DSM CAPITAL PARTNERS LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$5.9T
Holdings
61
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (61 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,855,850 | $665.1B | 11.27% | |
| 2 | GOOGLAlphabet -CL A | 5,754,480 | $550.4B | 9.33% | |
| 3 | SCHWCharles Schwab | 7,516,503 | $540.2B | 9.15% | |
| 4 | AMZNAmazon.com | 3,152,019 | $356.2B | 6.04% | |
| 5 | VVisa | 1,567,589 | $278.5B | 4.72% | |
| 6 | PYPLPaypal Holdings | 2,766,576 | $238.1B | 4.03% | |
| 7 | EPAMEPAM Systems | 624,907 | $226.3B | 3.84% | |
| 8 | ACNAccenture | 865,159 | $222.6B | 3.77% | |
| 9 | BSXBoston Scientific | 5,591,215 | $216.5B | 3.67% | |
| 10 | UNHUnitedHealth Group | 416,625 | $210.4B | 3.57% | |
| 11 | INTUIntuit | 498,504 | $193.1B | 3.27% | |
| 12 | KDPKeurig Dr Pepper | 4,286,560 | $153.5B | 2.60% | |
| 13 | FLT1EURFleetCor Technologies | 819,006 | $144.3B | 2.44% | |
| 14 | ADBEAdobe | 523,364 | $144.0B | 2.44% | |
| 15 | NBIXNeurocrine Biosciences | 1,322,202 | $140.4B | 2.38% | |
| 16 | MNSTMonster Beverage | 1,569,933 | $136.5B | 2.31% | |
| 17 | FISVFiserv | 1,350,141 | $126.3B | 2.14% | |
| 18 | AONAon | 470,231 | $126.0B | 2.13% | |
| 19 | AZNAstraZeneca | 2,283,175 | $125.2B | 2.12% | |
| 20 | HDBHDFC Bank | 2,093,654 | $122.3B | 2.07% | |
| 21 | ORLYO Reilly Automotive | 171,079 | $120.3B | 2.04% | |
| 22 | ASMLASML Holding | 269,490 | $111.9B | 1.90% | |
| 23 | ADPAutomatic Data Processing | 486,801 | $110.1B | 1.87% | |
| 24 | LINLinde | 393,317 | $106.0B | 1.80% | |
| 25 | MAMasterCard | 363,678 | $103.4B | 1.75% | |
| 26 | METAMeta Platforms | 704,504 | $95.6B | 1.62% | |
| 27 | GPNGlobal Payments | 754,319 | $81.5B | 1.38% | |
| 28 | NVDANVIDIA | 601,438 | $73.0B | 1.24% | |
| 29 | NSYNice Ltd | 161,905 | $30.5B | 0.52% | |
| 30 | ADSKAutodesk | 141,860 | $26.5B | 0.45% | |
| 31 | ENQEntegris | 302,152 | $25.1B | 0.43% | |
| 32 | SEDGSolarEdge Technologies | 105,629 | $24.4B | 0.41% | |
| 33 | BURLBurlington Stores | 196,012 | $21.9B | 0.37% | |
| 34 | IBNICICI Bank | 459,597 | $9.6B | 0.16% | |
| 35 | BMOBank of Montreal | 96,543 | $8.5B | 0.14% | |
| 36 | TDToronto-Dominion Bank | 113,784 | $7.0B | 0.12% | |
| 37 | TSMTaiwan Semiconductor | 86,814 | $6.0B | 0.10% | |
| 38 | GRT-UCADGranite Real Estate Investment Trust | 75,971 | $3.7B | 0.06% | |
| 39 | GOOGAlphabet -CL C | 32,988 | $3.2B | 0.05% | |
| 40 | EVVTYEvolution Gaming | 39,020 | $3.1B | 0.05% | |
| 41 | WTWWillis Towers Watson | 13,685 | $2.8B | 0.05% | |
| 42 | CAECAE | 139,659 | $2.1B | 0.04% | |
| 43 | RYRoyal Bank of Canada | 21,919 | $2.0B | 0.03% | |
| 44 | LAMRLamar Advertising | 22,610 | $1.9B | 0.03% | |
| 45 | COOThe Cooper Companies | 6,085 | $1.6B | 0.03% | |
| 46 | PLDPrologis | 9,060 | $920.0M | 0.02% | |
| 47 | ARESAres Management | 14,740 | $913.0M | 0.02% | |
| 48 | IWFiShares Russell 1000 Growth | 4,060 | $854.0M | 0.01% | |
| 49 | DAVAEndava | 6,915 | $558.0M | 0.01% | |
| 50 | MRSHMarsh & McLennan | 2,530 | $378.0M | 0.01% | |
| 51 | ABTAbbott Laboratories | 2,250 | $218.0M | 0.00% | |
| 52 | CGEMYCapgemini | 1,399 | $45.0M | 0.00% | |
| 53 | DBSDYDBS Group | 372 | $34.0M | 0.00% | |
| 54 | GMVHYEntain | 1,344 | $16.0M | 0.00% | |
| 55 | —Nexi Spa | 1,798 | $14.0M | 0.00% | |
| 56 | —Thai Beverage | 319 | $14.0M | 0.00% | |
| 57 | ALCAlcon | 231 | $13.0M | 0.00% | |
| 58 | TLPFYTeleperformance | 105 | $13.0M | 0.00% | |
| 59 | GIKLYGrifols | 2,578 | $12.0M | 0.00% | |
| 60 | SONVYSonova Holdings | 274 | $12.0M | 0.00% | |
| 61 | SAPSAP | 117 | $10.0M | 0.00% |