13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000950123-23-001730
Total Value
$6.0M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft | MSFT | 2,737,852 | $656,593 | 10.92% |
| 2 | Alphabet -CL A | GOOG | 5,495,505 | $484,868 | 8.06% |
| 3 | Amazon.com | AMZN | 3,896,060 | $327,269 | 5.44% |
| 4 | Visa | V | 1,537,606 | $319,454 | 5.31% |
| 5 | Intuit | INTU | 718,897 | $279,810 | 4.65% |
| 6 | EPAM Systems | EPAM | 842,887 | $276,248 | 4.59% |
| 7 | Accenture | ACN | 1,007,189 | $268,759 | 4.47% |
| 8 | Adobe | ADBE | 777,654 | $261,704 | 4.35% |
| 9 | Charles Schwab | SCHW-PJ | 3,116,770 | $259,503 | 4.32% |
| 10 | Boston Scientific | BSX | 5,000,313 | $231,364 | 3.85% |
| 11 | Paypal Holdings | PYPL | 2,735,734 | $194,839 | 3.24% |
| 12 | UnitedHealth Group | UNH | 327,095 | $173,419 | 2.88% |
| 13 | Neurocrine Biosciences | NBIX | 1,332,703 | $159,177 | 2.65% |
| 14 | Monster Beverage | MNST | 1,533,909 | $155,738 | 2.59% |
| 15 | AstraZeneca | AZN | 2,229,087 | $151,132 | 2.51% |
| 16 | ASML Holding | ASMLF | 264,111 | $144,311 | 2.40% |
| 17 | Burlington Stores | BURL | 701,746 | $142,286 | 2.37% |
| 18 | HDFC Bank | HDB | 2,061,023 | $140,995 | 2.34% |
| 19 | FleetCor Technologies | 339041105 | 732,287 | $134,506 | 2.24% |
| 20 | SolarEdge Technologies | SEDG | 466,542 | $132,158 | 2.20% |
| 21 | Autodesk | ADSK | 702,694 | $131,313 | 2.18% |
| 22 | Linde | LIN | 384,274 | $125,343 | 2.08% |
| 23 | MasterCard | MA | 356,605 | $124,001 | 2.06% |
| 24 | Aon | AON | 406,154 | $121,903 | 2.03% |
| 25 | NVIDIA | NVDA | 770,704 | $112,630 | 1.87% |
| 26 | O Reilly Automotive | 67103H107 | 113,063 | $95,428 | 1.59% |
| 27 | Fiserv | FISV | 931,005 | $94,096 | 1.56% |
| 28 | Automatic Data Processing | ADP | 376,512 | $89,934 | 1.50% |
| 29 | Keurig Dr Pepper | KDP | 1,663,569 | $59,322 | 0.99% |
| 30 | Entegris | ENTG | 773,591 | $50,740 | 0.84% |
| 31 | Nice Ltd | NCSYF | 197,391 | $37,958 | 0.63% |
| 32 | iShares Russell 1000 Growth | 464287614 | 96,505 | $20,675 | 0.34% |
| 33 | ICICI Bank | IBN | 490,644 | $10,740 | 0.18% |
| 34 | Bank of Montreal | 063671101 | 88,127 | $7,984 | 0.13% |
| 35 | Toronto-Dominion Bank | TORO | 91,820 | $5,946 | 0.10% |
| 36 | Globant | GLOB | 32,044 | $5,389 | 0.09% |
| 37 | Taiwan Semiconductor | 874039100 | 62,469 | $4,653 | 0.08% |
| 38 | Evolution Gaming | 30051E104 | 46,764 | $4,576 | 0.08% |
| 39 | Granite Real Estate Investment Trust | 387437114 | 65,018 | $3,315 | 0.06% |
| 40 | Alphabet -CL C | GOOG | 29,208 | $2,592 | 0.04% |
| 41 | Lamar Advertising | LAMR | 22,610 | $2,134 | 0.04% |
| 42 | iShares MSCI USA ESG Select Social | 464288802 | 25,463 | $2,096 | 0.03% |
| 43 | Endava | DAVA | 27,019 | $2,067 | 0.03% |
| 44 | Royal Bank of Canada | 780087102 | 21,566 | $2,028 | 0.03% |
| 45 | Prologis | PLDGP | 9,060 | $1,021 | 0.02% |
| 46 | The Cooper Companies | 216648402 | 1,810 | $599 | 0.01% |
| 47 | Capgemini | 13961R100 | 1,397 | $47 | 0.00% |
| 48 | DBS Group | 23304Y100 | 372 | $38 | 0.00% |
| 49 | Entain | 293603106 | 1,344 | $22 | 0.00% |
| 50 | Grifols | GIKLY | 3,095 | $18 | 0.00% |
| 51 | CAE | CAE | 858 | $17 | 0.00% |
| 52 | Alcon | ALC | 231 | $16 | 0.00% |
| 53 | SAP | SAPGF | 148 | $15 | 0.00% |
| 54 | Thai Beverage | 88321L100 | 319 | $14 | 0.00% |
| 55 | Nexi Spa | 65343F105 | 1,798 | $14 | 0.00% |
| 56 | Sonova Holdings | 83569C102 | 274 | $13 | 0.00% |
| 57 | Straumann Holding | 86317T103 | 906 | $10 | 0.00% |
| 58 | Coca-Cola HBC | KO | 398 | $9 | 0.00% |