DSM Capital Partners

Dsm Capital Partners as of Dec. 31, 2022

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 58 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 10.9 $657M 2.7M 239.82
Alphabet -CL A Common Stock (GOOGL) 8.1 $485M 5.5M 88.23
Amazon.com Common Stock (AMZN) 5.4 $327M 3.9M 84.00
Visa Common Stock (V) 5.3 $320M 1.5M 207.76
Intuit Common Stock (INTU) 4.7 $280M 719k 389.22
EPAM Systems Common Stock (EPAM) 4.6 $276M 843k 327.74
Accenture Non-US Incorp.Common Stock (ACN) 4.5 $269M 1.0M 266.84
Adobe Common Stock (ADBE) 4.4 $262M 778k 336.53
Charles Schwab Common Stock (SCHW) 4.3 $260M 3.1M 83.26
Boston Scientific Common Stock (BSX) 3.8 $231M 5.0M 46.27
Paypal Holdings Common Stock (PYPL) 3.2 $195M 2.7M 71.22
UnitedHealth Group Common Stock (UNH) 2.9 $173M 327k 530.18
Neurocrine Biosciences Common Stock (NBIX) 2.6 $159M 1.3M 119.44
Monster Beverage Common Stock (MNST) 2.6 $156M 1.5M 101.53
AstraZeneca Adr (AZN) 2.5 $151M 2.2M 67.80
ASML Holding Adr (ASML) 2.4 $144M 264k 546.40
Burlington Stores Common Stock (BURL) 2.4 $142M 702k 202.76
HDFC Bank Adr (HDB) 2.3 $141M 2.1M 68.41
FleetCor Technologies Common Stock 2.2 $135M 732k 183.68
SolarEdge Technologies Common Stock (SEDG) 2.2 $132M 467k 283.27
Autodesk Common Stock (ADSK) 2.2 $131M 703k 186.87
Linde Common Stock 2.1 $125M 384k 326.18
MasterCard Common Stock (MA) 2.1 $124M 357k 347.73
Aon Non-US Incorp.Common Stock (AON) 2.0 $122M 406k 300.14
Nvidia Common Stock (NVDA) 1.9 $113M 771k 146.14
O Reilly Automotive Common Stock (ORLY) 1.6 $95M 113k 844.02
Fiserv Common Stock (FI) 1.6 $94M 931k 101.07
Automatic Data Processing Common Stock (ADP) 1.5 $90M 377k 238.86
Keurig Dr Pepper Common Stock (KDP) 1.0 $59M 1.7M 35.66
Entegris Common Stock (ENTG) 0.8 $51M 774k 65.59
Nice Adr (NICE) 0.6 $38M 197k 192.30
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.3 $21M 97k 214.24
ICICI Bank Adr (IBN) 0.2 $11M 491k 21.89
Bank of Montreal Non US Prime Listing (BMO) 0.1 $8.0M 88k 90.60
Toronto-Dominion Bank Non US Prime Listing (TD) 0.1 $5.9M 92k 64.76
Globant Non-US Incorp.Common Stock (GLOB) 0.1 $5.4M 32k 168.18
Taiwan Semiconductor Adr (TSM) 0.1 $4.7M 63k 74.48
Evolution Gaming Adr (EVVTY) 0.1 $4.6M 47k 97.85
Granite Real Estate Investment Trust Non US Prime Listing 0.1 $3.3M 65k 50.99
Alphabet -CL C Common Stock (GOOG) 0.0 $2.6M 29k 88.74
Lamar Advertising Common Stock (LAMR) 0.0 $2.1M 23k 94.38
iShares MSCI USA ESG Select Social Exchange Traded Fund (SUSA) 0.0 $2.1M 26k 82.32
Endava Adr (DAVA) 0.0 $2.1M 27k 76.50
Royal Bank of Canada Non US Prime Listing (RY) 0.0 $2.0M 22k 94.04
Prologis Common Stock (PLD) 0.0 $1.0M 9.1k 112.69
Cooper Companies Common Stock 0.0 $599k 1.8k 330.94
Capgemini Adr (CGEMY) 0.0 $47k 1.4k 33.64
DBS Group Adr (DBSDY) 0.0 $38k 372.00 102.15
Entain Adr (GMVHY) 0.0 $22k 1.3k 16.37
Grifols Adr (GIKLY) 0.0 $18k 3.1k 5.82
Cae Non US Prime Listing (CAE) 0.0 $17k 858.00 19.81
Alcon Non US Prime Listing (ALC) 0.0 $16k 231.00 69.26
Sap Adr (SAP) 0.0 $15k 148.00 101.35
Thai Beverage Adr (TBVPY) 0.0 $14k 319.00 43.89
Nexi Spa Adr (NEXXY) 0.0 $14k 1.8k 7.79
Sonova Holdings Adr (SONVY) 0.0 $13k 274.00 47.45
Straumann Holding Adr (SAUHY) 0.0 $10k 906.00 11.04
Coca-Cola HBC Adr (CCHGY) 0.0 $9.0k 398.00 22.61