DSM CAPITAL PARTNERS LLC Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$9.0T
Holdings
47
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Holding | 3,327,879 | $978.3B | 10.86% | |
| 2 | MSFTMicrosoft | 4,490,684 | $944.5B | 10.49% | |
| 3 | ADBEAdobe | 1,726,722 | $846.8B | 9.40% | |
| 4 | PYPLPaypal Holdings | 3,830,692 | $754.8B | 8.38% | |
| 5 | METAFacebook | 2,625,890 | $687.7B | 7.64% | |
| 6 | GOOGLAlphabet -CL A | 411,091 | $602.5B | 6.69% | |
| 7 | AMZNAmazon.com | 175,345 | $552.1B | 6.13% | |
| 8 | TCEHYTencent Holdings | 7,472,168 | $504.2B | 5.60% | |
| 9 | EPAMEPAM Systems | 1,108,309 | $358.3B | 3.98% | |
| 10 | VVisa | 1,730,626 | $346.1B | 3.84% | |
| 11 | JDJD.com | 4,202,785 | $326.2B | 3.62% | |
| 12 | INTUIntuit | 816,937 | $266.5B | 2.96% | |
| 13 | ZTSZoetis | 1,289,025 | $213.2B | 2.37% | |
| 14 | AONAon | 838,031 | $172.9B | 1.92% | |
| 15 | UNHUnitedHealth Group | 500,689 | $156.1B | 1.73% | |
| 16 | BURLBurlington Stores | 756,884 | $156.0B | 1.73% | |
| 17 | ADPAutomatic Data Processing | 1,098,296 | $153.2B | 1.70% | |
| 18 | MNSTMonster Beverage | 1,865,201 | $149.6B | 1.66% | |
| 19 | GDDYGoDaddy | 1,607,986 | $122.2B | 1.36% | |
| 20 | GPNGlobal Payments | 687,286 | $122.0B | 1.36% | |
| 21 | SIRIEURSirius XM Holdings | 21,802,693 | $116.9B | 1.30% | |
| 22 | BSXBoston Scientific | 2,510,880 | $95.9B | 1.07% | |
| 23 | ABTAbbott Laboratories | 749,074 | $81.5B | 0.91% | |
| 24 | NBIXNeurocrine Biosciences | 836,766 | $80.5B | 0.89% | |
| 25 | BDXBecton, Dickinson & Company | 287,258 | $66.8B | 0.74% | |
| 26 | MAMasterCard | 116,207 | $39.3B | 0.44% | |
| 27 | KDPKeurig Dr Pepper | 947,401 | $26.1B | 0.29% | |
| 28 | EDUNew Oriental Education | 148,723 | $22.2B | 0.25% | |
| 29 | GOOGAlphabet -CL C | 12,629 | $18.6B | 0.21% | |
| 30 | SYKStryker Corp | 47,819 | $10.0B | 0.11% | |
| 31 | NSYNice Ltd | 40,396 | $9.2B | 0.10% | |
| 32 | TMOThermo Fisher Scientific | 14,405 | $6.4B | 0.07% | |
| 33 | AZNAstraZeneca | 73,160 | $4.0B | 0.04% | |
| 34 | CP.TOCanadian Pacific Railway | 7,259 | $2.2B | 0.02% | |
| 35 | DAVAEndava | 32,351 | $2.0B | 0.02% | |
| 36 | LAMRLamar Advertising | 29,640 | $2.0B | 0.02% | |
| 37 | GLOBGlobant | 7,822 | $1.4B | 0.02% | |
| 38 | ACNAccenture | 4,940 | $1.1B | 0.01% | |
| 39 | UPSUnited Parcel Service | 6,480 | $1.1B | 0.01% | |
| 40 | MRSHMarsh & McLennan | 8,220 | $943.0M | 0.01% | |
| 41 | ATHMAutohome | 8,139 | $781.0M | 0.01% | |
| 42 | TMETencent Music Entertainment | 51,681 | $763.0M | 0.01% | |
| 43 | BZUNBaozun | 19,279 | $626.0M | 0.01% | |
| 44 | VIPSVipshop Holdings | 38,030 | $595.0M | 0.01% | |
| 45 | JOBSUSD51job | 7,593 | $592.0M | 0.01% | |
| 46 | —Arco Platform | 9,555 | $390.0M | 0.00% | |
| 47 | IWFiShares Russell 1000 Growth | 539 | $117.0M | 0.00% |