DSM CAPITAL PARTNERS LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$7.3B
Holdings
115
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA | 990,904 | $895.3B | 12236.04% | |
| 2 | MSFTMicrosoft | 2,099,133 | $883.1B | 12069.39% | |
| 3 | AMZNAmazon.com | 3,647,810 | $658.0B | 8992.34% | |
| 4 | GOOGLAlphabet -CL A | 3,742,516 | $564.9B | 7719.54% | |
| 5 | ANETEURArista Networks | 1,711,304 | $496.2B | 6781.84% | |
| 6 | INTUIntuit | 573,149 | $372.5B | 5091.35% | |
| 7 | METAMeta Platforms | 662,617 | $321.8B | 4397.19% | |
| 8 | VVisa | 1,098,027 | $306.4B | 4187.88% | |
| 9 | ASMLASML Holding | 280,928 | $272.6B | 3725.88% | |
| 10 | AMDAdvanced Micro Devices | 1,449,030 | $261.5B | 3574.23% | |
| 11 | FISVFiserv | 1,297,387 | $207.3B | 2833.69% | |
| 12 | ADSKAutodesk | 720,907 | $187.7B | 2565.70% | |
| 13 | UBERUber Technologies | 2,205,553 | $169.8B | 2320.62% | |
| 14 | ADBEAdobe | 324,828 | $163.9B | 2240.03% | |
| 15 | SCHWCharles Schwab | 2,187,023 | $158.2B | 2162.14% | |
| 16 | NBIXNeurocrine Biosciences | 1,136,002 | $156.7B | 2141.21% | |
| 17 | FTNTFortinet | 2,193,084 | $149.8B | 2047.35% | |
| 18 | BSXBoston Scientific | 2,169,005 | $148.6B | 2030.20% | |
| 19 | MAMasterCard | 299,792 | $144.4B | 1973.02% | |
| 20 | ENQEntegris | 988,446 | $138.9B | 1898.48% | |
| 21 | ADPAutomatic Data Processing | 496,059 | $123.9B | 1693.06% | |
| 22 | MNSTMonster Beverage | 1,957,528 | $116.0B | 1585.87% | |
| 23 | EPAMEPAM Systems | 353,914 | $97.7B | 1335.71% | |
| 24 | CMGChipotle Mexican Grill | 32,303 | $93.9B | 1283.23% | |
| 25 | ACNAccenture | 235,167 | $81.5B | 1113.96% | |
| 26 | PAYCPaycom Software | 178,875 | $35.6B | 486.49% | |
| 27 | DTDynatrace | 603,635 | $28.0B | 383.11% | |
| 28 | NSYNice Ltd | 52,232 | $13.6B | 186.04% | |
| 29 | GLOBGlobant | 46,727 | $9.4B | 128.93% | |
| 30 | ORLYO Reilly Automotive | 7,479 | $8.4B | 115.38% | |
| 31 | TSMTaiwan Semiconductor | 60,776 | $8.3B | 113.00% | |
| 32 | EVVTYEvolution Gaming | 64,000 | $8.0B | 108.92% | |
| 33 | ULTAUlta Beauty | 13,723 | $7.2B | 98.06% | |
| 34 | IBNICICI Bank | 271,640 | $7.2B | 98.04% | |
| 35 | HDBHDFC Bank | 99,122 | $5.5B | 75.82% | |
| 36 | CAECAE | 105,992 | $2.2B | 29.90% | |
| 37 | LAMRLamar Advertising | 16,565 | $2.0B | 27.03% | |
| 38 | ARESAres Management | 13,398 | $1.8B | 24.35% | |
| 39 | ORCLOracle Corp | 13,103 | $1.6B | 22.49% | |
| 40 | ABTAbbott Laboratories | 8,561 | $973.0M | 13.30% | |
| 41 | HWMHowmet Aerospace | 11,284 | $772.2M | 10.55% | |
| 42 | APOApollo Global Management | 6,294 | $707.8M | 9.67% | |
| 43 | CPCanadian Pacific Railway | 7,697 | $678.6M | 9.27% | |
| 44 | PLDPrologis | 4,120 | $536.5M | 7.33% | |
| 45 | AAPLApple | 2,952 | $506.2M | 6.92% | |
| 46 | NFLXNetflix | 218 | $132.4M | 1.81% | |
| 47 | AVGOBroadcom | 84 | $111.3M | 1.52% | |
| 48 | CRWDCrowdStrike Holdings | 342 | $109.6M | 1.50% | |
| 49 | PANWPalo Alto Networks | 377 | $107.1M | 1.46% | |
| 50 | ISRGIntuitive Surgical | 249 | $99.4M | 1.36% | |
| 51 | CRMSalesforce.com | 299 | $90.1M | 1.23% | |
| 52 | NOWServiceNow | 112 | $85.4M | 1.17% | |
| 53 | ARMARM Holdings | 670 | $83.7M | 1.14% | |
| 54 | TMOThermo Fisher Scientific | 142 | $82.5M | 1.13% | |
| 55 | SNPSSynopsys | 142 | $81.2M | 1.11% | |
| 56 | ABNBAirbnb | 486 | $80.2M | 1.10% | |
| 57 | DDOGDatadog | 646 | $79.8M | 1.09% | |
| 58 | NVONovo Nordisk A/S | 618 | $79.4M | 1.08% | |
| 59 | CDNSCadence Design Systems | 254 | $79.1M | 1.08% | |
| 60 | LLYEli Lilly | 101 | $78.6M | 1.07% | |
| 61 | WDAYWorkday | 288 | $78.6M | 1.07% | |
| 62 | DHRDanaher Corp | 305 | $76.2M | 1.04% | |
| 63 | CGEMYCapgemini | 1,504 | $69.3M | 0.95% | |
| 64 | ALCAlcon | 746 | $62.1M | 0.85% | |
| 65 | SYKStryker | 172 | $61.6M | 0.84% | |
| 66 | AONAon | 181 | $60.4M | 0.83% | |
| 67 | AMATApplied Materials | 282 | $58.2M | 0.79% | |
| 68 | MRSHMarsh & McLennan | 274 | $56.4M | 0.77% | |
| 69 | ZTSZoetis | 329 | $55.7M | 0.76% | |
| 70 | TOELYTokyo Electron | 426 | $55.4M | 0.76% | |
| 71 | MDBMongoDB | 148 | $53.1M | 0.73% | |
| 72 | LINLinde | 113 | $52.5M | 0.72% | |
| 73 | AJGArthur J Gallagher & Co | 206 | $51.5M | 0.70% | |
| 74 | SNOWSnowflake | 304 | $49.1M | 0.67% | |
| 75 | BKNGBooking Holdings | 13 | $47.2M | 0.64% | |
| 76 | CITCintas | 66 | $45.3M | 0.62% | |
| 77 | WMWaste Management | 211 | $45.0M | 0.61% | |
| 78 | ECLEcolab | 189 | $43.6M | 0.60% | |
| 79 | LRCXEURLam Research | 44 | $42.7M | 0.58% | |
| 80 | VEEVVeeva Systems | 184 | $42.6M | 0.58% | |
| 81 | KLACKLA Corp | 61 | $42.6M | 0.58% | |
| 82 | COSTCostco Wholesale | 55 | $40.3M | 0.55% | |
| 83 | HESAYHermes | 148 | $38.0M | 0.52% | |
| 84 | IDXXIDEXX Laboratories | 68 | $36.7M | 0.50% | |
| 85 | EWEdwards Lifesciences | 371 | $35.5M | 0.48% | |
| 86 | PLTRPalantir | 1,537 | $35.4M | 0.48% | |
| 87 | MLB1MercadoLibre | 23 | $34.8M | 0.48% | |
| 88 | AKXAnsys | 93 | $32.3M | 0.44% | |
| 89 | DC4DexCom | 226 | $31.3M | 0.43% | |
| 90 | SAUHYStraumann Holding | 1,898 | $30.2M | 0.41% | |
| 91 | SAPSAP | 148 | $28.9M | 0.39% | |
| 92 | FICOFair Isaac Corp | 23 | $28.7M | 0.39% | |
| 93 | SHOPShopify | 357 | $27.6M | 0.38% | |
| 94 | GOOGAlphabet -CL C | 180 | $27.4M | 0.37% | |
| 95 | BROBrown & Brown | 299 | $26.2M | 0.36% | |
| 96 | ZSZscaler | 127 | $24.5M | 0.33% | |
| 97 | RACEFerrari | 54 | $23.5M | 0.32% | |
| 98 | MSCIMSCI | 42 | $23.5M | 0.32% | |
| 99 | AZNAstraZeneca | 326 | $22.1M | 0.30% | |
| 100 | PPERYBank Mandiri | 1,204 | $21.7M | 0.30% |
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