DSM Capital Partners

Dsm Capital Partners as of Dec. 31, 2023

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Common Stock (MSFT) 12.4 $810M 2.2M 376.04
Amazon.com Common Stock (AMZN) 8.8 $577M 3.8M 151.94
Nvidia Common Stock (NVDA) 8.4 $549M 1.1M 495.22
Alphabet -CL A Common Stock (GOOGL) 8.3 $545M 3.9M 139.69
Intuit Common Stock (INTU) 6.0 $390M 625k 625.03
Adobe Common Stock (ADBE) 5.9 $385M 645k 596.60
Arista Networks Common Stock (ANET) 5.7 $371M 1.6M 235.51
Visa Common Stock (V) 4.6 $303M 1.2M 260.35
Accenture Non-US Incorp.Common Stock (ACN) 4.5 $291M 830k 350.91
ASML Holding Adr (ASML) 3.3 $217M 287k 756.92
Autodesk Common Stock (ADSK) 3.2 $207M 849k 243.48
EPAM Systems Common Stock (EPAM) 2.7 $179M 601k 297.34
Fiserv Common Stock (FI) 2.6 $169M 1.3M 132.84
Boston Scientific Common Stock (BSX) 2.5 $164M 2.8M 57.81
Neurocrine Biosciences Common Stock (NBIX) 2.5 $161M 1.2M 131.76
Chipotle Mexican Grill Common Stock (CMG) 2.4 $157M 69k 2286.96
Charles Schwab Common Stock (SCHW) 2.3 $152M 2.2M 68.80
MasterCard Common Stock (MA) 2.0 $130M 305k 426.51
Monster Beverage Common Stock (MNST) 1.9 $122M 2.1M 57.61
Automatic Data Processing Common Stock (ADP) 1.9 $122M 522k 232.97
Linde Common Stock (LIN) 1.8 $118M 286k 410.71
Fortinet Common Stock (FTNT) 1.5 $99M 1.7M 58.53
Entegris Common Stock (ENTG) 1.5 $96M 800k 119.82
Thermo Fisher Scientific Common Stock (TMO) 1.1 $72M 135k 530.79
Paycom Software Common Stock (PAYC) 0.7 $44M 212k 206.72
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.4 $25M 83k 303.17
ICICI Bank Adr (IBN) 0.2 $12M 489k 23.84
Globant Non US Prime Listing (GLOB) 0.2 $11M 48k 237.98
Nice Adr (NICE) 0.2 $11M 53k 199.51
O Reilly Automotive Common Stock (ORLY) 0.1 $9.4M 9.9k 950.08
Evolution Gaming Adr (EVVTY) 0.1 $7.5M 63k 119.41
HDFC Bank Adr (HDB) 0.1 $7.5M 112k 67.11
Taiwan Semiconductor Adr (TSM) 0.1 $6.5M 63k 104.00
Aon Non-US Incorp.Common Stock (AON) 0.1 $3.7M 13k 291.02
Cae Non US Prime Listing (CAE) 0.0 $2.9M 135k 21.59
Lamar Advertising Common Stock (LAMR) 0.0 $2.3M 22k 106.28
Meta Platforms Common Stock (META) 0.0 $1.8M 5.1k 353.96
Ares Management Common Stock (ARES) 0.0 $1.6M 13k 118.92
Prologis Common Stock (PLD) 0.0 $1.1M 8.4k 133.30
iShares MSCI USA ESG Select Social Exchange Traded Fund (SUSA) 0.0 $798k 7.9k 100.51
Canadian Pacific Railway Non US Prime Listing (CP) 0.0 $700k 8.9k 79.06
Apple Common Stock (AAPL) 0.0 $568k 3.0k 192.53
Toronto-Dominion Bank Non US Prime Listing (TD) 0.0 $414k 6.4k 64.62
Abbott Laboratories Common Stock (ABT) 0.0 $396k 3.6k 110.07
Palo Alto Networks Common Stock (PANW) 0.0 $111k 377.00 294.88
Advanced Micro Devices Common Stock (AMD) 0.0 $98k 664.00 147.41
CrowdStrike Holdings Common Stock (CRWD) 0.0 $87k 342.00 255.32
Intuitive Surgical Common Stock (ISRG) 0.0 $84k 249.00 337.36
Netflix Common Stock (NFLX) 0.0 $82k 168.00 486.88
Workday Common Stock (WDAY) 0.0 $80k 288.00 276.06
ServiceNow Common Stock (NOW) 0.0 $79k 112.00 706.49
Salesforce.com Common Stock (CRM) 0.0 $79k 299.00 263.14
Datadog Common Stock (DDOG) 0.0 $78k 646.00 121.38
Synopsys Common Stock (SNPS) 0.0 $73k 142.00 514.91
Danaher Corp Common Stock (DHR) 0.0 $71k 305.00 231.34
Marsh & McLennan Common Stock (MMC) 0.0 $71k 372.00 189.47
Cadence Design Systems Common Stock (CDNS) 0.0 $69k 254.00 272.37
Broadcom Common Stock (AVGO) 0.0 $64k 57.00 1116.25
Capgemini Adr (CGEMY) 0.0 $63k 1.5k 41.85
MongoDB Common Stock (MDB) 0.0 $61k 148.00 408.85
Snowflake Common Stock (SNOW) 0.0 $61k 304.00 199.00
Alcon Non US Prime Listing (ALC) 0.0 $58k 746.00 78.12
Zoetis Common Stock (ZTS) 0.0 $56k 282.00 197.37
ARM Holdings Adr (ARM) 0.0 $50k 670.00 75.14
Eli Lilly Common Stock (LLY) 0.0 $47k 81.00 582.93
Novo Nordisk A/S Adr (NVO) 0.0 $47k 452.00 103.45
Oracle Corp Common Stock (ORCL) 0.0 $46k 438.00 105.43
Booking Holdings Common Stock (BKNG) 0.0 $46k 13.00 3547.23
Uber Technologies Common Stock (UBER) 0.0 $46k 748.00 61.57
Amadeus IT Group Adr (AMADY) 0.0 $42k 585.00 72.08
Cintas Common Stock (CTAS) 0.0 $40k 66.00 602.67
Waste Management Common Stock (WM) 0.0 $38k 211.00 179.10
Ecolab Common Stock (ECL) 0.0 $38k 189.00 198.35
LOreal Adr (LRLCY) 0.0 $37k 376.00 99.41
Fair Isaac Corp Common Stock (FICO) 0.0 $37k 32.00 1164.00
Applied Materials Common Stock (AMAT) 0.0 $37k 229.00 162.07
Arthur J Gallagher & Co Common Stock (AJG) 0.0 $37k 165.00 224.88
LVMH Moet Hennessy Louis Vuitton Adr (LVMUY) 0.0 $37k 227.00 162.45
Costco Wholesale Common Stock (COST) 0.0 $36k 55.00 660.07
MercadoLibre Non US Prime Listing (MELI) 0.0 $36k 23.00 1571.52
Grifols Adr (GIKLY) 0.0 $36k 4.1k 8.70
Ansys Common Stock (ANSS) 0.0 $34k 93.00 362.88
Stryker Common Stock (SYK) 0.0 $34k 112.00 299.46
IDEXX Laboratories Common Stock (IDXX) 0.0 $33k 60.00 555.05
Verisk Analytics Common Stock (VRSK) 0.0 $33k 138.00 238.86
Gartner Common Stock (IT) 0.0 $33k 72.00 451.11
Hermes Adr (HESAY) 0.0 $32k 148.00 212.60
Apollo Global Management Common Stock (APO) 0.0 $31k 334.00 93.19
Straumann Holding Adr (SAUHY) 0.0 $31k 1.9k 16.10
DBS Group Adr (DBSDY) 0.0 $30k 296.00 101.26
Veeva Systems Common Stock (VEEV) 0.0 $29k 152.00 192.52
KLA Corp Common Stock (KLAC) 0.0 $29k 49.00 581.31
Edwards Lifesciences Common Stock (EW) 0.0 $28k 371.00 76.25
Lam Research Common Stock 0.0 $28k 36.00 783.25
Tokyo Electron Adr (TOELY) 0.0 $28k 316.00 88.84
DexCom Common Stock (DXCM) 0.0 $28k 226.00 124.09
Shopify Non US Prime Listing (SHOP) 0.0 $28k 357.00 77.90
Dynatrace Common Stock (DT) 0.0 $28k 505.00 54.69
Starbucks Common Stock (SBUX) 0.0 $27k 285.00 96.01
Alphabet -CL C Common Stock (GOOG) 0.0 $25k 180.00 140.93
Msci Common Stock (MSCI) 0.0 $24k 42.00 565.64
Sysco Corp Common Stock (SYY) 0.0 $23k 317.00 73.13
Sap Adr (SAP) 0.0 $23k 148.00 154.59
Paychex Common Stock (PAYX) 0.0 $22k 181.00 119.11
Airbnb Common Stock (ABNB) 0.0 $22k 158.00 136.14
Recruit Holdings Adr (RCRUY) 0.0 $19k 2.3k 8.35
Moodys Common Stock (MCO) 0.0 $19k 48.00 390.56
Yum! Brands Common Stock (YUM) 0.0 $19k 143.00 130.66
S&P Global Common Stock (SPGI) 0.0 $19k 42.00 440.52
Zscaler Common Stock (ZS) 0.0 $18k 83.00 221.55
Ferrari Non US Prime Listing (RACE) 0.0 $18k 54.00 338.43
Heico Common Stock (HEI) 0.0 $18k 101.00 178.87
PLTR Common Stock (PLTR) 0.0 $18k 1.0k 17.17
Coca-Cola HBC Adr (CCHGY) 0.0 $16k 545.00 29.58
AstraZeneca Adr (AZN) 0.0 $15k 223.00 67.35
Mobileye Global Common Stock (MBLY) 0.0 $14k 331.00 43.32
Ulta Beauty Common Stock (ULTA) 0.0 $14k 29.00 490.00
Marriott International Common Stock (MAR) 0.0 $14k 63.00 225.51
ASM International Adr (ASMIY) 0.0 $14k 27.00 519.19
Brown & Brown Common Stock (BRO) 0.0 $14k 196.00 71.11
Adyen Adr (ADYEY) 0.0 $14k 1.1k 12.88
Estee Lauder Common Stock (EL) 0.0 $14k 94.00 146.26
Paypal Holdings Common Stock (PYPL) 0.0 $14k 221.00 61.41
Cooper Companies Common Stock 0.0 $9.8k 26.00 378.42
Hilton Worldwide Holdings Common Stock (HLT) 0.0 $9.5k 52.00 182.10
Coupang Common Stock (CPNG) 0.0 $9.1k 565.00 16.19
Pinterest Common Stock (PINS) 0.0 $9.1k 245.00 37.04
Dino Polska Adr (DNOPY) 0.0 $9.0k 155.00 58.19
Entain Adr (GMVHY) 0.0 $5.9k 471.00 12.62