DSM CAPITAL PARTNERS LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$6.1B
Holdings
56
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,527,586 | $728.7B | 11917.46% | |
| 2 | AMZNAmazon.com | 3,609,332 | $372.8B | 6097.03% | |
| 3 | VVisa | 1,465,908 | $330.5B | 5405.17% | |
| 4 | GOOGLAlphabet -CL A | 3,064,947 | $317.9B | 5199.49% | |
| 5 | INTUIntuit | 700,108 | $312.1B | 5104.67% | |
| 6 | ADBEAdobe | 779,753 | $300.5B | 4914.37% | |
| 7 | EPAMEPAM Systems | 953,793 | $285.2B | 4664.00% | |
| 8 | ACNAccenture | 975,127 | $278.7B | 4557.97% | |
| 9 | PYPLPaypal Holdings | 3,440,071 | $261.2B | 4272.39% | |
| 10 | ADSKAutodesk | 1,133,627 | $236.0B | 3859.23% | |
| 11 | ASMLASML Holding | 341,005 | $232.1B | 3796.26% | |
| 12 | NVDANVIDIA | 729,849 | $202.7B | 3315.52% | |
| 13 | SEDGSolarEdge Technologies | 603,943 | $183.6B | 3002.14% | |
| 14 | BSXBoston Scientific | 3,652,545 | $182.7B | 2988.54% | |
| 15 | FLT1EURFleetCor Technologies | 736,120 | $155.2B | 2538.37% | |
| 16 | FISVFiserv | 1,285,547 | $145.3B | 2376.37% | |
| 17 | AZNAstraZeneca | 2,088,701 | $145.0B | 2371.00% | |
| 18 | UNHUnitedHealth Group | 303,708 | $143.5B | 2347.33% | |
| 19 | ANETEURArista Networks | 834,519 | $140.1B | 2290.96% | |
| 20 | MNSTMonster Beverage | 2,532,094 | $136.8B | 2236.59% | |
| 21 | LINLinde | 373,390 | $132.7B | 2170.51% | |
| 22 | ADPAutomatic Data Processing | 588,508 | $131.0B | 2142.74% | |
| 23 | NBIXNeurocrine Biosciences | 1,259,531 | $127.5B | 2085.01% | |
| 24 | MAMasterCard | 343,963 | $125.0B | 2044.29% | |
| 25 | BURLBurlington Stores | 583,598 | $117.9B | 1928.92% | |
| 26 | SCHWCharles Schwab | 1,624,854 | $85.1B | 1391.92% | |
| 27 | HDBHDFC Bank | 1,273,908 | $84.9B | 1389.00% | |
| 28 | ENQEntegris | 965,193 | $79.2B | 1294.54% | |
| 29 | AONAon | 184,695 | $58.2B | 952.36% | |
| 30 | NSYNice Ltd | 114,558 | $26.2B | 428.83% | |
| 31 | IBNICICI Bank | 497,285 | $10.7B | 175.51% | |
| 32 | BMOBank of Montreal | 81,856 | $7.3B | 119.29% | |
| 33 | GLOBGlobant | 40,689 | $6.7B | 109.14% | |
| 34 | EVVTYEvolution Gaming | 49,706 | $6.6B | 108.41% | |
| 35 | TSMTaiwan Semiconductor | 63,487 | $5.9B | 96.58% | |
| 36 | TDToronto-Dominion Bank | 92,942 | $5.6B | 91.05% | |
| 37 | CAECAE | 148,671 | $3.4B | 55.02% | |
| 38 | LAMRLamar Advertising | 22,040 | $2.2B | 36.01% | |
| 39 | RYRoyal Bank of Canada | 21,566 | $2.1B | 33.71% | |
| 40 | DAVAEndava | 26,769 | $1.8B | 29.41% | |
| 41 | PLDPrologis | 8,560 | $1.1B | 17.47% | |
| 42 | ARESAres Management | 12,000 | $1.0B | 16.38% | |
| 43 | COOThe Cooper Companies | 2,360 | $881.1M | 14.41% | |
| 44 | IWFiShares Russell 1000 Growth | 2,653 | $648.2M | 10.60% | |
| 45 | CGEMYCapgemini | 1,148 | $42.5M | 0.70% | |
| 46 | DBSDYDBS Group | 372 | $36.9M | 0.60% | |
| 47 | GMVHYEntain | 1,594 | $24.7M | 0.40% | |
| 48 | SAPSAP | 170 | $21.5M | 0.35% | |
| 49 | ALCAlcon | 271 | $19.1M | 0.31% | |
| 50 | GOOGAlphabet -CL C | 180 | $18.7M | 0.31% | |
| 51 | SONVYSonova Holdings | 274 | $16.1M | 0.26% | |
| 52 | CCHGYCoca-Cola HBC | 585 | $16.0M | 0.26% | |
| 53 | GIKLYGrifols | 3,095 | $15.5M | 0.25% | |
| 54 | —Nexi Spa | 1,798 | $14.0M | 0.23% | |
| 55 | SAUHYStraumann Holding | 906 | $13.5M | 0.22% | |
| 56 | AMADYAmadeus IT Group | 138 | $9.3M | 0.15% |