-----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, KnD2ok2/4Fvxdxuuo73ucOaAol/w4LKF5hRWHpCeErW4Zvl2HsLNSPINl+0ESuyT LRRMPavUfN38z1s9NeizhA== 0001193125-08-034961.txt : 20080221 0001193125-08-034961.hdr.sgml : 20080221 20080221093329 ACCESSION NUMBER: 0001193125-08-034961 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080221 DATE AS OF CHANGE: 20080221 EFFECTIVENESS DATE: 20080221 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: 08631674 MAIL ADDRESS: STREET 1: 332 MAIN ST CITY: MOUNT KISCO STATE: NY ZIP: 10549 13F-HR 1 d13fhr.txt FORM 13F HOLDINGS REPORT 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, 2007 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 Mount Kisco, NY 2-21-2008 - ------------------------ --------------------------- ------------------- [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: 65 Form 13F Information Table Value Total: 1,059,159,000 ------------- (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.] SEC13F.LNS DSM CAPITAL PARTNERS LLC FORM 13F SUMMARY PAGE AS OF DATE: 12/31/07 RUN DATE: 02/20/08 2:56 P.M. REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 65 FORM 13F INFORMATION TABLE VALUE TOTAL :$1,059,159,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME PORTVUE-SEC13F. LNP DSM CAPITAL PARTNERS LLC RUN DATE: 02/20/08 2:56 P.M. FORM 13F INFORMATION TABLE AS OF DATE : 12/31/07
SOLE VOTING AUTHORITY --------------------- SHARES/ VALUE PRN SH/ PUT/ INVSTMT OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) AMT PRN CALL DSCRETN MANAGERS SHARED NONE - -------------- -------------- --------- -------- ------- --- ---- ------- -------- ------- ---- ACCURAY COM 004397105 333 21900 SH DEFINED 0 21900 0 ADOBE SYSTEMS COM 00724F101 26209 613363 SH DEFINED 0 613363 0 AFFILIATED MANAGERS COM 008252108 460 3915 SH DEFINED 0 3915 0 AIRCASTLE COM G0129K104 404 15355 SH DEFINED 0 15355 0 ALLERGAN COM 018490102 43420 675907 SH DEFINED 0 675907 0 APPLE COMPUTER COM 037833100 61458 310271 SH DEFINED 0 310271 0 AUTODESK COM 052769106 25960 521705 SH DEFINED 0 521705 0 AUTOMATIC DATA PROCESSING COM 053015103 30591 686976 SH DEFINED 0 686976 0 BOEING COM 097023105 27328 312460 SH DEFINED 0 312460 0 C H ROBINSON WORLDWIDE COM 12541W209 30195 557936 SH DEFINED 0 557936 0 C. R. BARD COM 067383109 22898 241542 SH DEFINED 0 241542 0 CELGENE COM 151020104 72182 1562052 SH DEFINED 0 1562052 0 CGG VERITAS COM 204386106 442 7890 SH DEFINED 0 7890 0 CHART INDUSTRIES COM 16115Q308 331 10710 SH DEFINED 0 10710 0 CISCO SYSTEMS COM 17275R102 32706 1208200 SH DEFINED 0 1208200 0 COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 31522 928760 SH DEFINED 0 928760 0 CORE LABORATORIES COM N22717107 490 3930 SH DEFINED 0 3930 0 CORINTHIAN COLLEGES COM 218868107 240 15610 SH DEFINED 0 15610 0 CORNING COM 219350105 31748 1323380 SH DEFINED 0 1323380 0 CVS/CAREMARK CORP COM 126650100 15379 386887 SH DEFINED 0 386887 0 DAVITA COM 23918K108 443 7870 SH DEFINED 0 7870 0 DG FASTCHANNEL COM 23326R109 485 18915 SH DEFINED 0 18915 0 DIGITAL RIVER COM 25388B104 252 7620 SH DEFINED 0 7620 0 EV3 INC COM 26928A200 203 15945 SH DEFINED 0 15945 0 EXPEDITORS INTERNATIONAL COM 302130109 4116 92130 SH DEFINED 0 92130 0 EXPRESS SCRIPTS COM 302182100 350 4800 SH DEFINED 0 4800 0 FACTSET RESEARCH SYSTEMS COM 303075105 288 5165 SH DEFINED 0 5165 0 FMC TECHNOLOGIES COM 30249U101 418 7375 SH DEFINED 0 7375 0 FRANKLIN RESOURCES COM 354613101 25208 220290 SH DEFINED 0 220290 0 GENZYME COM 372917104 57274 769404 SH DEFINED 0 769404 0 GEN-PROBE COM 36866T103 24632 391413 SH DEFINED 0 391413 0 GLG PARTNERS COM 37929X107 311 22840 SH DEFINED 0 22840 0 GOOGLE COM 38259P508 74800 108174 SH DEFINED 0 108174 0 HALLIBURTON COM 406216101 28937 763300 SH DEFINED 0 763300 0 HOLOGIC COM 436440101 580 8445 SH DEFINED 0 8445 0 II VI COM 902104108 209 6840 SH DEFINED 0 6840 0 INTEGRA LIFESCIENCES COM 457985208 231 5515 SH DEFINED 0 5515 0 INVESCO LTD COM G491BT108 21067 671350 SH DEFINED 0 671350 0 ION GEOPHYSICAL COM 462044108 677 42880 SH DEFINED 0 42880 0 MENTOR CORP COM 587188103 395 10110 SH DEFINED 0 10110 0 MICROSEMI COM 595137100 368 16620 SH DEFINED 0 16620 0 MONOLITHIC POWER COM 609839105 479 22310 SH DEFINED 0 22310 0 MONSANTO COM 61166W101 37779 338251 SH DEFINED 0 338251 0 NATIONAL INSTRUMENTS COM 636518102 507 15210 SH DEFINED 0 15210 0 NEWS CORP COM 65248E104 11443 558455 SH DEFINED 0 558455 0 NOBEL BIOCARE HOLDINGS COM H5783Q106 289 1080 SH DEFINED 0 1080 0 NUANCE COMMUNICATIONS COM 67020Y100 383 20520 SH DEFINED 0 20520 0 PARKER DRILLING COM 701081101 458 60655 SH DEFINED 0 60655 0 PETROLEUM GEO-SERVICES COM 716599105 358 12330 SH DEFINED 0 12330 0 RAYTHEON COM 755111507 261 4300 SH DEFINED 0 4300 0 SATYAM COMPUTER SERVICES COM 804098101 478 17885 SH DEFINED 0 17885 0
PORTVUE-SEC13F. LNP DSM CAPITAL PARTNERS LLC RUN DATE: 02/20/08 2:56 P.M. FORM 13F INFORMATION TABLE AS OF DATE : 12/31/07
SOLE VOTING AUTHORITY --------------------- SHARES/ VALUE PRN SH/ PUT/ INVSTMT OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) AMT PRN CALL DSCRETN MANAGERS SHARED NONE - -------------- -------------- --------- -------- ------- --- ---- ------- -------- ------- ---- SCHLUMBERGER COM 806857108 76678 779489 SH DEFINED 0 779489 0 SEI INVESTMENTS COM 784117103 47422 1474103 SH DEFINED 0 1474103 0 SEPRACOR COM 817315104 239 9120 SH DEFINED 0 9120 0 SMART BALANCE COM 83169Y108 339 31000 SH DEFINED 0 31000 0 STATE STREET COM 857477103 45309 557995 SH DEFINED 0 557995 0 STRYKER COM 863667101 44158 590978 SH DEFINED 0 590978 0 SYNAPTICS COM 87157D109 338 8210 SH DEFINED 0 8210 0 T.ROWE PRICE GROUP COM 74144T108 10740 176405 SH DEFINED 0 176405 0 TESSERA TECHNOLOGIES COM 88164L100 513 12330 SH DEFINED 0 12330 0 VARIAN MEDICAL SYSTEMS COM 92220P105 41966 804563 SH DEFINED 0 804563 0 WEATHERFORD COM G95089101 42418 618332 SH DEFINED 0 618332 0 XTO ENERGY COM 98385X106 266 5186 SH DEFINED 0 5186 0 ZOLL MEDICAL COM 989922109 466 17445 SH DEFINED 0 17445 0 ZOLTEK COM 98975W104 332 7740 SH DEFINED 0 7740 0 LINE COUNT: 65
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