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13F-HR filed by DSM CAPITAL PARTNERS LLC

DSM CAPITAL PARTNERS LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-14, with 99 holding rows worth $6,552,083,437.

Accession
0000950123-24-011428
Filed
2024-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 99 entries on the cover page, a total value of $6,552,083,437 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,552,083,437 with VALUE read as dollars as filed, 13F file number 028-10309. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM6,542,012$794,461,995dollars as filed
Microsoft Corp594918104COM1,730,666$744,705,451dollars as filed
Amazon.com, Inc023135106COM3,033,523$565,236,341dollars as filed
ARISTA NETWORKS INC040413106COM1,442,471$553,649,219dollars as filed
Apple Inc037833100COM2,252,175$524,756,775dollars as filed
META PLATFORMS INC CL A30303M102COM820,787$469,851,309dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,590,446$429,625,469dollars as filed
Intuit Inc.461202103COM405,415$251,762,808dollars as filed
Advanced Micro Devices,Inc.007903107COM1,270,318$208,433,777dollars as filed
NOVO-NORDISK A S ADR670100205ADR1,720,500$204,859,935dollars as filed
FISERV INC337738108COM1,014,699$182,290,676dollars as filed
Visa Inc92826C839COM620,512$170,609,660dollars as filed
Uber Technologies90353T100COM2,143,409$161,098,621dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK188,859$157,366,762dollars as filed
AUTODESK INC COM052769106Stock560,755$154,476,788dollars as filed
FORTINET INC COM34959E109Stock1,907,739$147,945,159dollars as filed
Adobe Inc00724F101COM263,987$136,687,188dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM944,154$108,785,424dollars as filed
MasterCard, Inc57636Q104COM213,218$105,287,071dollars as filed
DYNATRACE INC COM NEW268150109Stock1,580,153$84,490,781dollars as filed
HOWMET AEROSPACE INC COM443201108Stock836,552$83,864,339dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock230,048$62,349,909dollars as filed
SYNOPSYS INC COM871607107Stock119,373$60,449,294dollars as filed
Abbott Laboratories002824100COM489,355$55,791,363dollars as filed
GE Vernova Inc.36828A101COM150,523$38,380,354dollars as filed
General Electric Company369604301COM184,665$34,824,126dollars as filed
Oracle Corporation68389X105COM67,877$11,566,241dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS47,968$8,330,603dollars as filed
Eli Lilly and Company532457108COM8,599$7,618,198dollars as filed
ICICI BANK LIMITED ADR45104G104ADR225,260$6,724,011dollars as filed
MERCADOLIBREINC58733R102STOK2,682$5,503,357dollars as filed
GLOBANT S AL44385109COM18,581$3,681,639dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR56,300$3,522,128dollars as filed
NICE LTD SPONSORED ADR653656108ADR15,312$2,659,235dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock13,178$2,053,660dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT14,305$1,911,148dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock9,504$1,187,145dollars as filed
Automatic Data Processing,Inc.053015103COM3,647$1,009,234dollars as filed
Broadcom Inc.11135F101COM4,042$697,245dollars as filed
Stryker Corporation863667101COM717$259,023dollars as filed
Linde plcG54950103COM513$244,629dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK532$199,702dollars as filed
Netflix, Inc64110L106COM218$154,621dollars as filed
PALO ALTO NETWORKS INC697435105COM377$128,859dollars as filed
Intuitive Surgical,Inc.46120E602COM249$122,326dollars as filed
Boston Scientific Corporation101137107COM1,324$110,951dollars as filed
ServiceNow,Inc.81762P102COM112$100,172dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM342$95,921dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS670$95,817dollars as filed
Accenture Plc Class AG1151C101COM255$90,137dollars as filed
Thermo Fisher Scientific Inc.883556102COM142$87,837dollars as filed
Danaher Corporation235851102COM305$84,796dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM500$83,595dollars as filed
Applied Materials,Inc.038222105COM381$76,981dollars as filed
DATADOGINCCLASSA23804L103STOK646$74,329dollars as filed
WORKDAY INC CL A98138H101Stock288$70,390dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,883$70,048dollars as filed
ZOETIS INC CL A98978V103Stock329$64,280dollars as filed
AON PLC SHS CL AG0403H108Stock181$62,624dollars as filed
Marsh & McLennan Companies,Inc.571748102COM274$61,127dollars as filed
Salesforce.com, Inc79466L302COM220$60,216dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock206$57,962dollars as filed
Booking Holdings Inc.09857L108COM13$54,758dollars as filed
Costco Wholesale Corporation22160K105COM55$48,759dollars as filed
ECOLAB INC COM278865100Stock189$48,257dollars as filed
KLA CORP482480100COM61$47,239dollars as filed
FAIR ISAAC CORP COM303250104Stock23$44,701dollars as filed
Waste Management, Inc.94106L109COM211$43,804dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock38$43,761dollars as filed
ALCON AG ORD SHSH01301128Stock431$43,130dollars as filed
CINTAS CORP COM172908105Stock200$41,176dollars as filed
MONGODB INC CL A60937P106Stock148$40,012dollars as filed
Airbnb, Inc. Class A009066101COM311$39,438dollars as filed
VEEVA SYS INC CL A COM922475108Stock184$38,616dollars as filed
LAM RESEARCH CORP512807108COM44$35,908dollars as filed
SNOWFLAKE INC COM SHS833445109Stock304$34,917dollars as filed
IDEXX LABS INC COM45168D104Stock68$34,355dollars as filed
TOKYO ELECTRON LTD ADR889110102COM378$33,578dollars as filed
BROWN & BROWN INC COM115236101Stock299$30,976dollars as filed
ANSYS INC COM03662Q105COM93$29,633dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS357$28,610dollars as filed
HEICO CORP NEW COM422806109Stock101$26,409dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK450$25,929dollars as filed
FERRARI N VN3167Y103COM54$25,386dollars as filed
MSCI INC COM55354G100Stock42$24,483dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock371$24,482dollars as filed
MOODYS CORP COM615369105Stock48$22,780dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock419$21,859dollars as filed
ZSCALERINC98980G102STOK127$21,709dollars as filed
S&P Global,Inc.78409V104COM42$21,698dollars as filed
YUM BRANDS INC COM988498101Stock143$19,979dollars as filed
STRAUMANN HOLDING AG-UNS ADR86317T103COM1,177$19,150dollars as filed
ASM INTERNATIONAL NVN07045102Common Stock27$17,696dollars as filed
INSULET CORP COM45784P101Stock76$17,689dollars as filed
ENTEGRIS INC COM29362U104Stock156$17,555dollars as filed
Charles Schwab Corp808513105COM258$16,721dollars as filed
DEXCOM INC COM252131107Stock226$15,151dollars as filed
COOPER COS INC216648501COM104$11,475dollars as filed
CLEAN HARBORS INC COM184496107Stock45$10,877dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000950123-24-011428this filing2024-11-14acceptance time not in the bulk data set