13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000950123-24-011428
Total Value
$6.55B
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 6,542,012 | $794.5M | 12.13% |
| 2 | Microsoft | MSFT | 1,730,666 | $744.7M | 11.37% |
| 3 | Amazon.com | AMZN | 3,033,523 | $565.2M | 8.63% |
| 4 | Arista Networks | ANET | 1,442,471 | $553.6M | 8.45% |
| 5 | Apple | AAPL | 2,252,175 | $524.8M | 8.01% |
| 6 | Meta Platforms | META | 820,787 | $469.9M | 7.17% |
| 7 | Alphabet -CL A | GOOG | 2,590,446 | $429.6M | 6.56% |
| 8 | Intuit | INTU | 405,415 | $251.8M | 3.84% |
| 9 | Advanced Micro Devices | AMD | 1,270,318 | $208.4M | 3.18% |
| 10 | Novo Nordisk | NONOF | 1,720,500 | $204.9M | 3.13% |
| 11 | Fiserv | FISV | 1,014,699 | $182.3M | 2.78% |
| 12 | Visa | V | 620,512 | $170.6M | 2.60% |
| 13 | Uber Technologies | UBER | 2,143,409 | $161.1M | 2.46% |
| 14 | ASML Holding | ASMLF | 188,859 | $157.4M | 2.40% |
| 15 | Autodesk | ADSK | 560,755 | $154.5M | 2.36% |
| 16 | Fortinet | FTNT | 1,907,739 | $147.9M | 2.26% |
| 17 | Adobe | ADBE | 263,987 | $136.7M | 2.09% |
| 18 | Neurocrine Biosciences | NBIX | 944,154 | $108.8M | 1.66% |
| 19 | MasterCard | MA | 213,218 | $105.3M | 1.61% |
| 20 | Dynatrace | DT | 1,580,153 | $84.5M | 1.29% |
| 21 | Howmet Aerospace | HWM | 836,552 | $83.9M | 1.28% |
| 22 | Cadence Design Systems | CDNS | 230,048 | $62.3M | 0.95% |
| 23 | Synopsys | SNPS | 119,373 | $60.4M | 0.92% |
| 24 | Abbott Laboratories | ABLZF | 489,355 | $55.8M | 0.85% |
| 25 | GE Vernova | GEV | 150,523 | $38.4M | 0.59% |
| 26 | General Electric | 369604301 | 184,665 | $34.8M | 0.53% |
| 27 | Oracle Corp | ORCL-PD | 67,877 | $11.6M | 0.18% |
| 28 | Taiwan Semiconductor | 874039100 | 47,968 | $8.3M | 0.13% |
| 29 | Eli Lilly | LLY | 8,599 | $7.6M | 0.12% |
| 30 | ICICI Bank | IBN | 225,260 | $6.7M | 0.10% |
| 31 | MercadoLibre | MELI | 2,682 | $5.5M | 0.08% |
| 32 | Globant | GLOB | 18,581 | $3.7M | 0.06% |
| 33 | HDFC Bank | HDB | 56,300 | $3.5M | 0.05% |
| 34 | Nice Ltd | NCSYF | 15,312 | $2.7M | 0.04% |
| 35 | Ares Management | ARES-PB | 13,178 | $2.1M | 0.03% |
| 36 | Lamar Advertising | LAMR | 14,305 | $1.9M | 0.03% |
| 37 | Apollo Global Management | 03769M106 | 9,504 | $1.2M | 0.02% |
| 38 | Automatic Data Processing | ADP | 3,647 | $1.0M | 0.02% |
| 39 | Broadcom | AVGO | 4,042 | $697,245 | 0.01% |
| 40 | Stryker | SYK | 717 | $259,023 | 0.00% |
| 41 | Linde | LIN | 513 | $244,629 | 0.00% |
| 42 | iShares Russell 1000 Growth | 464287614 | 532 | $199,702 | 0.00% |
| 43 | Netflix | NFLX | 218 | $154,621 | 0.00% |
| 44 | Palo Alto Networks | PANW | 377 | $128,859 | 0.00% |
| 45 | Intuitive Surgical | ISRG | 249 | $122,326 | 0.00% |
| 46 | Boston Scientific | BSX | 1,324 | $110,951 | 0.00% |
| 47 | ServiceNow | NOW | 112 | $100,172 | 0.00% |
| 48 | CrowdStrike Holdings | CRWD | 342 | $95,921 | 0.00% |
| 49 | ARM Holdings | 042068205 | 670 | $95,817 | 0.00% |
| 50 | Accenture | ACN | 255 | $90,137 | 0.00% |
| 51 | Thermo Fisher Scientific | TMO | 142 | $87,837 | 0.00% |
| 52 | Danaher Corp | 235851102 | 305 | $84,796 | 0.00% |
| 53 | Alphabet -CL C | GOOG | 500 | $83,595 | 0.00% |
| 54 | Applied Materials | 038222105 | 381 | $76,981 | 0.00% |
| 55 | Datadog | DDOG | 646 | $74,329 | 0.00% |
| 56 | Workday | WDAY | 288 | $70,390 | 0.00% |
| 57 | Palantir | PLTR | 1,883 | $70,048 | 0.00% |
| 58 | Zoetis | ZTS | 329 | $64,280 | 0.00% |
| 59 | Aon | AON | 181 | $62,624 | 0.00% |
| 60 | Marsh & McLennan | 571748102 | 274 | $61,127 | 0.00% |
| 61 | Salesforce.com | CRM | 220 | $60,216 | 0.00% |
| 62 | Arthur J Gallagher & Co | 363576109 | 206 | $57,962 | 0.00% |
| 63 | Booking Holdings | BKNG | 13 | $54,758 | 0.00% |
| 64 | Costco Wholesale | 22160K105 | 55 | $48,759 | 0.00% |
| 65 | Ecolab | ECL | 189 | $48,257 | 0.00% |
| 66 | KLA Corp | KLAC | 61 | $47,239 | 0.00% |
| 67 | Fair Isaac Corp | FICO | 23 | $44,701 | 0.00% |
| 68 | Waste Management | 94106L109 | 211 | $43,804 | 0.00% |
| 69 | O Reilly Automotive | 67103H107 | 38 | $43,761 | 0.00% |
| 70 | Alcon | ALC | 431 | $43,130 | 0.00% |
| 71 | Cintas | CTAS | 200 | $41,176 | 0.00% |
| 72 | MongoDB | MDB | 148 | $40,012 | 0.00% |
| 73 | Airbnb | ABNB | 311 | $39,438 | 0.00% |
| 74 | Veeva Systems | VEEV | 184 | $38,616 | 0.00% |
| 75 | Lam Research | LRCX | 44 | $35,908 | 0.00% |
| 76 | Snowflake | SNOW | 304 | $34,917 | 0.00% |
| 77 | IDEXX Laboratories | 45168D104 | 68 | $34,355 | 0.00% |
| 78 | Tokyo Electron | 889110102 | 378 | $33,578 | 0.00% |
| 79 | Brown & Brown | BRO | 299 | $30,976 | 0.00% |
| 80 | Ansys | 03662Q105 | 93 | $29,633 | 0.00% |
| 81 | Shopify | SHOP | 357 | $28,610 | 0.00% |
| 82 | Heico | HEI-A | 101 | $26,409 | 0.00% |
| 83 | Chipotle Mexican Grill | CMG | 450 | $25,929 | 0.00% |
| 84 | Ferrari | RACE | 54 | $25,386 | 0.00% |
| 85 | MSCI | MSCI | 42 | $24,483 | 0.00% |
| 86 | Edwards Lifesciences | EW | 371 | $24,482 | 0.00% |
| 87 | Moodys | MCO | 48 | $22,780 | 0.00% |
| 88 | Monster Beverage | MNST | 419 | $21,859 | 0.00% |
| 89 | Zscaler | ZS | 127 | $21,709 | 0.00% |
| 90 | S&P Global | SPGI | 42 | $21,698 | 0.00% |
| 91 | Yum! Brands | YUM | 143 | $19,979 | 0.00% |
| 92 | Straumann Holding | 86317T103 | 1,177 | $19,150 | 0.00% |
| 93 | ASM International | N07045102 | 27 | $17,696 | 0.00% |
| 94 | Insulet | PODD | 76 | $17,689 | 0.00% |
| 95 | Entegris | ENTG | 156 | $17,555 | 0.00% |
| 96 | Charles Schwab | SCHW-PJ | 258 | $16,721 | 0.00% |
| 97 | DexCom | DXCM | 226 | $15,151 | 0.00% |
| 98 | The Cooper Companies | 216648501 | 104 | $11,475 | 0.00% |
| 99 | Clean Harbors | CLH | 45 | $10,877 | 0.00% |