DSM CAPITAL PARTNERS LLC Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$9.6T
Holdings
66
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,057,970 | $1.1T | 11.87% | |
| 2 | GOOGLAlphabet -CL A | 419,853 | $1.1T | 11.64% | |
| 3 | METAFacebook | 2,722,763 | $924.4B | 9.58% | |
| 4 | AMZNAmazon.com | 236,659 | $777.4B | 8.06% | |
| 5 | ADBEAdobe | 1,088,569 | $626.8B | 6.50% | |
| 6 | PYPLPaypal Holdings | 2,219,495 | $577.9B | 5.99% | |
| 7 | NFLXNetflix | 881,842 | $538.3B | 5.58% | |
| 8 | SCHWCharles Schwab | 5,973,483 | $435.5B | 4.51% | |
| 9 | VVisa | 1,592,132 | $355.2B | 3.68% | |
| 10 | INTUIntuit | 620,557 | $334.9B | 3.47% | |
| 11 | NVDANVIDIA | 1,302,301 | $269.8B | 2.80% | |
| 12 | MNSTMonster Beverage | 2,303,882 | $204.8B | 2.12% | |
| 13 | AONAon | 705,173 | $201.7B | 2.09% | |
| 14 | FLT1EURFleetCor Technologies | 724,291 | $189.4B | 1.96% | |
| 15 | GPNGlobal Payments | 1,186,107 | $187.0B | 1.94% | |
| 16 | BSXBoston Scientific | 4,125,805 | $179.1B | 1.86% | |
| 17 | MAMasterCard | 509,129 | $177.2B | 1.84% | |
| 18 | UNHUnitedHealth Group | 446,847 | $174.6B | 1.81% | |
| 19 | UPSUnited Parcel Service | 934,263 | $170.1B | 1.76% | |
| 20 | ADPAutomatic Data Processing | 836,775 | $167.4B | 1.73% | |
| 21 | NBIXNeurocrine Biosciences | 1,513,110 | $145.5B | 1.51% | |
| 22 | HDBHDFC Bank | 1,864,100 | $136.2B | 1.41% | |
| 23 | ZTSZoetis | 681,033 | $132.3B | 1.37% | |
| 24 | KDPKeurig Dr Pepper | 3,570,116 | $121.8B | 1.26% | |
| 25 | FISVFiserv | 1,115,185 | $121.1B | 1.25% | |
| 26 | LINLinde | 288,700 | $84.8B | 0.88% | |
| 27 | NSYNice Ltd | 204,748 | $58.2B | 0.60% | |
| 28 | AZNAstraZeneca | 414,620 | $24.9B | 0.26% | |
| 29 | GOOGAlphabet -CL C | 5,361 | $14.3B | 0.15% | |
| 30 | IBNICICI Bank | 546,105 | $10.3B | 0.11% | |
| 31 | JDJD.com | 81,668 | $5.9B | 0.06% | |
| 32 | BABAAlibaba Group Holding | 31,582 | $4.7B | 0.05% | |
| 33 | TSMTaiwan Semiconductor | 37,844 | $4.2B | 0.04% | |
| 34 | DAVAEndava | 24,523 | $3.3B | 0.03% | |
| 35 | LAMRLamar Advertising | 28,800 | $3.3B | 0.03% | |
| 36 | CP.TOCanadian Pacific Railway | 47,763 | $3.1B | 0.03% | |
| 37 | TDToronto Dominion Bank | 45,650 | $3.0B | 0.03% | |
| 38 | BMOBank of Montreal | 16,260 | $1.6B | 0.02% | |
| 39 | IWFiShares Russell 1000 Growth | 5,677 | $1.6B | 0.02% | |
| 40 | RYRoyal Bank of Canada | 14,910 | $1.5B | 0.02% | |
| 41 | COOThe Cooper Companies | 3,475 | $1.4B | 0.01% | |
| 42 | PLDPrologis | 9,970 | $1.3B | 0.01% | |
| 43 | MRSHMarsh & McLennan | 5,810 | $880.0M | 0.01% | |
| 44 | PAGSPagSeguro Digital | 7,228 | $374.0M | 0.00% | |
| 45 | VIPSVipshop Holdings | 26,395 | $294.0M | 0.00% | |
| 46 | —Arco Platform | 11,415 | $248.0M | 0.00% | |
| 47 | BLKCHFBlackRock | 275 | $231.0M | 0.00% | |
| 48 | CGEMYCapgemini | 1,399 | $58.0M | 0.00% | |
| 49 | LULufax Holding | 8,192 | $57.0M | 0.00% | |
| 50 | EPAMEPAM Systems | 90 | $51.0M | 0.00% | |
| 51 | FTNTFortinet | 173 | $51.0M | 0.00% | |
| 52 | GMVHYEntain | 1,193 | $34.0M | 0.00% | |
| 53 | DBSDYDBS Group | 372 | $33.0M | 0.00% | |
| 54 | —Nexi Spa | 1,798 | $33.0M | 0.00% | |
| 55 | EVVTYEvolution Gaming | 191 | $29.0M | 0.00% | |
| 56 | SAFRYSafran | 926 | $29.0M | 0.00% | |
| 57 | WRDLYWorldline | 733 | $28.0M | 0.00% | |
| 58 | GIKLYGrifols | 1,973 | $25.0M | 0.00% | |
| 59 | SONVYSonova Holdings | 274 | $21.0M | 0.00% | |
| 60 | TLPFYTeleperformance | 105 | $21.0M | 0.00% | |
| 61 | RCRUYRecruit Holdings | 1,631 | $20.0M | 0.00% | |
| 62 | PPRUYKering | 262 | $19.0M | 0.00% | |
| 63 | ADDYYAdidas | 114 | $18.0M | 0.00% | |
| 64 | CCHGYCoca-Cola HBC | 520 | $17.0M | 0.00% | |
| 65 | —Thai Beverage | 326 | $16.0M | 0.00% | |
| 66 | ANPDYANTA Sports Products | 28 | $13.0M | 0.00% |