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DSM CAPITAL PARTNERS LLC |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$406.66 |
$810,393,000 |
2,155,070 |
12.39% |
85,980,000 |
-139,190 |
0.029 |
Application Software |
|
NVDA |
NVIDIA Corporation |
3 |
- |
$887.89 |
$549,413,000 |
1,109,433 |
8.4% |
48,894,000 |
-41,211 |
0.045 |
Semiconductor - Speci... |
|
INTU |
Intuit Inc |
5 |
- |
$629.27 |
$390,391,000 |
624,596 |
5.97% |
59,475,000 |
-23,065 |
0.239 |
Application Software |
|
ADBE |
Adobe Systems Inc |
6 |
- |
$486.18 |
$384,704,000 |
644,827 |
5.88% |
41,045,000 |
-29,146 |
0.134 |
Application Software |
|
V |
Visa Inc |
8 |
- |
$268.49 |
$303,439,000 |
1,165,506 |
4.64% |
24,311,000 |
-48,041 |
0.069 |
Business Services |
|
ACN |
Accenture Plc |
9 |
- |
$303.71 |
$291,285,000 |
830,085 |
4.45% |
18,725,000 |
-57,415 |
0.131 |
Management Services |
|
ASML |
ASML Holding N.V. (ADR) |
10 |
- |
$0.00 |
$216,843,000 |
286,481 |
3.32% |
39,351,000 |
-15,038 |
0.065 |
Semiconductor Equipme... |
|
ADSK |
Autodesk Inc |
11 |
- |
$215.19 |
$206,709,000 |
848,979 |
3.16% |
14,227,000 |
-81,291 |
0.387 |
Technical & System So... |
|
EPAM |
Epam Systems, Inc. |
12 |
- |
$242.12 |
$178,768,000 |
601,223 |
2.73% |
-51,655,000 |
-299,959 |
1.074 |
Information Technolog... |
|
FISV |
Fiserv Inc |
13 |
- |
$149.22 |
$168,943,000 |
1,271,779 |
2.58% |
19,490,000 |
-51,286 |
0.19 |
Business Software & S... |
|
NBIX |
Neurocrine Biosciences Inc |
15 |
- |
$140.71 |
$161,012,000 |
1,222,009 |
2.46% |
23,310,000 |
-2,008 |
1.308 |
Biotechnology |
|
SCHW |
Charles Schwab Corp |
17 |
- |
$76.04 |
$152,115,000 |
2,210,980 |
2.33% |
18,084,000 |
-230,393 |
0.123 |
Investment Brokerage ... |
|
MA |
MasterCard Inc A |
18 |
- |
$443.58 |
$130,094,000 |
305,020 |
1.99% |
3,348,000 |
-15,118 |
0.031 |
Business Services |
|
ADP |
Automatic Data Processing Inc |
20 |
- |
$241.89 |
$121,485,000 |
521,461 |
1.86% |
-4,352,000 |
-1,596 |
0.122 |
Business Software & S... |
|
LIN |
Linde Plc |
21 |
- |
$423.60 |
$117,573,000 |
286,267 |
1.8% |
6,416,000 |
-12,260 |
0.058 |
N/A |
|
ENTG |
Entegris Inc |
23 |
- |
$131.80 |
$95,891,000 |
800,296 |
1.47% |
17,440,000 |
-35,091 |
0.499 |
Semiconductor Equipme... |
|
TMO |
Thermo Fisher Scientific |
24 |
- |
$572.38 |
$71,742,000 |
135,161 |
1.1% |
-26,000 |
-6,626 |
0.034 |
Medical Laboratories ... |
|
PAYC |
Paycom Software, Inc. |
25 |
- |
$171.29 |
$43,893,000 |
212,332 |
0.67% |
-16,184,000 |
-19,383 |
0.363 |
N/A |
|
AON |
Aon Plc |
34 |
- |
$279.97 |
$3,715,000 |
12,765 |
0.06% |
-1,946,000 |
-4,696 |
0.006 |
Life & Health Insurance |
|
LAMR |
Lamar Advertising Co |
36 |
- |
$115.08 |
$2,304,000 |
21,676 |
0.04% |
464,000 |
-364 |
0.025 |
Marketing Services |
|
PLD |
ProLogis Inc |
39 |
- |
$105.89 |
$1,120,000 |
8,400 |
0.02% |
159,000 |
-160 |
0.001 |
REIT - Industrial |
|
TD |
Toronto-Dominion Bank (USA) |
43 |
- |
$54.66 |
$414,000 |
6,410 |
0.01% |
-295,000 |
-5,320 |
0 |
Domestic Money Center... |
|
AZN |
AstraZeneca Plc (ADR) |
114 |
- |
$76.35 |
$15,000 |
223 |
0% |
-2,689,000 |
-39,708 |
0 |
Drug Manufacturers - ... |
|
PYPL |
Paypal Holdings, Inc. |
122 |
- |
$65.70 |
$14,000 |
221 |
0% |
-127,643,000 |
-2,183,443 |
0 |
N/A |
|
COO |
Cooper Companies Inc |
123 |
- |
$90.64 |
$40,000 |
104 |
0% |
-697,000 |
-8,792 |
0 |
Medical Instruments &... |
|
GMVHY |
Entain Adr |
127 |
- |
$0.00 |
$6,000 |
471 |
0% |
-8,000 |
-798 |
0 |
N/A |
|