Dsm Capital Partners as of Dec. 31, 2024
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.7 | $823M | 6.1M | 134.29 | |
| Microsoft Corporation (MSFT) | 10.7 | $694M | 1.6M | 421.50 | |
| Amazon (AMZN) | 9.6 | $621M | 2.8M | 219.39 | |
| Arista Networks Com Shs (ANET) | 8.9 | $574M | 5.2M | 110.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $458M | 2.4M | 189.30 | |
| Meta Platforms Cl A (META) | 7.0 | $454M | 775k | 585.51 | |
| Apple (AAPL) | 6.4 | $415M | 1.7M | 250.42 | |
| Fortinet (FTNT) | 3.5 | $230M | 2.4M | 94.48 | |
| Intuit (INTU) | 3.3 | $216M | 343k | 628.50 | |
| Fiserv (FI) | 3.3 | $211M | 1.0M | 205.42 | |
| Novo-nordisk A S Adr (NVO) | 2.7 | $173M | 2.0M | 86.02 | |
| Visa Com Cl A (V) | 2.6 | $168M | 530k | 316.04 | |
| Advanced Micro Devices (AMD) | 2.5 | $163M | 1.3M | 120.79 | |
| Autodesk (ADSK) | 2.4 | $157M | 533k | 295.57 | |
| Uber Technologies (UBER) | 2.4 | $153M | 2.5M | 60.32 | |
| Dynatrace Com New (DT) | 2.1 | $133M | 2.5M | 54.35 | |
| Neurocrine Biosciences (NBIX) | 2.0 | $127M | 933k | 136.50 | |
| Howmet Aerospace (HWM) | 1.7 | $111M | 1.0M | 109.37 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $110M | 208k | 526.57 | |
| Abbott Laboratories (ABT) | 1.5 | $97M | 859k | 113.11 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $88M | 198k | 444.68 | |
| Cadence Design Systems (CDNS) | 1.3 | $85M | 284k | 300.46 | |
| Synopsys (SNPS) | 0.9 | $59M | 122k | 485.36 | |
| Ge Vernova (GEV) | 0.8 | $50M | 151k | 328.93 | |
| Ge Aerospace Com New (GE) | 0.6 | $40M | 240k | 166.79 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $14M | 34k | 401.58 | |
| Oracle Corporation (ORCL) | 0.2 | $9.8M | 59k | 166.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $9.1M | 46k | 197.49 | |
| Eli Lilly & Co. (LLY) | 0.1 | $6.6M | 8.5k | 772.00 | |
| Icici Bank Adr (IBN) | 0.1 | $6.4M | 215k | 29.86 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $4.7M | 74k | 63.86 | |
| MercadoLibre (MELI) | 0.1 | $4.4M | 2.6k | 1700.44 | |
| Globant S A (GLOB) | 0.1 | $3.8M | 18k | 214.42 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $2.5M | 14k | 177.03 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $1.8M | 14k | 121.74 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.7M | 10k | 165.16 | |
| Broadcom (AVGO) | 0.0 | $1.2M | 5.1k | 231.84 | |
| Stryker Corporation (SYK) | 0.0 | $1.2M | 3.3k | 360.05 | |
| Automatic Data Processing (ADP) | 0.0 | $1.2M | 4.0k | 292.73 | |
| Netflix (NFLX) | 0.0 | $210k | 235.00 | 891.32 |
