Dsm Capital Partners LLC Top Holdings and 13F Report (2024) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $6.55 billion in total holdings as of September 30, 2024.Dsm Capital Partners LLC owns shares of 99 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.15% of the portfolio was purchased this quarter.About 11.72% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 102 new stocks and bought additional shares in 17 stocks.Dsm Capital Partners LLC sold shares of 32 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $794,461,995Microsoft $744,705,451Amazon.com $565,236,341Arista Networks $553,649,219Apple $524,756,775 Largest New Holdings this Quarter GE Vernova $38,380,354 HoldingiShares Russell 1000 Growth ETF $199,702 HoldingClean Harbors $10,877 Holding Largest Purchases this Quarter Howmet Aerospace 787,225 shares (about $78.92M)Cadence Design Systems 229,794 shares (about $62.28M)Synopsys 119,231 shares (about $60.38M)Meta Platforms 104,086 shares (about $59.58M)Abbott Laboratories 480,224 shares (about $54.75M) Largest Sales this Quarter Alphabet 729,386 shares (about $120.97M)Monster Beverage 2,225,307 shares (about $116.09M)Entegris 926,617 shares (about $104.27M)Charles Schwab 1,334,311 shares (about $86.48M)Microsoft 106,996 shares (about $46.04M) 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$794,461,995$39,107,933 ▼-4.7%6,542,01212.1%Computer and TechnologyMSFTMicrosoft$744,705,451$46,040,371 ▼-5.8%1,730,66611.4%Computer and TechnologyAMZNAmazon.com$565,236,341$31,656,163 ▼-5.3%3,033,5238.6%Retail/WholesaleANETArista Networks$553,649,219$34,832,816 ▼-5.9%1,442,4718.4%Computer and TechnologyAAPLApple$524,756,775$37,399,762 ▼-6.7%2,252,1758.0%Computer and TechnologyMETAMeta Platforms$469,851,309$59,582,990 ▲14.5%820,7877.2%Computer and TechnologyGOOGLAlphabet$429,625,469$120,968,668 ▼-22.0%2,590,4466.6%Computer and TechnologyINTUIntuit$251,762,808$31,440,621 ▼-11.1%405,4153.8%Computer and TechnologyAMDAdvanced Micro Devices$208,433,777$17,400,356 ▼-7.7%1,270,3183.2%Computer and TechnologyNVONovo Nordisk A/S$204,859,935$15,071,762 ▲7.9%1,720,5003.1%MedicalFIFiserv$182,290,676$9,364,975 ▼-4.9%1,014,6992.8%Business ServicesVVisa$170,609,660$15,265,764 ▼-8.2%620,5122.6%Business ServicesUBERUber Technologies$161,098,621$8,265,195 ▼-4.9%2,143,4092.5%Computer and TechnologyASMLASML$157,366,762$12,138,786 ▼-7.2%188,8592.4%Computer and TechnologyADSKAutodesk$154,476,788$9,373,483 ▼-5.7%560,7552.4%Computer and TechnologyFTNTFortinet$147,945,159$7,467,134 ▼-4.8%1,907,7392.3%Computer and TechnologyADBEAdobe$136,687,188$9,235,124 ▼-6.3%263,9872.1%Computer and TechnologyNBIXNeurocrine Biosciences$108,785,424$6,179,249 ▼-5.4%944,1541.7%MedicalMAMastercard$105,287,071$12,140,569 ▼-10.3%213,2181.6%Business ServicesDTDynatrace$84,490,781$19,354,108 ▲29.7%1,580,1531.3%Computer and TechnologyHWMHowmet Aerospace$83,864,339$78,919,307 ▲1,595.9%836,5521.3%AerospaceCDNSCadence Design Systems$62,349,909$62,281,067 ▲90,470.1%230,0481.0%Computer and TechnologySNPSSynopsys$60,449,294$60,377,387 ▲83,965.5%119,3730.9%Computer and TechnologyABTAbbott Laboratories$55,791,363$54,750,338 ▲5,259.3%489,3550.9%MedicalGE Vernova$38,380,354$38,380,354 ▲New Holding150,5230.6%Common StockGEGeneral Electric$34,824,126$5,079,968 ▲17.1%184,6650.5%TransportationORCLOracle$11,566,241$6,562,275 ▼-36.2%67,8770.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,330,603$389,542 ▲4.9%47,9680.1%Computer and TechnologyLLYEli Lilly and Company$7,618,198$777,855 ▲11.4%8,5990.1%MedicalIBNICICI Bank$6,724,011$1,302,684 ▲24.0%225,2600.1%FinanceMELIMercadoLibre$5,503,357$5,456,162 ▲11,560.9%2,6820.1%Retail/WholesaleGLOBGlobant$3,681,639$91,343 ▼-2.4%18,5810.1%Computer and TechnologyHDBHDFC Bank$3,522,128$997,769 ▼-22.1%56,3000.1%FinanceNICENICE$2,659,235$4,116,326 ▼-60.8%15,3120.0%Computer and TechnologyARESAres Management$2,053,660$34,285 ▼-1.6%13,1780.0%FinanceLAMRLamar Advertising$1,911,148$301,936 ▼-13.6%14,3050.0%FinanceAPOApollo Global Management$1,187,145$19,986 ▼-1.7%9,5040.0%FinanceADPAutomatic Data Processing$1,009,234$67,799 ▼-6.3%3,6470.0%Business ServicesAVGOBroadcom$697,245$674,130 ▲2,916.4%4,0420.0%Computer and TechnologySYKStryker$259,023$196,886 ▲316.9%7170.0%MedicalLinde$244,629$190,744 ▲354.0%5130.0%Common StockIWFiShares Russell 1000 Growth ETF$199,702$199,702 ▲New Holding5320.0%ETFNFLXNetflix$154,6210.0%2180.0%Consumer DiscretionaryPANWPalo Alto Networks$128,8590.0%3770.0%Computer and TechnologyISRGIntuitive Surgical$122,3260.0%2490.0%MedicalBSXBoston Scientific$110,9510.0%1,3240.0%MedicalNOWServiceNow$100,1720.0%1120.0%Computer and TechnologyCRWDCrowdStrike$95,9210.0%3420.0%Computer and TechnologyARM Holdings$95,8170.0%6700.0%ADRACNAccenture$90,1370.0%2550.0%Computer and TechnologyTMOThermo Fisher Scientific$87,8370.0%1420.0%MedicalDHRDanaher$84,7960.0%3050.0%Multi-Sector ConglomeratesGOOGAlphabet$83,595$69,217 ▼-45.3%5000.0%Computer and TechnologyAMATApplied Materials$76,9810.0%3810.0%Computer and TechnologyDDOGDatadog$74,3290.0%6460.0%Computer and TechnologyWDAYWorkday$70,3900.0%2880.0%Computer and TechnologyPalantir$70,048$12,871 ▲22.5%1,8830.0%Common StockZTSZoetis$64,2800.0%3290.0%MedicalAONAON$62,624$55,358 ▼-46.9%1810.0%FinanceMMCMarsh & McLennan Companies$61,1270.0%2740.0%FinanceCRMSalesforce$60,216$21,623 ▼-26.4%2200.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$57,9620.0%2060.0%FinanceBKNGBooking$54,7580.0%130.0%Retail/WholesaleCOSTCostco Wholesale$48,7590.0%550.0%Retail/WholesaleECLEcolab$48,2570.0%1890.0%Basic MaterialsKLACKLA$47,2390.0%610.0%Computer and TechnologyFICOFair Isaac$44,7010.0%230.0%Computer and TechnologyWMWaste Management$43,8040.0%2110.0%Business ServicesORLYO'Reilly Automotive$43,7610.0%380.0%Retail/WholesaleALCAlcon$43,1300.0%4310.0%MedicalCTASCintas$41,176$30,882 ▲300.0%2000.0%Business ServicesMDBMongoDB$40,0120.0%1480.0%Computer and TechnologyABNBAirbnb$39,4380.0%3110.0%Consumer DiscretionaryVEEVVeeva Systems$38,6160.0%1840.0%Computer and TechnologyLRCXLam Research$35,9080.0%440.0%Computer and TechnologySNOWSnowflake$34,9170.0%3040.0%Computer and TechnologyIDXXIDEXX Laboratories$34,3550.0%680.0%MedicalTOELYTokyo Electron$33,5780.0%3780.0%Computer and TechnologyBROBrown & Brown$30,9760.0%2990.0%FinanceANSSANSYS$29,6330.0%930.0%Computer and TechnologySHOPShopify$28,6100.0%3570.0%Computer and TechnologyHEIHEICO$26,4090.0%1010.0%AerospaceCMGChipotle Mexican Grill$25,929$43,215 ▼-62.5%4500.0%Retail/WholesaleRACEFerrari$25,3860.0%540.0%Auto/Tires/TrucksMSCIMSCI$24,4830.0%420.0%FinanceEWEdwards Lifesciences$24,4820.0%3710.0%MedicalMCOMoody's$22,7800.0%480.0%FinanceMNSTMonster Beverage$21,859$116,093,045 ▼-100.0%4190.0%Consumer StaplesZSZscaler$21,7090.0%1270.0%Computer and TechnologySPGIS&P Global$21,6980.0%420.0%Business ServicesYUMYum! Brands$19,9790.0%1430.0%Retail/WholesaleSAUHYStraumann$19,1500.0%1,1770.0%MedicalASMIYASM International$17,6960.0%270.0%Computer and TechnologyPODDInsulet$17,6890.0%760.0%MedicalENTGEntegris$17,555$104,274,112 ▼-100.0%1560.0%Computer and TechnologySCHWCharles Schwab$16,721$86,476,799 ▼-100.0%2580.0%FinanceDXCMDexCom$15,1510.0%2260.0%MedicalThe Cooper Companies$11,4750.0%1040.0%Common StockCLHClean Harbors$10,877$10,877 ▲New Holding450.0%Business ServicesHESAYHermès International Société en commandite par actions$0$34,176 ▼-100.0%00.0%Consumer CyclicalShowing 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. 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