13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000950123-23-009955
Total Value
$5.93B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft | MSFT | 2,294,260 | $724.4M | 12.22% |
| 2 | Alphabet -CL A | GOOG | 3,830,179 | $501.2M | 8.46% |
| 3 | NVIDIA | NVDA | 1,150,644 | $500.5M | 8.44% |
| 4 | Amazon.com | AMZN | 3,353,999 | $426.4M | 7.19% |
| 5 | Adobe | ADBE | 673,973 | $343.7M | 5.80% |
| 6 | Intuit | INTU | 647,661 | $330.9M | 5.58% |
| 7 | Visa | V | 1,213,547 | $279.1M | 4.71% |
| 8 | Arista Networks | ANET | 1,503,100 | $276.5M | 4.66% |
| 9 | Accenture | ACN | 887,500 | $272.6M | 4.60% |
| 10 | EPAM Systems | EPAM | 901,182 | $230.4M | 3.89% |
| 11 | Autodesk | ADSK | 930,270 | $192.5M | 3.25% |
| 12 | ASML Holding | ASMLF | 301,519 | $177.5M | 2.99% |
| 13 | Fiserv | FISV | 1,323,065 | $149.5M | 2.52% |
| 14 | Neurocrine Biosciences | NBIX | 1,224,017 | $137.7M | 2.32% |
| 15 | FleetCor Technologies | 339041105 | 528,152 | $134.9M | 2.28% |
| 16 | Charles Schwab | SCHW-PJ | 2,441,373 | $134.0M | 2.26% |
| 17 | Paypal Holdings | PYPL | 2,183,664 | $127.7M | 2.15% |
| 18 | MasterCard | MA | 320,138 | $126.7M | 2.14% |
| 19 | Boston Scientific | BSX | 2,393,829 | $126.4M | 2.13% |
| 20 | Automatic Data Processing | ADP | 523,057 | $125.8M | 2.12% |
| 21 | Linde | LIN | 298,527 | $111.2M | 1.88% |
| 22 | Monster Beverage | MNST | 1,790,596 | $94.8M | 1.60% |
| 23 | Entegris | ENTG | 835,387 | $78.5M | 1.32% |
| 24 | Fortinet | FTNT | 1,290,006 | $75.7M | 1.28% |
| 25 | Thermo Fisher Scientific | TMO | 141,787 | $71.8M | 1.21% |
| 26 | Paycom Software | PAYC | 231,715 | $60.1M | 1.01% |
| 27 | Chipotle Mexican Grill | CMG | 28,736 | $52.6M | 0.89% |
| 28 | ICICI Bank | IBN | 487,627 | $11.3M | 0.19% |
| 29 | Globant | GLOB | 46,791 | $9.3M | 0.16% |
| 30 | Nice Ltd | NCSYF | 50,353 | $8.6M | 0.14% |
| 31 | HDFC Bank | HDB | 111,951 | $6.6M | 0.11% |
| 32 | Evolution Gaming | 30051E104 | 57,771 | $5.8M | 0.10% |
| 33 | Aon | AON | 17,461 | $5.7M | 0.10% |
| 34 | Taiwan Semiconductor | 874039100 | 62,116 | $5.4M | 0.09% |
| 35 | AstraZeneca | AZN | 39,931 | $2.7M | 0.05% |
| 36 | Lamar Advertising | LAMR | 22,040 | $1.8M | 0.03% |
| 37 | Ares Management | ARES-PB | 12,000 | $1.2M | 0.02% |
| 38 | iShares Russell 1000 Growth | 464287614 | 4,280 | $1.1M | 0.02% |
| 39 | Prologis | PLDGP | 8,560 | $960,518 | 0.02% |
| 40 | Toronto-Dominion Bank | TORO | 11,730 | $708,649 | 0.01% |
| 41 | The Cooper Companies | 216648402 | 2,224 | $707,254 | 0.01% |
| 42 | Bank of Montreal | 063671101 | 7,630 | $645,437 | 0.01% |
| 43 | Canadian Pacific Railway | CP | 8,624 | $642,804 | 0.01% |
| 44 | Royal Bank of Canada | 780087102 | 7,190 | $630,087 | 0.01% |
| 45 | Capgemini | 13961R100 | 839 | $29,315 | 0.00% |
| 46 | DBS Group | 23304Y100 | 296 | $29,150 | 0.00% |
| 47 | Alphabet -CL C | GOOG | 180 | $23,733 | 0.00% |
| 48 | SAP | SAPGF | 148 | $19,139 | 0.00% |
| 49 | CAE | CAE | 775 | $18,096 | 0.00% |
| 50 | Grifols | GIKLY | 2,830 | $17,971 | 0.00% |
| 51 | Alcon | ALC | 216 | $16,645 | 0.00% |
| 52 | Coca-Cola HBC | KO | 545 | $14,898 | 0.00% |
| 53 | Entain | 293603106 | 1,269 | $14,429 | 0.00% |
| 54 | Amadeus IT Group | 02263T104 | 204 | $12,313 | 0.00% |
| 55 | Straumann Holding | 86317T103 | 721 | $9,200 | 0.00% |
| 56 | Nexi Spa | 65343F105 | 1,430 | $8,366 | 0.00% |
| 57 | Dino Polska | 25445T106 | 155 | $6,572 | 0.00% |