DSM CAPITAL PARTNERS LLC Q4 2023 Filing
Filed February 12, 2024
Portfolio Value
$6.5B
Holdings
129
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (129 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | 2,155,070 | $810.4B | 12393.73% | |
| 2 | AMZNAmazon.com | 3,795,536 | $576.7B | 8819.66% | |
| 3 | NVDANVIDIA | 1,109,433 | $549.4B | 8402.45% | |
| 4 | GOOGLAlphabet -CL A | 3,902,316 | $545.1B | 8336.70% | |
| 5 | INTUIntuit | 624,596 | $390.4B | 5970.45% | |
| 6 | ADBEAdobe | 644,827 | $384.7B | 5883.46% | |
| 7 | ANETEURArista Networks | 1,576,499 | $371.3B | 5678.19% | |
| 8 | VVisa | 1,165,506 | $303.4B | 4640.65% | |
| 9 | ACNAccenture | 830,085 | $291.3B | 4454.77% | |
| 10 | ASMLASML Holding | 286,481 | $216.8B | 3316.29% | |
| 11 | ADSKAutodesk | 848,979 | $206.7B | 3161.31% | |
| 12 | EPAMEPAM Systems | 601,223 | $178.8B | 2733.98% | |
| 13 | FISVFiserv | 1,271,779 | $168.9B | 2583.73% | |
| 14 | BSXBoston Scientific | 2,838,623 | $164.1B | 2509.67% | |
| 15 | NBIXNeurocrine Biosciences | 1,222,009 | $161.0B | 2462.43% | |
| 16 | CMGChipotle Mexican Grill | 68,736 | $157.2B | 2404.08% | |
| 17 | SCHWCharles Schwab | 2,210,980 | $152.1B | 2326.38% | |
| 18 | MAMasterCard | 305,020 | $130.1B | 1989.59% | |
| 19 | MNSTMonster Beverage | 2,113,083 | $121.7B | 1861.75% | |
| 20 | ADPAutomatic Data Processing | 521,461 | $121.5B | 1857.93% | |
| 21 | LINLinde | 286,267 | $117.6B | 1798.10% | |
| 22 | FTNTFortinet | 1,687,877 | $98.8B | 1510.87% | |
| 23 | ENQEntegris | 800,296 | $95.9B | 1466.51% | |
| 24 | TMOThermo Fisher Scientific | 135,161 | $71.7B | 1097.19% | |
| 25 | PAYCPaycom Software | 212,332 | $43.9B | 671.28% | |
| 26 | IWFiShares Russell 1000 Growth | 83,137 | $25.2B | 385.47% | |
| 27 | IBNICICI Bank | 488,596 | $11.6B | 178.14% | |
| 28 | GLOBGlobant | 47,494 | $11.3B | 172.86% | |
| 29 | NSYNice Ltd | 52,544 | $10.5B | 160.32% | |
| 30 | ORLYO Reilly Automotive | 9,872 | $9.4B | 143.44% | |
| 31 | EVVTYEvolution Gaming | 63,171 | $7.5B | 115.36% | |
| 32 | HDBHDFC Bank | 112,351 | $7.5B | 115.31% | |
| 33 | TSMTaiwan Semiconductor | 62,636 | $6.5B | 99.62% | |
| 34 | AONAon | 12,765 | $3.7B | 56.81% | |
| 35 | CAECAE | 135,393 | $2.9B | 44.70% | |
| 36 | LAMRLamar Advertising | 21,676 | $2.3B | 35.23% | |
| 37 | METAMeta Platforms | 5,077 | $1.8B | 27.48% | |
| 38 | ARESAres Management | 13,398 | $1.6B | 24.37% | |
| 39 | PLDPrologis | 8,400 | $1.1B | 17.12% | |
| 40 | SUSAiShares MSCI USA ESG Select Social | 7,940 | $798.0M | 12.20% | |
| 41 | CPCanadian Pacific Railway | 8,852 | $699.8M | 10.70% | |
| 42 | AAPLApple | 2,952 | $568.3M | 8.69% | |
| 43 | TDToronto-Dominion Bank | 6,410 | $414.2M | 6.33% | |
| 44 | ABTAbbott Laboratories | 3,600 | $396.3M | 6.06% | |
| 45 | PANWPalo Alto Networks | 377 | $111.2M | 1.70% | |
| 46 | AMDAdvanced Micro Devices | 664 | $97.9M | 1.50% | |
| 47 | CRWDCrowdStrike Holdings | 342 | $87.3M | 1.34% | |
| 48 | ISRGIntuitive Surgical | 249 | $84.0M | 1.28% | |
| 49 | NFLXNetflix | 168 | $81.8M | 1.25% | |
| 50 | WDAYWorkday | 288 | $79.5M | 1.22% | |
| 51 | NOWServiceNow | 112 | $79.1M | 1.21% | |
| 52 | CRMSalesforce.com | 299 | $78.7M | 1.20% | |
| 53 | DDOGDatadog | 646 | $78.4M | 1.20% | |
| 54 | SNPSSynopsys | 142 | $73.1M | 1.12% | |
| 55 | DHRDanaher Corp | 305 | $70.6M | 1.08% | |
| 56 | MRSHMarsh & McLennan | 372 | $70.5M | 1.08% | |
| 57 | CDNSCadence Design Systems | 254 | $69.2M | 1.06% | |
| 58 | AVGOBroadcom | 57 | $63.6M | 0.97% | |
| 59 | CGEMYCapgemini | 1,504 | $62.9M | 0.96% | |
| 60 | MDBMongoDB | 148 | $60.5M | 0.93% | |
| 61 | SNOWSnowflake | 304 | $60.5M | 0.93% | |
| 62 | ALCAlcon | 746 | $58.3M | 0.89% | |
| 63 | ZTSZoetis | 282 | $55.7M | 0.85% | |
| 64 | ARMARM Holdings | 670 | $50.3M | 0.77% | |
| 65 | LLYEli Lilly | 81 | $47.2M | 0.72% | |
| 66 | NVONovo Nordisk A/S | 452 | $46.8M | 0.72% | |
| 67 | ORCLOracle Corp | 438 | $46.2M | 0.71% | |
| 68 | BKNGBooking Holdings | 13 | $46.1M | 0.71% | |
| 69 | UBERUber Technologies | 748 | $46.1M | 0.70% | |
| 70 | AMADYAmadeus IT Group | 585 | $42.2M | 0.64% | |
| 71 | CITCintas | 66 | $39.8M | 0.61% | |
| 72 | WMWaste Management | 211 | $37.8M | 0.58% | |
| 73 | ECLEcolab | 189 | $37.5M | 0.57% | |
| 74 | LRLCYLOreal | 376 | $37.4M | 0.57% | |
| 75 | FICOFair Isaac Corp | 32 | $37.2M | 0.57% | |
| 76 | AMATApplied Materials | 229 | $37.1M | 0.57% | |
| 77 | AJGArthur J Gallagher & Co | 165 | $37.1M | 0.57% | |
| 78 | LVMUYLVMH Moet Hennessy Louis Vuitton | 227 | $36.9M | 0.56% | |
| 79 | COSTCostco Wholesale | 55 | $36.3M | 0.56% | |
| 80 | MLB1MercadoLibre | 23 | $36.1M | 0.55% | |
| 81 | GIKLYGrifols | 4,096 | $35.6M | 0.54% | |
| 82 | AKXAnsys | 93 | $33.7M | 0.52% | |
| 83 | SYKStryker | 112 | $33.5M | 0.51% | |
| 84 | IDXXIDEXX Laboratories | 60 | $33.3M | 0.51% | |
| 85 | VRSKVerisk Analytics | 138 | $33.0M | 0.50% | |
| 86 | ITGartner | 72 | $32.5M | 0.50% | |
| 87 | HESAYHermes | 148 | $31.5M | 0.48% | |
| 88 | APOApollo Global Management | 334 | $31.1M | 0.48% | |
| 89 | SAUHYStraumann Holding | 1,898 | $30.6M | 0.47% | |
| 90 | DBSDYDBS Group | 296 | $30.0M | 0.46% | |
| 91 | VEEVVeeva Systems | 152 | $29.3M | 0.45% | |
| 92 | KLACKLA Corp | 49 | $28.5M | 0.44% | |
| 93 | EWEdwards Lifesciences | 371 | $28.3M | 0.43% | |
| 94 | LRCXEURLam Research | 36 | $28.2M | 0.43% | |
| 95 | TOELYTokyo Electron | 316 | $28.1M | 0.43% | |
| 96 | DC4DexCom | 226 | $28.0M | 0.43% | |
| 97 | SHOPShopify | 357 | $27.8M | 0.43% | |
| 98 | DTDynatrace, Inc | 505 | $27.6M | 0.42% | |
| 99 | SBUXStarbucks | 285 | $27.4M | 0.42% | |
| 100 | GOOGAlphabet -CL C | 180 | $25.4M | 0.39% |
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