DSM Capital Partners

Dsm Capital Partners as of March 31, 2023

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 56 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 11.9 $729M 2.5M 288.30
Amazon.com Common Stock (AMZN) 6.1 $373M 3.6M 103.29
Visa Common Stock (V) 5.4 $331M 1.5M 225.46
Alphabet -CL A Common Stock (GOOGL) 5.2 $318M 3.1M 103.73
Intuit Common Stock (INTU) 5.1 $312M 700k 445.83
Adobe Common Stock (ADBE) 4.9 $301M 780k 385.37
EPAM Systems Common Stock (EPAM) 4.7 $285M 954k 299.00
Accenture Non-US Incorp.Common Stock (ACN) 4.6 $279M 975k 285.81
Paypal Holdings Common Stock (PYPL) 4.3 $261M 3.4M 75.94
Autodesk Common Stock (ADSK) 3.9 $236M 1.1M 208.16
ASML Holding Adr (ASML) 3.8 $232M 341k 680.71
Nvidia Common Stock (NVDA) 3.3 $203M 730k 277.77
SolarEdge Technologies Common Stock (SEDG) 3.0 $184M 604k 303.95
Boston Scientific Common Stock (BSX) 3.0 $183M 3.7M 50.03
FleetCor Technologies Common Stock 2.5 $155M 736k 210.85
Fiserv Common Stock (FI) 2.4 $145M 1.3M 113.03
AstraZeneca Adr (AZN) 2.4 $145M 2.1M 69.41
UnitedHealth Group Common Stock (UNH) 2.3 $144M 304k 472.59
Arista Networks Common Stock (ANET) 2.3 $140M 835k 167.86
Monster Beverage Common Stock (MNST) 2.2 $137M 2.5M 54.01
Linde Common Stock (LIN) 2.2 $133M 373k 355.44
Automatic Data Processing Common Stock (ADP) 2.1 $131M 589k 222.63
Neurocrine Biosciences Common Stock (NBIX) 2.1 $128M 1.3M 101.22
MasterCard Common Stock (MA) 2.0 $125M 344k 363.41
Burlington Stores Common Stock (BURL) 1.9 $118M 584k 202.10
Charles Schwab Common Stock (SCHW) 1.4 $85M 1.6M 52.38
HDFC Bank Adr (HDB) 1.4 $85M 1.3M 66.67
Entegris Common Stock (ENTG) 1.3 $79M 965k 82.01
Aon Non-US Incorp.Common Stock (AON) 1.0 $58M 185k 315.29
Nice Adr (NICE) 0.4 $26M 115k 228.89
ICICI Bank Adr (IBN) 0.2 $11M 497k 21.58
Bank of Montreal Non US Prime Listing (BMO) 0.1 $7.3M 82k 89.11
Globant Non-US Incorp.Common Stock (GLOB) 0.1 $6.7M 41k 164.01
Evolution Gaming Adr (EVVTY) 0.1 $6.6M 50k 133.36
Taiwan Semiconductor Adr (TSM) 0.1 $5.9M 64k 93.02
Toronto-Dominion Bank Non US Prime Listing (TD) 0.1 $5.6M 93k 59.90
Cae Non US Prime Listing (CAE) 0.1 $3.4M 149k 22.63
Lamar Advertising Common Stock (LAMR) 0.0 $2.2M 22k 99.89
Royal Bank of Canada Non US Prime Listing (RY) 0.0 $2.1M 22k 95.58
Endava Adr (DAVA) 0.0 $1.8M 27k 67.18
Prologis Common Stock (PLD) 0.0 $1.1M 8.6k 124.77
Ares Management Common Stock (ARES) 0.0 $1.0M 12k 83.44
Cooper Companies Common Stock 0.0 $881k 2.4k 373.36
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $648k 2.7k 244.33
Capgemini Adr (CGEMY) 0.0 $43k 1.1k 37.02
DBS Group Adr (DBSDY) 0.0 $37k 372.00 99.11
Entain Adr (GMVHY) 0.0 $25k 1.6k 15.49
Sap Adr (SAP) 0.0 $22k 170.00 126.55
Alcon Non US Prime Listing (ALC) 0.0 $19k 271.00 70.54
Alphabet -CL C Common Stock (GOOG) 0.0 $19k 180.00 104.00
Sonova Holdings Adr (SONVY) 0.0 $16k 274.00 58.75
Coca-Cola HBC Adr (CCHGY) 0.0 $16k 585.00 27.38
Grifols Adr (GIKLY) 0.0 $16k 3.1k 5.00
Nexi Spa Adr (NEXXY) 0.0 $14k 1.8k 7.79
Straumann Holding Adr (SAUHY) 0.0 $14k 906.00 14.87
Amadeus IT Group Adr (AMADY) 0.0 $9.3k 138.00 67.08