DSM CAPITAL PARTNERS LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$10.4T
Holdings
62
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (62 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLAlphabet -CL A | 460,854 | $1.1T | 10.84% | |
| 2 | MSFTMicrosoft | 4,081,077 | $1.1T | 10.65% | |
| 3 | METAFacebook | 2,751,472 | $956.7B | 9.22% | |
| 4 | PYPLPaypal Holdings | 2,890,170 | $842.4B | 8.12% | |
| 5 | ADBEAdobe | 1,333,436 | $780.9B | 7.52% | |
| 6 | BABAAlibaba Group Holding | 3,159,178 | $716.4B | 6.90% | |
| 7 | AMZNAmazon.com | 201,312 | $692.5B | 6.67% | |
| 8 | TCEHYTencent Holdings | 6,582,375 | $495.6B | 4.77% | |
| 9 | VVisa | 1,635,949 | $382.5B | 3.69% | |
| 10 | INTUIntuit | 768,018 | $376.5B | 3.63% | |
| 11 | NVDANVIDIA | 360,117 | $288.1B | 2.78% | |
| 12 | JDJD.com | 3,267,037 | $260.7B | 2.51% | |
| 13 | UNHUnitedHealth Group | 449,091 | $179.8B | 1.73% | |
| 14 | MNSTMonster Beverage | 1,967,604 | $179.7B | 1.73% | |
| 15 | SIRIEURSirius XM Holdings | 27,413,504 | $179.3B | 1.73% | |
| 16 | AONAon | 721,146 | $172.2B | 1.66% | |
| 17 | ADPAutomatic Data Processing | 862,467 | $171.3B | 1.65% | |
| 18 | FTNTFortinet | 715,608 | $170.4B | 1.64% | |
| 19 | UPSUnited Parcel Service | 812,712 | $169.0B | 1.63% | |
| 20 | ZTSZoetis | 883,279 | $164.6B | 1.59% | |
| 21 | EPAMEPAM Systems | 318,790 | $162.9B | 1.57% | |
| 22 | MAMasterCard | 441,872 | $161.3B | 1.55% | |
| 23 | GPNGlobal Payments | 839,088 | $157.4B | 1.52% | |
| 24 | BSXBoston Scientific | 3,624,745 | $155.0B | 1.49% | |
| 25 | NBIXNeurocrine Biosciences | 1,535,484 | $149.4B | 1.44% | |
| 26 | EDUNew Oriental Education | 9,556,656 | $78.3B | 0.75% | |
| 27 | GOOGAlphabet -CL C | 9,490 | $23.8B | 0.23% | |
| 28 | AZNAstraZeneca | 365,786 | $21.9B | 0.21% | |
| 29 | BKNGBooking Hlds Inc | 4,747 | $10.4B | 0.10% | |
| 30 | NSYNice Ltd | 40,177 | $9.9B | 0.10% | |
| 31 | HDBHDFC Bank | 123,918 | $9.1B | 0.09% | |
| 32 | IBNICICI Bank | 355,158 | $6.1B | 0.06% | |
| 33 | LULufax Holding | 339,425 | $3.8B | 0.04% | |
| 34 | LAMRLamar Advertising | 28,800 | $3.0B | 0.03% | |
| 35 | LINLinde PLC | 9,796 | $2.8B | 0.03% | |
| 36 | DAVAEndava | 24,523 | $2.8B | 0.03% | |
| 37 | CP.TOCanadian Pacific Railway | 33,121 | $2.5B | 0.02% | |
| 38 | BMOBank of Montreal | 16,260 | $1.7B | 0.02% | |
| 39 | RYRoyal Bank of Canada | 14,910 | $1.5B | 0.01% | |
| 40 | TDToronto Dominion Bank | 21,400 | $1.5B | 0.01% | |
| 41 | IWFiShares Russell 1000 Growth | 4,855 | $1.3B | 0.01% | |
| 42 | MRSHMarsh & McLennan | 8,840 | $1.2B | 0.01% | |
| 43 | KDPKeurig Dr Pepper | 27,540 | $971.0M | 0.01% | |
| 44 | VIPSVipshop Holdings | 39,489 | $793.0M | 0.01% | |
| 45 | —Arco Platform | 10,425 | $320.0M | 0.00% | |
| 46 | CGEMYCapgemini | 1,282 | $49.0M | 0.00% | |
| 47 | —Nexi Spa | 1,798 | $39.0M | 0.00% | |
| 48 | ANPDYANTA Sports Products | 60 | $35.0M | 0.00% | |
| 49 | GIKLYGrifols | 1,973 | $27.0M | 0.00% | |
| 50 | DBSDYDBS Group | 308 | $27.0M | 0.00% | |
| 51 | EVVTYEvolution Gaming | 170 | $27.0M | 0.00% | |
| 52 | SAFRYSafran | 667 | $23.0M | 0.00% | |
| 53 | GXYYYGalaxy Entertainment | 543 | $22.0M | 0.00% | |
| 54 | SONVYSonova Holdings | 274 | $21.0M | 0.00% | |
| 55 | WRDLYWorldline | 416 | $20.0M | 0.00% | |
| 56 | GMVHYEntain | 778 | $19.0M | 0.00% | |
| 57 | CCHGYCoca-Cola HBC | 520 | $19.0M | 0.00% | |
| 58 | RCRUYRecruit Holdings | 1,631 | $16.0M | 0.00% | |
| 59 | PNGAYPing An Insurance | 723 | $14.0M | 0.00% | |
| 60 | ADDYYAdidas | 68 | $13.0M | 0.00% | |
| 61 | PPRUYKering | 153 | $13.0M | 0.00% | |
| 62 | —Thai Beverage | 164 | $9.0M | 0.00% |