-----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, ESLzpbffwHatnBdjMUmFMdMHYq52euW7gWaCRh0Bi6WNSAciFZQYTd8fjLgaR5PJ L0rhN03e2r6LjhLvQppFWg== 0001193125-07-179295.txt : 20070813 0001193125-07-179295.hdr.sgml : 20070813 20070810183614 ACCESSION NUMBER: 0001193125-07-179295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20070630 FILED AS OF DATE: 20070813 DATE AS OF CHANGE: 20070810 EFFECTIVENESS DATE: 20070813 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: 071046735 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: June 30 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 8-10-07 ------------------------ ------------------------ ------------------------ [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: 51 Form 13F Information Table Value Total: 738,419,000 (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.] D S M CAPITAL PARTNERS LLC FORM 13F SUMMARY PAGE AS OF DATE: 06/30/07 REPORT SUMMARY: NUMBER OF OTHER INCLUDED MANAGERS: 0 FORM 13F INFORMATION TABLE ENTRY TOTAL: 51 FORM 13F INFORMATION TABLE VALUE TOTAL: $738,419,000 LIST OF OTHER INCLUDED MANAGERS: NO. 13F FILE NUMBER NAME PAGE 1 D S M CAPITAL PARTNERS LLC FORM 13F INFORMATION TABLE AS OF DATE : 06/30/07
VOTING AUTHORITY ------------------- VALUE SHARES/ SH/ PUT/ INVSTMT OTHER NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - -------------- -------------- --------- -------- ------- --- ---- ------- -------- ------- ------ ---- ADOBE SYSTEMS COM 00724F101 19145 476845 SH DEFINED 0 476845 0 AFFILIATED MANAGERS COM 8252108 664 5160 SH DEFINED 0 5160 0 ALLERGAN COM 18490102 21557 373995 SH DEFINED 0 373995 0 AMBASSADORS GROUP COM 23177108 639 17981 SH DEFINED 0 17981 0 ANSYS INC COM 03662Q105 758 28600 SH DEFINED 0 28600 0 APPLE COMPUTER COM 37833100 27799 227790 SH DEFINED 0 227790 0 ARM HOLDINGS COM 42068106 167 19062 SH DEFINED 0 19062 0 AUTODESK COM 52769106 29922 635547 SH DEFINED 0 635547 0 AUTOMATIC DATA PROCESSING COM 53015103 14306 295161 SH DEFINED 0 295161 0 BOEING COM 97023105 31214 324600 SH DEFINED 0 324600 0 C H ROBINSON WORLDWIDE COM 12541W209 26778 509857 SH DEFINED 0 509857 0 C. R. BARD COM 67383109 21593 261321 SH DEFINED 0 261321 0 CAMERON INTERNATIONAL COM 13342B105 852 11915 SH DEFINED 0 11915 0 CELG JAN 2008 35 CALL OPTION - CALL 1510209AG 1766 736 SH CALL DEFINED 0 736 0 CELGENE COM 151020104 65569 1143704 SH DEFINED 0 1143704 0 CISCO SYSTEMS COM 17275R102 26706 958922 SH DEFINED 0 958922 0 CORE LABORATORIES COM N22717107 503 4945 SH DEFINED 0 4945 0 CSCO JAN 2009 30 CALL OPTION - CALL 17275R2AF 48 122 SH CALL DEFINED 0 122 0 CUBIST PHARMACEUTICALS COM 229678107 517 26245 SH DEFINED 0 26245 0 CVS/CAREMARK CORP COM 126650100 22471 616500 SH DEFINED 0 616500 0 FAMOUS DAVE'S OF AMERICA COM 307068106 200 8977 SH DEFINED 0 8977 0 FMC TECHNOLOGIES COM 30249U101 610 7695 SH DEFINED 0 7695 0 FRANKLIN RESOURCES COM 354613101 10910 82355 SH DEFINED 0 82355 0 GENZYME COM 372917104 39244 609386 SH DEFINED 0 609386 0 GEN-PROBE COM 36866T103 586 9698 SH DEFINED 0 9698 0 GOOGLE COM 38259P508 41815 79999 SH DEFINED 0 79999 0 HALLIBURTON COM 406216101 6132 177730 SH DEFINED 0 177730 0 INTERCONTINENTAL EXCHANGE COM 45865V100 15198 102795 SH DEFINED 0 102795 0 INTUITIVE SURGICAL COM 46120E602 7929 57140 SH DEFINED 0 57140 0 INVESCO PLC SPON ADR COM 46127U104 313 12125 SH DEFINED 0 12125 0 KYPHON COM 501577100 492 10220 SH DEFINED 0 10220 0 MONSANTO COM 61166W101 33609 497610 SH DEFINED 0 497610 0 MOODY'S COM 615369105 17151 275745 SH DEFINED 0 275745 0 NATIONAL INSTRUMENTS COM 636518102 217 6665 SH DEFINED 0 6665 0 NETWORK APPLIANCE COM 64120L104 13834 473915 SH DEFINED 0 473915 0 QCOM JAN 2009 45 CALL OPTION - CALL 7475252AI 108 148 SH CALL DEFINED 0 148 0 QUALCOMM COM 747525103 1067 24590 SH DEFINED 0 24590 0 RIG JAN 2009 80 CALL OPTION - CALL G900782AP 405 118 SH CALL DEFINED 0 118 0 SCHLUMBERGER COM 806857108 57864 681234 SH DEFINED 0 681234 0 SEI INVESTMENTS COM 784117103 16616 572175 SH DEFINED 0 572175 0 STATE STREET COM 857477103 23064 337190 SH DEFINED 0 337190 0 STRYKER COM 863667101 18871 299105 SH DEFINED 0 299105 0 T.ROWE PRICE GROUP COM 74144T108 21860 421270 SH DEFINED 0 421270 0 TESSERA TECHNOLOGIES COM 88164L100 663 16344 SH DEFINED 0 16344 0 VAR JAN 2009 60 CALL OPTION - CALL 92220P2AL 15 108 SH CALL DEFINED 0 108 0 VARIAN MEDICAL SYSTEMS COM 92220P105 15564 366127 SH DEFINED 0 366127 0 WALGREEN COMPANY COM 931422109 32108 737442 SH DEFINED 0 737442 0 WEATHERFORD COM G95089101 25833 467655 SH DEFINED 0 467655 0 W-H ENERGY COM 9.29E+112 254 4105 SH DEFINED 0 4105 0 ZIMMER HOLDINGS COM 98956P102 22639 266690 SH DEFINED 0 266690 0 ZMH JAN 2008 75 CALL OPTION - CALL 98956P5AO 274 200 SH CALL DEFINED 0 200 0
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