DSM CAPITAL PARTNERS LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$5926.9T
Holdings
57
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,294,260 | $724.4T | 12.22% | |
| 2 | GOOGLAlphabet -CL A | 3,830,179 | $501.2T | 8.46% | |
| 3 | NVDANVIDIA | 1,150,644 | $500.5T | 8.44% | |
| 4 | AMZNAmazon.com | 3,353,999 | $426.4T | 7.19% | |
| 5 | ADBEAdobe | 673,973 | $343.7T | 5.80% | |
| 6 | INTUIntuit | 647,661 | $330.9T | 5.58% | |
| 7 | VVisa | 1,213,547 | $279.1T | 4.71% | |
| 8 | ANETEURArista Networks | 1,503,100 | $276.5T | 4.66% | |
| 9 | ACNAccenture | 887,500 | $272.6T | 4.60% | |
| 10 | EPAMEPAM Systems | 901,182 | $230.4T | 3.89% | |
| 11 | ADSKAutodesk | 930,270 | $192.5T | 3.25% | |
| 12 | ASMLASML Holding | 301,519 | $177.5T | 2.99% | |
| 13 | FISVFiserv | 1,323,065 | $149.5T | 2.52% | |
| 14 | NBIXNeurocrine Biosciences | 1,224,017 | $137.7T | 2.32% | |
| 15 | FLT1EURFleetCor Technologies | 528,152 | $134.9T | 2.28% | |
| 16 | SCHWCharles Schwab | 2,441,373 | $134.0T | 2.26% | |
| 17 | PYPLPaypal Holdings | 2,183,664 | $127.7T | 2.15% | |
| 18 | MAMasterCard | 320,138 | $126.7T | 2.14% | |
| 19 | BSXBoston Scientific | 2,393,829 | $126.4T | 2.13% | |
| 20 | ADPAutomatic Data Processing | 523,057 | $125.8T | 2.12% | |
| 21 | LINLinde | 298,527 | $111.2T | 1.88% | |
| 22 | MNSTMonster Beverage | 1,790,596 | $94.8T | 1.60% | |
| 23 | ENQEntegris | 835,387 | $78.5T | 1.32% | |
| 24 | FTNTFortinet | 1,290,006 | $75.7T | 1.28% | |
| 25 | TMOThermo Fisher Scientific | 141,787 | $71.8T | 1.21% | |
| 26 | PAYCPaycom Software | 231,715 | $60.1T | 1.01% | |
| 27 | CMGChipotle Mexican Grill | 28,736 | $52.6T | 0.89% | |
| 28 | IBNICICI Bank | 487,627 | $11.3T | 0.19% | |
| 29 | GLOBGlobant | 46,791 | $9.3T | 0.16% | |
| 30 | NSYNice Ltd | 50,353 | $8.6T | 0.14% | |
| 31 | HDBHDFC Bank | 111,951 | $6.6T | 0.11% | |
| 32 | EVVTYEvolution Gaming | 57,771 | $5.8T | 0.10% | |
| 33 | AONAon | 17,461 | $5.7T | 0.10% | |
| 34 | TSMTaiwan Semiconductor | 62,116 | $5.4T | 0.09% | |
| 35 | AZNAstraZeneca | 39,931 | $2.7T | 0.05% | |
| 36 | LAMRLamar Advertising | 22,040 | $1.8T | 0.03% | |
| 37 | ARESAres Management | 12,000 | $1.2T | 0.02% | |
| 38 | IWFiShares Russell 1000 Growth | 4,280 | $1.1T | 0.02% | |
| 39 | PLDPrologis | 8,560 | $960.5B | 0.02% | |
| 40 | TDToronto-Dominion Bank | 11,730 | $708.6B | 0.01% | |
| 41 | COOThe Cooper Companies | 2,224 | $707.3B | 0.01% | |
| 42 | BMOBank of Montreal | 7,630 | $645.4B | 0.01% | |
| 43 | CPCanadian Pacific Railway | 8,624 | $642.8B | 0.01% | |
| 44 | RYRoyal Bank of Canada | 7,190 | $630.1B | 0.01% | |
| 45 | CGEMYCapgemini | 839 | $29.3B | 0.00% | |
| 46 | DBSDYDBS Group | 296 | $29.1B | 0.00% | |
| 47 | GOOGAlphabet -CL C | 180 | $23.7B | 0.00% | |
| 48 | SAPSAP | 148 | $19.1B | 0.00% | |
| 49 | CAECAE | 775 | $18.1B | 0.00% | |
| 50 | GIKLYGrifols | 2,830 | $18.0B | 0.00% | |
| 51 | ALCAlcon | 216 | $16.6B | 0.00% | |
| 52 | CCHGYCoca-Cola HBC | 545 | $14.9B | 0.00% | |
| 53 | GMVHYEntain | 1,269 | $14.4B | 0.00% | |
| 54 | AMADYAmadeus IT Group | 204 | $12.3B | 0.00% | |
| 55 | SAUHYStraumann Holding | 721 | $9.2B | 0.00% | |
| 56 | —Nexi Spa | 1,430 | $8.4B | 0.00% | |
| 57 | DNOPYDino Polska | 155 | $6.6B | 0.00% |