DSM Capital Partners

Dsm Capital Partners as of March 31, 2022

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 56 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 13.8 $1.0B 3.4M 308.31
Alphabet -CL A Common Stock (GOOGL) 12.4 $929M 334k 2781.35
Charles Schwab Common Stock (SCHW) 8.4 $631M 7.5M 84.31
Amazon.com Common Stock (AMZN) 7.1 $530M 162k 3259.96
Meta Platforms Common Stock (META) 6.8 $510M 2.3M 222.36
Visa Common Stock (V) 4.1 $305M 1.4M 221.77
Paypal Holdings Common Stock (PYPL) 3.4 $256M 2.2M 115.65
UnitedHealth Group Common Stock (UNH) 3.2 $240M 470k 509.97
Boston Scientific Common Stock (BSX) 3.0 $223M 5.0M 44.29
Netflix Common Stock (NFLX) 3.0 $222M 593k 374.59
FleetCor Technologies Common Stock 2.9 $214M 858k 249.06
Automatic Data Processing Common Stock (ADP) 2.6 $198M 872k 227.54
Linde Common Stock 2.6 $194M 607k 319.43
Adobe Common Stock (ADBE) 2.4 $182M 400k 455.62
Nvidia Common Stock (NVDA) 2.2 $166M 609k 272.86
Global Payments Common Stock (GPN) 2.1 $160M 1.2M 136.84
Aon Non-US Incorp.Common Stock (AON) 2.0 $153M 471k 325.63
Intuit Common Stock (INTU) 2.0 $147M 305k 480.84
Fiserv Common Stock (FI) 1.9 $144M 1.4M 101.40
Keurig Dr Pepper Common Stock (KDP) 1.8 $138M 3.7M 37.90
MasterCard Common Stock (MA) 1.8 $133M 373k 357.38
United Parcel Service Common Stock (UPS) 1.8 $133M 620k 214.46
Neurocrine Biosciences Common Stock (NBIX) 1.7 $127M 1.4M 93.75
HDFC Bank Adr (HDB) 1.5 $115M 1.9M 61.33
Monster Beverage Common Stock (MNST) 1.4 $105M 1.3M 79.90
Zoetis Common Stock (ZTS) 1.2 $87M 461k 188.59
Taiwan Semiconductor Adr (TSM) 1.1 $83M 799k 104.26
AstraZeneca Adr (AZN) 0.5 $36M 539k 66.34
Nice Adr (NICE) 0.4 $31M 143k 219.00
Alphabet -CL C Common Stock (GOOG) 0.2 $12M 4.1k 2793.00
Bank of Montreal Non US Prime Listing (BMO) 0.1 $9.9M 84k 117.71
Toronto-Dominion Bank Non US Prime Listing (TD) 0.1 $9.1M 115k 79.35
ICICI Bank Adr (IBN) 0.1 $8.9M 470k 18.94
Willis Towers Watson Non-US Incorp.Common Stock (WTW) 0.1 $4.7M 20k 236.24
Lamar Advertising Common Stock (LAMR) 0.0 $2.6M 23k 116.19
Royal Bank of Canada Non US Prime Listing (RY) 0.0 $2.5M 22k 112.96
Canadian Pacific Railway Non US Prime Listing 0.0 $2.3M 28k 82.53
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $1.6M 5.8k 277.69
Prologis Common Stock (PLD) 0.0 $1.5M 9.1k 161.48
Cooper Companies Common Stock 0.0 $1.5M 3.5k 417.55
Marsh & McLennan Common Stock (MMC) 0.0 $559k 3.3k 170.43
Ares Management Common Stock (ARES) 0.0 $392k 4.8k 81.33
O'Reilly Automotive Common Stock (ORLY) 0.0 $275k 402.00 684.08
Capgemini Adr (CGEMY) 0.0 $62k 1.4k 44.32
DBS Group Adr (DBSDY) 0.0 $39k 372.00 104.84
Entain Adr (GMVHY) 0.0 $26k 1.2k 21.79
Sonova Holdings Adr (SONVY) 0.0 $23k 274.00 83.94
Evolution Gaming Adr (EVVTY) 0.0 $22k 212.00 103.77
Safran Adr (SAFRY) 0.0 $21k 707.00 29.70
Nexi Spa Adr (NEXXY) 0.0 $20k 1.8k 11.12
Teleperformance Adr (TLPFY) 0.0 $20k 105.00 190.48
Grifols Adr (GIKLY) 0.0 $20k 2.2k 8.98
Thai Beverage Adr (TBVPY) 0.0 $16k 326.00 49.08
Worldline Adr (WRDLY) 0.0 $16k 733.00 21.83
Recruit Holdings Adr (RCRUY) 0.0 $14k 1.6k 8.58
Adidas Adr (ADDYY) 0.0 $13k 114.00 114.04