HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Microsoft |
2,155,070 | -139,190 | $810,393 |
| MSFT | 2,155,070 | -139,190 | $810,393 |
| Amazon.com |
3,795,536 | +441,537 | $576,694 |
| AMZN | 3,795,536 | +441,537 | $576,694 |
| NVIDIA |
1,109,433 | -41,211 | $549,413 |
| NVDA | 1,109,433 | -41,211 | $549,413 |
| Alphabet CL A |
3,902,316 | +72,137 | $545,115 |
| GOOGL | 3,902,316 | +72,137 | $545,115 |
| Intuit |
624,596 | -23,065 | $390,391 |
| INTU | 624,596 | -23,065 | $390,391 |
| Adobe |
644,827 | -29,146 | $384,704 |
| ADBE | 644,827 | -29,146 | $384,704 |
| Arista Networks |
1,576,499 | +73,399 | $371,281 |
| ANET | 1,576,499 | +73,399 | $371,281 |
| Visa |
1,165,506 | -48,041 | $303,439 |
| V | 1,165,506 | -48,041 | $303,439 |
| Accenture |
830,085 | -57,415 | $291,285 |
| ACN | 830,085 | -57,415 | $291,285 |
| ASML Holding |
286,481 | -15,038 | $216,843 |
| ASML | 286,481 | -15,038 | $216,843 |
| Autodesk |
848,979 | -81,291 | $206,709 |
| ADSK | 848,979 | -81,291 | $206,709 |
| EPAM Systems |
601,223 | -299,959 | $178,768 |
| EPAM | 601,223 | -299,959 | $178,768 |
| Fiserv |
1,271,779 | +1,271,779 | $168,943 |
| FI | 1,271,779 | +1,271,779 | $168,943 |
| Boston Scientific |
2,838,623 | +444,794 | $164,101 |
| BSX | 2,838,623 | +444,794 | $164,101 |
| Neurocrine Biosciences |
1,222,009 | -2,008 | $161,012 |
| NBIX | 1,222,009 | -2,008 | $161,012 |
| Chipotle Mexican Grill |
68,736 | +40,000 | $157,196 |
| CMG | 68,736 | +40,000 | $157,196 |
| Charles Schwab |
2,210,980 | -230,393 | $152,115 |
| SCHW | 2,210,980 | -230,393 | $152,115 |
| MasterCard |
305,020 | -15,118 | $130,094 |
| MA | 305,020 | -15,118 | $130,094 |
| Monster Beverage |
2,113,083 | +322,487 | $121,735 |
| MNST | 2,113,083 | +322,487 | $121,735 |
| Automatic Data Processing |
521,461 | -1,596 | $121,485 |
| ADP | 521,461 | -1,596 | $121,485 |
| Linde |
286,267 | -12,260 | $117,573 |
| LIN | 286,267 | -12,260 | $117,573 |
| Fortinet |
1,687,877 | +397,871 | $98,791 |
| FTNT | 1,687,877 | +397,871 | $98,791 |
| Entegris |
800,296 | -35,091 | $95,891 |
| ENTG | 800,296 | -35,091 | $95,891 |
| Thermo Fisher Scientific |
135,161 | -6,626 | $71,742 |
| TMO | 135,161 | -6,626 | $71,742 |
| Paycom Software |
212,332 | -19,383 | $43,893 |
| PAYC | 212,332 | -19,383 | $43,893 |
| iShares Russell 1000 Growth (IWF) |
83,137 | +78,857 | $25,205 |
| IWF | 83,137 | +78,857 | $25,205 |
| ICICI Bank |
488,596 | +969 | $11,648 |
| IBN | 488,596 | +969 | $11,648 |
| Globant |
47,494 | +703 | $11,303 |
| GLOB | 47,494 | +703 | $11,303 |
| Nice Ltd |
52,544 | +2,191 | $10,483 |
| NICE | 52,544 | +2,191 | $10,483 |
| O Reilly Automotive |
9,872 | +9,872 | $9,379 |
| ORLY | 9,872 | +9,872 | $9,379 |
 Evolution Gaming |
$7,543 | ||
| ADR | 63,171 | +5,400 | $7,543 |
| HDFC Bank |
112,351 | +400 | $7,540 |
| HDB | 112,351 | +400 | $7,540 |
| Taiwan Semiconductor |
62,636 | +520 | $6,514 |
| TSM | 62,636 | +520 | $6,514 |
| Aon |
12,765 | -4,696 | $3,715 |
| AON | 12,765 | -4,696 | $3,715 |
| CAE |
135,393 | +134,618 | $2,923 |
| CAE | 135,393 | +134,618 | $2,923 |
| Lamar Advertising |
21,676 | -364 | $2,304 |
| LAMR | 21,676 | -364 | $2,304 |
| Meta Platforms |
5,077 | +5,077 | $1,797 |
| META | 5,077 | +5,077 | $1,797 |
| Ares Management |
13,398 | +1,398 | $1,593 |
| ARES | 13,398 | +1,398 | $1,593 |
| Prologis |
8,400 | -160 | $1,120 |
| PLD | 8,400 | -160 | $1,120 |
| iShares MSCI USA ESG Select Social (SUSA) |
7,940 | +7,940 | $798 |
| SUSA | 7,940 | +7,940 | $798 |
| Canadian Pacific Railway |
8,852 | +228 | $700 |
| CP | 8,852 | +228 | $700 |
| Apple |
2,952 | +2,952 | $568 |
| AAPL | 2,952 | +2,952 | $568 |
| Toronto Dominion Bank |
6,410 | -5,320 | $414 |
| TD | 6,410 | -5,320 | $414 |
| Abbott Laboratories |
3,600 | +3,600 | $396 |
| ABT | 3,600 | +3,600 | $396 |
| Palo Alto Networks |
377 | +377 | $111 |
| PANW | 377 | +377 | $111 |
| Advanced Micro Devices |
664 | +664 | $98 |
| AMD | 664 | +664 | $98 |
| CrowdStrike Holdings |
342 | +342 | $87 |
| CRWD | 342 | +342 | $87 |
| Intuitive Surgical |
249 | +249 | $84 |
| ISRG | 249 | +249 | $84 |
| Netflix |
168 | +168 | $82 |
| NFLX | 168 | +168 | $82 |
| Workday |
288 | +288 | $80 |
| WDAY | 288 | +288 | $80 |
See Full List: All Stocks Held By DSM Capital Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By DSM Capital Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $6,538,727 At 09/30/2023: $5,926,925 DSM Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DSM Capital Partners LLC 13F filings. Link to 13F filings: SEC filings |
