DSM CAPITAL PARTNERS LLC Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$9.6B
Holdings
66
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,057,970 | $1.1T | 11870.12% | |
| 2 | GOOGLAlphabet -CL A | 419,853 | $1.1T | 11643.81% | |
| 3 | METAFacebook | 2,722,763 | $924.4B | 9582.62% | |
| 4 | AMZNAmazon.com | 236,659 | $777.4B | 8059.03% | |
| 5 | ADBEAdobe | 1,088,569 | $626.8B | 6497.51% | |
| 6 | PYPLPaypal Holdings | 2,219,495 | $577.9B | 5990.84% | |
| 7 | NFLXNetflix | 881,842 | $538.3B | 5580.37% | |
| 8 | SCHWCharles Schwab | 5,973,483 | $435.5B | 4514.16% | |
| 9 | VVisa | 1,592,132 | $355.2B | 3682.22% | |
| 10 | INTUIntuit | 620,557 | $334.9B | 3471.86% | |
| 11 | NVDANVIDIA | 1,302,301 | $269.8B | 2796.84% | |
| 12 | MNSTMonster Beverage | 2,303,882 | $204.8B | 2122.60% | |
| 13 | AONAon | 705,173 | $201.7B | 2090.69% | |
| 14 | FLT1EURFleetCor Technologies | 724,291 | $189.4B | 1963.48% | |
| 15 | GPNGlobal Payments | 1,186,107 | $187.0B | 1938.70% | |
| 16 | BSXBoston Scientific | 4,125,805 | $179.1B | 1856.54% | |
| 17 | MAMasterCard | 509,129 | $177.2B | 1837.06% | |
| 18 | UNHUnitedHealth Group | 446,847 | $174.6B | 1810.30% | |
| 19 | UPSUnited Parcel Service | 934,263 | $170.1B | 1763.40% | |
| 20 | ADPAutomatic Data Processing | 836,775 | $167.4B | 1734.95% | |
| 21 | NBIXNeurocrine Biosciences | 1,513,110 | $145.5B | 1508.08% | |
| 22 | HDBHDFC Bank | 1,864,100 | $136.2B | 1412.39% | |
| 23 | ZTSZoetis | 681,033 | $132.3B | 1371.29% | |
| 24 | KDPKeurig Dr Pepper | 3,570,116 | $121.8B | 1262.66% | |
| 25 | FISVFiserv | 1,115,185 | $121.1B | 1254.97% | |
| 26 | LINLinde | 288,700 | $84.8B | 878.59% | |
| 27 | NSYNice Ltd | 204,748 | $58.2B | 602.88% | |
| 28 | AZNAstraZeneca | 414,620 | $24.9B | 258.15% | |
| 29 | GOOGAlphabet -CL C | 5,361 | $14.3B | 148.65% | |
| 30 | IBNICICI Bank | 546,105 | $10.3B | 106.83% | |
| 31 | JDJD.com | 81,668 | $5.9B | 61.16% | |
| 32 | BABAAlibaba Group Holding | 31,582 | $4.7B | 48.47% | |
| 33 | TSMTaiwan Semiconductor | 37,844 | $4.2B | 43.80% | |
| 34 | DAVAEndava | 24,523 | $3.3B | 34.53% | |
| 35 | LAMRLamar Advertising | 28,800 | $3.3B | 33.87% | |
| 36 | CP.TOCanadian Pacific Railway | 47,763 | $3.1B | 32.22% | |
| 37 | TDToronto Dominion Bank | 45,650 | $3.0B | 31.28% | |
| 38 | BMOBank of Montreal | 16,260 | $1.6B | 16.79% | |
| 39 | IWFiShares Russell 1000 Growth | 5,677 | $1.6B | 16.12% | |
| 40 | RYRoyal Bank of Canada | 14,910 | $1.5B | 15.35% | |
| 41 | COOThe Cooper Companies | 3,475 | $1.4B | 14.89% | |
| 42 | PLDPrologis | 9,970 | $1.3B | 12.97% | |
| 43 | MRSHMarsh & McLennan | 5,810 | $880.0M | 9.12% | |
| 44 | PAGSPagSeguro Digital | 7,228 | $374.0M | 3.88% | |
| 45 | VIPSVipshop Holdings | 26,395 | $294.0M | 3.05% | |
| 46 | —Arco Platform | 11,415 | $248.0M | 2.57% | |
| 47 | BLKCHFBlackRock | 275 | $231.0M | 2.39% | |
| 48 | CGEMYCapgemini | 1,399 | $58.0M | 0.60% | |
| 49 | LULufax Holding | 8,192 | $57.0M | 0.59% | |
| 50 | EPAMEPAM Systems | 90 | $51.0M | 0.53% | |
| 51 | FTNTFortinet | 173 | $51.0M | 0.53% | |
| 52 | GMVHYEntain | 1,193 | $34.0M | 0.35% | |
| 53 | DBSDYDBS Group | 372 | $33.0M | 0.34% | |
| 54 | —Nexi Spa | 1,798 | $33.0M | 0.34% | |
| 55 | EVVTYEvolution Gaming | 191 | $29.0M | 0.30% | |
| 56 | SAFRYSafran | 926 | $29.0M | 0.30% | |
| 57 | WRDLYWorldline | 733 | $28.0M | 0.29% | |
| 58 | GIKLYGrifols | 1,973 | $25.0M | 0.26% | |
| 59 | SONVYSonova Holdings | 274 | $21.0M | 0.22% | |
| 60 | TLPFYTeleperformance | 105 | $21.0M | 0.22% | |
| 61 | RCRUYRecruit Holdings | 1,631 | $20.0M | 0.21% | |
| 62 | PPRUYKering | 262 | $19.0M | 0.20% | |
| 63 | ADDYYAdidas | 114 | $18.0M | 0.19% | |
| 64 | CCHGYCoca-Cola HBC | 520 | $17.0M | 0.18% | |
| 65 | —Thai Beverage | 326 | $16.0M | 0.17% | |
| 66 | ANPDYANTA Sports Products | 28 | $13.0M | 0.13% |