DSM CAPITAL PARTNERS LLC Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$6.0T
Holdings
58
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,737,852 | $656.6B | 10.92% | |
| 2 | GOOGLAlphabet -CL A | 5,495,505 | $484.9B | 8.06% | |
| 3 | AMZNAmazon.com | 3,896,060 | $327.3B | 5.44% | |
| 4 | VVisa | 1,537,606 | $319.5B | 5.31% | |
| 5 | INTUIntuit | 718,897 | $279.8B | 4.65% | |
| 6 | EPAMEPAM Systems | 842,887 | $276.2B | 4.59% | |
| 7 | ACNAccenture | 1,007,189 | $268.8B | 4.47% | |
| 8 | ADBEAdobe | 777,654 | $261.7B | 4.35% | |
| 9 | SCHWCharles Schwab | 3,116,770 | $259.5B | 4.32% | |
| 10 | BSXBoston Scientific | 5,000,313 | $231.4B | 3.85% | |
| 11 | PYPLPaypal Holdings | 2,735,734 | $194.8B | 3.24% | |
| 12 | UNHUnitedHealth Group | 327,095 | $173.4B | 2.88% | |
| 13 | NBIXNeurocrine Biosciences | 1,332,703 | $159.2B | 2.65% | |
| 14 | MNSTMonster Beverage | 1,533,909 | $155.7B | 2.59% | |
| 15 | AZNAstraZeneca | 2,229,087 | $151.1B | 2.51% | |
| 16 | ASMLASML Holding | 264,111 | $144.3B | 2.40% | |
| 17 | BURLBurlington Stores | 701,746 | $142.3B | 2.37% | |
| 18 | HDBHDFC Bank | 2,061,023 | $141.0B | 2.34% | |
| 19 | FLT1EURFleetCor Technologies | 732,287 | $134.5B | 2.24% | |
| 20 | SEDGSolarEdge Technologies | 466,542 | $132.2B | 2.20% | |
| 21 | ADSKAutodesk | 702,694 | $131.3B | 2.18% | |
| 22 | LINLinde | 384,274 | $125.3B | 2.08% | |
| 23 | MAMasterCard | 356,605 | $124.0B | 2.06% | |
| 24 | AONAon | 406,154 | $121.9B | 2.03% | |
| 25 | NVDANVIDIA | 770,704 | $112.6B | 1.87% | |
| 26 | ORLYO Reilly Automotive | 113,063 | $95.4B | 1.59% | |
| 27 | FISVFiserv | 931,005 | $94.1B | 1.56% | |
| 28 | ADPAutomatic Data Processing | 376,512 | $89.9B | 1.50% | |
| 29 | KDPKeurig Dr Pepper | 1,663,569 | $59.3B | 0.99% | |
| 30 | ENQEntegris | 773,591 | $50.7B | 0.84% | |
| 31 | NSYNice Ltd | 197,391 | $38.0B | 0.63% | |
| 32 | IWFiShares Russell 1000 Growth | 96,505 | $20.7B | 0.34% | |
| 33 | IBNICICI Bank | 490,644 | $10.7B | 0.18% | |
| 34 | BMOBank of Montreal | 88,127 | $8.0B | 0.13% | |
| 35 | TDToronto-Dominion Bank | 91,820 | $5.9B | 0.10% | |
| 36 | GLOBGlobant | 32,044 | $5.4B | 0.09% | |
| 37 | TSMTaiwan Semiconductor | 62,469 | $4.7B | 0.08% | |
| 38 | EVVTYEvolution Gaming | 46,764 | $4.6B | 0.08% | |
| 39 | GRT-UCADGranite Real Estate Investment Trust | 65,018 | $3.3B | 0.06% | |
| 40 | GOOGAlphabet -CL C | 29,208 | $2.6B | 0.04% | |
| 41 | LAMRLamar Advertising | 22,610 | $2.1B | 0.04% | |
| 42 | SUSAiShares MSCI USA ESG Select Social | 25,463 | $2.1B | 0.03% | |
| 43 | DAVAEndava | 27,019 | $2.1B | 0.03% | |
| 44 | RYRoyal Bank of Canada | 21,566 | $2.0B | 0.03% | |
| 45 | PLDPrologis | 9,060 | $1.0B | 0.02% | |
| 46 | COOThe Cooper Companies | 1,810 | $599.0M | 0.01% | |
| 47 | CGEMYCapgemini | 1,397 | $47.0M | 0.00% | |
| 48 | DBSDYDBS Group | 372 | $38.0M | 0.00% | |
| 49 | GMVHYEntain | 1,344 | $22.0M | 0.00% | |
| 50 | GIKLYGrifols | 3,095 | $18.0M | 0.00% | |
| 51 | CAECAE | 858 | $17.0M | 0.00% | |
| 52 | ALCAlcon | 231 | $16.0M | 0.00% | |
| 53 | SAPSAP | 148 | $15.0M | 0.00% | |
| 54 | —Nexi Spa | 1,798 | $14.0M | 0.00% | |
| 55 | —Thai Beverage | 319 | $14.0M | 0.00% | |
| 56 | SONVYSonova Holdings | 274 | $13.0M | 0.00% | |
| 57 | SAUHYStraumann Holding | 906 | $10.0M | 0.00% | |
| 58 | CCHGYCoca-Cola HBC | 398 | $9.0M | 0.00% |