DSM CAPITAL PARTNERS LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$6.9B
Holdings
102
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
NVDANVIDIA | $847.0M |
MSFTMicrosoft | $821.0M |
AMZNAmazon.com | $619.0M |
GOOGLAlphabet -CL A | $604.0M |
ANETEURArista Networks | $537.0M |
AAPLApple | $508.0M |
NVONovo Nordisk | $227.0M |
AMDAdvanced Micro Devices | $223.0M |
VVisa | $177.0M |
UBERUber Technologies | $163.0M |
FISVFiserv | $159.0M |
ADSKAutodesk | $147.0M |
NBIXNeurocrine Biosciences | $137.0M |
ENQEntegris | $125.0M |
FTNTFortinet | $120.0M |
MNSTMonster Beverage | $111.0M |
MAMasterCard | $104.0M |
SCHWCharles Schwab | $98.0M |
DTDynatrace | $54.0M |
GEGeneral Electric | $25.0M |
ORCLOracle Corp | $15.0M |
TSMTaiwan Semiconductor | $7.0M |
NSYNice Ltd | $6.0M |
IBNICICI Bank | $5.0M |
HDBHDFC Bank | $4.0M |
HWMHowmet Aerospace | $3.0M |
GLOBGlobant | $3.0M |
LAMRLamar Advertising | $1.0M |
ARESAres Management | $1.0M |
APOApollo Global Management | $1.0M |
ABTAbbott Laboratories | $949K |
ADPAutomatic Data Processing | $929K |
METAMeta Platforms | $361K |
INTUIntuit | $299K |
AVGOBroadcom | $215K |
ASMLASML Holding | $208K |
GOOGAlphabet -CL C | $168K |
ADBEAdobe | $156K |
NFLXNetflix | $147K |
CRWDCrowdStrike Holdings | $131K |
PANWPalo Alto Networks | $128K |
ISRGIntuitive Surgical | $111K |
ARMARM Holdings | $110K |
BSXBoston Scientific | $102K |
AONAon | $100K |
AMATApplied Materials | $90K |
NOWServiceNow | $88K |
SNPSSynopsys | $84K |
DDOGDatadog | $84K |
TMOThermo Fisher Scientific | $79K |
CDNSCadence Design Systems | $78K |
ACNAccenture | $77K |
CRMSalesforce.com | $77K |
DHRDanaher Corp | $76K |
CMGChipotle Mexican Grill | $75K |
WDAYWorkday | $64K |
SYKStryker | $59K |
MRSHMarsh & McLennan | $58K |
ZTSZoetis | $57K |
AJGArthur J Gallagher & Co | $53K |
BKNGBooking Holdings | $52K |
KLACKLA Corp | $50K |
LINLinde | $50K |
ABNBAirbnb | $47K |
LRCXEURLam Research | $47K |
COSTCostco Wholesale | $47K |
WMWaste Management | $45K |
ECLEcolab | $45K |
TOELYTokyo Electron | $41K |
SNOWSnowflake | $41K |
ORLYO Reilly Automotive | $40K |
PLTRPalantir | $39K |
ALCAlcon | $38K |
MLB1MercadoLibre | $38K |
MDBMongoDB | $37K |
CITCintas | $35K |
EWEdwards Lifesciences | $34K |
FICOFair Isaac Corp | $34K |
HESAYHermes | $34K |
VEEVVeeva Systems | $34K |
IDXXIDEXX Laboratories | $33K |
AKXAnsys | $30K |
BROBrown & Brown | $27K |
DC4DexCom | $26K |
ZSZscaler | $24K |
SHOPShopify | $24K |
HEIHeico | $23K |
RACEFerrari | $22K |
—ASM International | $21K |
MSCIMSCI | $20K |
MCOMoody's | $20K |
YUMYum! Brands | $19K |
SPGIS&P Global | $19K |
HLTHilton Worldwide Holdings | $17K |
PODDInsulet | $15K |
MARMarriott International | $15K |
SAUHYStraumann Holding | $15K |
ULTAUlta Beauty | $11K |
PINSPinterest | $11K |
COOThe Cooper Companies | $9K |
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