Dsm Capital Partners LLC Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $7.32 billion in total holdings as of March 31, 2024.Dsm Capital Partners LLC owns shares of 115 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 12.21% of the portfolio was purchased this quarter.About 15.75% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 129 new stocks and bought additional shares in 32 stocks.Dsm Capital Partners LLC sold shares of 37 stocks and completely divested from 17 stocks this quarter.Largest Holdings NVIDIA $895,341,260Microsoft $883,147,110Amazon.com $657,991,968Alphabet $564,857,941Arista Networks $496,243,934 Largest New Holdings this Quarter Howmet Aerospace $772,164 HoldingPT Bank Mandiri (Persero) Tbk $21,744 HoldingThe Cooper Companies $10,552 Holding Largest Purchases this Quarter Meta Platforms 657,540 shares (about $319.29M)Advanced Micro Devices 1,448,366 shares (about $261.42M)Uber Technologies 2,204,805 shares (about $169.75M)Arista Networks 134,805 shares (about $39.09M)Fortinet 505,207 shares (about $34.51M) Largest Sales this Quarter Accenture 594,918 shares (about $206.20M)Adobe 319,999 shares (about $161.47M)Linde 286,154 shares (about $132.87M)NVIDIA 118,529 shares (about $107.10M)Chipotle Mexican Grill 36,433 shares (about $105.90M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDsm Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$895,341,260$107,098,068 ▼-10.7%990,90412.2%Computer and TechnologyMSFTMicrosoft$883,147,110$23,533,811 ▼-2.6%2,099,13312.1%Computer and TechnologyAMZNAmazon.com$657,991,968$26,646,816 ▼-3.9%3,647,8109.0%Retail/WholesaleGOOGLAlphabet$564,857,941$24,118,614 ▼-4.1%3,742,5167.7%Computer and TechnologyANETArista Networks$496,243,934$39,090,754 ▲8.6%1,711,3046.8%Computer and TechnologyINTUIntuit$372,546,947$33,440,559 ▼-8.2%573,1495.1%Computer and TechnologyMETAMeta Platforms$321,753,562$319,288,272 ▲12,951.3%662,6174.4%Computer and TechnologyVVisa$306,437,260$18,832,032 ▼-5.8%1,098,0274.2%Business ServicesASMLASML$272,632,196$5,389,020 ▼-1.9%280,9283.7%Computer and TechnologyAMDAdvanced Micro Devices$261,535,425$261,415,580 ▲218,127.4%1,449,0303.6%Computer and TechnologyFIFiserv$207,348,389$4,092,671 ▲2.0%1,297,3872.8%Business ServicesADSKAutodesk$187,738,600$33,352,510 ▼-15.1%720,9072.6%Computer and TechnologyUBERUber Technologies$169,805,526$169,747,937 ▲294,760.0%2,205,5532.3%Computer and TechnologyADBEAdobe$163,908,208$161,471,495 ▼-49.6%324,8282.2%Computer and TechnologySCHWCharles Schwab$158,209,245$1,733,049 ▼-1.1%2,187,0232.2%FinanceNBIXNeurocrine Biosciences$156,677,396$11,862,085 ▼-7.0%1,136,0022.1%MedicalFTNTFortinet$149,809,567$34,510,690 ▲29.9%2,193,0842.0%Computer and TechnologyBSXBoston Scientific$148,555,153$45,862,137 ▼-23.6%2,169,0052.0%MedicalMAMastercard$144,370,856$2,517,648 ▼-1.7%299,7922.0%Business ServicesENTGEntegris$138,916,202$26,442,601 ▲23.5%988,4461.9%Computer and TechnologyADPAutomatic Data Processing$123,885,767$6,343,895 ▼-4.9%496,0591.7%Business ServicesMNSTMonster Beverage$116,042,261$9,221,300 ▼-7.4%1,957,5281.6%Consumer StaplesEPAMEPAM Systems$97,736,891$68,296,854 ▼-41.1%353,9141.3%Computer and TechnologyCMGChipotle Mexican Grill$93,897,391$105,902,351 ▼-53.0%32,3031.3%Retail/WholesaleACNAccenture$81,511,234$206,204,528 ▼-71.7%235,1671.1%Business ServicesPAYCPaycom Software$35,597,914$6,658,278 ▼-15.8%178,8750.5%Computer and TechnologyDTDynatrace$28,032,810$28,009,358 ▲119,431.7%603,6350.4%Computer and TechnologyNICENICE$13,612,704$81,313 ▼-0.6%52,2320.2%Computer and TechnologyGLOBGlobant$9,434,181$154,857 ▼-1.6%46,7270.1%Computer and TechnologyORLYO'Reilly Automotive$8,442,893$2,701,410 ▼-24.2%7,4790.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$8,268,575$253,053 ▼-3.0%60,7760.1%Computer and TechnologyEVVTYEvolution AB (publ)$7,969,600$103,231 ▲1.3%64,0000.1%Consumer CyclicalULTAUlta Beauty$7,175,482$7,160,318 ▲47,220.7%13,7230.1%Retail/WholesaleIBNICICI Bank$7,174,012$5,729,808 ▼-44.4%271,6400.1%FinanceHDBHDFC Bank$5,547,858$740,427 ▼-11.8%99,1220.1%FinanceCAECAE$2,187,674$606,836 ▼-21.7%105,9920.0%AerospaceLAMRLamar Advertising$1,978,027$610,305 ▼-23.6%16,5650.0%FinanceARESAres Management$1,781,6660.0%13,3980.0%FinanceORCLOracle$1,645,868$1,590,851 ▲2,891.6%13,1030.0%Computer and TechnologyABTAbbott Laboratories$973,043$563,867 ▲137.8%8,5610.0%MedicalHWMHowmet Aerospace$772,164$772,164 ▲New Holding11,2840.0%ConstructionAPOApollo Global Management$707,760$670,202 ▲1,784.4%6,2940.0%FinanceCPCanadian Pacific Kansas City$678,644$101,836 ▼-13.0%7,6970.0%TransportationPLDPrologis$536,506$557,341 ▼-51.0%4,1200.0%FinanceAAPLApple$506,2090.0%2,9520.0%Computer and TechnologyNFLXNetflix$132,398$30,367 ▲29.8%2180.0%Consumer DiscretionaryAVGOBroadcom$111,334$35,786 ▲47.4%840.0%Computer and TechnologyCRWDCrowdStrike$109,6420.0%3420.0%Computer and TechnologyPANWPalo Alto Networks$107,1170.0%3770.0%Computer and TechnologyISRGIntuitive Surgical$99,3730.0%2490.0%MedicalCRMSalesforce$90,0530.0%2990.0%Computer and TechnologyNOWServiceNow$85,3890.0%1120.0%Computer and TechnologyARM Holdings$83,7430.0%6700.0%ADRTMOThermo Fisher Scientific$82,532$78,474,564 ▼-99.9%1420.0%MedicalSNPSSynopsys$81,1530.0%1420.0%Computer and TechnologyABNBAirbnb$80,171$54,107 ▲207.6%4860.0%Computer and TechnologyDDOGDatadog$79,8460.0%6460.0%Computer and TechnologyNVONovo Nordisk A/S$79,351$21,314 ▲36.7%6180.0%MedicalCDNSCadence Design Systems$79,0650.0%2540.0%Computer and TechnologyLLYEli Lilly and Company$78,574$15,559 ▲24.7%1010.0%MedicalWDAYWorkday$78,5520.0%2880.0%Computer and TechnologyDHRDanaher$76,1650.0%3050.0%Multi-Sector ConglomeratesCGEMYCapgemini$69,3490.0%1,5040.0%Business ServicesALCAlcon$62,1340.0%7460.0%MedicalSYKStryker$61,554$21,472 ▲53.6%1720.0%MedicalAONAON$60,403$4,199,510 ▼-98.6%1810.0%FinanceAMATApplied Materials$58,157$10,930 ▲23.1%2820.0%Computer and TechnologyMMCMarsh & McLennan Companies$56,439$20,186 ▼-26.3%2740.0%FinanceZTSZoetis$55,670$7,953 ▲16.7%3290.0%MedicalTOELYTokyo Electron$55,351$14,293 ▲34.8%4260.0%Computer and TechnologyMDBMongoDB$53,0790.0%1480.0%Computer and TechnologyLinde$52,468$132,866,620 ▼-100.0%1130.0%Common StockAJGArthur J. Gallagher & Co.$51,508$10,252 ▲24.8%2060.0%FinanceSNOWSnowflake$49,1260.0%3040.0%Computer and TechnologyBKNGBooking$47,1620.0%130.0%Retail/WholesaleCTASCintas$45,3440.0%660.0%Industrial ProductsWMWaste Management$44,9750.0%2110.0%Business ServicesECLEcolab$43,6400.0%1890.0%Basic MaterialsLRCXLam Research$42,749$7,773 ▲22.2%440.0%Computer and TechnologyVEEVVeeva Systems$42,631$7,414 ▲21.1%1840.0%Computer and TechnologyKLACKLA$42,613$8,383 ▲24.5%610.0%Computer and TechnologyCOSTCostco Wholesale$40,2950.0%550.0%Retail/WholesaleHESAYHermès International Société en commandite par actions$37,9500.0%1480.0%Consumer CyclicalIDXXIDEXX Laboratories$36,715$4,319 ▲13.3%680.0%MedicalEWEdwards Lifesciences$35,4530.0%3710.0%MedicalPLTRPalantir Technologies$35,366$11,505 ▲48.2%1,5370.0%Business ServicesMELIMercadoLibre$34,7750.0%230.0%Retail/WholesaleANSSANSYS$32,2860.0%930.0%Computer and TechnologyDXCMDexCom$31,3460.0%2260.0%MedicalSAUHYStraumann$30,1590.0%1,8980.0%MedicalSAPSAP$28,8640.0%1480.0%Computer and TechnologyFICOFair Isaac$28,741$11,246 ▼-28.1%230.0%Computer and TechnologySHOPShopify$27,5500.0%3570.0%Computer and TechnologyGOOGAlphabet$27,4070.0%1800.0%Computer and TechnologyBROBrown & Brown$26,174$9,016 ▲52.6%2990.0%FinanceZSZscaler$24,464$8,476 ▲53.0%1270.0%Computer and TechnologyRACEFerrari$23,5410.0%540.0%Auto/Tires/TrucksMSCIMSCI$23,5390.0%420.0%Computer and TechnologyAZNAstraZeneca$22,087$6,978 ▲46.2%3260.0%MedicalPPERYPT Bank Mandiri (Persero) Tbk$21,744$21,744 ▲New Holding1,2040.0%FinanceShowing largest 100 holdings. 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