13F-HR 1 d13fhr.txt 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2003 -------------- 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: 332 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 08-08-03 ----------------------------- --------------------------- ------------ [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: 49 -------------- Form 13F Information Table Value Total: 196,431 -------------- (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.] No. Form 13F File Number Name _____ 28-_______________ _____________________________ [Repeat as necessary.]
PORTVUE-SEC13F.LNP DSM CAPITAL PARTNERS LLC PAGE 1 RUN DATE: 08/01/03 11:17 A.M. FORM 13F INFORMATION TABLE AS OF DATE: 06/30/03 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ----------------------- -------------- ----- -------- -------- --- ---- ------- --------- ---- ------- ---- 24 / 7 REAL MEDIA COM 901314104 64 78900 SH DEFINED 0 78900 0 99 CENTS ONLY STORES COM 65440K106 4554 132705 SH DEFINED 0 132705 0 ALLERGAN INC COM 018490102 6571 85230 SH DEFINED 0 85230 0 AMGEN INC COM 031162100 8060 122230 SH DEFINED 0 122230 0 ANTEON INTERNATIONAL CORP COM 03674E108 242 8660 SH DEFINED 0 8660 0 APOLLO GROUP COM 037604105 8273 133873 SH DEFINED 0 133873 0 APPLEBEE'S INTERNATIONAL COM 037899101 267 8505 SH DEFINED 0 8505 0 AQUANTIVE INC COM 03839G105 185 17610 SH DEFINED 0 17610 0 BED BATH & BEYOND COM 075896100 2835 73035 SH DEFINED 0 73035 0 BIOMET INC COM 090613100 6056 210995 SH DEFINED 0 210995 0 BRINKER INTERNATIONAL COM 109641100 6507 180658 SH DEFINED 0 180658 0 BROWN & BROWN INC COM 115236101 4515 138915 SH DEFINED 0 138915 0 C H ROBINSON WORLDWIDE COM 12541W100 5954 168015 SH DEFINED 0 168015 0 CAREER EDUCATION CORP COM 141665109 12826 187790 SH DEFINED 0 187790 0 CENDANT CORP COM 151313103 286 15600 SH DEFINED 0 15600 0 CLEAR CHANNEL COMM. COM 184502102 7569 178555 SH DEFINED 0 178555 0 COMCAST CORP COM 20030N101 7482 247900 SH DEFINED 0 247900 0 CORINTHIAN COLLEGES COM 218868107 242 5000 SH DEFINED 0 5000 0 ECOLLEGE.COM COM 27887E100 427 37550 SH DEFINED 0 37550 0 EXPEDITORS INTERNATIONAL COM 302130109 2416 70100 SH DEFINED 0 70100 0 FAMILY DOLLAR STORES COM 307000109 7406 194130 SH DEFINED 0 194130 0 FIRST DATA CORP COM 319963104 7189 173474 SH DEFINED 0 173474 0 FLIR SYSTEMS INC COM 302445101 205 6800 SH DEFINED 0 6800 0 FOREST LABS COM 345838106 6820 124570 SH DEFINED 0 124570 0 HEALTH MGT ASSOCIATES COM 421933102 7978 432385 SH DEFINED 0 432385 0 HEARST-ARGYLE TELEVISION COM 422317107 256 9865 SH DEFINED 0 9865 0 IMPAC MEDICAL SYSTEMS COM 45255A104 234 11020 SH DEFINED 0 11020 0 KOHL'S CORP COM 500255104 5205 101310 SH DEFINED 0 101310 0 LOWE'S COMPANIES COM 548661107 6685 155635 SH DEFINED 0 155635 0 MEDTRONIC INC COM 585055106 3225 67230 SH DEFINED 0 67230 0 MICROCHIP TECHNOLOGY COM 595017104 3348 135280 SH DEFINED 0 135280 0 MID ATLANTIC MEDICAL SERVICES COM 59523C107 468 8945 SH DEFINED 0 8945 0 PIER 1 IMPORTS COM 720279108 254 12430 SH DEFINED 0 12430 0 RADIO ONE INC COM 75040P405 290 16380 SH DEFINED 0 16380 0 RESPIRONICS INC COM 761230101 221 5925 SH DEFINED 0 5925 0 ROSS STORES COM 778296103 306 7115 SH DEFINED 0 7115 0 SEI INVESTMENTS COM 784117103 264 8240 SH DEFINED 0 8240 0 SYLVAN LEARNING SYSTEMS COM 871399101 359 15745 SH DEFINED 0 15745 0 SYMANTEC CORP COM 871503108 5259 119765 SH DEFINED 0 119765 0 THE CHEESECAKE FACTORY COM 163072101 7483 208795 SH DEFINED 0 208795 0 TJX COMPANIES COM 872540109 2961 157150 SH DEFINED 0 157150 0 UNITEDHEALTH GROUP COM 91324P102 7677 152782 SH DEFINED 0 152782 0 UNIV OF PHOENIX ONLINE COM 37604204 265 5260 SH DEFINED 0 5260 0 VALUECLICK INC COM 92046N102 265 43650 SH DEFINED 0 43650 0 VARIAN MEDICAL SYSTEMS COM 92220P105 7515 130545 SH DEFINED 0 130545 0 VIACOM INC CL B COM 925524308 7191 164700 SH DEFINED 0 164700 0 WEIGHT WATCHERS INTL COM 948626106 7356 161705 SH DEFINED 0 161705 0 WELLPOINT HEALTH NETWORKS COM 94973H108 9820 116494 SH DEFINED 0 116494 0 WESTWOOD ONE COM 961815107 4595 135420 SH DEFINED 0 135420 0
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