DSM CAPITAL PARTNERS LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$7.3B
Holdings
115
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (115 positions)
| Stock | Value |
|---|---|
MSFTMicrosoft | $883.0M |
AMZNAmazon.com | $657.0M |
GOOGLAlphabet -CL A | $564.0M |
ANETEURArista Networks | $496.0M |
METAMeta Platforms | $321.0M |
VVisa | $306.0M |
AMDAdvanced Micro Devices | $261.0M |
FISVFiserv | $207.0M |
ADSKAutodesk | $187.0M |
UBERUber Technologies | $169.0M |
SCHWCharles Schwab | $158.0M |
NBIXNeurocrine Biosciences | $156.0M |
FTNTFortinet | $149.0M |
BSXBoston Scientific | $148.0M |
MAMasterCard | $144.0M |
ENQEntegris | $138.0M |
ADPAutomatic Data Processing | $123.0M |
MNSTMonster Beverage | $116.0M |
EPAMEPAM Systems | $97.0M |
ACNAccenture | $81.0M |
PAYCPaycom Software | $35.0M |
DTDynatrace | $28.0M |
NSYNice Ltd | $13.0M |
GLOBGlobant | $9.0M |
TSMTaiwan Semiconductor | $8.0M |
IBNICICI Bank | $7.0M |
EVVTYEvolution Gaming | $7.0M |
HDBHDFC Bank | $5.0M |
CAECAE | $2.0M |
LAMRLamar Advertising | $1.0M |
ARESAres Management | $1.0M |
ORCLOracle Corp | $1.0M |
ABTAbbott Laboratories | $973K |
NVDANVIDIA | $895K |
HWMHowmet Aerospace | $772K |
APOApollo Global Management | $708K |
CPCanadian Pacific Railway | $679K |
PLDPrologis | $537K |
AAPLApple | $506K |
INTUIntuit | $372K |
ASMLASML Holding | $272K |
ADBEAdobe | $163K |
NFLXNetflix | $132K |
AVGOBroadcom | $111K |
CRWDCrowdStrike Holdings | $110K |
PANWPalo Alto Networks | $107K |
ISRGIntuitive Surgical | $99K |
CMGChipotle Mexican Grill | $93K |
CRMSalesforce.com | $90K |
NOWServiceNow | $85K |
ARMARM Holdings | $84K |
TMOThermo Fisher Scientific | $83K |
SNPSSynopsys | $81K |
ABNBAirbnb | $80K |
DDOGDatadog | $80K |
NVONovo Nordisk A/S | $79K |
CDNSCadence Design Systems | $79K |
LLYEli Lilly | $79K |
WDAYWorkday | $79K |
DHRDanaher Corp | $76K |
CGEMYCapgemini | $69K |
ALCAlcon | $62K |
SYKStryker | $62K |
AONAon | $60K |
AMATApplied Materials | $58K |
MRSHMarsh & McLennan | $56K |
ZTSZoetis | $56K |
TOELYTokyo Electron | $55K |
MDBMongoDB | $53K |
LINLinde | $52K |
AJGArthur J Gallagher & Co | $52K |
SNOWSnowflake | $49K |
BKNGBooking Holdings | $47K |
CITCintas | $45K |
WMWaste Management | $45K |
ECLEcolab | $44K |
LRCXEURLam Research | $43K |
VEEVVeeva Systems | $43K |
KLACKLA Corp | $43K |
COSTCostco Wholesale | $40K |
HESAYHermes | $38K |
IDXXIDEXX Laboratories | $37K |
EWEdwards Lifesciences | $35K |
PLTRPalantir | $35K |
MLB1MercadoLibre | $35K |
AKXAnsys | $32K |
DC4DexCom | $31K |
SAUHYStraumann Holding | $30K |
SAPSAP | $29K |
FICOFair Isaac Corp | $29K |
SHOPShopify | $28K |
GOOGAlphabet -CL C | $27K |
BROBrown & Brown | $26K |
ZSZscaler | $24K |
RACEFerrari | $24K |
MSCIMSCI | $24K |
AZNAstraZeneca | $22K |
PPERYBank Mandiri | $22K |
YUMYum! Brands | $20K |
HEIHeico | $19K |
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