Dark
Light
System
Institutional Investment Manager
DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC (CIK: 0001214639) incorporated in Delaware, located at 7111 Fairway Drive, Palm Beach Gardens, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 77 holdings with a total value of $4,919,524,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BLOOMIN BRANDS INC 55,540 1,246,000 0.03%
52 CHEESECAKE FACTORY INC 26,540 1,232,000 0.03%
53 WADDELL & REED FINL INC 19,050 1,192,000 0.02%
54 SOLARWINDS INC 30,655 1,185,000 0.02%
55 AEGERION PHARMACEUTICALS INC 36,765 1,180,000 0.02%
56 HOME INNS & HOTELS MANAG-ADR 34,120 1,168,000 0.02%
57 HEXCEL CORP NEW COM 28,090 1,149,000 0.02%
58 ULTA BEAUTY INC 12,425 1,136,000 0.02%
59 MGM CHINA HOLDINGS LTD 26,955 1,123,000 0.02%
60 ARTISAN PARTNERS ASSET MGMT 18,520 1,050,000 0.02%
61 JULIUS BAER GROUP LTD ADR 125,810 1,037,000 0.02%
62 FRESH MKT INC 30,630 1,025,000 0.02%
63 VITAMIN SHOPPE INC 23,065 992,000 0.02%
64 DOLLAR TREE INC 17,765 967,000 0.02%
65 HARLEY DAVIDSON INC 12,545 876,000 0.02%
66 IMS HEALTH HLDS INC 34,080 875,000 0.02%
67 LPL FINL HLDGS INC 17,090 850,000 0.02%
68 ISHARES TR 9,189 835,000 0.02%
69 ARUBA NETWORKS INC 40,910 717,000 0.01%
70 ALTERA CORPORATION 20,170 701,000 0.01%
71 F5 NETWORKS INC 6,250 697,000 0.01%
72 HUTCHISON WHAMPOA ADR 20,050 548,000 0.01%
73 CONNS INC 9,775 483,000 0.01%
74 UCB S A ADR 5,450 231,000 0.00%
75 ECOLAB INC 850 95,000 0.00%
76 BAIDU INC 505 94,000 0.00%
77 NOVO-NORDISK A S 1,975 91,000 0.00%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-008545, filed 2014.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.