DSM CAPITAL PARTNERS LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$9.4B
Holdings
68
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet -CL A | 464,581 | $958.2B | 10192.59% | |
| 2 | MSFTMicrosoft | 4,062,384 | $957.8B | 10188.13% | |
| 3 | METAFacebook | 2,783,336 | $819.8B | 8720.06% | |
| 4 | BABAAlibaba Group Holding | 3,489,112 | $791.1B | 8414.90% | |
| 5 | PYPLPaypal Holdings | 2,981,315 | $724.0B | 7701.11% | |
| 6 | ADBEAdobe | 1,439,070 | $684.1B | 7276.77% | |
| 7 | AMZNAmazon.com | 181,119 | $560.4B | 5961.01% | |
| 8 | TCEHYTencent Holdings | 6,298,397 | $501.7B | 5337.01% | |
| 9 | VVisa | 1,642,912 | $347.9B | 3700.17% | |
| 10 | JDJD.com | 3,653,999 | $308.1B | 3277.75% | |
| 11 | INTUIntuit | 773,807 | $296.4B | 3153.00% | |
| 12 | EPAMEPAM Systems | 704,062 | $279.3B | 2970.90% | |
| 13 | ADPAutomatic Data Processing | 1,048,535 | $197.6B | 2102.08% | |
| 14 | UNHUnitedHealth Group | 475,686 | $177.0B | 1882.66% | |
| 15 | AONAon | 764,505 | $175.9B | 1871.28% | |
| 16 | SIRIEURSirius XM Holdings | 27,941,056 | $170.2B | 1810.03% | |
| 17 | GPNGlobal Payments | 831,558 | $167.6B | 1783.06% | |
| 18 | BURLBurlington Stores | 552,066 | $165.0B | 1754.67% | |
| 19 | MNSTMonster Beverage | 1,786,259 | $162.7B | 1730.78% | |
| 20 | MAMasterCard | 399,709 | $142.3B | 1513.85% | |
| 21 | ZTSZoetis | 896,746 | $141.2B | 1502.18% | |
| 22 | FTNTFortinet | 745,788 | $137.5B | 1463.00% | |
| 23 | NBIXNeurocrine Biosciences | 1,348,507 | $131.1B | 1394.98% | |
| 24 | BSXBoston Scientific | 3,158,898 | $122.1B | 1298.70% | |
| 25 | NVDANVIDIA | 205,327 | $109.6B | 1166.14% | |
| 26 | HDBHDFC Bank | 292,255 | $22.7B | 241.52% | |
| 27 | EDUNew Oriental Education | 1,561,396 | $21.9B | 232.53% | |
| 28 | GOOGAlphabet -CL C | 10,566 | $21.9B | 232.49% | |
| 29 | AZNAstraZeneca | 434,338 | $21.6B | 229.72% | |
| 30 | UPSUnited Parcel Service | 70,448 | $12.0B | 127.39% | |
| 31 | BKNGBooking Holdings | 4,809 | $11.2B | 119.18% | |
| 32 | ABTAbbott Labs | 90,530 | $10.8B | 115.40% | |
| 33 | NSYNice Ltd | 39,037 | $8.5B | 90.51% | |
| 34 | IBNICICI Bank | 363,601 | $5.8B | 62.00% | |
| 35 | LULufax Holding | 354,806 | $5.2B | 54.80% | |
| 36 | GDDYGoDaddy | 55,740 | $4.3B | 46.03% | |
| 37 | ATHMAutohome | 33,067 | $3.1B | 32.80% | |
| 38 | LAMRLamar Advertising | 32,120 | $3.0B | 32.09% | |
| 39 | CP.TOCanadian Pacific Railway | 7,841 | $3.0B | 31.63% | |
| 40 | DAVAEndava | 30,341 | $2.6B | 27.34% | |
| 41 | LINLinde PLC | 7,035 | $2.0B | 20.97% | |
| 42 | BMOBank of Montreal | 18,130 | $1.6B | 17.18% | |
| 43 | TDToronto Dominion Bank | 23,860 | $1.6B | 16.54% | |
| 44 | RYRoyal Bank of Canada | 16,610 | $1.5B | 16.27% | |
| 45 | ACNAccenture | 4,556 | $1.3B | 13.39% | |
| 46 | VIPSVipshop Holdings | 41,643 | $1.2B | 13.22% | |
| 47 | MRSHMarsh & McLennan | 9,850 | $1.2B | 12.76% | |
| 48 | TMETencent Music Entertainment | 51,720 | $1.1B | 11.28% | |
| 49 | KDPKeurig Dr Pepper | 30,660 | $1.1B | 11.21% | |
| 50 | IWFiShares Russell 1000 Growth | 4,243 | $1.0B | 10.97% | |
| 51 | BZUNBaozun | 17,584 | $671.0M | 7.14% | |
| 52 | —Arco Platform | 11,865 | $301.0M | 3.20% | |
| 53 | EVVTYEvolution Gaming | 248 | $37.0M | 0.39% | |
| 54 | CGEMYCapgemini | 1,076 | $37.0M | 0.39% | |
| 55 | —Nexi Spa | 1,642 | $29.0M | 0.31% | |
| 56 | GIKLYGrifols | 1,973 | $27.0M | 0.29% | |
| 57 | ANPDYANTA Sports Products | 60 | $25.0M | 0.27% | |
| 58 | GXYYYGalaxy Entertainment | 543 | $25.0M | 0.27% | |
| 59 | DBSDYDBS Group | 271 | $23.0M | 0.24% | |
| 60 | SAFRYSafran | 667 | $23.0M | 0.24% | |
| 61 | RCRUYRecruit Holdings | 1,963 | $19.0M | 0.20% | |
| 62 | SAUHYStraumann Holding | 281 | $18.0M | 0.19% | |
| 63 | SONVYSonova Holdings | 345 | $18.0M | 0.19% | |
| 64 | CCHGYCoca-Cola HBC | 520 | $17.0M | 0.18% | |
| 65 | PNGAYPing An Insurance | 611 | $15.0M | 0.16% | |
| 66 | PPRUYKering | 153 | $11.0M | 0.12% | |
| 67 | ADDYYAdidas | 68 | $11.0M | 0.12% | |
| 68 | —Thai Beverage | 164 | $9.0M | 0.10% |