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Livermore
Livermore
ZHEN

DSM Capital Partners LLC

SEC CIK
0001214639
Latest filing
Aug 3, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
102
−13 vs. Q1 2024
Portfolio value
$6.90B
−$413.0M (−5.6%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of DSM Capital Partners LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock6,864,047$848.0M12.3%−3,044,993−30.7%ReducedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock1,837,662$821.3M11.9%−261,471−12.5%ReducedHistory
AMZNAmazon Com IncStock3,203,416$619.1M9.0%−444,394−12.2%ReducedHistory
GOOGLAlphabet Inc.Stock3,319,832$604.7M8.8%−422,684−11.3%ReducedHistory
ANETArista Networks, Inc.COM1,533,224$537.4M7.8%−178,080−10.4%ReducedHistory
AAPLApple Inc.Stock2,412,689$508.2M7.4%+2,409,737+81,630.7%AddedHistory
METAMeta Platforms, Inc.Stock716,701$361.4M5.2%+54,084+8.2%AddedHistory
INTUIntuit Inc.Stock456,044$299.7M4.3%−117,105−20.4%ReducedHistory
NVONovo Nordisk A SADR1,593,921$227.5M3.3%+1,593,303+257,816.0%AddedHistory
AMDAdvanced Micro Devices IncStock1,376,366$223.3M3.2%−72,664−5.0%ReducedHistory
ASMLASML Holding NVADR203,427$208.1M3.0%−77,501−27.6%ReducedHistory
VVisa Inc.Stock676,034$177.4M2.6%−421,993−38.4%ReducedHistory
UBERUber Technologies, IncStock2,253,377$163.8M2.4%+47,824+2.2%AddedHistory
FISVFiserv IncStock1,066,828$159.0M2.3%−230,559−17.8%ReducedHistory
ADBEAdobe Inc.Stock281,823$156.6M2.3%−43,005−13.2%ReducedHistory
ADSKAutodesk, Inc.COM594,781$147.2M2.1%−126,126−17.5%ReducedHistory
NBIXNeurocrine Biosciences IncStock997,784$137.4M2.0%−138,218−12.2%ReducedHistory
ENTGEntegris IncCOM926,773$125.5M1.8%−61,673−6.2%ReducedHistory
FTNTFortinet, Inc.Stock2,004,027$120.8M1.7%−189,057−8.6%ReducedHistory
MNSTMonster Beverage CorpCOM2,225,726$111.2M1.6%+268,198+13.7%AddedHistory
MAMastercard IncStock237,804$104.9M1.5%−61,988−20.7%ReducedHistory
SCHWSchwab Charles CorpStock1,334,569$98.3M1.4%−852,454−39.0%ReducedHistory
DTDynatrace, Inc.Stock1,218,191$54.5M0.8%+614,556+101.8%AddedHistory
GEGeneral Electric CoStock157,727$25.1M0.4%+157,727NewHistory
ORCLOracle CorpStock106,388$15.0M0.2%+93,285+711.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR45,725$7.95M0.1%−15,051−24.8%ReducedHistory
LLYEli Lilly & CoStock7,721$6.99M0.1%+7,620+7,544.6%AddedHistory
NICENICE Ltd.SPONSORED ADR39,014$6.71M0.1%−13,218−25.3%ReducedHistory
IBNIcici Bank LtdADR181,619$5.23M0.1%−90,021−33.1%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS72,249$4.65M0.1%−26,873−27.1%ReducedHistory
HWMHowmet Aerospace Inc.Stock49,327$3.83M0.1%+38,043+337.1%AddedHistory
GLOBGlobant S.A.COM19,042$3.39M<0.1%−27,685−59.2%ReducedHistory
LAMRLamar Advertising CoREIT16,565$1.98M<0.1%00.0%UnchangedHistory
ARESAres Management CorpCL A COM STK13,398$1.79M<0.1%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM9,664$1.14M<0.1%+3,370+53.5%AddedHistory
ABTAbbott LaboratoriesStock9,131$948.8K<0.1%+570+6.7%AddedHistory
ADPAutomatic Data Processing IncStock3,892$929.0K<0.1%−492,167−99.2%ReducedHistory
AVGOBroadcom Inc.Stock134$215.1K<0.1%+50+59.5%AddedHistory
GOOGAlphabet Inc.Stock914$167.6K<0.1%+734+407.8%AddedHistory
NFLXNetflix IncStock218$147.1K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock342$131.1K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock377$127.8K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW249$110.8K<0.1%00.0%UnchangedHistory
ARMArm Holdings PLCADR670$109.6K<0.1%00.0%UnchangedHistory
BSXBoston Scientific CorpStock1,324$102.0K<0.1%−2,167,681−99.9%ReducedHistory
AONAon plcCL A341$100.1K<0.1%+160+88.4%AddedHistory
AMATApplied Materials IncStock381$89.9K<0.1%+99+35.1%AddedHistory
NOWServiceNow, Inc.Stock112$88.1K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM142$84.5K<0.1%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM646$83.8K<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock142$78.5K<0.1%00.0%UnchangedHistory
CDNSCadence Design Systems IncStock254$78.2K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock255$77.4K<0.1%−234,912−99.9%ReducedHistory
CRMSalesforce, Inc.Stock299$76.9K<0.1%00.0%UnchangedHistory
DHRDanaher CorpStock305$76.2K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM1,200$75.2K<0.1%−1,613,950−99.9%ReducedConverted for a 50-for-1 splitHistory
WDAYWorkday, Inc.CL A288$64.4K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock172$58.5K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock274$57.7K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock329$57.0K<0.1%00.0%UnchangedHistory
AJGArthur J. Gallagher & Co.COM206$53.4K<0.1%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock13$51.5K<0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW61$50.3K<0.1%00.0%UnchangedHistory
LINLinde PLCStock113$49.6K<0.1%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock311$47.2K<0.1%−175−36.0%ReducedHistory
LRCXLam Research CorpCOM44$46.9K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock55$46.7K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock211$45.0K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock189$45.0K<0.1%00.0%UnchangedHistory
Tokyo Electron Ltd889110102ADR378$41.4K<0.1%−48−11.3%Reduced–
SNOWSnowflake Inc.Stock304$41.1K<0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock38$40.1K<0.1%−7,441−99.5%ReducedHistory
PLTRPalantir Technologies Inc.Stock1,537$38.9K<0.1%00.0%UnchangedHistory
ALCAlcon IncStock431$38.4K<0.1%−315−42.2%ReducedHistory
MELIMercadolibre IncCOM23$37.8K<0.1%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A148$37.0K<0.1%00.0%UnchangedHistory
CTASCintas CorpStock50$35.0K<0.1%−16−24.2%ReducedHistory
EWEdwards Lifesciences CorpStock371$34.3K<0.1%00.0%UnchangedHistory
FICOFair Isaac CorpCOM23$34.2K<0.1%00.0%UnchangedHistory
Hermes Intl Sca ADR42751Q105ADR148$34.2K<0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock184$33.7K<0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM68$33.1K<0.1%00.0%UnchangedHistory
ANSSAnsys IncCOM93$29.9K<0.1%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock299$26.7K<0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM226$25.6K<0.1%00.0%UnchangedHistory
ZSZscaler, Inc.Stock127$24.4K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock357$23.6K<0.1%00.0%UnchangedHistory
HEIHeico CorpCOM101$22.6K<0.1%00.0%UnchangedHistory
RACEFerrari N.V.COM54$22.1K<0.1%00.0%UnchangedHistory
Asm International N.V. (ADR)N07045102COMMON27$20.6K<0.1%00.0%Unchanged–
MSCIMSCI Inc.Stock42$20.2K<0.1%00.0%UnchangedHistory
MCOMoodys CorpStock48$20.2K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock143$18.9K<0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock42$18.7K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM77$16.8K<0.1%00.0%UnchangedHistory
PODDInsulet CorpStock76$15.3K<0.1%+76NewHistory
MARMarriott International IncStock63$15.2K<0.1%00.0%UnchangedHistory
Straumann Hldg AG ADR86317T103ADR1,177$14.6K<0.1%−721−38.0%Reduced–
ULTAUlta Beauty, Inc.Stock29$11.2K<0.1%−13,694−99.8%ReducedHistory
PINSPinterest, Inc.CL A245$10.8K<0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (15)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of DSM Capital Partners LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
EPAMEPAM Systems, Inc.COM353,914$97.7M1.3%History
Evolution30051E104ADR64,000$7.97M0.1%–
CAECae IncCOM105,992$2.19M<0.1%History
CPCanadian Pacific Kansas City LtdCOM7,697$678.6K<0.1%History
PLDPrologis, Inc.REIT4,120$536.5K<0.1%History
Capgemini13961R100ADR1,504$69.3K<0.1%–
SAPSAP SEADR148$28.9K<0.1%History
AZNAstraZeneca PLCSPONSORED ADR326$22.1K<0.1%History
PT Bank Mandiri Persero TBK Unsponsored ADR69367U105ADR1,204$21.7K<0.1%–
GIKLYGrifols SAADR4,096$18.5K<0.1%History
Coca-Cola HBC191223205ADR545$17.2K<0.1%–
Amadeus It Group S A Unsponsored ADS02263T104ADR264$16.9K<0.1%–
SBUXStarbucks CorpStock172$15.7K<0.1%History
Recruit Holdings Co Ltd75629J101ADR1,004$8.79K<0.1%–
Dino Polska SA Adr25445T106COM155$7.48K<0.1%–