DSM Capital Partners

Dsm Capital Partners as of Sept. 30, 2020

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 47 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding Adr (BABA) 10.9 $978M 3.3M 293.98
Microsoft Common Stock (MSFT) 10.5 $945M 4.5M 210.33
Adobe Common Stock (ADBE) 9.4 $847M 1.7M 490.43
Paypal Holdings Common Stock (PYPL) 8.4 $755M 3.8M 197.03
Facebook Common Stock (META) 7.6 $688M 2.6M 261.90
Alphabet -CL A Common Stock (GOOGL) 6.7 $603M 411k 1465.60
Amazon.com Common Stock (AMZN) 6.1 $552M 175k 3148.73
Tencent Holdings Adr (TCEHY) 5.6 $504M 7.5M 67.47
EPAM Systems Common Stock (EPAM) 4.0 $358M 1.1M 323.28
Visa Common Stock (V) 3.8 $346M 1.7M 199.97
JD.com Adr (JD) 3.6 $326M 4.2M 77.61
Intuit Common Stock (INTU) 3.0 $267M 817k 326.21
Zoetis Common Stock (ZTS) 2.4 $213M 1.3M 165.37
Aon Non-US Incorp.Common Stock (AON) 1.9 $173M 838k 206.30
UnitedHealth Group Common Stock (UNH) 1.7 $156M 501k 311.77
Burlington Stores Common Stock (BURL) 1.7 $156M 757k 206.09
Automatic Data Processing Common Stock (ADP) 1.7 $153M 1.1M 139.49
Monster Beverage Common Stock (MNST) 1.7 $150M 1.9M 80.20
GoDaddy Common Stock (GDDY) 1.4 $122M 1.6M 75.97
Global Payments Common Stock (GPN) 1.4 $122M 687k 177.58
Sirius XM Holdings Common Stock (SIRI) 1.3 $117M 22M 5.36
Boston Scientific Common Stock (BSX) 1.1 $96M 2.5M 38.21
Abbott Laboratories Common Stock (ABT) 0.9 $82M 749k 108.83
Neurocrine Biosciences Common Stock (NBIX) 0.9 $81M 837k 96.16
Becton, Dickinson & Company Common Stock (BDX) 0.7 $67M 287k 232.68
MasterCard Common Stock (MA) 0.4 $39M 116k 338.17
Keurig Dr Pepper Common Stock (KDP) 0.3 $26M 947k 27.60
New Oriental Education Adr 0.2 $22M 149k 149.50
Alphabet -CL C Common Stock (GOOG) 0.2 $19M 13k 1469.55
Stryker Corp Common Stock (SYK) 0.1 $10M 48k 208.37
Nice Adr (NICE) 0.1 $9.2M 40k 227.03
Thermo Fisher Scientific Common Stock (TMO) 0.1 $6.4M 14k 441.51
AstraZeneca Adr (AZN) 0.0 $4.0M 73k 54.84
Canadian Pacific Railway Non-US Prime Listing 0.0 $2.2M 7.3k 304.45
Endava Adr (DAVA) 0.0 $2.0M 32k 63.15
Lamar Advertising Common Stock (LAMR) 0.0 $2.0M 30k 66.16
Globant Non-US Prime Listing (GLOB) 0.0 $1.4M 7.8k 179.24
Accenture Non-US Prime Listing (ACN) 0.0 $1.1M 4.9k 225.91
United Parcel Service Common Stock (UPS) 0.0 $1.1M 6.5k 166.67
Marsh & McLennan Common Stock (MMC) 0.0 $943k 8.2k 114.72
Autohome Adr (ATHM) 0.0 $781k 8.1k 95.96
Tencent Music Entertainment Adr (TME) 0.0 $763k 52k 14.76
Baozun Adr (BZUN) 0.0 $626k 19k 32.47
Vipshop Holdings Adr (VIPS) 0.0 $595k 38k 15.65
51job Adr 0.0 $592k 7.6k 77.97
Arco Platform Non-US Prime Listing 0.0 $390k 9.6k 40.82
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $117k 539.00 217.07