DSM Capital Partners

Dsm Capital Partners as of June 30, 2020

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 49 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 11.5 $968M 4.8M 203.51
Adobe Common Stock (ADBE) 9.4 $791M 1.8M 435.31
Alibaba Group Holding Adr (BABA) 9.0 $752M 3.5M 215.70
Paypal Holdings Common Stock (PYPL) 8.2 $691M 4.0M 174.23
Alphabet -CL A Common Stock (GOOGL) 7.0 $592M 418k 1418.05
Tencent Holdings Adr (TCEHY) 6.1 $509M 7.9M 64.03
Facebook Common Stock (META) 6.0 $504M 2.2M 227.07
Amazon.com Common Stock (AMZN) 6.0 $503M 182k 2758.82
Visa Common Stock (V) 5.1 $425M 2.2M 193.17
EPAM Systems Common Stock (EPAM) 3.5 $297M 1.2M 252.01
Intuit Common Stock (INTU) 3.0 $249M 840k 296.19
JD.com Adr (JD) 2.8 $235M 3.9M 60.18
Automatic Data Processing Common Stock (ADP) 2.8 $235M 1.6M 148.89
Zoetis Common Stock (ZTS) 2.2 $184M 1.3M 137.04
Aon Non-US Incorp.Common Stock (AON) 2.0 $169M 878k 192.60
UnitedHealth Group Common Stock (UNH) 1.9 $162M 550k 294.95
Burlington Stores Common Stock (BURL) 1.6 $134M 678k 196.93
Sirius XM Holdings Common Stock (SIRI) 1.6 $133M 23M 5.87
Global Payments Common Stock (GPN) 1.5 $123M 722k 169.62
Monster Beverage Common Stock (MNST) 1.4 $118M 1.7M 69.32
Neurocrine Biosciences Common Stock (NBIX) 1.3 $106M 866k 122.00
GoDaddy Common Stock (GDDY) 1.0 $80M 1.1M 73.33
Abbott Laboratories Common Stock (ABT) 0.9 $76M 834k 91.43
Becton, Dickinson & Company Common Stock (BDX) 0.9 $75M 313k 239.27
Varian Medical Systems Common Stock 0.9 $75M 608k 122.52
Boston Scientific Common Stock (BSX) 0.9 $72M 2.1M 35.11
MasterCard Common Stock (MA) 0.4 $32M 107k 295.70
Elanco Animal Health Common Stock (ELAN) 0.3 $25M 1.2M 21.45
Keurig Dr Pepper Common Stock (KDP) 0.3 $25M 868k 28.40
Alphabet -CL C Common Stock (GOOG) 0.2 $19M 13k 1413.63
New Oriental Education Adr 0.2 $17M 130k 130.23
Thermo Fisher Scientific Common Stock (TMO) 0.1 $7.4M 20k 362.35
Nice Adr (NICE) 0.1 $5.4M 28k 189.23
AstraZeneca Adr (AZN) 0.0 $3.9M 73k 52.89
Lamar Advertising Common Stock (LAMR) 0.0 $2.0M 30k 66.77
Canadian Pacific Railway Non-US Prime Listing 0.0 $1.3M 5.0k 255.34
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $878k 4.6k 192.04
Baozun Adr (BZUN) 0.0 $741k 19k 38.44
Marsh & McLennan Common Stock (MMC) 0.0 $644k 6.0k 107.33
Endava Adr (DAVA) 0.0 $638k 13k 48.31
Tencent Music Entertainment Adr (TME) 0.0 $631k 47k 13.47
Accenture Non-US Prime Listing (ACN) 0.0 $623k 2.9k 214.83
Globant Non-US Prime Listing (GLOB) 0.0 $593k 4.0k 149.86
Vipshop Holdings Adr (VIPS) 0.0 $575k 29k 19.90
Huazhu Group Adr (HTHT) 0.0 $553k 16k 35.08
Autohome Adr (ATHM) 0.0 $550k 7.3k 75.55
51job Adr 0.0 $545k 7.6k 71.78
Starbucks Common Stock (SBUX) 0.0 $511k 7.0k 73.53
Arco Platform Non-US Prime Listing 0.0 $332k 7.6k 43.46