13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001172661-25-000460
Total Value
$6.48B
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 6,130,416 | $823.3M | 12.71% |
| 2 | MICROSOFT CORP | MSFT | 1,645,967 | $693.8M | 10.71% |
| 3 | AMAZON COM INC | AMZN | 2,830,170 | $620.9M | 9.59% |
| 4 | ARISTA NETWORKS INC | ANET | 5,188,878 | $573.5M | 8.86% |
| 5 | ALPHABET INC | GOOG | 2,419,241 | $458.0M | 7.07% |
| 6 | META PLATFORMS INC | META | 775,398 | $454.0M | 7.01% |
| 7 | APPLE INC | AAPL | 1,656,917 | $414.9M | 6.41% |
| 8 | FORTINET INC | FTNT | 2,431,164 | $229.7M | 3.55% |
| 9 | INTUIT | INTU | 343,174 | $215.7M | 3.33% |
| 10 | FISERV INC | FISV | 1,025,130 | $210.6M | 3.25% |
| 11 | NOVO-NORDISK A S | NONOF | 2,007,412 | $172.7M | 2.67% |
| 12 | VISA INC | V | 530,037 | $167.5M | 2.59% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 1,349,087 | $163.0M | 2.52% |
| 14 | AUTODESK INC | ADSK | 532,528 | $157.4M | 2.43% |
| 15 | UBER TECHNOLOGIES INC | UBER | 2,537,391 | $153.1M | 2.36% |
| 16 | DYNATRACE INC | DT | 2,454,582 | $133.4M | 2.06% |
| 17 | NEUROCRINE BIOSCIENCES INC | NBIX | 932,595 | $127.3M | 1.97% |
| 18 | HOWMET AEROSPACE INC | HWM | 1,011,961 | $110.7M | 1.71% |
| 19 | MASTERCARD INCORPORATED | MA | 207,926 | $109.5M | 1.69% |
| 20 | ABBOTT LABS | ABLZF | 859,404 | $97.2M | 1.50% |
| 21 | ADOBE INC | ADBE | 197,774 | $87.9M | 1.36% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 284,078 | $85.4M | 1.32% |
| 23 | SYNOPSYS INC | SNPS | 122,163 | $59.3M | 0.92% |
| 24 | GE VERNOVA INC | GEV | 151,382 | $49.8M | 0.77% |
| 25 | GE AEROSPACE | 369604301 | 239,632 | $40.0M | 0.62% |
| 26 | ISHARES TR | 464287614 | 34,211 | $13.7M | 0.21% |
| 27 | ORACLE CORP | ORCL-PD | 58,655 | $9.8M | 0.15% |
| 28 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 46,098 | $9.1M | 0.14% |
| 29 | ELI LILLY & CO | LLY | 8,542 | $6.6M | 0.10% |
| 30 | ICICI BANK LIMITED | IBN | 215,170 | $6.4M | 0.10% |
| 31 | HDFC BANK LTD | HDB | 73,905 | $4.7M | 0.07% |
| 32 | MERCADOLIBRE INC | MELI | 2,577 | $4.4M | 0.07% |
| 33 | GLOBANT S A | GLOB | 17,781 | $3.8M | 0.06% |
| 34 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,993 | $2.5M | 0.04% |
| 35 | LAMAR ADVERTISING CO NEW | LAMR | 14,415 | $1.8M | 0.03% |
| 36 | APOLLO GLOBAL MGMT INC | 03769M106 | 10,107 | $1.7M | 0.03% |
| 37 | BROADCOM INC | AVGO | 5,108 | $1.2M | 0.02% |
| 38 | STRYKER CORPORATION | SYK | 3,289 | $1.2M | 0.02% |
| 39 | AUTOMATIC DATA PROCESSING IN | ADP | 3,952 | $1.2M | 0.02% |
| 40 | NETFLIX INC | NFLX | 235 | $209,460 | 0.00% |