DSM CAPITAL PARTNERS LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$6.9B
Holdings
102
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (102 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA | 6,864,047 | $848.0B | 12282.09% | |
| 2 | MSFTMicrosoft | 1,837,662 | $821.3B | 11896.22% | |
| 3 | AMZNAmazon.com | 3,203,416 | $619.1B | 8966.38% | |
| 4 | GOOGLAlphabet -CL A | 3,319,832 | $604.7B | 8758.50% | |
| 5 | ANETEURArista Networks | 1,533,224 | $537.4B | 7783.11% | |
| 6 | AAPLApple | 2,412,689 | $508.2B | 7360.13% | |
| 7 | METAMeta Platforms | 716,701 | $361.4B | 5234.11% | |
| 8 | INTUIntuit | 456,044 | $299.7B | 4341.06% | |
| 9 | NVONovo Nordisk | 1,593,921 | $227.5B | 3295.31% | |
| 10 | AMDAdvanced Micro Devices | 1,376,366 | $223.3B | 3233.67% | |
| 11 | ASMLASML Holding | 203,427 | $208.1B | 3013.38% | |
| 12 | VVisa | 676,034 | $177.4B | 2570.00% | |
| 13 | UBERUber Technologies | 2,253,377 | $163.8B | 2372.10% | |
| 14 | FISVFiserv | 1,066,828 | $159.0B | 2302.94% | |
| 15 | ADBEAdobe | 281,823 | $156.6B | 2267.65% | |
| 16 | ADSKAutodesk | 594,781 | $147.2B | 2131.71% | |
| 17 | NBIXNeurocrine Biosciences | 997,784 | $137.4B | 1989.57% | |
| 18 | ENQEntegris | 926,773 | $125.5B | 1817.51% | |
| 19 | FTNTFortinet | 2,004,027 | $120.8B | 1749.40% | |
| 20 | MNSTMonster Beverage | 2,225,726 | $111.2B | 1610.24% | |
| 21 | MAMasterCard | 237,804 | $104.9B | 1519.50% | |
| 22 | SCHWCharles Schwab | 1,334,569 | $98.3B | 1424.41% | |
| 23 | DTDynatrace | 1,218,191 | $54.5B | 789.40% | |
| 24 | GEGeneral Electric | 157,727 | $25.1B | 363.17% | |
| 25 | ORCLOracle Corp | 106,388 | $15.0B | 217.58% | |
| 26 | TSMTaiwan Semiconductor | 45,725 | $7.9B | 115.11% | |
| 27 | LLYEli Lilly | 7,721 | $7.0B | 101.25% | |
| 28 | NSYNice Ltd | 39,014 | $6.7B | 97.18% | |
| 29 | IBNICICI Bank | 181,619 | $5.2B | 75.79% | |
| 30 | HDBHDFC Bank | 72,249 | $4.6B | 67.32% | |
| 31 | HWMHowmet Aerospace | 49,327 | $3.8B | 55.46% | |
| 32 | GLOBGlobant | 19,042 | $3.4B | 49.16% | |
| 33 | LAMRLamar Advertising | 16,565 | $2.0B | 28.68% | |
| 34 | ARESAres Management | 13,398 | $1.8B | 25.86% | |
| 35 | APOApollo Global Management | 9,664 | $1.1B | 16.53% | |
| 36 | ABTAbbott Laboratories | 9,131 | $948.8M | 13.74% | |
| 37 | ADPAutomatic Data Processing | 3,892 | $929.0M | 13.46% | |
| 38 | AVGOBroadcom | 134 | $215.1M | 3.12% | |
| 39 | GOOGAlphabet -CL C | 914 | $167.6M | 2.43% | |
| 40 | NFLXNetflix | 218 | $147.1M | 2.13% | |
| 41 | CRWDCrowdStrike Holdings | 342 | $131.1M | 1.90% | |
| 42 | PANWPalo Alto Networks | 377 | $127.8M | 1.85% | |
| 43 | ISRGIntuitive Surgical | 249 | $110.8M | 1.60% | |
| 44 | ARMARM Holdings | 670 | $109.6M | 1.59% | |
| 45 | BSXBoston Scientific | 1,324 | $102.0M | 1.48% | |
| 46 | AONAon | 341 | $100.1M | 1.45% | |
| 47 | AMATApplied Materials | 381 | $89.9M | 1.30% | |
| 48 | NOWServiceNow | 112 | $88.1M | 1.28% | |
| 49 | SNPSSynopsys | 142 | $84.5M | 1.22% | |
| 50 | DDOGDatadog | 646 | $83.8M | 1.21% | |
| 51 | TMOThermo Fisher Scientific | 142 | $78.5M | 1.14% | |
| 52 | CDNSCadence Design Systems | 254 | $78.2M | 1.13% | |
| 53 | ACNAccenture | 255 | $77.4M | 1.12% | |
| 54 | CRMSalesforce.com | 299 | $76.9M | 1.11% | |
| 55 | DHRDanaher Corp | 305 | $76.2M | 1.10% | |
| 56 | CMGChipotle Mexican Grill | 1,200 | $75.2M | 1.09% | |
| 57 | WDAYWorkday | 288 | $64.4M | 0.93% | |
| 58 | SYKStryker | 172 | $58.5M | 0.85% | |
| 59 | MRSHMarsh & McLennan | 274 | $57.7M | 0.84% | |
| 60 | ZTSZoetis | 329 | $57.0M | 0.83% | |
| 61 | AJGArthur J Gallagher & Co | 206 | $53.4M | 0.77% | |
| 62 | BKNGBooking Holdings | 13 | $51.5M | 0.75% | |
| 63 | KLACKLA Corp | 61 | $50.3M | 0.73% | |
| 64 | LINLinde | 113 | $49.6M | 0.72% | |
| 65 | ABNBAirbnb | 311 | $47.2M | 0.68% | |
| 66 | LRCXEURLam Research | 44 | $46.9M | 0.68% | |
| 67 | COSTCostco Wholesale | 55 | $46.7M | 0.68% | |
| 68 | WMWaste Management | 211 | $45.0M | 0.65% | |
| 69 | ECLEcolab | 189 | $45.0M | 0.65% | |
| 70 | TOELYTokyo Electron | 378 | $41.4M | 0.60% | |
| 71 | SNOWSnowflake | 304 | $41.1M | 0.59% | |
| 72 | ORLYO Reilly Automotive | 38 | $40.1M | 0.58% | |
| 73 | PLTRPalantir | 1,537 | $38.9M | 0.56% | |
| 74 | ALCAlcon | 431 | $38.4M | 0.56% | |
| 75 | MLB1MercadoLibre | 23 | $37.8M | 0.55% | |
| 76 | MDBMongoDB | 148 | $37.0M | 0.54% | |
| 77 | CITCintas | 50 | $35.0M | 0.51% | |
| 78 | EWEdwards Lifesciences | 371 | $34.3M | 0.50% | |
| 79 | FICOFair Isaac Corp | 23 | $34.2M | 0.50% | |
| 80 | HESAYHermes | 148 | $34.2M | 0.50% | |
| 81 | VEEVVeeva Systems | 184 | $33.7M | 0.49% | |
| 82 | IDXXIDEXX Laboratories | 68 | $33.1M | 0.48% | |
| 83 | AKXAnsys | 93 | $29.9M | 0.43% | |
| 84 | BROBrown & Brown | 299 | $26.7M | 0.39% | |
| 85 | DC4DexCom | 226 | $25.6M | 0.37% | |
| 86 | ZSZscaler | 127 | $24.4M | 0.35% | |
| 87 | SHOPShopify | 357 | $23.6M | 0.34% | |
| 88 | HEIHeico | 101 | $22.6M | 0.33% | |
| 89 | RACEFerrari | 54 | $22.1M | 0.32% | |
| 90 | —ASM International | 27 | $20.6M | 0.30% | |
| 91 | MSCIMSCI | 42 | $20.2M | 0.29% | |
| 92 | MCOMoody's | 48 | $20.2M | 0.29% | |
| 93 | YUMYum! Brands | 143 | $18.9M | 0.27% | |
| 94 | SPGIS&P Global | 42 | $18.7M | 0.27% | |
| 95 | HLTHilton Worldwide Holdings | 77 | $16.8M | 0.24% | |
| 96 | PODDInsulet | 76 | $15.3M | 0.22% | |
| 97 | MARMarriott International | 63 | $15.2M | 0.22% | |
| 98 | SAUHYStraumann Holding | 1,177 | $14.6M | 0.21% | |
| 99 | ULTAUlta Beauty | 29 | $11.2M | 0.16% | |
| 100 | PINSPinterest | 245 | $10.8M | 0.16% |
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