DSM CAPITAL PARTNERS LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$6.6B
Holdings
99
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA | 6,542,012 | $794.5T | 12125334.72% | |
| 2 | MSFTMicrosoft | 1,730,666 | $744.7T | 11365934.33% | |
| 3 | AMZNAmazon.com | 3,033,523 | $565.2T | 8626819.00% | |
| 4 | ANETEURArista Networks | 1,442,471 | $553.6T | 8449972.61% | |
| 5 | AAPLApple | 2,252,175 | $524.8T | 8009006.83% | |
| 6 | METAMeta Platforms | 820,787 | $469.9T | 7171021.93% | |
| 7 | GOOGLAlphabet -CL A | 2,590,446 | $429.6T | 6557082.21% | |
| 8 | INTUIntuit | 405,415 | $251.8T | 3842485.02% | |
| 9 | AMDAdvanced Micro Devices | 1,270,318 | $208.4T | 3181183.40% | |
| 10 | NVONovo Nordisk | 1,720,500 | $204.9T | 3126638.28% | |
| 11 | FISVFiserv | 1,014,699 | $182.3T | 2782178.98% | |
| 12 | VVisa | 620,512 | $170.6T | 2603899.55% | |
| 13 | UBERUber Technologies | 2,143,409 | $161.1T | 2458739.01% | |
| 14 | ASMLASML Holding | 188,859 | $157.4T | 2401782.18% | |
| 15 | ADSKAutodesk | 560,755 | $154.5T | 2357674.47% | |
| 16 | FTNTFortinet | 1,907,739 | $147.9T | 2257986.64% | |
| 17 | ADBEAdobe | 263,987 | $136.7T | 2086163.87% | |
| 18 | NBIXNeurocrine Biosciences | 944,154 | $108.8T | 1660318.16% | |
| 19 | MAMasterCard | 213,218 | $105.3T | 1606925.17% | |
| 20 | DTDynatrace | 1,580,153 | $84.5T | 1289525.50% | |
| 21 | HWMHowmet Aerospace | 836,552 | $83.9T | 1279964.54% | |
| 22 | CDNSCadence Design Systems | 230,048 | $62.3T | 951604.38% | |
| 23 | SNPSSynopsys | 119,373 | $60.4T | 922596.58% | |
| 24 | ABTAbbott Laboratories | 489,355 | $55.8T | 851505.74% | |
| 25 | GEVGE Vernova | 150,523 | $38.4T | 585773.32% | |
| 26 | GEGeneral Electric | 184,665 | $34.8T | 531497.02% | |
| 27 | ORCLOracle Corp | 67,877 | $11.6T | 176527.69% | |
| 28 | TSMTaiwan Semiconductor | 47,968 | $8.3T | 127144.34% | |
| 29 | LLYEli Lilly | 8,599 | $7.6T | 116271.39% | |
| 30 | IBNICICI Bank | 225,260 | $6.7T | 102624.02% | |
| 31 | MLB1MercadoLibre | 2,682 | $5.5T | 83994.01% | |
| 32 | GLOBGlobant | 18,581 | $3.7T | 56190.36% | |
| 33 | HDBHDFC Bank | 56,300 | $3.5T | 53755.85% | |
| 34 | NSYNice Ltd | 15,312 | $2.7T | 40586.10% | |
| 35 | ARESAres Management | 13,178 | $2.1T | 31343.62% | |
| 36 | LAMRLamar Advertising | 14,305 | $1.9T | 29168.56% | |
| 37 | APOApollo Global Management | 9,504 | $1.2T | 18118.59% | |
| 38 | ADPAutomatic Data Processing | 3,647 | $1.0T | 15403.25% | |
| 39 | AVGOBroadcom | 4,042 | $697.2B | 10641.58% | |
| 40 | SYKStryker | 717 | $259.0B | 3953.29% | |
| 41 | LINLinde | 513 | $244.6B | 3733.61% | |
| 42 | IWFiShares Russell 1000 Growth | 532 | $199.7B | 3047.92% | |
| 43 | NFLXNetflix | 218 | $154.6B | 2359.88% | |
| 44 | PANWPalo Alto Networks | 377 | $128.9B | 1966.69% | |
| 45 | ISRGIntuitive Surgical | 249 | $122.3B | 1866.98% | |
| 46 | BSXBoston Scientific | 1,324 | $111.0B | 1693.37% | |
| 47 | NOWServiceNow | 112 | $100.2B | 1528.86% | |
| 48 | CRWDCrowdStrike Holdings | 342 | $95.9B | 1463.98% | |
| 49 | ARMARM Holdings | 670 | $95.8B | 1462.39% | |
| 50 | ACNAccenture | 255 | $90.1B | 1375.70% | |
| 51 | TMOThermo Fisher Scientific | 142 | $87.8B | 1340.60% | |
| 52 | DHRDanaher Corp | 305 | $84.8B | 1294.18% | |
| 53 | GOOGAlphabet -CL C | 500 | $83.6B | 1275.85% | |
| 54 | AMATApplied Materials | 381 | $77.0B | 1174.91% | |
| 55 | DDOGDatadog | 646 | $74.3B | 1134.43% | |
| 56 | WDAYWorkday | 288 | $70.4B | 1074.31% | |
| 57 | PLTRPalantir | 1,883 | $70.0B | 1069.10% | |
| 58 | ZTSZoetis | 329 | $64.3B | 981.06% | |
| 59 | AONAon | 181 | $62.6B | 955.79% | |
| 60 | MRSHMarsh & McLennan | 274 | $61.1B | 932.94% | |
| 61 | CRMSalesforce.com | 220 | $60.2B | 919.04% | |
| 62 | AJGArthur J Gallagher & Co | 206 | $58.0B | 884.63% | |
| 63 | BKNGBooking Holdings | 13 | $54.8B | 835.73% | |
| 64 | COSTCostco Wholesale | 55 | $48.8B | 744.18% | |
| 65 | ECLEcolab | 189 | $48.3B | 736.51% | |
| 66 | KLACKLA Corp | 61 | $47.2B | 720.98% | |
| 67 | FICOFair Isaac Corp | 23 | $44.7B | 682.24% | |
| 68 | WMWaste Management | 211 | $43.8B | 668.55% | |
| 69 | ORLYO Reilly Automotive | 38 | $43.8B | 667.89% | |
| 70 | ALCAlcon | 431 | $43.1B | 658.26% | |
| 71 | CITCintas | 200 | $41.2B | 628.44% | |
| 72 | MDBMongoDB | 148 | $40.0B | 610.68% | |
| 73 | ABNBAirbnb | 311 | $39.4B | 601.92% | |
| 74 | VEEVVeeva Systems | 184 | $38.6B | 589.37% | |
| 75 | LRCXEURLam Research | 44 | $35.9B | 548.04% | |
| 76 | SNOWSnowflake | 304 | $34.9B | 532.91% | |
| 77 | IDXXIDEXX Laboratories | 68 | $34.4B | 524.34% | |
| 78 | TOELYTokyo Electron | 378 | $33.6B | 512.48% | |
| 79 | BROBrown & Brown | 299 | $31.0B | 472.77% | |
| 80 | AKXAnsys | 93 | $29.6B | 452.27% | |
| 81 | SHOPShopify | 357 | $28.6B | 436.66% | |
| 82 | HEIHeico | 101 | $26.4B | 403.06% | |
| 83 | CMGChipotle Mexican Grill | 450 | $25.9B | 395.74% | |
| 84 | RACEFerrari | 54 | $25.4B | 387.45% | |
| 85 | MSCIMSCI | 42 | $24.5B | 373.67% | |
| 86 | EWEdwards Lifesciences | 371 | $24.5B | 373.65% | |
| 87 | MCOMoodys | 48 | $22.8B | 347.68% | |
| 88 | MNSTMonster Beverage | 419 | $21.9B | 333.62% | |
| 89 | ZSZscaler | 127 | $21.7B | 331.33% | |
| 90 | SPGIS&P Global | 42 | $21.7B | 331.16% | |
| 91 | YUMYum! Brands | 143 | $20.0B | 304.93% | |
| 92 | SAUHYStraumann Holding | 1,177 | $19.1B | 292.27% | |
| 93 | —ASM International | 27 | $17.7B | 270.08% | |
| 94 | PODDInsulet | 76 | $17.7B | 269.98% | |
| 95 | ENQEntegris | 156 | $17.6B | 267.93% | |
| 96 | SCHWCharles Schwab | 258 | $16.7B | 255.20% | |
| 97 | DC4DexCom | 226 | $15.2B | 231.24% | |
| 98 | COOThe Cooper Companies | 104 | $11.5B | 175.14% | |
| 99 | CLHClean Harbors | 45 | $10.9B | 166.01% |