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DSM Capital Partners LLC files portfolio update

DSM Capital Partners LLC just filed a portfolio update (also known as a 13-F), dated November 11, 2015. The portfolio holdings are as of September 30, 2015.

DSM Capital Partners LLC reported adding to its positions of:

  • Visa Inc.
  • Verisk Analytics
  • Tencent Holdings Ltd. ADR
  • Shire plc
  • NXP Semiconductors N.V.
  • Northern Trust Corporation
  • HDFC Bank Limited
  • Google Inc Class A
  • Facebook
  • Dollar General Corporation
  • Cognizant Technology Solutions Corporation
  • Check Point Software Technologies Ltd.
  • Cerner Corporation
  • Allergan
  • ...