13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000950123-23-004582
Total Value
$6.11B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft | MSFT | 2,527,586 | $728.7M | 11.92% |
| 2 | Amazon.com | AMZN | 3,609,332 | $372.8M | 6.10% |
| 3 | Visa | V | 1,465,908 | $330.5M | 5.41% |
| 4 | Alphabet -CL A | GOOG | 3,064,947 | $317.9M | 5.20% |
| 5 | Intuit | INTU | 700,108 | $312.1M | 5.10% |
| 6 | Adobe | ADBE | 779,753 | $300.5M | 4.91% |
| 7 | EPAM Systems | EPAM | 953,793 | $285.2M | 4.66% |
| 8 | Accenture | ACN | 975,127 | $278.7M | 4.56% |
| 9 | Paypal Holdings | PYPL | 3,440,071 | $261.2M | 4.27% |
| 10 | Autodesk | ADSK | 1,133,627 | $236.0M | 3.86% |
| 11 | ASML Holding | ASMLF | 341,005 | $232.1M | 3.80% |
| 12 | NVIDIA | NVDA | 729,849 | $202.7M | 3.32% |
| 13 | SolarEdge Technologies | SEDG | 603,943 | $183.6M | 3.00% |
| 14 | Boston Scientific | BSX | 3,652,545 | $182.7M | 2.99% |
| 15 | FleetCor Technologies | 339041105 | 736,120 | $155.2M | 2.54% |
| 16 | Fiserv | FISV | 1,285,547 | $145.3M | 2.38% |
| 17 | AstraZeneca | AZN | 2,088,701 | $145.0M | 2.37% |
| 18 | UnitedHealth Group | UNH | 303,708 | $143.5M | 2.35% |
| 19 | Arista Networks | ANET | 834,519 | $140.1M | 2.29% |
| 20 | Monster Beverage | MNST | 2,532,094 | $136.8M | 2.24% |
| 21 | Linde | LIN | 373,390 | $132.7M | 2.17% |
| 22 | Automatic Data Processing | ADP | 588,508 | $131.0M | 2.14% |
| 23 | Neurocrine Biosciences | NBIX | 1,259,531 | $127.5M | 2.09% |
| 24 | MasterCard | MA | 343,963 | $125.0M | 2.04% |
| 25 | Burlington Stores | BURL | 583,598 | $117.9M | 1.93% |
| 26 | Charles Schwab | SCHW-PJ | 1,624,854 | $85.1M | 1.39% |
| 27 | HDFC Bank | HDB | 1,273,908 | $84.9M | 1.39% |
| 28 | Entegris | ENTG | 965,193 | $79.2M | 1.29% |
| 29 | Aon | AON | 184,695 | $58.2M | 0.95% |
| 30 | Nice Ltd | NCSYF | 114,558 | $26.2M | 0.43% |
| 31 | ICICI Bank | IBN | 497,285 | $10.7M | 0.18% |
| 32 | Bank of Montreal | 063671101 | 81,856 | $7.3M | 0.12% |
| 33 | Globant | GLOB | 40,689 | $6.7M | 0.11% |
| 34 | Evolution Gaming | 30051E104 | 49,706 | $6.6M | 0.11% |
| 35 | Taiwan Semiconductor | 874039100 | 63,487 | $5.9M | 0.10% |
| 36 | Toronto-Dominion Bank | TORO | 92,942 | $5.6M | 0.09% |
| 37 | CAE | CAE | 148,671 | $3.4M | 0.06% |
| 38 | Lamar Advertising | LAMR | 22,040 | $2.2M | 0.04% |
| 39 | Royal Bank of Canada | 780087102 | 21,566 | $2.1M | 0.03% |
| 40 | Endava | DAVA | 26,769 | $1.8M | 0.03% |
| 41 | Prologis | PLDGP | 8,560 | $1.1M | 0.02% |
| 42 | Ares Management | ARES-PB | 12,000 | $1.0M | 0.02% |
| 43 | The Cooper Companies | 216648402 | 2,360 | $881,130 | 0.01% |
| 44 | iShares Russell 1000 Growth | 464287614 | 2,653 | $648,207 | 0.01% |
| 45 | Capgemini | 13961R100 | 1,148 | $42,499 | 0.00% |
| 46 | DBS Group | 23304Y100 | 372 | $36,869 | 0.00% |
| 47 | Entain | 293603106 | 1,594 | $24,691 | 0.00% |
| 48 | SAP | SAPGF | 170 | $21,514 | 0.00% |
| 49 | Alcon | ALC | 271 | $19,116 | 0.00% |
| 50 | Alphabet -CL C | GOOG | 180 | $18,720 | 0.00% |
| 51 | Sonova Holdings | 83569C102 | 274 | $16,098 | 0.00% |
| 52 | Coca-Cola HBC | KO | 585 | $16,016 | 0.00% |
| 53 | Grifols | GIKLY | 3,095 | $15,490 | 0.00% |
| 54 | Nexi Spa | 65343F105 | 1,798 | $14,006 | 0.00% |
| 55 | Straumann Holding | 86317T103 | 906 | $13,471 | 0.00% |
| 56 | Amadeus IT Group | 02263T104 | 138 | $9,257 | 0.00% |