DSM Capital Partners

Dsm Capital Partners as of Sept. 30, 2024

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Nvidia Common Stock (NVDA) 12.1 $795M 6.5M 121.44
Microsoft Common Stock (MSFT) 11.4 $745M 1.7M 430.30
Amazon.com Common Stock (AMZN) 8.6 $565M 3.0M 186.33
Arista Networks Common Stock (ANET) 8.4 $554M 1.4M 383.82
Apple Common Stock (AAPL) 8.0 $525M 2.3M 233.00
Meta Platforms Common Stock (META) 7.2 $470M 821k 572.44
Alphabet -CL A Common Stock (GOOGL) 6.6 $430M 2.6M 165.85
Intuit Common Stock (INTU) 3.8 $252M 405k 621.00
Advanced Micro Devices Common Stock (AMD) 3.2 $208M 1.3M 164.08
Novo Nordisk Adr (NVO) 3.1 $205M 1.7M 119.07
Fiserv Common Stock (FI) 2.8 $182M 1.0M 179.65
Visa Common Stock (V) 2.6 $171M 621k 274.95
Uber Technologies Common Stock (UBER) 2.5 $161M 2.1M 75.16
ASML Holding Adr (ASML) 2.4 $157M 189k 833.25
Autodesk Common Stock (ADSK) 2.4 $155M 561k 275.48
Fortinet Common Stock (FTNT) 2.3 $148M 1.9M 77.55
Adobe Common Stock (ADBE) 2.1 $137M 264k 517.78
Neurocrine Biosciences Common Stock (NBIX) 1.7 $109M 944k 115.22
MasterCard Common Stock (MA) 1.6 $105M 213k 493.80
Dynatrace Common Stock (DT) 1.3 $85M 1.6M 53.47
Howmet Aerospace Common Stock (HWM) 1.3 $84M 837k 100.25
Cadence Design Systems Common Stock (CDNS) 1.0 $62M 230k 271.03
Synopsys Common Stock (SNPS) 0.9 $60M 119k 506.39
Abbott Laboratories Common Stock (ABT) 0.9 $56M 489k 114.01
GE Vernova Common Stock (GEV) 0.6 $38M 151k 254.98
General Electric Common Stock (GE) 0.5 $35M 185k 188.58
Oracle Corp Common Stock (ORCL) 0.2 $12M 68k 170.40
Taiwan Semiconductor Adr (TSM) 0.1 $8.3M 48k 173.67
Eli Lilly Common Stock (LLY) 0.1 $7.6M 8.6k 885.94
ICICI Bank Adr (IBN) 0.1 $6.7M 225k 29.85
MercadoLibre Non US Prime Listing (MELI) 0.1 $5.5M 2.7k 2051.96
Globant Non US Prime Listing (GLOB) 0.1 $3.7M 19k 198.14
HDFC Bank Adr (HDB) 0.1 $3.5M 56k 62.56
Nice Adr (NICE) 0.0 $2.7M 15k 173.67
Ares Management Common Stock (ARES) 0.0 $2.1M 13k 155.84
Lamar Advertising Common Stock (LAMR) 0.0 $1.9M 14k 133.60
Apollo Global Management Common Stock (APO) 0.0 $1.2M 9.5k 124.91
Automatic Data Processing Common Stock (ADP) 0.0 $1.0M 3.6k 276.73
Broadcom Common Stock (AVGO) 0.0 $697k 4.0k 172.50
Stryker Common Stock (SYK) 0.0 $259k 717.00 361.26
Linde Common Stock (LIN) 0.0 $245k 513.00 476.86
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.0 $200k 532.00 375.38
Netflix Common Stock (NFLX) 0.0 $155k 218.00 709.27
Palo Alto Networks Common Stock (PANW) 0.0 $129k 377.00 341.80
Intuitive Surgical Common Stock (ISRG) 0.0 $122k 249.00 491.27
Boston Scientific Common Stock (BSX) 0.0 $111k 1.3k 83.80
ServiceNow Common Stock (NOW) 0.0 $100k 112.00 894.39
CrowdStrike Holdings Common Stock (CRWD) 0.0 $96k 342.00 280.47
ARM Holdings Adr (ARM) 0.0 $96k 670.00 143.01
Accenture Non-US Incorp.Common Stock (ACN) 0.0 $90k 255.00 353.48
Thermo Fisher Scientific Common Stock (TMO) 0.0 $88k 142.00 618.57
Danaher Corp Common Stock (DHR) 0.0 $85k 305.00 278.02
Alphabet -CL C Common Stock (GOOG) 0.0 $84k 500.00 167.19
Applied Materials Common Stock (AMAT) 0.0 $77k 381.00 202.05
Datadog Common Stock (DDOG) 0.0 $74k 646.00 115.06
Workday Common Stock (WDAY) 0.0 $70k 288.00 244.41
Palantir Common Stock (PLTR) 0.0 $70k 1.9k 37.20
Zoetis Common Stock (ZTS) 0.0 $64k 329.00 195.38
Aon Non-US Incorp.Common Stock (AON) 0.0 $63k 181.00 345.99
Marsh & McLennan Common Stock (MMC) 0.0 $61k 274.00 223.09
Salesforce.com Common Stock (CRM) 0.0 $60k 220.00 273.71
Arthur J Gallagher & Co Common Stock (AJG) 0.0 $58k 206.00 281.37
Booking Holdings Common Stock (BKNG) 0.0 $55k 13.00 4212.15
Costco Wholesale Common Stock (COST) 0.0 $49k 55.00 886.53
Ecolab Common Stock (ECL) 0.0 $48k 189.00 255.33
KLA Corp Common Stock (KLAC) 0.0 $47k 61.00 774.41
Fair Isaac Corp Common Stock (FICO) 0.0 $45k 23.00 1943.52
Waste Management Common Stock (WM) 0.0 $44k 211.00 207.60
O Reilly Automotive Common Stock (ORLY) 0.0 $44k 38.00 1151.61
Alcon Non US Prime Listing (ALC) 0.0 $43k 431.00 100.07
Cintas Common Stock (CTAS) 0.0 $41k 200.00 205.88
MongoDB Common Stock (MDB) 0.0 $40k 148.00 270.35
Airbnb Common Stock (ABNB) 0.0 $39k 311.00 126.81
Veeva Systems Common Stock (VEEV) 0.0 $39k 184.00 209.87
Lam Research Common Stock 0.0 $36k 44.00 816.09
Snowflake Common Stock (SNOW) 0.0 $35k 304.00 114.86
IDEXX Laboratories Common Stock (IDXX) 0.0 $34k 68.00 505.22
Tokyo Electron Adr (TOELY) 0.0 $34k 378.00 88.83
Brown & Brown Common Stock (BRO) 0.0 $31k 299.00 103.60
Ansys Common Stock (ANSS) 0.0 $30k 93.00 318.63
Shopify Non US Prime Listing (SHOP) 0.0 $29k 357.00 80.14
Heico Common Stock (HEI) 0.0 $26k 101.00 261.48
Chipotle Mexican Grill Common Stock (CMG) 0.0 $26k 450.00 57.62
Ferrari Non US Prime Listing (RACE) 0.0 $25k 54.00 470.11
Msci Common Stock (MSCI) 0.0 $25k 42.00 582.93
Edwards Lifesciences Common Stock (EW) 0.0 $25k 371.00 65.99
Moodys Common Stock (MCO) 0.0 $23k 48.00 474.58
Monster Beverage Common Stock (MNST) 0.0 $22k 419.00 52.17
Zscaler Common Stock (ZS) 0.0 $22k 127.00 170.94
S&P Global Common Stock (SPGI) 0.0 $22k 42.00 516.62
Yum! Brands Common Stock (YUM) 0.0 $20k 143.00 139.71
Straumann Holding Adr (SAUHY) 0.0 $19k 1.2k 16.27
ASM International Adr (ASMIY) 0.0 $18k 27.00 655.41
Insulet Common Stock (PODD) 0.0 $18k 76.00 232.75
Entegris Common Stock (ENTG) 0.0 $18k 156.00 112.53
Charles Schwab Common Stock (SCHW) 0.0 $17k 258.00 64.81
DexCom Common Stock (DXCM) 0.0 $15k 226.00 67.04
Cooper Companies Common Stock (COO) 0.0 $12k 104.00 110.34
Clean Harbors Common Stock (CLH) 0.0 $11k 45.00 241.71