13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0000950123-23-007319
Total Value
$6.18B
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft | MSFT | 2,378,148 | $809.9M | 13.10% |
| 2 | Amazon.com | AMZN | 3,369,869 | $439.3M | 7.10% |
| 3 | NVIDIA | NVDA | 1,035,887 | $438.2M | 7.09% |
| 4 | Alphabet -CL A | GOOG | 3,169,106 | $379.3M | 6.13% |
| 5 | Adobe | ADBE | 706,452 | $345.4M | 5.59% |
| 6 | Visa | V | 1,371,009 | $325.6M | 5.27% |
| 7 | Intuit | INTU | 678,392 | $310.8M | 5.03% |
| 8 | Accenture | ACN | 943,139 | $291.0M | 4.71% |
| 9 | Arista Networks | ANET | 1,479,252 | $239.7M | 3.88% |
| 10 | ASML Holding | ASMLF | 318,781 | $231.0M | 3.74% |
| 11 | SolarEdge Technologies | SEDG | 809,512 | $217.8M | 3.52% |
| 12 | Autodesk | ADSK | 1,050,053 | $214.9M | 3.47% |
| 13 | EPAM Systems | EPAM | 945,344 | $212.5M | 3.44% |
| 14 | Paypal Holdings | PYPL | 2,989,672 | $199.5M | 3.23% |
| 15 | Fiserv | FISV | 1,264,181 | $159.5M | 2.58% |
| 16 | FleetCor Technologies | 339041105 | 634,185 | $159.2M | 2.58% |
| 17 | Boston Scientific | BSX | 2,489,945 | $134.7M | 2.18% |
| 18 | MasterCard | MA | 333,373 | $131.1M | 2.12% |
| 19 | AstraZeneca | AZN | 1,769,151 | $126.6M | 2.05% |
| 20 | Linde | LIN | 326,247 | $124.3M | 2.01% |
| 21 | Monster Beverage | MNST | 1,869,179 | $107.4M | 1.74% |
| 22 | Automatic Data Processing | ADP | 483,999 | $106.4M | 1.72% |
| 23 | Entegris | ENTG | 927,148 | $102.7M | 1.66% |
| 24 | Neurocrine Biosciences | NBIX | 1,060,270 | $100.0M | 1.62% |
| 25 | Charles Schwab | SCHW-PJ | 1,531,299 | $86.8M | 1.40% |
| 26 | Thermo Fisher Scientific | TMO | 148,506 | $77.5M | 1.25% |
| 27 | HDFC Bank | HDB | 652,431 | $45.5M | 0.74% |
| 28 | ICICI Bank | IBN | 490,477 | $11.3M | 0.18% |
| 29 | Nice Ltd | NCSYF | 50,743 | $10.5M | 0.17% |
| 30 | Globant | GLOB | 46,639 | $8.4M | 0.14% |
| 31 | Aon | AON | 19,871 | $6.9M | 0.11% |
| 32 | Burlington Stores | BURL | 40,638 | $6.4M | 0.10% |
| 33 | Taiwan Semiconductor | 874039100 | 62,940 | $6.4M | 0.10% |
| 34 | Evolution Gaming | 30051E104 | 49,390 | $6.2M | 0.10% |
| 35 | Lamar Advertising | LAMR | 22,040 | $2.2M | 0.04% |
| 36 | Endava | DAVA | 26,278 | $1.4M | 0.02% |
| 37 | Ares Management | ARES-PB | 12,000 | $1.2M | 0.02% |
| 38 | Prologis | PLDGP | 8,560 | $1.0M | 0.02% |
| 39 | Canadian Pacific Railway | CP | 11,799 | $953,005 | 0.02% |
| 40 | The Cooper Companies | 216648402 | 2,360 | $904,895 | 0.01% |
| 41 | iShares Russell 1000 Growth | 464287614 | 3,274 | $900,939 | 0.01% |
| 42 | Toronto-Dominion Bank | TORO | 11,730 | $727,963 | 0.01% |
| 43 | Bank of Montreal | 063671101 | 7,630 | $689,980 | 0.01% |
| 44 | Royal Bank of Canada | 780087102 | 7,190 | $688,011 | 0.01% |
| 45 | Capgemini | 13961R100 | 914 | $34,732 | 0.00% |
| 46 | DBS Group | 23304Y100 | 296 | $27,661 | 0.00% |
| 47 | Alphabet -CL C | GOOG | 180 | $21,775 | 0.00% |
| 48 | Entain | 293603106 | 1,269 | $20,513 | 0.00% |
| 49 | SAP | SAPGF | 148 | $20,248 | 0.00% |
| 50 | Grifols | GIKLY | 2,830 | $18,084 | 0.00% |
| 51 | Alcon | ALC | 216 | $17,736 | 0.00% |
| 52 | CAE | CAE | 775 | $17,345 | 0.00% |
| 53 | Coca-Cola HBC | KO | 545 | $16,176 | 0.00% |
| 54 | Amadeus IT Group | 02263T104 | 167 | $12,719 | 0.00% |
| 55 | Straumann Holding | 86317T103 | 721 | $11,731 | 0.00% |
| 56 | Nexi Spa | 65343F105 | 1,430 | $11,211 | 0.00% |
| 57 | Dino Polska | 25445T106 | 106 | $6,000 | 0.00% |
| 58 | UnitedHealth Group | UNH | 9 | $4,326 | 0.00% |