DSM CAPITAL PARTNERS LLC Q4 2023 Filing
Filed February 12, 2024
Portfolio Value
$6.5B
Holdings
129
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,155,070 | $810.4T | 12393729.07% | |
| 2 | AMZNAmazon.com | 3,795,536 | $576.7T | 8819658.42% | |
| 3 | NVDANVIDIA | 1,109,433 | $549.4T | 8402447.52% | |
| 4 | GOOGLAlphabet -CL A | 3,902,316 | $545.1T | 8336702.06% | |
| 5 | INTUIntuit | 624,596 | $390.4T | 5970445.57% | |
| 6 | ADBEAdobe | 644,827 | $384.7T | 5883462.53% | |
| 7 | ANETEURArista Networks | 1,576,499 | $371.3T | 5678185.55% | |
| 8 | VVisa | 1,165,506 | $303.4T | 4640647.05% | |
| 9 | ACNAccenture | 830,085 | $291.3T | 4454765.43% | |
| 10 | ASMLASML Holding | 286,481 | $216.8T | 3316288.71% | |
| 11 | ADSKAutodesk | 848,979 | $206.7T | 3161307.71% | |
| 12 | EPAMEPAM Systems | 601,223 | $178.8T | 2733980.75% | |
| 13 | FISVFiserv | 1,271,779 | $168.9T | 2583729.52% | |
| 14 | BSXBoston Scientific | 2,838,623 | $164.1T | 2509673.45% | |
| 15 | NBIXNeurocrine Biosciences | 1,222,009 | $161.0T | 2462433.55% | |
| 16 | CMGChipotle Mexican Grill | 68,736 | $157.2T | 2404082.41% | |
| 17 | SCHWCharles Schwab | 2,210,980 | $152.1T | 2326375.32% | |
| 18 | MAMasterCard | 305,020 | $130.1T | 1989592.57% | |
| 19 | MNSTMonster Beverage | 2,113,083 | $121.7T | 1861748.30% | |
| 20 | ADPAutomatic Data Processing | 521,461 | $121.5T | 1857926.74% | |
| 21 | LINLinde | 286,267 | $117.6T | 1798096.89% | |
| 22 | FTNTFortinet | 1,687,877 | $98.8T | 1510865.66% | |
| 23 | ENQEntegris | 800,296 | $95.9T | 1466514.94% | |
| 24 | TMOThermo Fisher Scientific | 135,161 | $71.7T | 1097187.02% | |
| 25 | PAYCPaycom Software | 212,332 | $43.9T | 671281.19% | |
| 26 | IWFiShares Russell 1000 Growth | 83,137 | $25.2T | 385466.90% | |
| 27 | IBNICICI Bank | 488,596 | $11.6T | 178140.51% | |
| 28 | GLOBGlobant | 47,494 | $11.3T | 172856.51% | |
| 29 | NSYNice Ltd | 52,544 | $10.5T | 160322.44% | |
| 30 | ORLYO Reilly Automotive | 9,872 | $9.4T | 143440.52% | |
| 31 | EVVTYEvolution Gaming | 63,171 | $7.5T | 115362.58% | |
| 32 | HDBHDFC Bank | 112,351 | $7.5T | 115311.00% | |
| 33 | TSMTaiwan Semiconductor | 62,636 | $6.5T | 99623.98% | |
| 34 | AONAon | 12,765 | $3.7T | 56813.32% | |
| 35 | CAECAE | 135,393 | $2.9T | 44704.91% | |
| 36 | LAMRLamar Advertising | 21,676 | $2.3T | 35231.99% | |
| 37 | METAMeta Platforms | 5,077 | $1.8T | 27483.24% | |
| 38 | ARESAres Management | 13,398 | $1.6T | 24366.96% | |
| 39 | PLDPrologis | 8,400 | $1.1T | 17124.42% | |
| 40 | SUSAiShares MSCI USA ESG Select Social | 7,940 | $798.0B | 12204.95% | |
| 41 | CPCanadian Pacific Railway | 8,852 | $699.8B | 10702.98% | |
| 42 | AAPLApple | 2,952 | $568.3B | 8692.04% | |
| 43 | TDToronto-Dominion Bank | 6,410 | $414.2B | 6334.78% | |
| 44 | ABTAbbott Laboratories | 3,600 | $396.3B | 6060.07% | |
| 45 | PANWPalo Alto Networks | 377 | $111.2B | 1700.18% | |
| 46 | AMDAdvanced Micro Devices | 664 | $97.9B | 1496.93% | |
| 47 | CRWDCrowdStrike Holdings | 342 | $87.3B | 1335.41% | |
| 48 | ISRGIntuitive Surgical | 249 | $84.0B | 1284.70% | |
| 49 | NFLXNetflix | 168 | $81.8B | 1250.95% | |
| 50 | WDAYWorkday | 288 | $79.5B | 1215.91% | |
| 51 | NOWServiceNow | 112 | $79.1B | 1210.13% | |
| 52 | CRMSalesforce.com | 299 | $78.7B | 1203.28% | |
| 53 | DDOGDatadog | 646 | $78.4B | 1199.18% | |
| 54 | SNPSSynopsys | 142 | $73.1B | 1118.21% | |
| 55 | DHRDanaher Corp | 305 | $70.6B | 1079.09% | |
| 56 | MRSHMarsh & McLennan | 372 | $70.5B | 1077.93% | |
| 57 | CDNSCadence Design Systems | 254 | $69.2B | 1058.03% | |
| 58 | AVGOBroadcom | 57 | $63.6B | 973.06% | |
| 59 | CGEMYCapgemini | 1,504 | $62.9B | 962.60% | |
| 60 | MDBMongoDB | 148 | $60.5B | 925.41% | |
| 61 | SNOWSnowflake | 304 | $60.5B | 925.19% | |
| 62 | ALCAlcon | 746 | $58.3B | 891.27% | |
| 63 | ZTSZoetis | 282 | $55.7B | 851.20% | |
| 64 | ARMARM Holdings | 670 | $50.3B | 769.98% | |
| 65 | LLYEli Lilly | 81 | $47.2B | 722.11% | |
| 66 | NVONovo Nordisk A/S | 452 | $46.8B | 715.11% | |
| 67 | ORCLOracle Corp | 438 | $46.2B | 706.22% | |
| 68 | BKNGBooking Holdings | 13 | $46.1B | 705.24% | |
| 69 | UBERUber Technologies | 748 | $46.1B | 704.33% | |
| 70 | AMADYAmadeus IT Group | 585 | $42.2B | 644.88% | |
| 71 | CITCintas | 66 | $39.8B | 608.31% | |
| 72 | WMWaste Management | 211 | $37.8B | 577.94% | |
| 73 | ECLEcolab | 189 | $37.5B | 573.32% | |
| 74 | LRLCYLOreal | 376 | $37.4B | 571.64% | |
| 75 | FICOFair Isaac Corp | 32 | $37.2B | 569.65% | |
| 76 | AMATApplied Materials | 229 | $37.1B | 567.60% | |
| 77 | AJGArthur J Gallagher & Co | 165 | $37.1B | 567.46% | |
| 78 | LVMUYLVMH Moet Hennessy Louis Vuitton | 227 | $36.9B | 563.96% | |
| 79 | COSTCostco Wholesale | 55 | $36.3B | 555.21% | |
| 80 | MLB1MercadoLibre | 23 | $36.1B | 552.78% | |
| 81 | GIKLYGrifols | 4,096 | $35.6B | 544.98% | |
| 82 | AKXAnsys | 93 | $33.7B | 516.12% | |
| 83 | SYKStryker | 112 | $33.5B | 512.94% | |
| 84 | IDXXIDEXX Laboratories | 60 | $33.3B | 509.32% | |
| 85 | VRSKVerisk Analytics | 138 | $33.0B | 504.12% | |
| 86 | ITGartner | 72 | $32.5B | 496.73% | |
| 87 | HESAYHermes | 148 | $31.5B | 481.21% | |
| 88 | APOApollo Global Management | 334 | $31.1B | 476.01% | |
| 89 | SAUHYStraumann Holding | 1,898 | $30.6B | 467.46% | |
| 90 | DBSDYDBS Group | 296 | $30.0B | 458.39% | |
| 91 | VEEVVeeva Systems | 152 | $29.3B | 447.53% | |
| 92 | KLACKLA Corp | 49 | $28.5B | 435.62% | |
| 93 | EWEdwards Lifesciences | 371 | $28.3B | 432.64% | |
| 94 | LRCXEURLam Research | 36 | $28.2B | 431.23% | |
| 95 | TOELYTokyo Electron | 316 | $28.1B | 429.33% | |
| 96 | DC4DexCom | 226 | $28.0B | 428.89% | |
| 97 | SHOPShopify | 357 | $27.8B | 425.31% | |
| 98 | DTDynatrace, Inc | 505 | $27.6B | 422.38% | |
| 99 | SBUXStarbucks | 285 | $27.4B | 418.48% | |
| 100 | GOOGAlphabet -CL C | 180 | $25.4B | 387.95% |
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