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DSM CAPITAL PARTNERS LLC

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13F filer, CIK 1214639, Palm Beach Gardens, FL

DSM CAPITAL PARTNERS LLC reported $6,476,542,468 across 40 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 72.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-000460

Period
2024-12-31
Reported value
$6.48B
Holdings
40
Top 10 weight
72.48%
New
1
Sold out
60

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ANETnew+5,188,878$574M
FTNTadded+523,425$49.5M
DTadded+874,429$47.5M
ABTadded+370,049$41.9M
NVOadded+286,912$24.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ARISTA NETWORKS INCexited-1,442,471-$554M
ASMLexited-188,859-$157M
AAPLreduced-595,258-$149M
NVDAreduced-411,596-$55.3M
AMZNreduced-203,353-$44.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000460, largest first. % of portfolio is the value over $6,476,542,468, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542,012 shares; 2024Q4: 6,130,416 shares 6,130,416$823M12.71%-411,596Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,666 shares; 2024Q4: 1,645,967 shares 1,645,967$694M10.71%-84,699Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033,523 shares; 2024Q4: 2,830,170 shares 2,830,170$621M9.59%-203,353Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188,878 shares 5,188,878$574M8.86%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590,446 shares; 2024Q4: 2,419,241 shares 2,419,241$458M7.07%-171,205Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,787 shares; 2024Q4: 775,398 shares 775,398$454M7.01%-45,389Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252,175 shares; 2024Q4: 1,656,917 shares 1,656,917$415M6.41%-595,258Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,739 shares; 2024Q4: 2,431,164 shares 2,431,164$230M3.55%+523,425Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,415 shares; 2024Q4: 343,174 shares 343,174$216M3.33%-62,241Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014,699 shares; 2024Q4: 1,025,130 shares 1,025,130$211M3.25%+10,431Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,500 shares; 2024Q4: 2,007,412 shares 2,007,412$173M2.67%+286,912Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,512 shares; 2024Q4: 530,037 shares 530,037$168M2.59%-90,475Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,318 shares; 2024Q4: 1,349,087 shares 1,349,087$163M2.52%+78,769Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,755 shares; 2024Q4: 532,528 shares 532,528$157M2.43%-28,227Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143,409 shares; 2024Q4: 2,537,391 shares 2,537,391$153M2.36%+393,982Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,153 shares; 2024Q4: 2,454,582 shares 2,454,582$133M2.06%+874,429Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 944,154 shares; 2024Q4: 932,595 shares 932,595$127M1.97%-11,559Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,552 shares; 2024Q4: 1,011,961 shares 1,011,961$111M1.71%+175,409Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,218 shares; 2024Q4: 207,926 shares 207,926$109M1.69%-5,292Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,355 shares; 2024Q4: 859,404 shares 859,404$97.2M1.5%+370,049Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,987 shares; 2024Q4: 197,774 shares 197,774$87.9M1.36%-66,213Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,048 shares; 2024Q4: 284,078 shares 284,078$85.4M1.32%+54,030Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,373 shares; 2024Q4: 122,163 shares 122,163$59.3M0.92%+2,790Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,523 shares; 2024Q4: 151,382 shares 151,382$49.8M0.77%+859Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,665 shares; 2024Q4: 239,632 shares 239,632$40M0.62%+54,967Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares 34,211$13.7M0.21%+33,679Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,877 shares; 2024Q4: 58,655 shares 58,655$9.77M0.15%-9,222Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,968 shares; 2024Q4: 46,098 shares 46,098$9.1M0.14%-1,870Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,542 shares 8,542$6.59M0.1%-57Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 215,170 shares 215,170$6.42M0.1%-10,090Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,300 shares; 2024Q4: 73,905 shares 73,905$4.72M0.07%+17,605Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,577 shares 2,577$4.38M0.07%-105Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,581 shares; 2024Q4: 17,781 shares 17,781$3.81M0.06%-800Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 13,993 shares 13,993$2.48M0.04%+815Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,415 shares 14,415$1.75M0.03%+110Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 10,107 shares 10,107$1.67M0.03%+603Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 5,108 shares 5,108$1.18M0.02%+1,066Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 3,289 shares 3,289$1.18M0.02%+2,572Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,952 shares 3,952$1.16M0.02%+305Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares 235$209K<0.01%+17Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARISTA NETWORKS INCARISTA NETWORKS INC1,442,471$554Mshares
ASMLASML HLDG NV188,859$157Mshares
NICENICE LTD15,312$2.66Mshares
LINLINDE PLC513$245Kshares
PANWPALO ALTO NETWORKS INC377$129Kshares
ISRGINTUITIVE SURGICAL INC249$122Kshares
BSXBOSTON SCIENTIFIC CORP1,324$111Kshares
NOWSERVICENOW INC112$100Kshares
CRWDCROWDSTRIKE HLDGS INC342$95.9Kshares
ARMARM HOLDINGS PLC670$95.8Kshares
ACNACCENTURE PLC IRELAND255$90.1Kshares
TMOTHERMO FISHER SCIENTIFIC INC142$87.8Kshares
DHRDANAHER CORP DEL305$84.8Kshares
GOOGALPHABET INC500$83.6Kshares
AMATAPPLIED MATLS INC381$77Kshares
DDOGDATADOG INC646$74.3Kshares
WDAYWORKDAY INC288$70.4Kshares
PLTRPALANTIR TECHNOLOGIES INC1,883$70Kshares
ZTSZOETIS INC329$64.3Kshares
AONAON PLC181$62.6Kshares
MRSHMARSH & MCLENNAN COS INC274$61.1Kshares
CRMSALESFORCE INC220$60.2Kshares
AJGGALLAGHER ARTHUR J & CO206$58Kshares
BKNGBOOKING HOLDINGS INC13$54.8Kshares
COSTCOSTCO WHOLESALE CORPORATION55$48.8Kshares
ECLECOLAB INC189$48.3Kshares
KLACKLA CORP61$47.2Kshares
FICOFAIR ISAAC CORP23$44.7Kshares
WMWASTE MGMT INC DEL211$43.8Kshares
ORLYOREILLY AUTOMOTIVE INC38$43.8Kshares
ALCALCON AG431$43.1Kshares
CTASCINTAS CORP200$41.2Kshares
MDBMONGODB INC148$40Kshares
ABNBAIRBNB INC311$39.4Kshares
VEEVVEEVA SYS INC184$38.6Kshares
LAM RESEARCH CORPLAM RESEARCH CORP44$35.9Kshares
SNOWSNOWFLAKE INC304$34.9Kshares
IDXXIDEXX LABS INC68$34.4Kshares
TOELYTokyo Electron Ltd Unsponsored378$33.6Kshares
BROBROWN & BROWN INC299$31Kshares
ANSYS INCANSYS INC93$29.6Kshares
SHOPSHOPIFY INC357$28.6Kshares
HEIHEICO CORP NEW101$26.4Kshares
CMGCHIPOTLE MEXICAN GRILL INC450$25.9Kshares
RACEFERRARI N V54$25.4Kshares
MSCIMSCI INC42$24.5Kshares
EWEDWARDS LIFESCIENCES CORP371$24.5Kshares
MCOMOODYS CORP48$22.8Kshares
MNSTMONSTER BEVERAGE CORP NEW419$21.9Kshares
ZSZSCALER INC127$21.7Kshares
SPGIS&P GLOBAL INC42$21.7Kshares
YUMYUM BRANDS INC143$20Kshares
SAUHYStraumann Holding Ag Unsponsor1,177$19.1Kshares
ASMIYASM INTERNATL N.V27$17.7Kshares
PODDINSULET CORP76$17.7Kshares
ENTGENTEGRIS INC156$17.6Kshares
SCHWCHARLES SCHWAB CORP (THE)258$16.7Kshares
DXCMDEXCOM INC226$15.2Kshares
COOCOOPER COS INC104$11.5Kshares
CLHCLEAN HARBORS INC45$10.9Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-000460 base2025-01-31acceptance time not in the bulk data set