DSM CAPITAL PARTNERS LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$9.3T
Holdings
68
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 4,114,614 | $915.2B | 9.81% | |
| 2 | GOOGLAlphabet -CL A | 489,432 | $857.8B | 9.19% | |
| 3 | BABAAlibaba Group Holding | 3,479,002 | $809.7B | 8.67% | |
| 4 | METAFacebook | 2,859,214 | $781.0B | 8.37% | |
| 5 | PYPLPaypal Holdings | 3,084,387 | $722.4B | 7.74% | |
| 6 | ADBEAdobe | 1,397,368 | $698.9B | 7.49% | |
| 7 | AMZNAmazon.com | 172,411 | $561.5B | 6.02% | |
| 8 | TCEHYTencent Holdings | 6,926,701 | $498.6B | 5.34% | |
| 9 | JDJD.com | 4,201,338 | $369.3B | 3.96% | |
| 10 | VVisa | 1,676,208 | $366.6B | 3.93% | |
| 11 | INTUIntuit | 792,690 | $301.1B | 3.23% | |
| 12 | EPAMEPAM Systems | 732,319 | $262.4B | 2.81% | |
| 13 | SIRIEURSirius XM Holdings | 37,597,119 | $239.5B | 2.57% | |
| 14 | BURLBurlington Stores | 729,976 | $190.9B | 2.05% | |
| 15 | ADPAutomatic Data Processing | 1,070,438 | $188.6B | 2.02% | |
| 16 | GPNGlobal Payments | 842,991 | $181.6B | 1.95% | |
| 17 | AONAon | 841,199 | $177.7B | 1.90% | |
| 18 | UNHUnitedHealth Group | 477,939 | $167.6B | 1.80% | |
| 19 | MNSTMonster Beverage | 1,796,125 | $166.1B | 1.78% | |
| 20 | ZTSZoetis | 920,356 | $152.3B | 1.63% | |
| 21 | GDDYGoDaddy | 1,517,233 | $125.9B | 1.35% | |
| 22 | MAMasterCard | 332,402 | $118.6B | 1.27% | |
| 23 | FTNTFortinet | 748,245 | $111.1B | 1.19% | |
| 24 | BSXBoston Scientific | 2,991,219 | $107.5B | 1.15% | |
| 25 | NBIXNeurocrine Biosciences | 1,116,380 | $107.0B | 1.15% | |
| 26 | EDUNew Oriental Education | 135,094 | $25.1B | 0.27% | |
| 27 | ELANElanco Animal Health | 649,112 | $19.9B | 0.21% | |
| 28 | AZNAstraZeneca | 397,926 | $19.9B | 0.21% | |
| 29 | GOOGAlphabet -CL C | 11,059 | $19.4B | 0.21% | |
| 30 | ABTAbbott Laboratories | 117,310 | $12.8B | 0.14% | |
| 31 | NSYNice Ltd | 41,172 | $11.7B | 0.13% | |
| 32 | SYKStryker Corp Com | 45,950 | $11.3B | 0.12% | |
| 33 | HDBHDFC Bank | 111,462 | $8.1B | 0.09% | |
| 34 | ATHMAutohome | 29,380 | $2.9B | 0.03% | |
| 35 | IWFiShares Russell 1000 Growth | 11,691 | $2.8B | 0.03% | |
| 36 | CP.TOCanadian Pacific Railway | 8,008 | $2.8B | 0.03% | |
| 37 | LAMRLamar Advertising | 32,120 | $2.7B | 0.03% | |
| 38 | DAVAEndava | 30,520 | $2.3B | 0.03% | |
| 39 | UPSUnited Parcel Service | 10,150 | $1.7B | 0.02% | |
| 40 | ACNAccenture | 4,992 | $1.3B | 0.01% | |
| 41 | TDToronto Dominion Bank | 22,460 | $1.3B | 0.01% | |
| 42 | BMOBank of Montreal | 16,660 | $1.3B | 0.01% | |
| 43 | RYRoyal Bank of Canada | 14,840 | $1.2B | 0.01% | |
| 44 | MRSHMarsh & McLennan | 9,850 | $1.2B | 0.01% | |
| 45 | VIPSVipshop Holdings | 38,030 | $1.1B | 0.01% | |
| 46 | TMETencent Music Entertainment | 45,961 | $884.0M | 0.01% | |
| 47 | KDPKeurig Dr Pepper | 25,960 | $831.0M | 0.01% | |
| 48 | BZUNBaozun | 17,606 | $605.0M | 0.01% | |
| 49 | IBNICICI Bank | 34,204 | $508.0M | 0.01% | |
| 50 | —Arco Platform | 11,865 | $421.0M | 0.00% | |
| 51 | ESGUiShares ESG Aware MSCI USA ETF | 4,182 | $360.0M | 0.00% | |
| 52 | EVVTYEvolution Gaming | 357 | $36.0M | 0.00% | |
| 53 | —Nexi Spa | 1,313 | $27.0M | 0.00% | |
| 54 | CGEMYCapgemini | 859 | $26.0M | 0.00% | |
| 55 | ADDYYAdidas | 139 | $25.0M | 0.00% | |
| 56 | GIKLYGrifols | 1,579 | $24.0M | 0.00% | |
| 57 | SAFRYSafran | 531 | $19.0M | 0.00% | |
| 58 | ANPDYANTA Sports Products | 48 | $19.0M | 0.00% | |
| 59 | PNGAYPing An Insurance | 745 | $18.0M | 0.00% | |
| 60 | PPRUYKering | 243 | $18.0M | 0.00% | |
| 61 | BDXBecton, Dickinson & Company | 66 | $17.0M | 0.00% | |
| 62 | DBSDYDBS Group | 215 | $16.0M | 0.00% | |
| 63 | SAUHYStraumann Holding | 223 | $14.0M | 0.00% | |
| 64 | SONVYSonova Holdings | 274 | $14.0M | 0.00% | |
| 65 | CCHGYCoca-Cola HBC | 414 | $13.0M | 0.00% | |
| 66 | RCRUYRecruit Holdings | 1,572 | $13.0M | 0.00% | |
| 67 | GXYYYGalaxy Entertainment | 240 | $9.0M | 0.00% | |
| 68 | —Thai Beverage | 130 | $7.0M | 0.00% |