DSM Capital Partners

Dsm Capital Partners as of June 30, 2024

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 102 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Nvidia Common Stock (NVDA) 12.3 $848M 6.9M 123.54
Microsoft Common Stock (MSFT) 11.9 $821M 1.8M 446.95
Amazon.com Common Stock (AMZN) 9.0 $619M 3.2M 193.25
Alphabet -CL A Common Stock (GOOGL) 8.8 $605M 3.3M 182.15
Arista Networks Common Stock (ANET) 7.8 $537M 1.5M 350.48
Apple Common Stock (AAPL) 7.4 $508M 2.4M 210.62
Meta Platforms Common Stock (META) 5.2 $361M 717k 504.22
Intuit Common Stock (INTU) 4.3 $300M 456k 657.21
Novo Nordisk Adr (NVO) 3.3 $228M 1.6M 142.74
Advanced Micro Devices Common Stock (AMD) 3.2 $223M 1.4M 162.21
ASML Holding Adr (ASML) 3.0 $208M 203k 1022.73
Visa Common Stock (V) 2.6 $177M 676k 262.47
Uber Technologies Common Stock (UBER) 2.4 $164M 2.3M 72.68
Fiserv Common Stock (FI) 2.3 $159M 1.1M 149.04
Adobe Common Stock (ADBE) 2.3 $157M 282k 555.54
Autodesk Common Stock (ADSK) 2.1 $147M 595k 247.45
Neurocrine Biosciences Common Stock (NBIX) 2.0 $137M 998k 137.67
Entegris Common Stock (ENTG) 1.8 $126M 927k 135.40
Fortinet Common Stock (FTNT) 1.7 $121M 2.0M 60.27
Monster Beverage Common Stock (MNST) 1.6 $111M 2.2M 49.95
MasterCard Common Stock (MA) 1.5 $105M 238k 441.16
Charles Schwab Common Stock (SCHW) 1.4 $98M 1.3M 73.69
Dynatrace Common Stock (DT) 0.8 $55M 1.2M 44.74
General Electric Common Stock (GE) 0.4 $25M 158k 158.97
Oracle Corp Common Stock (ORCL) 0.2 $15M 106k 141.20
Taiwan Semiconductor Adr (TSM) 0.1 $7.9M 46k 173.81
Eli Lilly Common Stock (LLY) 0.1 $7.0M 7.7k 905.38
Nice Adr (NICE) 0.1 $6.7M 39k 171.97
ICICI Bank Adr (IBN) 0.1 $5.2M 182k 28.81
HDFC Bank Adr (HDB) 0.1 $4.6M 72k 64.33
Howmet Aerospace Common Stock (HWM) 0.1 $3.8M 49k 77.63
Globant Non US Prime Listing (GLOB) 0.0 $3.4M 19k 178.26
Lamar Advertising Common Stock (LAMR) 0.0 $2.0M 17k 119.53
Ares Management Common Stock (ARES) 0.0 $1.8M 13k 133.28
Apollo Global Management Common Stock (APO) 0.0 $1.1M 9.7k 118.07
Abbott Laboratories Common Stock (ABT) 0.0 $949k 9.1k 103.91
Automatic Data Processing Common Stock (ADP) 0.0 $929k 3.9k 238.69
Broadcom Common Stock (AVGO) 0.0 $215k 134.00 1605.53
Alphabet -CL C Common Stock (GOOG) 0.0 $168k 914.00 183.42
Netflix Common Stock (NFLX) 0.0 $147k 218.00 674.88
CrowdStrike Holdings Common Stock (CRWD) 0.0 $131k 342.00 383.19
Palo Alto Networks Common Stock (PANW) 0.0 $128k 377.00 339.01
Intuitive Surgical Common Stock (ISRG) 0.0 $111k 249.00 444.85
ARM Holdings Adr (ARM) 0.0 $110k 670.00 163.62
Boston Scientific Common Stock (BSX) 0.0 $102k 1.3k 77.01
Aon Non-US Incorp.Common Stock (AON) 0.0 $100k 341.00 293.58
Applied Materials Common Stock (AMAT) 0.0 $90k 381.00 235.99
ServiceNow Common Stock (NOW) 0.0 $88k 112.00 786.67
Synopsys Common Stock (SNPS) 0.0 $85k 142.00 595.06
Datadog Common Stock (DDOG) 0.0 $84k 646.00 129.69
Thermo Fisher Scientific Common Stock (TMO) 0.0 $79k 142.00 553.00
Cadence Design Systems Common Stock (CDNS) 0.0 $78k 254.00 307.75
Accenture Non-US Incorp.Common Stock (ACN) 0.0 $77k 255.00 303.41
Salesforce.com Common Stock (CRM) 0.0 $77k 299.00 257.10
Danaher Corp Common Stock (DHR) 0.0 $76k 305.00 249.85
Chipotle Mexican Grill Common Stock (CMG) 0.0 $75k 1.2k 62.65
Workday Common Stock (WDAY) 0.0 $64k 288.00 223.56
Stryker Common Stock (SYK) 0.0 $59k 172.00 340.25
Marsh & McLennan Common Stock (MMC) 0.0 $58k 274.00 210.72
Zoetis Common Stock (ZTS) 0.0 $57k 329.00 173.36
Arthur J Gallagher & Co Common Stock (AJG) 0.0 $53k 206.00 259.31
Booking Holdings Common Stock (BKNG) 0.0 $52k 13.00 3961.54
KLA Corp Common Stock (KLAC) 0.0 $50k 61.00 824.51
Linde Common Stock (LIN) 0.0 $50k 113.00 438.81
Airbnb Common Stock (ABNB) 0.0 $47k 311.00 151.63
Lam Research Common Stock 0.0 $47k 44.00 1064.84
Costco Wholesale Common Stock (COST) 0.0 $47k 55.00 849.98
Waste Management Common Stock (WM) 0.0 $45k 211.00 213.34
Ecolab Common Stock (ECL) 0.0 $45k 189.00 238.00
Tokyo Electron Adr (TOELY) 0.0 $41k 378.00 109.50
Snowflake Common Stock (SNOW) 0.0 $41k 304.00 135.09
O Reilly Automotive Common Stock (ORLY) 0.0 $40k 38.00 1056.05
Palantir Common Stock (PLTR) 0.0 $39k 1.5k 25.33
Alcon Non US Prime Listing (ALC) 0.0 $38k 431.00 89.08
MercadoLibre Non US Prime Listing (MELI) 0.0 $38k 23.00 1643.39
MongoDB Common Stock (MDB) 0.0 $37k 148.00 249.96
Cintas Common Stock (CTAS) 0.0 $35k 50.00 700.26
Edwards Lifesciences Common Stock (EW) 0.0 $34k 371.00 92.37
Fair Isaac Corp Common Stock (FICO) 0.0 $34k 23.00 1488.65
Hermes Adr (HESAY) 0.0 $34k 148.00 230.92
Veeva Systems Common Stock (VEEV) 0.0 $34k 184.00 183.01
IDEXX Laboratories Common Stock (IDXX) 0.0 $33k 68.00 487.21
Ansys Common Stock (ANSS) 0.0 $30k 93.00 321.51
Brown & Brown Common Stock (BRO) 0.0 $27k 299.00 89.41
DexCom Common Stock (DXCM) 0.0 $26k 226.00 113.38
Zscaler Common Stock (ZS) 0.0 $24k 127.00 192.19
Shopify Non US Prime Listing (SHOP) 0.0 $24k 357.00 66.05
Heico Common Stock (HEI) 0.0 $23k 101.00 223.61
Ferrari Non US Prime Listing (RACE) 0.0 $22k 54.00 408.37
ASM International Adr (ASMIY) 0.0 $21k 27.00 764.11
Msci Common Stock (MSCI) 0.0 $20k 42.00 481.76
Moody's Common Stock (MCO) 0.0 $20k 48.00 420.94
Yum! Brands Common Stock (YUM) 0.0 $19k 143.00 132.46
S&P Global Common Stock (SPGI) 0.0 $19k 42.00 446.00
Hilton Worldwide Holdings Common Stock (HLT) 0.0 $17k 77.00 218.19
Insulet Common Stock (PODD) 0.0 $15k 76.00 201.80
Marriott International Common Stock (MAR) 0.0 $15k 63.00 241.78
Straumann Holding Adr (SAUHY) 0.0 $15k 1.2k 12.42
Ulta Beauty Common Stock (ULTA) 0.0 $11k 29.00 385.86
Pinterest Common Stock (PINS) 0.0 $11k 245.00 44.07
Cooper Companies Common Stock (COO) 0.0 $9.1k 104.00 87.30
Paycom Software Common Stock (PAYC) 0.0 $6.3k 44.00 143.05