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: December 31, 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 02-10-2004 ---------------------------- --------------------- ------------------ [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 1 3F Information Table Entry Total: 49 -------------- Form 1 3F Information Table Value Total: 244,974 -------------- (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.] PORTVUE-SEC13F.LNP RUN DATE: 02/10/04 7:55 A.M. DSM CAPITAL PARTNERS LLC FORM 13F INFORMATION TABLE AS OF DATE: 12/31/03
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 ----------------------- -------- --------- -------- ------- -------- ------- -------- ---- ------ ---- ALLERGAN COM 018490102 9193 119685 SH DEFINED 0 119685 0 AMGEN COM 031162100 8638 139790 SH DEFINED 0 139790 0 APOLLO GROUP COM 037604105 10676 157439 SH DEFINED 0 157439 0 BED BATH & BEYOND COM 075896100 5953 137335 SH DEFINED 0 137335 0 BEVERLY ENTERPRISES COM 087851309 139 16150 SH DEFINED 0 16150 0 BIOMET COM 090613100 8737 241220 SH DEFINED 0 241220 0 BOSTON SCIENTIFIC COM 101137107 202 5500 SH DEFINED 0 5500 0 C H ROBINSON WORLDWIDE COM 12541W100 7452 196575 SH DEFINED 0 196575 0 CACI INTERNATIONAL COM 127190304 280 5750 SH DEFINED 0 5750 0 CELGENE COM 151020104 264 5875 SH DEFINED 0 5875 0 CENDANT CORP COM 151313103 362 16250 SH DEFINED 0 16250 0 CLEAR CHANNEL COM 184502102 9613 205280 SH DEFINED 0 205280 0 COMCAST COM 20030N101 9347 285065 SH DEFINED 0 285065 0 CONCORDE CAREER COLLEGES COM 20651H201 472 19020 SH DEFINED 0 19020 0 DIGITAL INSIGHT COM 25385P106 236 9500 SH DEFINED 0 9500 0 DOLLAR GENERAL COM 256669102 7894 376065 SH DEFINED 0 376065 0 EXPEDITORS INTERNATIONAL COM 302130109 5137 136405 SH DEFINED 0 136405 0 FAMILY DOLLAR STORES COM 307000109 7180 200100 SH DEFINED 0 200100 0 FINDWHAT.COM COM 317794105 240 12800 SH DEFINED 0 12800 0 FLIR SYSTEMS COM 302445101 349 9550 SH DEFINED 0 9550 0 FOREST LABS COM 345838106 8711 140960 SH DEFINED 0 140960 0 GENZYME COM 372917104 8016 162625 SH DEFINED 0 162625 0 GILEAD SCIENCES COM 375558103 7621 130760 SH DEFINED 0 130760 0 GRAY TELEVISION COM 389375106 270 17875 SH DEFINED 0 17875 0 HEARST-ARGYLE TELEVISION COM 422317107 420 15250 SH DEFINED 0 15250 0 HOME DEPOT COM 437076102 3679 103660 SH DEFINED 0 103660 0 IMPAC MEDICAL SYSTEMS COM 45255A104 394 15400 SH DEFINED 0 15400 0 INTERACTIVE COM 45840Q101 6263 184580 SH DEFINED 0 184580 0 INTERSIL CORP COM 46069S109 8159 328350 SH DEFINED 0 328350 0 LOWE'S COMPANIES COM 548661107 9718 175440 SH DEFINED 0 175440 0 MANTECH INTERNATIONAL COM 564563104 422 16900 SH DEFINED 0 16900 0 MEDTRONIC COM 585055106 9328 191900 SH DEFINED 0 191900 0 MICROCHIP TECHNOLOGY COM 595017104 4577 137170 SH DEFINED 0 137170 0 PANERA BREAD COMPANY COM 69840W108 373 9450 SH DEFINED 0 9450 0 QLOGIC CORP COM 747277101 3699 71730 SH DEFINED 0 71730 0 QUALCOMM COM 747525103 10322 191405 SH DEFINED 0 191405 0 RESPIRONICS COM 761230101 363 8025 SH DEFINED 0 8025 0 STERIS CORP COM 859152100 348 15400 SH DEFINED 0 15400 0 SYLVAN LEARNING SYSTEMS COM 871399101 453 15740 SH DEFINED 0 15740 0 SYMANTEC COM 871503108 12515 362745 SH DEFINED 0 362745 0 THE CHEESECAKE FACTORY COM 163072101 10505 238540 SH DEFINED 0 238540 0 TJX COMPANIES COM 872540109 9340 423590 SH DEFINED 0 423590 0 UNITEDHEALTH GROUP COM 91324P102 6545 112490 SH DEFINED 0 112490 0 UNIV OF PHOENIX ONLINE COM 37604204 254 3690 SH DEFINED 0 3690 0 VALUECLICK INC COM 92046N102 287 31650 SH DEFINED 0 31650 0 VARIAN MEDICAL SYSTEMS COM 92220P105 5294 76610 SH DEFINED 0 76610 0 VIACOM COM 925524308 8392 189105 SH DEFINED 0 189105 0 WEIGHT WATCHERS COM 948626106 7059 183965 SH DEFINED 0 183965 0 WESTWOOD ONE COM 961815107 9283 271345 SH DEFINED 0 271345 0 LINE COUNT: 49 REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 49 FORM 13F INFORMATION TABLE VALUE TOTAL: $244,974,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME