DSM CAPITAL PARTNERS LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$6183.5T
Holdings
58
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,378,148 | $809.9T | 13.10% | |
| 2 | AMZNAmazon.com | 3,369,869 | $439.3T | 7.10% | |
| 3 | NVDANVIDIA | 1,035,887 | $438.2T | 7.09% | |
| 4 | GOOGLAlphabet -CL A | 3,169,106 | $379.3T | 6.13% | |
| 5 | ADBEAdobe | 706,452 | $345.4T | 5.59% | |
| 6 | VVisa | 1,371,009 | $325.6T | 5.27% | |
| 7 | INTUIntuit | 678,392 | $310.8T | 5.03% | |
| 8 | ACNAccenture | 943,139 | $291.0T | 4.71% | |
| 9 | ANETEURArista Networks | 1,479,252 | $239.7T | 3.88% | |
| 10 | ASMLASML Holding | 318,781 | $231.0T | 3.74% | |
| 11 | SEDGSolarEdge Technologies | 809,512 | $217.8T | 3.52% | |
| 12 | ADSKAutodesk | 1,050,053 | $214.9T | 3.47% | |
| 13 | EPAMEPAM Systems | 945,344 | $212.5T | 3.44% | |
| 14 | PYPLPaypal Holdings | 2,989,672 | $199.5T | 3.23% | |
| 15 | FISVFiserv | 1,264,181 | $159.5T | 2.58% | |
| 16 | FLT1EURFleetCor Technologies | 634,185 | $159.2T | 2.58% | |
| 17 | BSXBoston Scientific | 2,489,945 | $134.7T | 2.18% | |
| 18 | MAMasterCard | 333,373 | $131.1T | 2.12% | |
| 19 | AZNAstraZeneca | 1,769,151 | $126.6T | 2.05% | |
| 20 | LINLinde | 326,247 | $124.3T | 2.01% | |
| 21 | MNSTMonster Beverage | 1,869,179 | $107.4T | 1.74% | |
| 22 | ADPAutomatic Data Processing | 483,999 | $106.4T | 1.72% | |
| 23 | ENQEntegris | 927,148 | $102.7T | 1.66% | |
| 24 | NBIXNeurocrine Biosciences | 1,060,270 | $100.0T | 1.62% | |
| 25 | SCHWCharles Schwab | 1,531,299 | $86.8T | 1.40% | |
| 26 | TMOThermo Fisher Scientific | 148,506 | $77.5T | 1.25% | |
| 27 | HDBHDFC Bank | 652,431 | $45.5T | 0.74% | |
| 28 | IBNICICI Bank | 490,477 | $11.3T | 0.18% | |
| 29 | NSYNice Ltd | 50,743 | $10.5T | 0.17% | |
| 30 | GLOBGlobant | 46,639 | $8.4T | 0.14% | |
| 31 | AONAon | 19,871 | $6.9T | 0.11% | |
| 32 | BURLBurlington Stores | 40,638 | $6.4T | 0.10% | |
| 33 | TSMTaiwan Semiconductor | 62,940 | $6.4T | 0.10% | |
| 34 | EVVTYEvolution Gaming | 49,390 | $6.2T | 0.10% | |
| 35 | LAMRLamar Advertising | 22,040 | $2.2T | 0.04% | |
| 36 | DAVAEndava | 26,278 | $1.4T | 0.02% | |
| 37 | ARESAres Management | 12,000 | $1.2T | 0.02% | |
| 38 | PLDPrologis | 8,560 | $1.0T | 0.02% | |
| 39 | CPCanadian Pacific Railway | 11,799 | $953.0B | 0.02% | |
| 40 | COOThe Cooper Companies | 2,360 | $904.9B | 0.01% | |
| 41 | IWFiShares Russell 1000 Growth | 3,274 | $900.9B | 0.01% | |
| 42 | TDToronto-Dominion Bank | 11,730 | $728.0B | 0.01% | |
| 43 | BMOBank of Montreal | 7,630 | $690.0B | 0.01% | |
| 44 | RYRoyal Bank of Canada | 7,190 | $688.0B | 0.01% | |
| 45 | CGEMYCapgemini | 914 | $34.7B | 0.00% | |
| 46 | DBSDYDBS Group | 296 | $27.7B | 0.00% | |
| 47 | GOOGAlphabet -CL C | 180 | $21.8B | 0.00% | |
| 48 | GMVHYEntain | 1,269 | $20.5B | 0.00% | |
| 49 | SAPSAP | 148 | $20.2B | 0.00% | |
| 50 | GIKLYGrifols | 2,830 | $18.1B | 0.00% | |
| 51 | ALCAlcon | 216 | $17.7B | 0.00% | |
| 52 | CAECAE | 775 | $17.3B | 0.00% | |
| 53 | CCHGYCoca-Cola HBC | 545 | $16.2B | 0.00% | |
| 54 | AMADYAmadeus IT Group | 167 | $12.7B | 0.00% | |
| 55 | SAUHYStraumann Holding | 721 | $11.7B | 0.00% | |
| 56 | —Nexi Spa | 1,430 | $11.2B | 0.00% | |
| 57 | DNOPYDino Polska | 106 | $6.0B | 0.00% | |
| 58 | UNHUnitedHealth Group | 9 | $4.3B | 0.00% |