DSM Capital Partners

Dsm Capital Partners as of Dec. 31, 2020

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 68 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 9.8 $915M 4.1M 222.42
Alphabet -CL A Common Stock (GOOGL) 9.2 $858M 489k 1752.64
Alibaba Group Holding Adr (BABA) 8.7 $810M 3.5M 232.73
Facebook Common Stock (META) 8.4 $781M 2.9M 273.16
Paypal Holdings Common Stock (PYPL) 7.7 $722M 3.1M 234.20
Adobe Common Stock (ADBE) 7.5 $699M 1.4M 500.12
Amazon.com Common Stock (AMZN) 6.0 $562M 172k 3256.93
Tencent Holdings Adr (TCEHY) 5.3 $499M 6.9M 71.98
JD.com Adr (JD) 4.0 $369M 4.2M 87.90
Visa Common Stock (V) 3.9 $367M 1.7M 218.73
Intuit Common Stock (INTU) 3.2 $301M 793k 379.85
EPAM Systems Common Stock (EPAM) 2.8 $262M 732k 358.35
Sirius XM Holdings Common Stock 2.6 $240M 38M 6.37
Burlington Stores Common Stock (BURL) 2.0 $191M 730k 261.55
Automatic Data Processing Common Stock (ADP) 2.0 $189M 1.1M 176.20
Global Payments Common Stock (GPN) 1.9 $182M 843k 215.42
Aon Non-US Incorp.Common Stock (AON) 1.9 $178M 841k 211.27
UnitedHealth Group Common Stock (UNH) 1.8 $168M 478k 350.68
Monster Beverage Common Stock (MNST) 1.8 $166M 1.8M 92.48
Zoetis Common Stock (ZTS) 1.6 $152M 920k 165.50
GoDaddy Common Stock (GDDY) 1.3 $126M 1.5M 82.95
MasterCard Common Stock (MA) 1.3 $119M 332k 356.94
Fortinet Common Stock (FTNT) 1.2 $111M 748k 148.53
Boston Scientific Common Stock (BSX) 1.2 $108M 3.0M 35.95
Neurocrine Biosciences Common Stock (NBIX) 1.1 $107M 1.1M 95.85
New Oriental Education Adr 0.3 $25M 135k 185.81
Elanco Animal Health Common Stock (ELAN) 0.2 $20M 649k 30.67
AstraZeneca Adr (AZN) 0.2 $20M 398k 49.99
Alphabet -CL C Common Stock (GOOG) 0.2 $19M 11k 1751.88
Abbott Laboratories Common Stock (ABT) 0.1 $13M 117k 109.49
Nice Adr (NICE) 0.1 $12M 41k 283.54
Stryker Corp Common Stock (SYK) 0.1 $11M 46k 245.05
HDFC Bank Adr (HDB) 0.1 $8.1M 112k 72.26
Autohome Adr (ATHM) 0.0 $2.9M 29k 99.63
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $2.8M 12k 241.13
Canadian Pacific Railway Non-US Prime Listing 0.0 $2.8M 8.0k 346.65
Lamar Advertising Common Stock (LAMR) 0.0 $2.7M 32k 83.22
Endava Adr (DAVA) 0.0 $2.3M 31k 76.74
United Parcel Service Common Stock (UPS) 0.0 $1.7M 10k 168.37
Accenture Non-US Prime Listing (ACN) 0.0 $1.3M 5.0k 261.22
Toronto Dominion Bank Common Stock (TD) 0.0 $1.3M 23k 56.50
Bank of Montreal Common Stock (BMO) 0.0 $1.3M 17k 75.99
Royal Bank of Canada Common Stock (RY) 0.0 $1.2M 15k 82.14
Marsh & McLennan Common Stock (MMC) 0.0 $1.2M 9.9k 116.95
Vipshop Holdings Adr (VIPS) 0.0 $1.1M 38k 28.11
Tencent Music Entertainment Adr (TME) 0.0 $884k 46k 19.23
Keurig Dr Pepper Common Stock (KDP) 0.0 $831k 26k 32.01
Baozun Adr (BZUN) 0.0 $605k 18k 34.36
ICICI Bank Adr (IBN) 0.0 $508k 34k 14.85
Arco Platform Non-US Prime Listing 0.0 $421k 12k 35.48
iShares ESG Aware MSCI USA ETF Exchange Traded Fund (ESGU) 0.0 $360k 4.2k 86.08
Evolution Gaming Adr (EVVTY) 0.0 $36k 357.00 100.84
Nexi Spa Adr (NEXXY) 0.0 $27k 1.3k 20.56
Capgemini Adr (CGEMY) 0.0 $26k 859.00 30.27
Adidas Adr (ADDYY) 0.0 $25k 139.00 179.86
Grifols Adr (GIKLY) 0.0 $24k 1.6k 15.20
ANTA Sports Products Adr (ANPDY) 0.0 $19k 48.00 395.83
Safran Adr (SAFRY) 0.0 $19k 531.00 35.78
Ping An Insurance Adr (PNGAY) 0.0 $18k 745.00 24.16
Kering Adr (PPRUY) 0.0 $18k 243.00 74.07
Becton, Dickinson & Company Common Stock (BDX) 0.0 $17k 66.00 257.58
DBS Group Adr (DBSDY) 0.0 $16k 215.00 74.42
Straumann Holding Adr (SAUHY) 0.0 $14k 223.00 62.78
Sonova Holdings Adr (SONVY) 0.0 $14k 274.00 51.09
Coca-Cola HBC Adr (CCHGY) 0.0 $13k 414.00 31.40
Recruit Holdings Adr (RCRUY) 0.0 $13k 1.6k 8.27
Galaxy Entertainment Adr (GXYYY) 0.0 $9.0k 240.00 37.50
Thai Beverage Adr (TBVPY) 0.0 $7.0k 130.00 53.85