Dsm Capital Partners LLC Top Holdings and 13F Report (2024) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $6.90 billion in total holdings as of June 30, 2024.Dsm Capital Partners LLC owns shares of 102 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 22.90% of the portfolio was purchased this quarter.About 19.69% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 115 new stocks and bought additional shares in 16 stocks.Dsm Capital Partners LLC sold shares of 33 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $847,984,424Microsoft $821,342,897Amazon.com $619,060,143Alphabet $604,707,399Arista Networks $537,364,347 Largest New Holdings this Quarter General Electric $25,073,861 HoldingInsulet $15,337 Holding Largest Purchases this Quarter NVIDIA 5,873,143 shares (about $725.57M)Apple 2,409,737 shares (about $507.54M)Novo Nordisk A/S 1,593,303 shares (about $227.43M)Dynatrace 614,556 shares (about $27.50M)Meta Platforms 54,084 shares (about $27.27M) Largest Sales this Quarter Boston Scientific 2,167,681 shares (about $166.93M)Automatic Data Processing 492,167 shares (about $117.48M)Microsoft 261,471 shares (about $116.86M)Visa 421,993 shares (about $110.76M)Amazon.com 444,394 shares (about $85.88M) 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$847,984,424$725,568,136 ▲592.7%6,864,04712.3%Computer and TechnologyMSFTMicrosoft$821,342,897$116,864,444 ▼-12.5%1,837,66211.9%Computer and TechnologyAMZNAmazon.com$619,060,143$85,879,141 ▼-12.2%3,203,4169.0%Retail/WholesaleGOOGLAlphabet$604,707,399$76,991,891 ▼-11.3%3,319,8328.8%Computer and TechnologyANETArista Networks$537,364,347$62,413,478 ▼-10.4%1,533,2247.8%Computer and TechnologyAAPLApple$508,160,557$507,538,807 ▲81,630.7%2,412,6897.4%Computer and TechnologyMETAMeta Platforms$361,374,978$27,270,234 ▲8.2%716,7015.2%Computer and TechnologyINTUIntuit$299,716,776$76,962,602 ▼-20.4%456,0444.3%Computer and TechnologyNVONovo Nordisk A/S$227,516,284$227,428,071 ▲257,816.0%1,593,9213.3%MedicalAMDAdvanced Micro Devices$223,260,329$11,786,827 ▼-5.0%1,376,3663.2%Computer and TechnologyASMLASML$208,050,896$79,262,598 ▼-27.6%203,4273.0%Computer and TechnologyVVisa$177,438,535$110,760,435 ▼-38.4%676,0342.6%Business ServicesUBERUber Technologies$163,775,440$3,475,848 ▲2.2%2,253,3772.4%Computer and TechnologyFIFiserv$159,000,045$34,362,513 ▼-17.8%1,066,8282.3%Business ServicesADBEAdobe$156,563,950$23,890,998 ▼-13.2%281,8232.3%Computer and TechnologyADSKAutodesk$147,178,559$31,209,879 ▼-17.5%594,7812.1%Computer and TechnologyNBIXNeurocrine Biosciences$137,364,923$19,028,472 ▼-12.2%997,7842.0%MedicalENTGEntegris$125,485,064$8,350,524 ▼-6.2%926,7731.8%Computer and TechnologyFTNTFortinet$120,782,707$11,394,465 ▼-8.6%2,004,0271.7%Computer and TechnologyMNSTMonster Beverage$111,175,014$13,396,490 ▲13.7%2,225,7261.6%Consumer StaplesMAMastercard$104,909,633$27,346,631 ▼-20.7%237,8041.5%Business ServicesSCHWCharles Schwab$98,344,389$62,817,335 ▼-39.0%1,334,5691.4%FinanceDTDynatrace$54,501,866$27,495,236 ▲101.8%1,218,1910.8%Computer and TechnologyGEGeneral Electric$25,073,861$25,073,861 ▲New Holding157,7270.4%TransportationORCLOracle$15,021,986$13,171,842 ▲711.9%106,3880.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,947,462$2,616,014 ▼-24.8%45,7250.1%Computer and TechnologyLLYEli Lilly and Company$6,990,439$6,898,996 ▲7,544.6%7,7210.1%MedicalNICENICE$6,709,238$2,273,100 ▼-25.3%39,0140.1%Computer and TechnologyIBNICICI Bank$5,232,443$2,593,505 ▼-33.1%181,6190.1%FinanceHDBHDFC Bank$4,647,778$1,728,740 ▼-27.1%72,2490.1%FinanceHWMHowmet Aerospace$3,829,255$2,953,278 ▲337.1%49,3270.1%AerospaceGLOBGlobant$3,394,427$4,935,128 ▼-59.2%19,0420.0%Computer and TechnologyLAMRLamar Advertising$1,980,0140.0%16,5650.0%FinanceARESAres Management$1,785,6850.0%13,3980.0%FinanceAPOApollo Global Management$1,141,028$397,896 ▲53.5%9,6640.0%FinanceABTAbbott Laboratories$948,802$59,229 ▲6.7%9,1310.0%MedicalADPAutomatic Data Processing$928,981$117,475,281 ▼-99.2%3,8920.0%Business ServicesAVGOBroadcom$215,141$80,276 ▲59.5%1340.0%Computer and TechnologyGOOGAlphabet$167,646$134,630 ▲407.8%9140.0%Computer and TechnologyNFLXNetflix$147,1240.0%2180.0%Consumer DiscretionaryCRWDCrowdStrike$131,0510.0%3420.0%Computer and TechnologyPANWPalo Alto Networks$127,8070.0%3770.0%Computer and TechnologyISRGIntuitive Surgical$110,7680.0%2490.0%MedicalARM Holdings$109,6250.0%6700.0%ADRBSXBoston Scientific$101,961$166,932,721 ▼-99.9%1,3240.0%MedicalAONAON$100,111$46,973 ▲88.4%3410.0%FinanceAMATApplied Materials$89,912$23,363 ▲35.1%3810.0%Computer and TechnologyNOWServiceNow$88,1070.0%1120.0%Computer and TechnologySNPSSynopsys$84,4990.0%1420.0%Computer and TechnologyDDOGDatadog$83,7800.0%6460.0%Computer and TechnologyTMOThermo Fisher Scientific$78,5260.0%1420.0%MedicalCDNSCadence Design Systems$78,1690.0%2540.0%Computer and TechnologyACNAccenture$77,370$71,275,064 ▼-99.9%2550.0%Computer and TechnologyCRMSalesforce$76,8730.0%2990.0%Computer and TechnologyDHRDanaher$76,2040.0%3050.0%Multi-Sector ConglomeratesCMGChipotle Mexican Grill$75,180$1,948,603 ▼-96.3%1,2000.0%Retail/WholesaleWDAYWorkday$64,3850.0%2880.0%Computer and TechnologySYKStryker$58,5230.0%1720.0%MedicalMMCMarsh & McLennan Companies$57,7370.0%2740.0%FinanceZTSZoetis$57,0350.0%3290.0%MedicalAJGArthur J. Gallagher & Co.$53,4180.0%2060.0%FinanceBKNGBooking$51,5000.0%130.0%Retail/WholesaleKLACKLA$50,2950.0%610.0%Computer and TechnologyLinde$49,5860.0%1130.0%Common StockABNBAirbnb$47,157$26,535 ▼-36.0%3110.0%Consumer DiscretionaryLRCXLam Research$46,8530.0%440.0%Computer and TechnologyCOSTCostco Wholesale$46,7490.0%550.0%Retail/WholesaleWMWaste Management$45,0150.0%2110.0%Business ServicesECLEcolab$44,9820.0%1890.0%Basic MaterialsTOELYTokyo Electron$41,391$5,256 ▼-11.3%3780.0%Computer and TechnologySNOWSnowflake$41,0670.0%3040.0%Computer and TechnologyORLYO'Reilly Automotive$40,130$7,858,088 ▼-99.5%380.0%Retail/WholesalePLTRPalantir Technologies$38,9320.0%1,5370.0%Business ServicesALCAlcon$38,393$28,060 ▼-42.2%4310.0%MedicalMELIMercadoLibre$37,7980.0%230.0%Retail/WholesaleMDBMongoDB$36,9940.0%1480.0%Computer and TechnologyCTASCintas$35,013$11,204 ▼-24.2%500.0%Industrial ProductsEWEdwards Lifesciences$34,2690.0%3710.0%MedicalFICOFair Isaac$34,2390.0%230.0%Computer and TechnologyHESAYHermès International Société en commandite par actions$34,1760.0%1480.0%Consumer CyclicalVEEVVeeva Systems$33,6740.0%1840.0%Computer and TechnologyIDXXIDEXX Laboratories$33,1300.0%680.0%MedicalANSSANSYS$29,9000.0%930.0%Computer and TechnologyBROBrown & Brown$26,7340.0%2990.0%FinanceDXCMDexCom$25,6240.0%2260.0%MedicalZSZscaler$24,4080.0%1270.0%Computer and TechnologySHOPShopify$23,5800.0%3570.0%Computer and TechnologyHEIHEICO$22,5850.0%1010.0%AerospaceRACEFerrari$22,0520.0%540.0%Auto/Tires/TrucksASMIYASM International$20,6310.0%270.0%Computer and TechnologyMSCIMSCI$20,2340.0%420.0%Computer and TechnologyMCOMoody's$20,2050.0%480.0%FinanceYUMYum! Brands$18,9420.0%1430.0%Retail/WholesaleSPGIS&P Global$18,7320.0%420.0%Business ServicesHLTHilton Worldwide$16,8010.0%770.0%Consumer DiscretionaryPODDInsulet$15,337$15,337 ▲New Holding760.0%MedicalMARMarriott International$15,2320.0%630.0%Consumer DiscretionarySAUHYStraumann$14,618$8,955 ▼-38.0%1,1770.0%MedicalULTAUlta Beauty$11,190$5,283,995 ▼-99.8%290.0%Retail/WholesalePINSPinterest$10,7970.0%2450.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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