-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, QDbLuWuCFiDfecEnhlvvH0o4gc84Fc6B/od8a7oLhrrf+8t7I612jGuqkBMfd09y i+tdaedTpHx1nAJVUdmDvQ== 0001193125-03-077725.txt : 20031112 0001193125-03-077725.hdr.sgml : 20031111 20031112101456 ACCESSION NUMBER: 0001193125-03-077725 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20030930 FILED AS OF DATE: 20031112 EFFECTIVENESS DATE: 20031112 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: 03991297 MAIL ADDRESS: STREET 1: 332 MAIN ST CITY: MOUNT KISCO STATE: NY ZIP: 10549 13F-HR 1 d13fhr.txt FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 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 11-11-03 - ---------------------------- ----------------------- ------------------- [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.] 9 Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 49 -------------------- Form 13F Information Table Value Total: 201,674 -------------------- (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.] 9
PORTVUE-SEC13F.LNP D SM CAPITAL PARTNERS LLC PAGE 1 RUN DATE: 11/11/03 11:56 A.M. FORM 13F INFORMATION TABLE AS OF DATE: 09/30/03 TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ---------------------------- -------- --------- -------- -------- --- ---- ------- -------- ---- ------- ---- 24 / 7 REAL MEDIA COM 901314104 95 75700 SH DEFINED 0 75700 0 99 CENTS ONLY STORES COM 65440K106 4582 141680 SH DEFINED 0 141680 0 ALLERGAN COM 018490102 8544 108525 SH DEFINED 0 108525 0 AMGEN COM 031162100 8258 127985 SH DEFINED 0 127985 0 ANTHEM INC COM 03674B104 257 3600 SH DEFINED 0 3600 0 APOLLO GROUP COM 037604105 9285 140613 SH DEFINED 0 140613 0 BED BATH & BEYOND COM 075896100 4815 125825 SH DEFINED 0 125825 0 BIOMET COM 090613100 7380 220300 SH DEFINED 0 220300 0 BRINKER INTERNATIONAL COM 109641100 5485 164428 SH DEFINED 0 164428 0 C H ROBINSON WORLDWIDE COM 12541W100 6637 178180 SH DEFINED 0 178180 0 CACI INTERNATIONAL COM 127190304 214 4990 SH DEFINED 0 4990 0 CAREER EDUCATION COM 141665109 12613 278375 SH DEFINED 0 278375 0 CENDANT CORP COM 151313103 209 11200 SH DEFINED 0 11200 0 CLEAR CHANNEL COM 184502102 7158 186880 SH DEFINED 0 186880 0 COMCAST COM 20030N101 8060 261505 SH DEFINED 0 261505 0 CONCORDE CAREER COLLEGES COM 20651H201 356 15240 SH DEFINED 0 15240 0 CORINTHIAN COLLEGES COM 218868107 217 3800 SH DEFINED 0 3800 0 ECOLLEGE.COM COM 27887E100 448 22300 SH DEFINED 0 22300 0 EXPEDITORS INTERNATIONAL COM 302130109 4356 126640 SH DEFINED 0 126640 0 FAMILY DOLLAR STORES COM 307000109 7301 183030 SH DEFINED 0 183030 0 FIRST DATA COM 319963104 3239 81059 SH DEFINED 0 81059 0 FLIR SYSTEMS COM 302445101 209 8220 SH DEFINED 0 8220 0 FOREST LABS COM 345838106 6768 131540 SH DEFINED 0 131540 0 GENZYME COM 372917104 6874 148435 SH DEFINED 0 148435 0 GILEAD SCIENCES COM 375558103 3193 56980 SH DEFINED 0 56980 0 IMPAC MEDICAL SYSTEMS COM 45255A104 208 11650 SH DEFINED 0 11650 0 INTERACTIVE COM 45840Q101 4094 123375 SH DEFINED 0 123375 0 LIVEPERSON COM 538146101 149 36900 SH DEFINED 0 36900 0 LOWE'S COMPANIES COM 548661107 8400 161855 SH DEFINED 0 161855 0 MEDTRONIC COM 585055106 6728 143395 SH DEFINED 0 143395 0 MICROCHIP TECHNOLOGY COM 595017104 3353 139950 SH DEFINED 0 139950 0 PIER 1 IMPORTS COM 720279108 228 11840 SH DEFINED 0 11840 0 QUALCOMM COM 747525103 3079 73895 SH DEFINED 0 73895 0 RADIO ONE INC COM 75040P405 179 12480 SH DEFINED 0 12480 0 ROSS STORES COM 778296103 288 6215 SH DEFINED 0 6215 0 SYLVAN LEARNING SYSTEMS COM 871399101 215 7860 SH DEFINED 0 7860 0 SYMANTEC COM 871503108 10792 170780 SH DEFINED 0 170780 0 THE CHEESECAKE FACTORY COM 163072101 7957 219210 SH DEFINED 0 219210 0 TITAN CORP COM 888266103 391 18780 SH DEFINED 0 18780 0 TJX COMPANIES COM 872540109 6674 343645 SH DEFINED 0 343645 0 UNITEDHEALTH GROUP COM 91324P102 7810 155207 SH DEFINED 0 155207 0 UNIV OF PHOENIX ONLINE COM 037604204 264 3960 SH DEFINED 0 3960 0 VALUECLICK INC COM 92046N102 244 29100 SH DEFINED 0 29100 0 VARIAN MEDICAL SYSTEMS COM 92220P105 7823 136095 SH DEFINED 0 136095 0 VIACOM CL B COM 925524308 6613 172655 SH DEFINED 0 172655 0 WEIGHT WATCHERS COM 948626106 7027 168910 SH DEFINED 0 168910 0 WELLPOINT HEALTH NETWORKS COM 94973H108 210 2725 SH DEFINED 0 2725 0 WESTWOOD ONE COM 961815107 4246 140645 SH DEFINED 0 140645 0 ZIMMER HOLDINGS COM 98956P102 7149 129745 SH DEFINED 0 129745 0 LINE COUNT: 49
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