13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950123-24-008379
Total Value
$6.90B
Positions
102
Other Managers
0
Confidential Omitted
No
Holdings (102)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 6,864,047 | $848.0M | 12.28% |
| 2 | Microsoft | MSFT | 1,837,662 | $821.3M | 11.90% |
| 3 | Amazon.com | AMZN | 3,203,416 | $619.1M | 8.97% |
| 4 | Alphabet -CL A | GOOG | 3,319,832 | $604.7M | 8.76% |
| 5 | Arista Networks | ANET | 1,533,224 | $537.4M | 7.78% |
| 6 | Apple | AAPL | 2,412,689 | $508.2M | 7.36% |
| 7 | Meta Platforms | META | 716,701 | $361.4M | 5.23% |
| 8 | Intuit | INTU | 456,044 | $299.7M | 4.34% |
| 9 | Novo Nordisk | NONOF | 1,593,921 | $227.5M | 3.30% |
| 10 | Advanced Micro Devices | AMD | 1,376,366 | $223.3M | 3.23% |
| 11 | ASML Holding | ASMLF | 203,427 | $208.1M | 3.01% |
| 12 | Visa | V | 676,034 | $177.4M | 2.57% |
| 13 | Uber Technologies | UBER | 2,253,377 | $163.8M | 2.37% |
| 14 | Fiserv | FISV | 1,066,828 | $159.0M | 2.30% |
| 15 | Adobe | ADBE | 281,823 | $156.6M | 2.27% |
| 16 | Autodesk | ADSK | 594,781 | $147.2M | 2.13% |
| 17 | Neurocrine Biosciences | NBIX | 997,784 | $137.4M | 1.99% |
| 18 | Entegris | ENTG | 926,773 | $125.5M | 1.82% |
| 19 | Fortinet | FTNT | 2,004,027 | $120.8M | 1.75% |
| 20 | Monster Beverage | MNST | 2,225,726 | $111.2M | 1.61% |
| 21 | MasterCard | MA | 237,804 | $104.9M | 1.52% |
| 22 | Charles Schwab | SCHW-PJ | 1,334,569 | $98.3M | 1.42% |
| 23 | Dynatrace | DT | 1,218,191 | $54.5M | 0.79% |
| 24 | General Electric | 369604301 | 157,727 | $25.1M | 0.36% |
| 25 | Oracle Corp | ORCL-PD | 106,388 | $15.0M | 0.22% |
| 26 | Taiwan Semiconductor | 874039100 | 45,725 | $7.9M | 0.12% |
| 27 | Eli Lilly | LLY | 7,721 | $7.0M | 0.10% |
| 28 | Nice Ltd | NCSYF | 39,014 | $6.7M | 0.10% |
| 29 | ICICI Bank | IBN | 181,619 | $5.2M | 0.08% |
| 30 | HDFC Bank | HDB | 72,249 | $4.6M | 0.07% |
| 31 | Howmet Aerospace | HWM | 49,327 | $3.8M | 0.06% |
| 32 | Globant | GLOB | 19,042 | $3.4M | 0.05% |
| 33 | Lamar Advertising | LAMR | 16,565 | $2.0M | 0.03% |
| 34 | Ares Management | ARES-PB | 13,398 | $1.8M | 0.03% |
| 35 | Apollo Global Management | 03769M106 | 9,664 | $1.1M | 0.02% |
| 36 | Abbott Laboratories | ABLZF | 9,131 | $948,802 | 0.01% |
| 37 | Automatic Data Processing | ADP | 3,892 | $928,981 | 0.01% |
| 38 | Broadcom | AVGO | 134 | $215,141 | 0.00% |
| 39 | Alphabet -CL C | GOOG | 914 | $167,646 | 0.00% |
| 40 | Netflix | NFLX | 218 | $147,124 | 0.00% |
| 41 | CrowdStrike Holdings | CRWD | 342 | $131,051 | 0.00% |
| 42 | Palo Alto Networks | PANW | 377 | $127,807 | 0.00% |
| 43 | Intuitive Surgical | ISRG | 249 | $110,768 | 0.00% |
| 44 | ARM Holdings | 042068205 | 670 | $109,625 | 0.00% |
| 45 | Boston Scientific | BSX | 1,324 | $101,961 | 0.00% |
| 46 | Aon | AON | 341 | $100,111 | 0.00% |
| 47 | Applied Materials | 038222105 | 381 | $89,912 | 0.00% |
| 48 | ServiceNow | NOW | 112 | $88,107 | 0.00% |
| 49 | Synopsys | SNPS | 142 | $84,499 | 0.00% |
| 50 | Datadog | DDOG | 646 | $83,780 | 0.00% |
| 51 | Thermo Fisher Scientific | TMO | 142 | $78,526 | 0.00% |
| 52 | Cadence Design Systems | CDNS | 254 | $78,169 | 0.00% |
| 53 | Accenture | ACN | 255 | $77,370 | 0.00% |
| 54 | Salesforce.com | CRM | 299 | $76,873 | 0.00% |
| 55 | Danaher Corp | 235851102 | 305 | $76,204 | 0.00% |
| 56 | Chipotle Mexican Grill | CMG | 1,200 | $75,180 | 0.00% |
| 57 | Workday | WDAY | 288 | $64,385 | 0.00% |
| 58 | Stryker | SYK | 172 | $58,523 | 0.00% |
| 59 | Marsh & McLennan | 571748102 | 274 | $57,737 | 0.00% |
| 60 | Zoetis | ZTS | 329 | $57,035 | 0.00% |
| 61 | Arthur J Gallagher & Co | 363576109 | 206 | $53,418 | 0.00% |
| 62 | Booking Holdings | BKNG | 13 | $51,500 | 0.00% |
| 63 | KLA Corp | KLAC | 61 | $50,295 | 0.00% |
| 64 | Linde | LIN | 113 | $49,586 | 0.00% |
| 65 | Airbnb | ABNB | 311 | $47,157 | 0.00% |
| 66 | Lam Research | LRCX | 44 | $46,853 | 0.00% |
| 67 | Costco Wholesale | 22160K105 | 55 | $46,749 | 0.00% |
| 68 | Waste Management | 94106L109 | 211 | $45,015 | 0.00% |
| 69 | Ecolab | ECL | 189 | $44,982 | 0.00% |
| 70 | Tokyo Electron | 889110102 | 378 | $41,391 | 0.00% |
| 71 | Snowflake | SNOW | 304 | $41,067 | 0.00% |
| 72 | O Reilly Automotive | 67103H107 | 38 | $40,130 | 0.00% |
| 73 | Palantir | PLTR | 1,537 | $38,932 | 0.00% |
| 74 | Alcon | ALC | 431 | $38,393 | 0.00% |
| 75 | MercadoLibre | MELI | 23 | $37,798 | 0.00% |
| 76 | MongoDB | MDB | 148 | $36,994 | 0.00% |
| 77 | Cintas | CTAS | 50 | $35,013 | 0.00% |
| 78 | Edwards Lifesciences | EW | 371 | $34,269 | 0.00% |
| 79 | Fair Isaac Corp | FICO | 23 | $34,239 | 0.00% |
| 80 | Hermes | 42751Q105 | 148 | $34,176 | 0.00% |
| 81 | Veeva Systems | VEEV | 184 | $33,674 | 0.00% |
| 82 | IDEXX Laboratories | 45168D104 | 68 | $33,130 | 0.00% |
| 83 | Ansys | 03662Q105 | 93 | $29,900 | 0.00% |
| 84 | Brown & Brown | BRO | 299 | $26,734 | 0.00% |
| 85 | DexCom | DXCM | 226 | $25,624 | 0.00% |
| 86 | Zscaler | ZS | 127 | $24,408 | 0.00% |
| 87 | Shopify | SHOP | 357 | $23,580 | 0.00% |
| 88 | Heico | HEI-A | 101 | $22,585 | 0.00% |
| 89 | Ferrari | RACE | 54 | $22,052 | 0.00% |
| 90 | ASM International | N07045102 | 27 | $20,631 | 0.00% |
| 91 | MSCI | MSCI | 42 | $20,234 | 0.00% |
| 92 | Moody's | MCO | 48 | $20,205 | 0.00% |
| 93 | Yum! Brands | YUM | 143 | $18,942 | 0.00% |
| 94 | S&P Global | SPGI | 42 | $18,732 | 0.00% |
| 95 | Hilton Worldwide Holdings | HLT | 77 | $16,801 | 0.00% |
| 96 | Insulet | PODD | 76 | $15,337 | 0.00% |
| 97 | Marriott International | 571903202 | 63 | $15,232 | 0.00% |
| 98 | Straumann Holding | 86317T103 | 1,177 | $14,618 | 0.00% |
| 99 | Ulta Beauty | ULTA | 29 | $11,190 | 0.00% |
| 100 | PINS | 245 | $10,797 | 0.00% | |
| 101 | The Cooper Companies | 216648501 | 104 | $9,079 | 0.00% |
| 102 | Paycom Software | PAYC | 44 | $6,294 | 0.00% |