DSM CAPITAL PARTNERS LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$7.5T
Holdings
56
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 3,360,926 | $1.0T | 13.84% | |
| 2 | GOOGLAlphabet -CL A | 334,145 | $929.4B | 12.42% | |
| 3 | SCHWCharles Schwab | 7,488,760 | $631.4B | 8.43% | |
| 4 | AMZNAmazon.com | 162,442 | $529.6B | 7.07% | |
| 5 | METAMeta Platforms | 2,295,530 | $510.4B | 6.82% | |
| 6 | VVisa | 1,373,530 | $304.6B | 4.07% | |
| 7 | PYPLPaypal Holdings | 2,213,474 | $256.0B | 3.42% | |
| 8 | UNHUnitedHealth Group | 470,005 | $239.7B | 3.20% | |
| 9 | BSXBoston Scientific | 5,029,139 | $222.7B | 2.98% | |
| 10 | NFLXNetflix | 593,065 | $222.2B | 2.97% | |
| 11 | FLT1EURFleetCor Technologies | 857,452 | $213.6B | 2.85% | |
| 12 | ADPAutomatic Data Processing | 871,473 | $198.3B | 2.65% | |
| 13 | LINLinde | 606,874 | $193.9B | 2.59% | |
| 14 | ADBEAdobe | 400,215 | $182.3B | 2.44% | |
| 15 | NVDANVIDIA | 608,586 | $166.1B | 2.22% | |
| 16 | GPNGlobal Payments | 1,165,428 | $159.5B | 2.13% | |
| 17 | AONAon | 471,113 | $153.4B | 2.05% | |
| 18 | INTUIntuit | 304,730 | $146.5B | 1.96% | |
| 19 | FISVFiserv | 1,418,515 | $143.8B | 1.92% | |
| 20 | KDPKeurig Dr Pepper | 3,651,595 | $138.4B | 1.85% | |
| 21 | MAMasterCard | 373,283 | $133.4B | 1.78% | |
| 22 | UPSUnited Parcel Service | 620,232 | $133.0B | 1.78% | |
| 23 | NBIXNeurocrine Biosciences | 1,351,331 | $126.7B | 1.69% | |
| 24 | HDBHDFC Bank | 1,872,840 | $114.9B | 1.53% | |
| 25 | MNSTMonster Beverage | 1,307,463 | $104.5B | 1.40% | |
| 26 | ZTSZoetis | 460,671 | $86.9B | 1.16% | |
| 27 | TSMTaiwan Semiconductor | 798,790 | $83.3B | 1.11% | |
| 28 | AZNAstraZeneca | 539,017 | $35.8B | 0.48% | |
| 29 | NSYNice Ltd | 143,163 | $31.4B | 0.42% | |
| 30 | GOOGAlphabet -CL C | 4,140 | $11.6B | 0.15% | |
| 31 | BMOBank of Montreal | 83,902 | $9.9B | 0.13% | |
| 32 | TDToronto-Dominion Bank | 114,801 | $9.1B | 0.12% | |
| 33 | IBNICICI Bank | 470,020 | $8.9B | 0.12% | |
| 34 | WTWWillis Towers Watson | 19,899 | $4.7B | 0.06% | |
| 35 | LAMRLamar Advertising | 22,610 | $2.6B | 0.04% | |
| 36 | RYRoyal Bank of Canada | 21,867 | $2.5B | 0.03% | |
| 37 | CP.TOCanadian Pacific Railway | 28,245 | $2.3B | 0.03% | |
| 38 | IWFiShares Russell 1000 Growth | 5,769 | $1.6B | 0.02% | |
| 39 | PLDPrologis | 9,060 | $1.5B | 0.02% | |
| 40 | COOThe Cooper Companies | 3,475 | $1.5B | 0.02% | |
| 41 | MRSHMarsh & McLennan | 3,280 | $559.0M | 0.01% | |
| 42 | ARESAres Management | 4,820 | $392.0M | 0.01% | |
| 43 | ORLYO'Reilly Automotive | 402 | $275.0M | 0.00% | |
| 44 | CGEMYCapgemini | 1,399 | $62.0M | 0.00% | |
| 45 | DBSDYDBS Group | 372 | $39.0M | 0.00% | |
| 46 | GMVHYEntain | 1,193 | $26.0M | 0.00% | |
| 47 | SONVYSonova Holdings | 274 | $23.0M | 0.00% | |
| 48 | EVVTYEvolution Gaming | 212 | $22.0M | 0.00% | |
| 49 | SAFRYSafran | 707 | $21.0M | 0.00% | |
| 50 | TLPFYTeleperformance | 105 | $20.0M | 0.00% | |
| 51 | —Nexi Spa | 1,798 | $20.0M | 0.00% | |
| 52 | GIKLYGrifols | 2,226 | $20.0M | 0.00% | |
| 53 | —Thai Beverage | 326 | $16.0M | 0.00% | |
| 54 | WRDLYWorldline | 733 | $16.0M | 0.00% | |
| 55 | RCRUYRecruit Holdings | 1,631 | $14.0M | 0.00% | |
| 56 | ADDYYAdidas | 114 | $13.0M | 0.00% |