DSM CAPITAL PARTNERS LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$6.0T
Holdings
57
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 3,035,045 | $779.5B | 13.08% | |
| 2 | GOOGLAlphabet -CL A | 297,425 | $648.2B | 10.88% | |
| 3 | SCHWCharles Schwab | 7,535,582 | $476.1B | 7.99% | |
| 4 | METAMeta Platforms | 2,242,748 | $361.6B | 6.07% | |
| 5 | AMZNAmazon.com | 3,188,090 | $338.6B | 5.68% | |
| 6 | VVisa | 1,451,043 | $285.7B | 4.79% | |
| 7 | UNHUnitedHealth Group | 463,225 | $237.9B | 3.99% | |
| 8 | BSXBoston Scientific | 5,297,165 | $197.4B | 3.31% | |
| 9 | FLT1EURFleetCor Technologies | 825,921 | $173.5B | 2.91% | |
| 10 | LINLinde | 589,470 | $169.5B | 2.84% | |
| 11 | ADBEAdobe | 421,414 | $154.3B | 2.59% | |
| 12 | KDPKeurig Dr Pepper | 4,299,896 | $152.2B | 2.55% | |
| 13 | AZNAstraZeneca | 2,295,235 | $151.6B | 2.54% | |
| 14 | NBIXNeurocrine Biosciences | 1,331,460 | $129.8B | 2.18% | |
| 15 | AONAon | 468,379 | $126.3B | 2.12% | |
| 16 | GPNGlobal Payments | 1,128,156 | $124.8B | 2.09% | |
| 17 | FISVFiserv | 1,372,323 | $122.1B | 2.05% | |
| 18 | MNSTMonster Beverage | 1,288,007 | $119.4B | 2.00% | |
| 19 | HDBHDFC Bank | 2,151,178 | $118.2B | 1.98% | |
| 20 | ADPAutomatic Data Processing | 559,040 | $117.4B | 1.97% | |
| 21 | MAMasterCard | 369,128 | $116.5B | 1.95% | |
| 22 | INTUIntuit | 300,129 | $115.7B | 1.94% | |
| 23 | ACNAccenture | 380,918 | $105.8B | 1.77% | |
| 24 | ORLYO Reilly Automotive | 159,231 | $100.6B | 1.69% | |
| 25 | NVDANVIDIA | 600,593 | $91.0B | 1.53% | |
| 26 | PYPLPaypal Holdings | 1,264,386 | $88.3B | 1.48% | |
| 27 | UPSUnited Parcel Service | 468,462 | $85.5B | 1.43% | |
| 28 | EPAMEPAM Systems | 251,471 | $74.1B | 1.24% | |
| 29 | ASMLASML Holding | 89,712 | $42.7B | 0.72% | |
| 30 | TSMTaiwan Semiconductor | 507,485 | $41.5B | 0.70% | |
| 31 | IWFiShares Russell 1000 Growth | 164,923 | $36.1B | 0.61% | |
| 32 | NSYNice Ltd | 143,392 | $27.6B | 0.46% | |
| 33 | BMOBank of Montreal | 101,798 | $9.8B | 0.16% | |
| 34 | IBNICICI Bank | 455,896 | $8.1B | 0.14% | |
| 35 | TDToronto-Dominion Bank | 112,890 | $7.4B | 0.12% | |
| 36 | GRT-UCADGranite Real Estate Investment Trust | 75,031 | $4.6B | 0.08% | |
| 37 | WTWWillis Towers Watson | 18,822 | $3.7B | 0.06% | |
| 38 | GOOGAlphabet -CL C | 1,660 | $3.6B | 0.06% | |
| 39 | CAECAE | 126,907 | $3.1B | 0.05% | |
| 40 | RYRoyal Bank of Canada | 21,919 | $2.1B | 0.04% | |
| 41 | LAMRLamar Advertising | 22,610 | $2.0B | 0.03% | |
| 42 | COOThe Cooper Companies | 6,085 | $1.9B | 0.03% | |
| 43 | PLDPrologis | 9,060 | $1.1B | 0.02% | |
| 44 | EVVTYEvolution Gaming | 11,626 | $1.1B | 0.02% | |
| 45 | ARESAres Management | 9,180 | $522.0M | 0.01% | |
| 46 | MRSHMarsh & McLennan | 3,280 | $509.0M | 0.01% | |
| 47 | CGEMYCapgemini | 1,399 | $48.0M | 0.00% | |
| 48 | DBSDYDBS Group | 372 | $32.0M | 0.00% | |
| 49 | GIKLYGrifols | 2,578 | $24.0M | 0.00% | |
| 50 | —Thai Beverage | 389 | $20.0M | 0.00% | |
| 51 | GMVHYEntain | 1,344 | $20.0M | 0.00% | |
| 52 | SONVYSonova Holdings | 274 | $17.0M | 0.00% | |
| 53 | TLPFYTeleperformance | 105 | $16.0M | 0.00% | |
| 54 | ALCAlcon | 231 | $16.0M | 0.00% | |
| 55 | —Nexi Spa | 1,798 | $15.0M | 0.00% | |
| 56 | WRDLYWorldline | 733 | $14.0M | 0.00% | |
| 57 | SAPSAP | 117 | $11.0M | 0.00% |