DSM Capital Partners

Dsm Capital Partners as of March 31, 2021

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 68 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet -CL A Common Stock (GOOGL) 10.2 $958M 465k 2062.52
Microsoft Common Stock (MSFT) 10.2 $958M 4.1M 235.77
Facebook Common Stock (META) 8.7 $820M 2.8M 294.53
Alibaba Group Holding Adr (BABA) 8.4 $791M 3.5M 226.73
Paypal Holdings Common Stock (PYPL) 7.7 $724M 3.0M 242.84
Adobe Common Stock (ADBE) 7.3 $684M 1.4M 475.37
Amazon.com Common Stock (AMZN) 6.0 $560M 181k 3094.08
Tencent Holdings Adr (TCEHY) 5.3 $502M 6.3M 79.66
Visa Common Stock (V) 3.7 $348M 1.6M 211.73
JD.com Adr (JD) 3.3 $308M 3.7M 84.33
Intuit Common Stock (INTU) 3.2 $296M 774k 383.06
EPAM Systems Common Stock (EPAM) 3.0 $279M 704k 396.69
Automatic Data Processing Common Stock (ADP) 2.1 $198M 1.0M 188.47
UnitedHealth Group Common Stock (UNH) 1.9 $177M 476k 372.07
Aon Non-US Incorp.Common Stock (AON) 1.9 $176M 765k 230.11
Sirius XM Holdings Common Stock 1.8 $170M 28M 6.09
Global Payments Common Stock (GPN) 1.8 $168M 832k 201.58
Burlington Stores Common Stock (BURL) 1.8 $165M 552k 298.80
Monster Beverage Common Stock (MNST) 1.7 $163M 1.8M 91.09
MasterCard Common Stock (MA) 1.5 $142M 400k 356.05
Zoetis Common Stock (ZTS) 1.5 $141M 897k 157.48
Fortinet Common Stock (FTNT) 1.5 $138M 746k 184.42
Neurocrine Biosciences Common Stock (NBIX) 1.4 $131M 1.3M 97.25
Boston Scientific Common Stock (BSX) 1.3 $122M 3.2M 38.65
Nvidia Common Stock (NVDA) 1.2 $110M 205k 533.92
HDFC Bank Adr (HDB) 0.2 $23M 292k 77.69
New Oriental Education Adr 0.2 $22M 1.6M 14.00
Alphabet -CL C Common Stock (GOOG) 0.2 $22M 11k 2068.52
AstraZeneca Adr (AZN) 0.2 $22M 434k 49.72
United Parcel Service Common Stock (UPS) 0.1 $12M 70k 170.00
Booking Holdings Common Stock (BKNG) 0.1 $11M 4.8k 2329.80
Abbott Labs Common Stock (ABT) 0.1 $11M 91k 119.84
Nice Adr (NICE) 0.1 $8.5M 39k 217.97
ICICI Bank Adr (IBN) 0.1 $5.8M 364k 16.03
Lufax Holding Adr 0.1 $5.2M 355k 14.52
GoDaddy Common Stock (GDDY) 0.0 $4.3M 56k 77.63
Autohome Adr (ATHM) 0.0 $3.1M 33k 93.27
Lamar Advertising Common Stock (LAMR) 0.0 $3.0M 32k 93.93
Canadian Pacific Railway Non-US Prime Listing 0.0 $3.0M 7.8k 379.29
Endava Adr (DAVA) 0.0 $2.6M 30k 84.70
Linde Non-US Incorp.Common Stock 0.0 $2.0M 7.0k 280.17
Bank of Montreal Common Stock (BMO) 0.0 $1.6M 18k 89.08
Toronto Dominion Bank Common Stock (TD) 0.0 $1.6M 24k 65.17
Royal Bank of Canada Common Stock (RY) 0.0 $1.5M 17k 92.11
Accenture Non-US Prime Listing (ACN) 0.0 $1.3M 4.6k 276.34
Vipshop Holdings Adr (VIPS) 0.0 $1.2M 42k 29.85
Marsh & McLennan Common Stock (MMC) 0.0 $1.2M 9.9k 121.83
Tencent Music Entertainment Adr (TME) 0.0 $1.1M 52k 20.50
Keurig Dr Pepper Common Stock (KDP) 0.0 $1.1M 31k 34.38
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $1.0M 4.2k 242.99
Baozun Adr (BZUN) 0.0 $671k 18k 38.16
Arco Platform Non-US Prime Listing 0.0 $301k 12k 25.37
Evolution Gaming Adr (EVVTY) 0.0 $37k 248.00 149.19
Capgemini Adr (CGEMY) 0.0 $37k 1.1k 34.39
Nexi Spa Adr (NEXXY) 0.0 $29k 1.6k 17.66
Grifols Adr (GIKLY) 0.0 $27k 2.0k 13.68
ANTA Sports Products Adr (ANPDY) 0.0 $25k 60.00 416.67
Galaxy Entertainment Adr (GXYYY) 0.0 $25k 543.00 46.04
Safran Adr (SAFRY) 0.0 $23k 667.00 34.48
DBS Group Adr (DBSDY) 0.0 $23k 271.00 84.87
Recruit Holdings Adr (RCRUY) 0.0 $19k 2.0k 9.68
Sonova Holdings Adr (SONVY) 0.0 $18k 345.00 52.17
Straumann Holding Adr (SAUHY) 0.0 $18k 281.00 64.06
Coca-Cola HBC Adr (CCHGY) 0.0 $17k 520.00 32.69
Ping An Insurance Adr (PNGAY) 0.0 $15k 611.00 24.55
Adidas Adr (ADDYY) 0.0 $11k 68.00 161.76
Kering Adr (PPRUY) 0.0 $11k 153.00 71.90
Thai Beverage Adr (TBVPY) 0.0 $9.0k 164.00 54.88