DSM Capital Partners

Dsm Capital Partners as of Dec. 31, 2021

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 62 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 13.5 $1.3B 3.8M 336.32
Alphabet -CL A Common Stock (GOOGL) 11.7 $1.1B 387k 2897.04
Meta Platforms Common Stock (META) 9.0 $856M 2.5M 336.35
Amazon.com Common Stock (AMZN) 7.7 $738M 221k 3334.34
Charles Schwab Common Stock (SCHW) 6.2 $597M 7.1M 84.10
Paypal Holdings Common Stock (PYPL) 4.8 $455M 2.4M 188.58
Netflix Common Stock (NFLX) 4.4 $423M 702k 602.44
Adobe Common Stock (ADBE) 4.0 $386M 681k 567.06
Intuit Common Stock (INTU) 3.4 $323M 502k 643.22
Visa Common Stock (V) 3.4 $323M 1.5M 216.71
Nvidia Common Stock (NVDA) 3.2 $308M 1.0M 294.11
UnitedHealth Group Common Stock (UNH) 2.2 $213M 424k 502.14
Monster Beverage Common Stock (MNST) 2.2 $208M 2.2M 96.04
Automatic Data Processing Common Stock (ADP) 2.0 $193M 782k 246.58
Linde Common Stock 2.0 $189M 546k 346.43
United Parcel Service Common Stock (UPS) 2.0 $188M 879k 214.34
FleetCor Technologies Common Stock 1.9 $179M 801k 223.84
Global Payments Common Stock (GPN) 1.8 $167M 1.2M 135.18
Boston Scientific Common Stock (BSX) 1.7 $164M 3.9M 42.48
Zoetis Common Stock (ZTS) 1.6 $156M 637k 244.03
Aon Non-US Incorp.Common Stock (AON) 1.6 $150M 500k 300.56
Keurig Dr Pepper Common Stock (KDP) 1.5 $145M 3.9M 36.86
MasterCard Common Stock (MA) 1.5 $142M 394k 359.32
Fiserv Common Stock (FI) 1.4 $131M 1.3M 103.79
HDFC Bank Adr (HDB) 1.3 $126M 1.9M 65.07
Neurocrine Biosciences Common Stock (NBIX) 1.3 $120M 1.4M 85.17
Taiwan Semiconductor Adr (TSM) 1.1 $107M 888k 120.31
Nice Adr (NICE) 0.6 $61M 200k 303.60
AstraZeneca Adr (AZN) 0.3 $29M 502k 58.25
Alphabet -CL C Common Stock (GOOG) 0.1 $12M 4.2k 2893.63
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.1 $11M 36k 305.57
ICICI Bank Adr (IBN) 0.1 $10M 519k 19.79
Toronto-Dominion Bank Non US Prime Listing (TD) 0.1 $6.1M 80k 76.67
Willis Towers Watson Non-US Incorp.Common Stock (WTW) 0.0 $4.6M 19k 237.51
Bank of Montreal Non US Prime Listing (BMO) 0.0 $4.3M 40k 107.67
Canadian Pacific Railway Non US Prime Listing 0.0 $3.3M 46k 71.94
Lamar Advertising Common Stock (LAMR) 0.0 $2.7M 23k 121.32
Prologis Common Stock (PLD) 0.0 $2.0M 12k 168.34
Royal Bank of Canada Common Stock (RY) 0.0 $1.6M 15k 106.10
Endava Adr (DAVA) 0.0 $1.6M 9.3k 167.91
Cooper Companies Common Stock 0.0 $1.5M 3.5k 418.99
Marsh & McLennan Common Stock (MMC) 0.0 $570k 3.3k 173.78
O'Reilly Automotive Common Stock (ORLY) 0.0 $494k 700.00 705.71
S&P Global Common Stock (SPGI) 0.0 $472k 1.0k 472.00
Arco Platform Non US Prime Listing 0.0 $262k 13k 20.89
PagSeguro Digital Non US Prime Listing (PAGS) 0.0 $114k 4.4k 26.12
Capgemini Adr (CGEMY) 0.0 $68k 1.4k 48.61
DBS Group Adr (DBSDY) 0.0 $36k 372.00 96.77
Evolution Gaming Adr (EVVTY) 0.0 $30k 212.00 141.51
Nexi Spa Adr (NEXXY) 0.0 $28k 1.8k 15.57
Entain Adr (GMVHY) 0.0 $27k 1.2k 22.63
Teleperformance Adr (TLPFY) 0.0 $23k 105.00 219.05
Sonova Holdings Adr (SONVY) 0.0 $22k 274.00 80.29
Safran Adr (SAFRY) 0.0 $22k 707.00 31.12
Worldline Adr (WRDLY) 0.0 $21k 733.00 28.65
Kering Adr (PPRUY) 0.0 $21k 262.00 80.15
Recruit Holdings Adr (RCRUY) 0.0 $20k 1.6k 12.26
Grifols Adr (GIKLY) 0.0 $18k 2.0k 9.12
Coca-Cola HBC Adr (CCHGY) 0.0 $18k 520.00 34.62
Thai Beverage Adr (TBVPY) 0.0 $16k 326.00 49.08
Adidas Adr (ADDYY) 0.0 $16k 114.00 140.35
ANTA Sports Products Adr (ANPDY) 0.0 $10k 28.00 357.14