13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0000950123-24-004520
Total Value
$7.32B
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 990,904 | $895.3M | 12.24% |
| 2 | Microsoft | MSFT | 2,099,133 | $883.1M | 12.07% |
| 3 | Amazon.com | AMZN | 3,647,810 | $658.0M | 8.99% |
| 4 | Alphabet -CL A | GOOG | 3,742,516 | $564.9M | 7.72% |
| 5 | Arista Networks | ANET | 1,711,304 | $496.2M | 6.78% |
| 6 | Intuit | INTU | 573,149 | $372.5M | 5.09% |
| 7 | Meta Platforms | META | 662,617 | $321.8M | 4.40% |
| 8 | Visa | V | 1,098,027 | $306.4M | 4.19% |
| 9 | ASML Holding | ASMLF | 280,928 | $272.6M | 3.73% |
| 10 | Advanced Micro Devices | AMD | 1,449,030 | $261.5M | 3.57% |
| 11 | Fiserv | FISV | 1,297,387 | $207.3M | 2.83% |
| 12 | Autodesk | ADSK | 720,907 | $187.7M | 2.57% |
| 13 | Uber Technologies | UBER | 2,205,553 | $169.8M | 2.32% |
| 14 | Adobe | ADBE | 324,828 | $163.9M | 2.24% |
| 15 | Charles Schwab | SCHW-PJ | 2,187,023 | $158.2M | 2.16% |
| 16 | Neurocrine Biosciences | NBIX | 1,136,002 | $156.7M | 2.14% |
| 17 | Fortinet | FTNT | 2,193,084 | $149.8M | 2.05% |
| 18 | Boston Scientific | BSX | 2,169,005 | $148.6M | 2.03% |
| 19 | MasterCard | MA | 299,792 | $144.4M | 1.97% |
| 20 | Entegris | ENTG | 988,446 | $138.9M | 1.90% |
| 21 | Automatic Data Processing | ADP | 496,059 | $123.9M | 1.69% |
| 22 | Monster Beverage | MNST | 1,957,528 | $116.0M | 1.59% |
| 23 | EPAM Systems | EPAM | 353,914 | $97.7M | 1.34% |
| 24 | Chipotle Mexican Grill | CMG | 32,303 | $93.9M | 1.28% |
| 25 | Accenture | ACN | 235,167 | $81.5M | 1.11% |
| 26 | Paycom Software | PAYC | 178,875 | $35.6M | 0.49% |
| 27 | Dynatrace | DT | 603,635 | $28.0M | 0.38% |
| 28 | Nice Ltd | NCSYF | 52,232 | $13.6M | 0.19% |
| 29 | Globant | GLOB | 46,727 | $9.4M | 0.13% |
| 30 | O Reilly Automotive | 67103H107 | 7,479 | $8.4M | 0.12% |
| 31 | Taiwan Semiconductor | 874039100 | 60,776 | $8.3M | 0.11% |
| 32 | Evolution Gaming | 30051E104 | 64,000 | $8.0M | 0.11% |
| 33 | Ulta Beauty | ULTA | 13,723 | $7.2M | 0.10% |
| 34 | ICICI Bank | IBN | 271,640 | $7.2M | 0.10% |
| 35 | HDFC Bank | HDB | 99,122 | $5.5M | 0.08% |
| 36 | CAE | CAE | 105,992 | $2.2M | 0.03% |
| 37 | Lamar Advertising | LAMR | 16,565 | $2.0M | 0.03% |
| 38 | Ares Management | ARES-PB | 13,398 | $1.8M | 0.02% |
| 39 | Oracle Corp | ORCL-PD | 13,103 | $1.6M | 0.02% |
| 40 | Abbott Laboratories | ABLZF | 8,561 | $973,043 | 0.01% |
| 41 | Howmet Aerospace | HWM | 11,284 | $772,164 | 0.01% |
| 42 | Apollo Global Management | 03769M106 | 6,294 | $707,760 | 0.01% |
| 43 | Canadian Pacific Railway | CP | 7,697 | $678,644 | 0.01% |
| 44 | Prologis | PLDGP | 4,120 | $536,506 | 0.01% |
| 45 | Apple | AAPL | 2,952 | $506,209 | 0.01% |
| 46 | Netflix | NFLX | 218 | $132,398 | 0.00% |
| 47 | Broadcom | AVGO | 84 | $111,334 | 0.00% |
| 48 | CrowdStrike Holdings | CRWD | 342 | $109,642 | 0.00% |
| 49 | Palo Alto Networks | PANW | 377 | $107,117 | 0.00% |
| 50 | Intuitive Surgical | ISRG | 249 | $99,373 | 0.00% |
| 51 | Salesforce.com | CRM | 299 | $90,053 | 0.00% |
| 52 | ServiceNow | NOW | 112 | $85,389 | 0.00% |
| 53 | ARM Holdings | 042068205 | 670 | $83,743 | 0.00% |
| 54 | Thermo Fisher Scientific | TMO | 142 | $82,532 | 0.00% |
| 55 | Synopsys | SNPS | 142 | $81,153 | 0.00% |
| 56 | Airbnb | ABNB | 486 | $80,171 | 0.00% |
| 57 | Datadog | DDOG | 646 | $79,846 | 0.00% |
| 58 | Novo Nordisk A/S | NONOF | 618 | $79,351 | 0.00% |
| 59 | Cadence Design Systems | CDNS | 254 | $79,065 | 0.00% |
| 60 | Eli Lilly | LLY | 101 | $78,574 | 0.00% |
| 61 | Workday | WDAY | 288 | $78,552 | 0.00% |
| 62 | Danaher Corp | 235851102 | 305 | $76,165 | 0.00% |
| 63 | Capgemini | 13961R100 | 1,504 | $69,349 | 0.00% |
| 64 | Alcon | ALC | 746 | $62,134 | 0.00% |
| 65 | Stryker | SYK | 172 | $61,554 | 0.00% |
| 66 | Aon | AON | 181 | $60,403 | 0.00% |
| 67 | Applied Materials | 038222105 | 282 | $58,157 | 0.00% |
| 68 | Marsh & McLennan | 571748102 | 274 | $56,439 | 0.00% |
| 69 | Zoetis | ZTS | 329 | $55,670 | 0.00% |
| 70 | Tokyo Electron | 889110102 | 426 | $55,351 | 0.00% |
| 71 | MongoDB | MDB | 148 | $53,079 | 0.00% |
| 72 | Linde | LIN | 113 | $52,468 | 0.00% |
| 73 | Arthur J Gallagher & Co | 363576109 | 206 | $51,508 | 0.00% |
| 74 | Snowflake | SNOW | 304 | $49,126 | 0.00% |
| 75 | Booking Holdings | BKNG | 13 | $47,162 | 0.00% |
| 76 | Cintas | CTAS | 66 | $45,344 | 0.00% |
| 77 | Waste Management | 94106L109 | 211 | $44,975 | 0.00% |
| 78 | Ecolab | ECL | 189 | $43,640 | 0.00% |
| 79 | Lam Research | LRCX | 44 | $42,749 | 0.00% |
| 80 | Veeva Systems | VEEV | 184 | $42,631 | 0.00% |
| 81 | KLA Corp | KLAC | 61 | $42,613 | 0.00% |
| 82 | Costco Wholesale | 22160K105 | 55 | $40,295 | 0.00% |
| 83 | Hermes | 42751Q105 | 148 | $37,950 | 0.00% |
| 84 | IDEXX Laboratories | 45168D104 | 68 | $36,715 | 0.00% |
| 85 | Edwards Lifesciences | EW | 371 | $35,453 | 0.00% |
| 86 | Palantir | PLTR | 1,537 | $35,366 | 0.00% |
| 87 | MercadoLibre | MELI | 23 | $34,775 | 0.00% |
| 88 | Ansys | 03662Q105 | 93 | $32,286 | 0.00% |
| 89 | DexCom | DXCM | 226 | $31,346 | 0.00% |
| 90 | Straumann Holding | 86317T103 | 1,898 | $30,159 | 0.00% |
| 91 | SAP | SAPGF | 148 | $28,864 | 0.00% |
| 92 | Fair Isaac Corp | FICO | 23 | $28,741 | 0.00% |
| 93 | Shopify | SHOP | 357 | $27,550 | 0.00% |
| 94 | Alphabet -CL C | GOOG | 180 | $27,407 | 0.00% |
| 95 | Brown & Brown | BRO | 299 | $26,174 | 0.00% |
| 96 | Zscaler | ZS | 127 | $24,464 | 0.00% |
| 97 | Ferrari | RACE | 54 | $23,541 | 0.00% |
| 98 | MSCI | MSCI | 42 | $23,539 | 0.00% |
| 99 | AstraZeneca | AZN | 326 | $22,087 | 0.00% |
| 100 | Bank Mandiri | 69367U105 | 1,204 | $21,744 | 0.00% |
| 101 | Yum! Brands | YUM | 143 | $19,827 | 0.00% |
| 102 | Heico | HEI-A | 101 | $19,291 | 0.00% |
| 103 | Moodys | MCO | 48 | $18,865 | 0.00% |
| 104 | Grifols | GIKLY | 4,096 | $18,512 | 0.00% |
| 105 | S&P Global | SPGI | 42 | $17,869 | 0.00% |
| 106 | Coca-Cola HBC | KO | 545 | $17,168 | 0.00% |
| 107 | Amadeus IT Group | 02263T104 | 264 | $16,928 | 0.00% |
| 108 | ASM International | N07045102 | 27 | $16,524 | 0.00% |
| 109 | Hilton Worldwide Holdings | HLT | 77 | $16,425 | 0.00% |
| 110 | Marriott International | 571903202 | 63 | $15,896 | 0.00% |
| 111 | Starbucks | SBUX | 172 | $15,719 | 0.00% |
| 112 | The Cooper Companies | 216648501 | 104 | $10,552 | 0.00% |
| 113 | Recruit Holdings | 75629J101 | 1,004 | $8,795 | 0.00% |
| 114 | PINS | 245 | $8,494 | 0.00% | |
| 115 | Dino Polska | 25445T106 | 155 | $7,479 | 0.00% |