DSM Capital Partners LLC Buys Palo Alto Networks Inc, Amazon.com Inc, Global Payments Inc, Sells Regeneron Pharmaceuticals Inc, MSCI Inc, Visa Inc

Mount Kisco, NY, based Investment company DSM Capital Partners LLC (Current Portfolio) buys Palo Alto Networks Inc, Amazon.com Inc, Global Payments Inc, Sirius XM Holdings Inc, New Oriental Education & Technology Group Inc, sells Regeneron Pharmaceuticals Inc, MSCI Inc, Visa Inc, Abbott Laboratories, Weibo Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, DSM Capital Partners LLC. As of 2019Q2, DSM Capital Partners LLC owns 51 stocks with a total value of $6.9 billion. These are the details of the buys and sells.

For the details of DSM Capital Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/dsm+capital+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of DSM Capital Partners LLC
  1. Microsoft Corp (MSFT) - 4,983,106 shares, 9.73% of the total portfolio. Shares added by 3.19%
  2. Adobe Inc (ADBE) - 1,962,385 shares, 8.43% of the total portfolio. Shares reduced by 2.09%
  3. Alibaba Group Holding Ltd (BABA) - 3,137,581 shares, 7.75% of the total portfolio. Shares reduced by 1.74%
  4. Alphabet Inc (GOOGL) - 421,807 shares, 6.66% of the total portfolio. Shares added by 10.31%
  5. Visa Inc (V) - 2,553,667 shares, 6.46% of the total portfolio. Shares reduced by 21.17%
New Purchase: Palo Alto Networks Inc (PANW)

DSM Capital Partners LLC initiated holding in Palo Alto Networks Inc. The purchase prices were between $195.54 and $250.77, with an estimated average price of $224.48. The stock is now traded at around $214.61. The impact to a portfolio due to this purchase was 1.88%. The holding were 633,485 shares as of .

New Purchase: Global Payments Inc (GPN)

DSM Capital Partners LLC initiated holding in Global Payments Inc. The purchase prices were between $135.69 and $161.76, with an estimated average price of $148.61. The stock is now traded at around $156.33. The impact to a portfolio due to this purchase was 1.48%. The holding were 632,883 shares as of .

New Purchase: Kering SA (PPRUY)

DSM Capital Partners LLC initiated holding in Kering SA. The purchase prices were between $51.51 and $60.16, with an estimated average price of $57.01. The stock is now traded at around $47.52. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,077 shares as of .

New Purchase: ICICI Bank Ltd (IBN)

DSM Capital Partners LLC initiated holding in ICICI Bank Ltd. The purchase prices were between $10.62 and $12.6, with an estimated average price of $11.6. The stock is now traded at around $11.50. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 14,175 shares as of .

Added: Amazon.com Inc (AMZN)

DSM Capital Partners LLC added to a holding in Amazon.com Inc by 52.07%. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1776.12. The impact to a portfolio due to this purchase was 1.7%. The holding were 180,069 shares as of .

Added: Sirius XM Holdings Inc (SIRI)

DSM Capital Partners LLC added to a holding in Sirius XM Holdings Inc by 58.31%. The purchase prices were between $5.27 and $6.15, with an estimated average price of $5.69. The stock is now traded at around $5.97. The impact to a portfolio due to this purchase was 0.6%. The holding were 19,898,576 shares as of .

Added: New Oriental Education & Technology Group Inc (EDU)

DSM Capital Partners LLC added to a holding in New Oriental Education & Technology Group Inc by 49.19%. The purchase prices were between $81.17 and $96.58, with an estimated average price of $89.41. The stock is now traded at around $103.00. The impact to a portfolio due to this purchase was 0.49%. The holding were 1,062,059 shares as of .

Added: Booking Holdings Inc (BKNG)

DSM Capital Partners LLC added to a holding in Booking Holdings Inc by 22.43%. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1904.67. The impact to a portfolio due to this purchase was 0.38%. The holding were 75,814 shares as of .

Added: Elanco Animal Health Inc (ELAN)

DSM Capital Partners LLC added to a holding in Elanco Animal Health Inc by 24.31%. The purchase prices were between $31.11 and $34.79, with an estimated average price of $32.44. The stock is now traded at around $29.19. The impact to a portfolio due to this purchase was 0.37%. The holding were 3,797,830 shares as of .

Added: Momo Inc (MOMO)

DSM Capital Partners LLC added to a holding in Momo Inc by 127.08%. The purchase prices were between $26.02 and $40.81, with an estimated average price of $33.18. The stock is now traded at around $31.97. The impact to a portfolio due to this purchase was 0.01%. The holding were 9,685 shares as of .

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

DSM Capital Partners LLC sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $299.6 and $414.82, with an estimated average price of $332.61.

Sold Out: The Toronto-Dominion Bank (TD)

DSM Capital Partners LLC sold out a holding in The Toronto-Dominion Bank. The sale prices were between $54.65 and $58.36, with an estimated average price of $56.26.

Sold Out: Baidu Inc (BIDU)

DSM Capital Partners LLC sold out a holding in Baidu Inc. The sale prices were between $107.78 and $184.77, with an estimated average price of $142.43.

Sold Out: Bank of Montreal (BMO)

DSM Capital Partners LLC sold out a holding in Bank of Montreal. The sale prices were between $72.61 and $79.14, with an estimated average price of $76.54.

Sold Out: Stryker Corp (SYK)

DSM Capital Partners LLC sold out a holding in Stryker Corp. The sale prices were between $180.24 and $205.58, with an estimated average price of $190.72.

Sold Out: Charles Schwab Corp (SCHW)

DSM Capital Partners LLC sold out a holding in Charles Schwab Corp. The sale prices were between $39.15 and $46.26, with an estimated average price of $43.61.



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