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 |
|---|---|---|---|---|---|
| 101 | MSCIMSCI | 42 | $23.8M | 0.36% | |
| 102 | SYYSysco Corp | 317 | $23.2M | 0.35% | |
| 103 | SAPSAP | 148 | $22.9M | 0.35% | |
| 104 | PAYXPaychex | 181 | $21.6M | 0.33% | |
| 105 | ABNBAirbnb | 158 | $21.5M | 0.33% | |
| 106 | RCRUYRecruit Holdings | 2,300 | $19.2M | 0.29% | |
| 107 | MCOMoodys | 48 | $18.7M | 0.29% | |
| 108 | YUMYum! Brands | 143 | $18.7M | 0.29% | |
| 109 | SPGIS&P Global | 42 | $18.5M | 0.28% | |
| 110 | ZSZscaler | 83 | $18.4M | 0.28% | |
| 111 | RACEFerrari | 54 | $18.3M | 0.28% | |
| 112 | HEIHeico | 101 | $18.1M | 0.28% | |
| 113 | PLTRPLTR | 1,037 | $17.8M | 0.27% | |
| 114 | CCHGYCoca-Cola HBC | 545 | $16.1M | 0.25% | |
| 115 | AZNAstraZeneca | 223 | $15.0M | 0.23% | |
| 116 | MBLYMobileye Global | 331 | $14.3M | 0.22% | |
| 117 | ULTAUlta Beauty | 29 | $14.2M | 0.22% | |
| 118 | MARMarriott International | 63 | $14.2M | 0.22% | |
| 119 | —ASM International | 27 | $14.0M | 0.21% | |
| 120 | BROBrown & Brown | 196 | $13.9M | 0.21% | |
| 121 | ADYEYAdyen | 1,078 | $13.9M | 0.21% | |
| 122 | ELEstee Lauder | 94 | $13.7M | 0.21% | |
| 123 | PYPLPaypal Holdings | 221 | $13.6M | 0.21% | |
| 124 | COOThe Cooper Companies | 26 | $9.8M | 0.15% | |
| 125 | HLTHilton Worldwide Holdings | 52 | $9.5M | 0.14% | |
| 126 | CPNGCoupang | 565 | $9.1M | 0.14% | |
| 127 | PINSPinterest | 245 | $9.1M | 0.14% | |
| 128 | DNOPYDino Polska | 155 | $9.0M | 0.14% | |
| 129 | GMVHYEntain | 471 | $5.9M | 0.09% |
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