DSM CAPITAL PARTNERS LLC Q4 2024 Filing
Filed January 31, 2025
Portfolio Value
$6476.5T
Holdings
40
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 6,130,416 | $823.3T | 12.71% | |
| 2 | MSFTMICROSOFT CORP | 1,645,967 | $693.8T | 10.71% | |
| 3 | AMZNAMAZON COM INC | 2,830,170 | $620.9T | 9.59% | |
| 4 | ANETARISTA NETWORKS INC | 5,188,878 | $573.5T | 8.86% | |
| 5 | GOOGLALPHABET INC | 2,419,241 | $458.0T | 7.07% | |
| 6 | METAMETA PLATFORMS INC | 775,398 | $454.0T | 7.01% | |
| 7 | AAPLAPPLE INC | 1,656,917 | $414.9T | 6.41% | |
| 8 | FTNTFORTINET INC | 2,431,164 | $229.7T | 3.55% | |
| 9 | INTUINTUIT | 343,174 | $215.7T | 3.33% | |
| 10 | FISVFISERV INC | 1,025,130 | $210.6T | 3.25% | |
| 11 | NVONOVO-NORDISK A S | 2,007,412 | $172.7T | 2.67% | |
| 12 | VVISA INC | 530,037 | $167.5T | 2.59% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 1,349,087 | $163.0T | 2.52% | |
| 14 | ADSKAUTODESK INC | 532,528 | $157.4T | 2.43% | |
| 15 | UBERUBER TECHNOLOGIES INC | 2,537,391 | $153.1T | 2.36% | |
| 16 | DTDYNATRACE INC | 2,454,582 | $133.4T | 2.06% | |
| 17 | NBIXNEUROCRINE BIOSCIENCES INC | 932,595 | $127.3T | 1.97% | |
| 18 | HWMHOWMET AEROSPACE INC | 1,011,961 | $110.7T | 1.71% | |
| 19 | MAMASTERCARD INCORPORATED | 207,926 | $109.5T | 1.69% | |
| 20 | ABTABBOTT LABS | 859,404 | $97.2T | 1.50% | |
| 21 | ADBEADOBE INC | 197,774 | $87.9T | 1.36% | |
| 22 | CDNSCADENCE DESIGN SYSTEM INC | 284,078 | $85.4T | 1.32% | |
| 23 | SNPSSYNOPSYS INC | 122,163 | $59.3T | 0.92% | |
| 24 | GEVGE VERNOVA INC | 151,382 | $49.8T | 0.77% | |
| 25 | GEGE AEROSPACE | 239,632 | $40.0T | 0.62% | |
| 26 | IWFISHARES TR | 34,211 | $13.7T | 0.21% | |
| 27 | ORCLORACLE CORP | 58,655 | $9.8T | 0.15% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 46,098 | $9.1T | 0.14% | |
| 29 | LLYELI LILLY & CO | 8,542 | $6.6T | 0.10% | |
| 30 | IBNICICI BANK LIMITED | 215,170 | $6.4T | 0.10% | |
| 31 | HDBHDFC BANK LTD | 73,905 | $4.7T | 0.07% | |
| 32 | MLB1MERCADOLIBRE INC | 2,577 | $4.4T | 0.07% | |
| 33 | GLOBGLOBANT S A | 17,781 | $3.8T | 0.06% | |
| 34 | ARESARES MANAGEMENT CORPORATION | 13,993 | $2.5T | 0.04% | |
| 35 | LAMRLAMAR ADVERTISING CO NEW | 14,415 | $1.8T | 0.03% | |
| 36 | APOAPOLLO GLOBAL MGMT INC | 10,107 | $1.7T | 0.03% | |
| 37 | AVGOBROADCOM INC | 5,108 | $1.2T | 0.02% | |
| 38 | SYKSTRYKER CORPORATION | 3,289 | $1.2T | 0.02% | |
| 39 | ADPAUTOMATIC DATA PROCESSING IN | 3,952 | $1.2T | 0.02% | |
| 40 | NFLXNETFLIX INC | 235 | $209.5B | 0.00% |