SOLE 2,110 0 0 Mondelez International Common Stocks 609207105 430.00 16,900 SH 0 SOLE 16,900 0 0 Monotype Imaging Common Stocks 61022P100 886.00 55,455 SH 0 SOLE 12,405 0 0 Monsanto Common Stocks 61166W101 178,357.00 1,884,385 SH 0 SOLE 1,325,684 333,513 53 National Oilwell Varco Common Stocks 637071101 383.00 5,600 SH 0 SOLE 5,600 0 0 Nuance Communications Common Stocks 67020Y100 772.00 34,590 SH 0 SOLE 7,725 0 0 O`Reilly Automotive Common Stocks 67103H107 732.00 8,190 SH 0 SOLE 1,835 0 0 OpenTable Common Stocks 68372A104 655.00 13,420 SH 0 SOLE 3,010 0 0 Panera Bread Company Common Stocks 69840W108 583.00 3,673 SH 0 SOLE 823 0 0 Penn National Gaming Common Stocks 707569109 671.00 13,660 SH 0 SOLE 3,065 0 0 Pentair Ltd. Non-US Incorp.Common Stock H6169Q108 864.00 17,570 SH 0 SOLE 3,940 0 0 Petroleum Geo Services ADR 716599105 755.00 44,095 SH 0 SOLE 9,860 0 0 Philip Morris International Common Stocks 718172109 220.00 2,635 SH 0 SOLE 2,635 0 0 Precision Castparts Common Stocks 740189105 150,769.00 795,953 SH 0 SOLE 558,868 143,470 23 Radware Ltd Non-US Incorp.Common Stock M81873107 620.00 18,775 SH 0 SOLE 4,190 0 0 Ross Stores Common Stocks 778296103 151.00 2,785 SH 0 SOLE 2,785 0 0 SABMiller ADR 78572M105 104,567.00 2,276,014 SH 0 SOLE 1,583,221 431,087 68 Salix Pharmaceuticals Common Stocks 795435106 1,179.00 29,130 SH 0 SOLE 6,515 0 0 Sally Beauty Holdings Common Stocks 79546E104 599.00 25,395 SH 0 SOLE 5,695 0 0 SAP AG ADR 803054204 518.00 6,445 SH 0 SOLE 6,445 0 0 Schlumberger Non-US Incorp.Common Stock 806857108 80,718.00 1,164,797 SH 0 SOLE 813,911 212,175 34 Scripps Networks Common Stocks 811065101 630.00 10,885 SH 0 SOLE 2,435 0 0 Shire ADR 82481R106 71,279.00 773,247 SH 0 SOLE 538,784 141,971 23 SodaStream Non-US Incorp.Common Stock M9068E105 1,008.00 22,455 SH 0 SOLE 5,035 0 0 Starbucks Common Stocks 855244109 110,777.00 2,065,579 SH 0 SOLE 1,442,468 374,243 60 Steven Madden Common Stocks 556269108 672.00 15,900 SH 0 SOLE 3,560 0 0 Swatch Group ADR 870123106 396.00 15,700 SH 0 SOLE 15,700 0 0 Syntel Common Stocks 87162H103 960.00 17,910 SH 0 SOLE 4,025 0 0 Technology Select Sect SPDR ETF 81369Y803 210.00 7,276 SH 0 SOLE 0 7,276 0 Tencent Holdings ADR 88032Q109 107,140.00 3,333,618 SH 0 SOLE 2,292,069 608,882 97 The Cheesecake Factory Common Stocks 163072101 922.00 28,185 SH 0 SOLE 6,290 0 0 The Cooper Companies Common Stocks 216648402 747.00 8,080 SH 0 SOLE 1,815 0 0 Time Warner Common Stocks 887317303 392.00 8,200 SH 0 SOLE 8,200 0 0 Time Warner Cable Common Stocks 88732J207 5,221.00 53,717 SH 0 SOLE 51,317 0 0 TJX Companies Common Stocks 872540109 114,242.00 2,691,222 SH 0 SOLE 1,872,782 477,877 76 Union Pacific Common Stocks 907818108 113,298.00 901,191 SH 0 SOLE 632,562 162,399 26 United Technologies Common Stocks 913017109 375.00 4,575 SH 0 SOLE 4,575 0 0 VeriFone Systems Common Stocks 92342Y109 614.00 20,690 SH 0 SOLE 4,600 0 0 Visa Common Stocks 92826C839 127,032.00 838,055 SH 0 SOLE 588,239 151,769 24 Vitamin Shoppe Common Stocks 92849E101 611.00 10,650 SH 0 SOLE 2,385 0 0 W.W. Grainger Common Stocks 384802104 81,987.00 405,134 SH 0 SOLE 282,938 74,086 12 Waddell & Reed Financial Common Stocks 930059100 789.00 22,660 SH 0 SOLE 5,070 0 0 Walt Disney Company Common Stocks 254687106 127.00 2,550 SH 0 SOLE 2,550 0 0 Yum! Brands Common Stocks 988498101 65,042.00 979,545 SH 0 SOLE 685,877 178,009 28 COLUMN TOTAL$ 3,519,726.00