-----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, Fy2CV6RaWs9YQ+5uW9yVCrQhfcEkRe8qnr4JhnFxGFjntVLXgTYmFqJUQvj6cInj 2b98YHzfOxaQBiA0x6nK1A== 0001193125-08-107600.txt : 20080508 0001193125-08-107600.hdr.sgml : 20080508 20080508144720 ACCESSION NUMBER: 0001193125-08-107600 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080508 DATE AS OF CHANGE: 20080508 EFFECTIVENESS DATE: 20080508 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: 08813458 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: 03-31-2008 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: 320 East 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 5/8/08 - ------------------------ Mount Kisco, NY ------------- [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: 60 Form 13F Information Table Value Total: 1,068,074,000 (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 DSM CAPITAL PARTNERS LLC PAGE 1 RUN DATE: 05/07/08 4:07 P.M. FORM 13F INFORMATION TABLE AS OF DATE : 03/31/08
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 - ------------------------------ -------------- --------- -------- ------- -------- ------- -------- ------- ----------- ABB LTD COM 000375204 40062 1488180 SH DEFINED 0 1488180 0 ADOBE SYSTEMS COM 00724F101 30358 852983 SH DEFINED 0 852983 0 ALLERGAN COM 018490102 43650 774082 SH DEFINED 0 774082 0 AMCOL INTERNATIONAL COM 02341W103 295 9440 SH DEFINED 0 9440 0 ANSYS INC COM 03662Q105 290 8395 SH DEFINED 0 8395 0 APPLE COMPUTER COM 037833100 36097 251546 SH DEFINED 0 251546 0 ARM HOLDINGS COM 042068106 301 57125 SH DEFINED 0 57125 0 AUTODESK COM 052769106 18990 603240 SH DEFINED 0 603240 0 AUTOMATIC DATA PROCESSING COM 053015103 33334 786361 SH DEFINED 0 786361 0 C H ROBINSON WORLDWIDE COM 12541W209 23291 428151 SH DEFINED 0 428151 0 C. R. BARD COM 067383109 526 5455 SH DEFINED 0 5455 0 CAMERON INTERNATIONAL COM 13342B105 318 7645 SH DEFINED 0 7645 0 CELGENE COM 151020104 107647 1756362 SH DEFINED 0 1756362 0 CGG VERITAS COM 204386106 467 9435 SH DEFINED 0 9435 0 CHART INDUSTRIES COM 16115Q308 471 13915 SH DEFINED 0 13915 0 CISCO SYSTEMS COM 17275R102 34167 1418300 SH DEFINED 0 1418300 0 COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 24758 858765 SH DEFINED 0 858765 0 CONCEPTUS COM 206016107 263 14145 SH DEFINED 0 14145 0 CORE LABORATORIES COM N22717107 555 4655 SH DEFINED 0 4655 0 CORNING COM 219350105 30026 1249020 SH DEFINED 0 1249020 0 CUBIST PHARMACEUTICALS COM 229678107 368 20000 SH DEFINED 0 20000 0 CVS/CAREMARK CORP COM 126650100 25770 636142 SH DEFINED 0 636142 0 DG FASTCHANNEL COM 23326R109 366 19065 SH DEFINED 0 19065 0 DIGITAL RIVER COM 25388B104 282 9120 SH DEFINED 0 9120 0 DYNAMIC MATERIALS COM 267888105 356 8240 SH DEFINED 0 8240 0 EXPEDITORS INTERNATIONAL COM 302130109 28833 638180 SH DEFINED 0 638180 0 FMC TECHNOLOGIES COM 30249U101 30033 527905 SH DEFINED 0 527905 0 FRANKLIN RESOURCES COM 354613101 7972 82195 SH DEFINED 0 82195 0 GENZYME COM 372917104 65041 872564 SH DEFINED 0 872564 0 GEN-PROBE COM 36866T103 26886 557793 SH DEFINED 0 557793 0 GOOGLE COM 38259P508 43627 99046 SH DEFINED 0 99046 0 HOLOGIC COM 436440101 28658 1030850 SH DEFINED 0 1030850 0 II VI COM 902104108 311 8195 SH DEFINED 0 8195 0 INTEGRA LIFESCIENCES COM 457985208 287 6610 SH DEFINED 0 6610 0 INVESCO LTD COM G491BT108 8296 340570 SH DEFINED 0 340570 0 INVESTOOLS COM 46145P103 247 22480 SH DEFINED 0 22480 0 ION GEOPHYSICAL COM 462044108 712 51585 SH DEFINED 0 51585 0 LENOVO GROUP ADR COM 526250105 405 31500 SH DEFINED 0 31500 0 MICROSEMI COM 595137100 292 12790 SH DEFINED 0 12790 0 MICROSOFT COM 594918104 24908 877675 SH DEFINED 0 877675 0 MONOLITHIC POWER COM 609839105 309 17500 SH DEFINED 0 17500 0 MONSANTO COM 61166W101 43140 386906 SH DEFINED 0 386906 0 MORNINGSTAR COM 617700109 244 3978 SH DEFINED 0 3978 0 NATIONAL INSTRUMENTS COM 636518102 312 11920 SH DEFINED 0 11920 0 NEWS CORP COM 65248E104 33257 1773700 SH DEFINED 0 1773700 0 NOBEL BIOCARE HOLDINGS COM H5783Q106 530 2268 SH DEFINED 0 2268 0 NUANCE COMMUNICATIONS COM 67020Y100 355 20380 SH DEFINED 0 20380 0 PETROLEUM GEO-SERVICES COM 716599105 504 20340 SH DEFINED 0 20340 0 SATYAM COMPUTER SERVICES COM 804098101 262 11595 SH DEFINED 0 11595 0 SCHLUMBERGER COM 806857108 77564 891536 SH DEFINED 0 891536 0 SEI INVESTMENTS COM 784117103 31762 1286418 SH DEFINED 0 1286418 0
PORTVUE-SEC13F.LNP DSM CAPITAL PARTNERS LLC PAGE 2 RUN DATE: 05/07/08 4:07 P.M. FORM 13F INFORMATION TABLE AS OF DATE : 03/31/08
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 - ------------------------------ -------------- --------- -------- ------- -------- ------- -------- ------- ----------- SMART BALANCE COM 83169Y108 375 47465 SH DEFINED 0 47465 0 STATE STREET COM 857477103 27928 353515 SH DEFINED 0 353515 0 STRYKER COM 863667101 44015 676633 SH DEFINED 0 676633 0 SYNAPTICS COM 87157D109 235 9835 SH DEFINED 0 9835 0 T.ROWE PRICE GROUP COM 74144T108 6575 131500 SH DEFINED 0 131500 0 VARIAN MEDICAL SYSTEMS COM 92220P105 29432 628343 SH DEFINED 0 628343 0 WADDELL & REED FINANCIAL COM 930059100 312 9725 SH DEFINED 0 9725 0 WEATHERFORD COM G95089101 50992 703626 SH DEFINED 0 703626 0 ZOLL MEDICAL COM 989922109 455 17105 SH DEFINED 0 17105 0
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