DSM Capital Partners

Dsm Capital Partners as of March 31, 2024

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 115 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nvidia Common Stock (NVDA) 12.2 $895M 991k 903.56
Microsoft Common Stock (MSFT) 12.1 $883M 2.1M 420.72
Amazon.com Common Stock (AMZN) 9.0 $658M 3.6M 180.38
Alphabet -CL A Common Stock (GOOGL) 7.7 $565M 3.7M 150.93
Arista Networks Common Stock (ANET) 6.8 $496M 1.7M 289.98
Intuit Common Stock (INTU) 5.1 $373M 573k 650.00
Meta Platforms Common Stock (META) 4.4 $322M 663k 485.58
Visa Common Stock (V) 4.2 $306M 1.1M 279.08
ASML Holding Adr (ASML) 3.7 $273M 281k 970.47
Advanced Micro Devices Common Stock (AMD) 3.6 $262M 1.4M 180.49
Fiserv Common Stock (FI) 2.8 $207M 1.3M 159.82
Autodesk Common Stock (ADSK) 2.6 $188M 721k 260.42
Uber Technologies Common Stock (UBER) 2.3 $170M 2.2M 76.99
Adobe Common Stock (ADBE) 2.2 $164M 325k 504.60
Charles Schwab Common Stock (SCHW) 2.2 $158M 2.2M 72.34
Neurocrine Biosciences Common Stock (NBIX) 2.1 $157M 1.1M 137.92
Fortinet Common Stock (FTNT) 2.0 $150M 2.2M 68.31
Boston Scientific Common Stock (BSX) 2.0 $149M 2.2M 68.49
MasterCard Common Stock (MA) 2.0 $144M 300k 481.57
Entegris Common Stock (ENTG) 1.9 $139M 988k 140.54
Automatic Data Processing Common Stock (ADP) 1.7 $124M 496k 249.74
Monster Beverage Common Stock (MNST) 1.6 $116M 2.0M 59.28
EPAM Systems Common Stock (EPAM) 1.3 $98M 354k 276.16
Chipotle Mexican Grill Common Stock (CMG) 1.3 $94M 32k 2906.77
Accenture Non-US Incorp.Common Stock (ACN) 1.1 $82M 235k 346.61
Paycom Software Common Stock (PAYC) 0.5 $36M 179k 199.01
Dynatrace Common Stock (DT) 0.4 $28M 604k 46.44
Nice Adr (NICE) 0.2 $14M 52k 260.62
Globant Non US Prime Listing (GLOB) 0.1 $9.4M 47k 201.90
O Reilly Automotive Common Stock (ORLY) 0.1 $8.4M 7.5k 1128.88
Taiwan Semiconductor Adr (TSM) 0.1 $8.3M 61k 136.05
Evolution Gaming Adr (EVVTY) 0.1 $8.0M 64k 124.53
Ulta Beauty Common Stock (ULTA) 0.1 $7.2M 14k 522.88
ICICI Bank Adr (IBN) 0.1 $7.2M 272k 26.41
HDFC Bank Adr (HDB) 0.1 $5.5M 99k 55.97
Cae Non US Prime Listing (CAE) 0.0 $2.2M 106k 20.64
Lamar Advertising Common Stock (LAMR) 0.0 $2.0M 17k 119.41
Ares Management Common Stock (ARES) 0.0 $1.8M 13k 132.98
Oracle Corp Common Stock (ORCL) 0.0 $1.6M 13k 125.61
Abbott Laboratories Common Stock (ABT) 0.0 $973k 8.6k 113.66
Howmet Aerospace Common Stock (HWM) 0.0 $772k 11k 68.43
Apollo Global Management Common Stock (APO) 0.0 $708k 6.3k 112.45
Canadian Pacific Railway Non US Prime Listing (CP) 0.0 $679k 7.7k 88.17
Prologis Common Stock (PLD) 0.0 $537k 4.1k 130.22
Apple Common Stock (AAPL) 0.0 $506k 3.0k 171.48
Netflix Common Stock (NFLX) 0.0 $132k 218.00 607.33
Broadcom Common Stock (AVGO) 0.0 $111k 84.00 1325.40
CrowdStrike Holdings Common Stock (CRWD) 0.0 $110k 342.00 320.59
Palo Alto Networks Common Stock (PANW) 0.0 $107k 377.00 284.13
Intuitive Surgical Common Stock (ISRG) 0.0 $99k 249.00 399.09
Salesforce.com Common Stock (CRM) 0.0 $90k 299.00 301.18
ServiceNow Common Stock (NOW) 0.0 $85k 112.00 762.40
ARM Holdings Adr (ARM) 0.0 $84k 670.00 124.99
Thermo Fisher Scientific Common Stock (TMO) 0.0 $83k 142.00 581.21
Synopsys Common Stock (SNPS) 0.0 $81k 142.00 571.50
Airbnb Common Stock (ABNB) 0.0 $80k 486.00 164.96
Datadog Common Stock (DDOG) 0.0 $80k 646.00 123.60
Novo Nordisk A/S Adr (NVO) 0.0 $79k 618.00 128.40
Cadence Design Systems Common Stock (CDNS) 0.0 $79k 254.00 311.28
Eli Lilly Common Stock (LLY) 0.0 $79k 101.00 777.96
Workday Common Stock (WDAY) 0.0 $79k 288.00 272.75
Danaher Corp Common Stock (DHR) 0.0 $76k 305.00 249.72
Capgemini Adr (CGEMY) 0.0 $69k 1.5k 46.11
Alcon Non US Prime Listing (ALC) 0.0 $62k 746.00 83.29
Stryker Common Stock (SYK) 0.0 $62k 172.00 357.87
Aon Non-US Incorp.Common Stock (AON) 0.0 $60k 181.00 333.72
Applied Materials Common Stock (AMAT) 0.0 $58k 282.00 206.23
Marsh & McLennan Common Stock (MMC) 0.0 $56k 274.00 205.98
Zoetis Common Stock (ZTS) 0.0 $56k 329.00 169.21
Tokyo Electron Adr (TOELY) 0.0 $55k 426.00 129.93
MongoDB Common Stock (MDB) 0.0 $53k 148.00 358.64
Linde Common Stock (LIN) 0.0 $53k 113.00 464.32
Arthur J Gallagher & Co Common Stock (AJG) 0.0 $52k 206.00 250.04
Snowflake Common Stock (SNOW) 0.0 $49k 304.00 161.60
Booking Holdings Common Stock (BKNG) 0.0 $47k 13.00 3627.85
Cintas Common Stock (CTAS) 0.0 $45k 66.00 687.03
Waste Management Common Stock (WM) 0.0 $45k 211.00 213.15
Ecolab Common Stock (ECL) 0.0 $44k 189.00 230.90
Lam Research Common Stock 0.0 $43k 44.00 971.57
Veeva Systems Common Stock (VEEV) 0.0 $43k 184.00 231.69
KLA Corp Common Stock (KLAC) 0.0 $43k 61.00 698.57
Costco Wholesale Common Stock (COST) 0.0 $40k 55.00 732.64
Hermes Adr (HESAY) 0.0 $38k 148.00 256.42
IDEXX Laboratories Common Stock (IDXX) 0.0 $37k 68.00 539.93
Edwards Lifesciences Common Stock (EW) 0.0 $36k 371.00 95.56
Palantir Common Stock (PLTR) 0.0 $35k 1.5k 23.01
MercadoLibre Non US Prime Listing (MELI) 0.0 $35k 23.00 1511.96
Ansys Common Stock (ANSS) 0.0 $32k 93.00 347.16
DexCom Common Stock (DXCM) 0.0 $31k 226.00 138.70
Straumann Holding Adr (SAUHY) 0.0 $30k 1.9k 15.89
Sap Adr (SAP) 0.0 $29k 148.00 195.03
Fair Isaac Corp Common Stock (FICO) 0.0 $29k 23.00 1249.61
Shopify Non US Prime Listing (SHOP) 0.0 $28k 357.00 77.17
Alphabet -CL C Common Stock (GOOG) 0.0 $27k 180.00 152.26
Brown & Brown Common Stock (BRO) 0.0 $26k 299.00 87.54
Zscaler Common Stock (ZS) 0.0 $25k 127.00 192.63
Ferrari Non US Prime Listing (RACE) 0.0 $24k 54.00 435.94
Msci Common Stock (MSCI) 0.0 $24k 42.00 560.45
AstraZeneca Adr (AZN) 0.0 $22k 326.00 67.75
Bank Mandiri Adr (PPERY) 0.0 $22k 1.2k 18.06
Yum! Brands Common Stock (YUM) 0.0 $20k 143.00 138.65
Heico Common Stock (HEI) 0.0 $19k 101.00 191.00
Moodys Common Stock (MCO) 0.0 $19k 48.00 393.02
Grifols Adr (GIKLY) 0.0 $19k 4.1k 4.52
S&P Global Common Stock (SPGI) 0.0 $18k 42.00 425.45
Coca-Cola HBC Adr (CCHGY) 0.0 $17k 545.00 31.50
Amadeus IT Group Adr (AMADY) 0.0 $17k 264.00 64.12
ASM International Adr (ASMIY) 0.0 $17k 27.00 612.00
Hilton Worldwide Holdings Common Stock (HLT) 0.0 $16k 77.00 213.31
Marriott International Common Stock (MAR) 0.0 $16k 63.00 252.32
Starbucks Common Stock (SBUX) 0.0 $16k 172.00 91.39
Cooper Companies Common Stock (COO) 0.0 $11k 104.00 101.46
Recruit Holdings Adr (RCRUY) 0.0 $8.8k 1.0k 8.76
Pinterest Common Stock (PINS) 0.0 $8.5k 245.00 34.67
Dino Polska Adr (DNOPY) 0.0 $7.5k 155.00 48.25