DSM CAPITAL PARTNERS LLC Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$8.4T
Holdings
49
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,754,411 | $967.6B | 11.52% | |
| 2 | ADBEAdobe | 1,816,903 | $790.9B | 9.41% | |
| 3 | BABAAlibaba Group Holding | 3,488,360 | $752.4B | 8.96% | |
| 4 | PYPLPaypal Holdings | 3,967,614 | $691.3B | 8.23% | |
| 5 | GOOGLAlphabet -CL A | 417,471 | $592.0B | 7.05% | |
| 6 | TCEHYTencent Holdings | 7,942,794 | $508.6B | 6.05% | |
| 7 | METAFacebook | 2,217,569 | $503.5B | 5.99% | |
| 8 | AMZNAmazon.com | 182,424 | $503.3B | 5.99% | |
| 9 | VVisa | 2,198,519 | $424.7B | 5.06% | |
| 10 | EPAMEPAM Systems | 1,177,910 | $296.8B | 3.53% | |
| 11 | INTUIntuit | 839,688 | $248.7B | 2.96% | |
| 12 | JDJD.com | 3,911,739 | $235.4B | 2.80% | |
| 13 | ADPAutomatic Data Processing | 1,577,187 | $234.8B | 2.80% | |
| 14 | ZTSZoetis | 1,339,600 | $183.6B | 2.19% | |
| 15 | AONAon | 877,530 | $169.0B | 2.01% | |
| 16 | UNHUnitedHealth Group | 549,910 | $162.2B | 1.93% | |
| 17 | BURLBurlington Stores | 678,372 | $133.6B | 1.59% | |
| 18 | SIRIEURSirius XM Holdings | 22,690,913 | $133.2B | 1.59% | |
| 19 | GPNGlobal Payments | 722,269 | $122.5B | 1.46% | |
| 20 | MNSTMonster Beverage | 1,701,427 | $117.9B | 1.40% | |
| 21 | NBIXNeurocrine Biosciences | 865,614 | $105.6B | 1.26% | |
| 22 | GDDYGoDaddy | 1,091,184 | $80.0B | 0.95% | |
| 23 | ABTAbbott Laboratories | 833,775 | $76.2B | 0.91% | |
| 24 | BDXBecton, Dickinson & Company | 312,822 | $74.8B | 0.89% | |
| 25 | VAREURVarian Medical Systems | 608,407 | $74.5B | 0.89% | |
| 26 | BSXBoston Scientific | 2,063,319 | $72.4B | 0.86% | |
| 27 | MAMasterCard | 106,984 | $31.6B | 0.38% | |
| 28 | ELANElanco Animal Health | 1,164,187 | $25.0B | 0.30% | |
| 29 | KDPKeurig Dr Pepper | 867,687 | $24.6B | 0.29% | |
| 30 | GOOGAlphabet -CL C | 13,437 | $19.0B | 0.23% | |
| 31 | EDUNew Oriental Education | 129,655 | $16.9B | 0.20% | |
| 32 | TMOThermo Fisher Scientific | 20,428 | $7.4B | 0.09% | |
| 33 | NSYNice Ltd | 28,441 | $5.4B | 0.06% | |
| 34 | AZNAstraZeneca | 72,910 | $3.9B | 0.05% | |
| 35 | LAMRLamar Advertising | 29,640 | $2.0B | 0.02% | |
| 36 | CP.TOCanadian Pacific Railway | 5,009 | $1.3B | 0.02% | |
| 37 | IWFiShares Russell 1000 Growth | 4,572 | $878.0M | 0.01% | |
| 38 | BZUNBaozun | 19,279 | $741.0M | 0.01% | |
| 39 | MRSHMarsh & McLennan | 6,000 | $644.0M | 0.01% | |
| 40 | DAVAEndava | 13,206 | $638.0M | 0.01% | |
| 41 | TMETencent Music Entertainment | 46,848 | $631.0M | 0.01% | |
| 42 | ACNAccenture | 2,900 | $623.0M | 0.01% | |
| 43 | GLOBGlobant | 3,957 | $593.0M | 0.01% | |
| 44 | VIPSVipshop Holdings | 28,895 | $575.0M | 0.01% | |
| 45 | HTHTHuazhu Group | 15,764 | $553.0M | 0.01% | |
| 46 | ATHMAutohome | 7,280 | $550.0M | 0.01% | |
| 47 | JOBSUSD51job | 7,593 | $545.0M | 0.01% | |
| 48 | SBUXStarbucks | 6,950 | $511.0M | 0.01% | |
| 49 | —Arco Platform | 7,640 | $332.0M | 0.00% |