DSM Capital Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), DSM Capital Partners LLC reported 115 stock positions worth $7.3 billion. Its top holding was Nvidia (NVDA) at 12.2% of the portfolio, followed by Microsoft (MSFT, 12.1%) and Amazon.com (AMZN, 9.0%). Compared with Q4 2023, it opened 2 new positions, sold out of 16, added to 32 and reduced 37. The biggest buy was Meta Platforms Class A (META, shares +12951%) and the biggest sale Adobe (ADBE, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001214639
- Portfolio Value
- $7.3B (Q1 2024)
- SEC Filing
- 0000950123-24-004520 ↗ filed May 13, 2024
Holdings Value
Holdings 115 stocks · $7.3B
| NVDA Nvidia Corp. | 12.24% | 990,904 | $895.3M | Reduce -10.7% |
| MSFT Microsoft Corp. | 12.07% | 2,099,133 | $883.1M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 8.99% | 3,647,810 | $658.0M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 7.72% | 3,742,516 | $564.9M | Reduce -4.1% |
| ANET Arista Networks Inc. | 6.78% | 1,711,304 | $496.2M | Add +8.6% |
| INTU Intuit Inc. | 5.09% | 573,149 | $372.5M | Reduce -8.2% |
| META Meta Platforms Inc. Class A | 4.40% | 662,617 | $321.8M | Add +12951.4% |
| V Visa Inc. Class A | 4.19% | 1,098,027 | $306.4M | Reduce -5.8% |
| ASML ASML Holding NV-NY Reg SHS | 3.73% | 280,928 | $272.6M | Reduce -1.9% |
| AMD Advanced Micro Devices | 3.57% | 1,449,030 | $261.5M | Add +218127.4% |
| FISV Fiserv Inc. | 2.83% | 1,297,387 | $207.3M | Add +2.0% |
| ADSK Autodesk Inc. | 2.57% | 720,907 | $187.7M | Reduce -15.1% |
| UBER Uber Technologies Inc. | 2.32% | 2,205,553 | $169.8M | Add +294760.0% |
| ADBE Adobe Inc. | 2.24% | 324,828 | $163.9M | Reduce -49.6% |
| SCHW Schwab (charles) Corp. | 2.16% | 2,187,023 | $158.2M | Reduce -1.1% |
| NBIX Neurocrine Biosciences Inc. | 2.14% | 1,136,002 | $156.7M | Reduce -7.0% |
| FTNT Fortinet Inc. | 2.05% | 2,193,084 | $149.8M | Add +29.9% |
| BSX Boston Scientific Corp. | 2.03% | 2,169,005 | $148.6M | Reduce -23.6% |
| MA Mastercard Inc. Class A | 1.97% | 299,792 | $144.4M | Reduce -1.7% |
| ENTG Entegris Inc. | 1.90% | 988,446 | $138.9M | Add +23.5% |
| ADP Automatic Data Processing | 1.69% | 496,059 | $123.9M | Reduce -4.9% |
| MNST Monster Beverage Corp. | 1.59% | 1,957,528 | $116.0M | Reduce -7.4% |
| EPAM Epam Systems Inc. | 1.34% | 353,914 | $97.7M | Reduce -41.1% |
| CMG Chipotle Mexican Grill Inc. | 1.28% | 32,303 | $93.9M | Reduce -53.0% |
| ACN Accenture PLC Class A | 1.11% | 235,167 | $81.5M | Reduce -71.7% |
| PAYC Paycom Software Inc. | 0.49% | 178,875 | $35.6M | Reduce -15.8% |
| DT Dynatrace Inc. | 0.38% | 603,635 | $28.0M | Add +119431.7% |
| NICE Nice Ltd. - Spon ADR | 0.19% | 52,232 | $13.6M | Reduce -0.6% |
| GLOB Globant SA | 0.13% | 46,727 | $9.4M | Reduce -1.6% |
| ORLY O'reilly Automotive Inc. | 0.12% | 7,479 | $8.4M | Reduce -24.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 60,776 | $8.3M | Reduce -3.0% |
| EVVTY Evolution AB-ADR | 0.11% | 64,000 | $8.0M | Add +1.3% |
| ULTA Ulta Beauty Inc. | 0.10% | 13,723 | $7.2M | Add +47220.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.10% | 271,640 | $7.2M | Reduce -44.4% |
| HDB HDFC Bank Ltd.-ADR | 0.08% | 99,122 | $5.5M | Reduce -11.8% |
| CAE Cae Inc. | 0.03% | 105,992 | $2.2M | Reduce -21.7% |
| LAMR Lamar Advertising Co. Class A | 0.03% | 16,565 | $2.0M | Reduce -23.6% |
| ARES Ares Management Corp. Class A | 0.02% | 13,398 | $1.8M | No change |
| ORCL Oracle Corp. | 0.02% | 13,103 | $1.6M | Add +2891.6% |
| ABT Abbott Laboratories | 0.01% | 8,561 | $973K | Add +137.8% |
| HWM Howmet Aerospace Inc. | 0.01% | 11,284 | $772K | New |
| APO Apollo Global Management Inc. | 0.01% | 6,294 | $708K | Add +1784.4% |
| CP Canadian Pacific Kansas City | 0.01% | 7,697 | $679K | Reduce -13.1% |
| PLD Prologis Inc. | 0.01% | 4,120 | $537K | Reduce -51.0% |
| AAPL Apple Inc. | 0.01% | 2,952 | $506K | No change |
| NFLX Netflix Inc. | 0.00% | 218 | $132K | Add +29.8% |
| AVGO Broadcom Inc. | 0.00% | 84 | $111K | Add +47.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 342 | $110K | No change |
| PANW Palo Alto Networks Inc. | 0.00% | 377 | $107K | No change |
| ISRG Intuitive Surgical Inc. | 0.00% | 249 | $99K | No change |
| CRM Salesforce Inc. | 0.00% | 299 | $90K | No change |
| NOW ServiceNow Inc. | 0.00% | 112 | $85K | No change |
| ARM Arm Holdings PLC-ADR | 0.00% | 670 | $84K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.00% | 142 | $83K | Reduce -99.9% |
| SNPS Synopsys Inc. | 0.00% | 142 | $81K | No change |
| ABNB Airbnb Inc. Class A | 0.00% | 486 | $80K | Add +207.6% |
| DDOG Datadog Inc. Class A | 0.00% | 646 | $80K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 618 | $79K | Add +36.7% |
| CDNS Cadence Design SYS Inc. | 0.00% | 254 | $79K | No change |
| LLY Eli Lilly & Co. | 0.00% | 101 | $79K | Add +24.7% |
| WDAY Workday Inc. Class A | 0.00% | 288 | $79K | No change |
| DHR Danaher Corp. | 0.00% | 305 | $76K | No change |
| CGEMY Capgemini SE - Unsponsor ADR | 0.00% | 1,504 | $69K | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 746 | $62K | No change |
| SYK Stryker Corp. | 0.00% | 172 | $62K | Add +53.6% |
| AON Aon PLC Class A | 0.00% | 181 | $60K | Reduce -98.6% |
| AMAT Applied Materials Inc. | 0.00% | 282 | $58K | Add +23.1% |
| MRSH Marsh & McLennan Cos | 0.00% | 274 | $56K | Reduce -26.3% |
| ZTS Zoetis Inc. | 0.00% | 329 | $56K | Add +16.7% |
| TOELY Tokyo Electron Ltd.-Unsp ADR | 0.00% | 426 | $55K | Add +34.8% |
| MDB Mongodb Inc. | 0.00% | 148 | $53K | No change |
| LIN Linde PLC | 0.00% | 113 | $52K | Reduce -100.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 206 | $52K | Add +24.9% |
| SNOW Snowflake Inc. | 0.00% | 304 | $49K | No change |
| BKNG Booking Holdings Inc. | 0.00% | 13 | $47K | No change |
| CTAS Cintas Corp. | 0.00% | 66 | $45K | No change |
| WM Waste Management Inc. | 0.00% | 211 | $45K | No change |
| ECL Ecolab Inc. | 0.00% | 189 | $44K | No change |
| LRCX Lam Research Corp. | 0.00% | 44 | $43K | Add +22.2% |
| VEEV Veeva Systems Inc. Class A | 0.00% | 184 | $43K | Add +21.1% |
| KLAC KLA Corp. | 0.00% | 61 | $43K | Add +24.5% |
| COST Costco Wholesale Corp. | 0.00% | 55 | $40K | No change |
| HESAY Hermes Intl-Unsponsored ADR | 0.00% | 148 | $38K | No change |
| IDXX Idexx Laboratories Inc. | 0.00% | 68 | $37K | Add +13.3% |
| EW Edwards Lifesciences Corp. | 0.00% | 371 | $35K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 1,537 | $35K | Add +48.2% |
| MELI MercadoLibre Inc. | 0.00% | 23 | $35K | No change |
| ANSS Ansys Inc. | 0.00% | 93 | $32K | No change |
| DXCM Dexcom Inc. | 0.00% | 226 | $31K | No change |
| SAUHY Straumann Holding AG-Uns ADR | 0.00% | 1,898 | $30K | No change |
| SAP Sap SE-Sponsored ADR | 0.00% | 148 | $29K | No change |
| FICO Fair Isaac Corp. | 0.00% | 23 | $29K | Reduce -28.1% |
| SHOP Shopify Inc. Class A | 0.00% | 357 | $28K | No change |
| GOOG Alphabet Inc. Class C | 0.00% | 180 | $27K | No change |
| BRO Brown & Brown Inc. | 0.00% | 299 | $26K | Add +52.5% |
| ZS Zscaler Inc. | 0.00% | 127 | $24K | Add +53.0% |
| RACE Ferrari NV | 0.00% | 54 | $24K | No change |
| MSCI MSCI Inc. | 0.00% | 42 | $24K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.00% | 326 | $22K | Add +46.2% |
| PPERY Bank Mandiri TBK-Unspon ADR | 0.00% | 1,204 | $22K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ADBE Adobe Inc. | Reduce -49.6% | 2.24% | −3.64 |
| ACN Accenture PLC Class A | Reduce -71.7% | 1.11% | −3.34 |
| LIN Linde PLC | Reduce -100.0% | 0.00% | −1.80 |
| EPAM Epam Systems Inc. | Reduce -41.1% | 1.34% | −1.40 |
| CMG Chipotle Mexican Grill Inc. | Reduce -53.0% | 1.28% | −1.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -99.9% | 0.00% | −1.10 |
| INTU Intuit Inc. | Reduce -8.2% | 5.09% | −0.88 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 7.72% | −0.62 |
| ADSK Autodesk Inc. | Reduce -15.1% | 2.57% | −0.60 |
| BSX Boston Scientific Corp. | Reduce -23.6% | 2.03% | −0.48 |
| V Visa Inc. Class A | Reduce -5.8% | 4.19% | −0.45 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.39 |
| MSFT Microsoft Corp. | Reduce -2.6% | 12.07% | −0.32 |
| NBIX Neurocrine Biosciences Inc. | Reduce -7.0% | 2.14% | −0.32 |
| MNST Monster Beverage Corp. | Reduce -7.4% | 1.59% | −0.28 |
| PAYC Paycom Software Inc. | Reduce -15.8% | 0.49% | −0.18 |
| ADP Automatic Data Processing | Reduce -4.9% | 1.69% | −0.16 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 2.16% | −0.16 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -44.4% | 0.10% | −0.08 |
| AON Aon PLC Class A | Reduce -98.6% | 0.00% | −0.06 |
| GLOB Globant SA | Reduce -1.6% | 0.13% | −0.04 |
| HDB HDFC Bank Ltd.-ADR | Reduce -11.8% | 0.08% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -24.2% | 0.12% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 1.97% | −0.02 |
| CAE Cae Inc. | Reduce -21.7% | 0.03% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.01 |
| PLD Prologis Inc. | Reduce -51.0% | 0.01% | −0.01 |
| LAMR Lamar Advertising Co. Class A | Reduce -23.6% | 0.03% | −0.01 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -13.1% | 0.01% | −0.00 |
| LRLCY L'oreal-Unsponsored ADR | Sold out | 0.00% | −0.00 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Sold out | 0.00% | −0.00 |
| DBSDY DBS Group Holdings-Spon ADR | Sold out | 0.00% | −0.00 |
| IT Gartner Inc. | Sold out | 0.00% | −0.00 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.00 |
| AMADY Amadeus IT Group-Unsp ADR | Reduce -54.9% | 0.00% | −0.00 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -26.3% | 0.00% | −0.00 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.00 |
| ADYEY Adyen NV-Unspon ADR | Sold out | 0.00% | −0.00 |
| FICO Fair Isaac Corp. | Reduce -28.1% | 0.00% | −0.00 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.00 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| RCRUY Recruit Holdings Co. Ltd.-ADR | Reduce -56.4% | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -39.6% | 0.00% | −0.00 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.00 |
| GMVHY Entain PLC -Unsponsored ADR | Sold out | 0.00% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.0% | 0.11% | +0.01 |
| NICE Nice Ltd. - Spon ADR | Reduce -0.6% | 0.19% | +0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +12951.4% | 4.40% | +4.37 |
| AMD Advanced Micro Devices | Add +218127.4% | 3.57% | +3.57 |
| UBER Uber Technologies Inc. | Add +294760.0% | 2.32% | +2.32 |
| ANET Arista Networks Inc. | Add +8.6% | 6.78% | +1.10 |
| FTNT Fortinet Inc. | Add +29.9% | 2.05% | +0.54 |
| ENTG Entegris Inc. | Add +23.5% | 1.90% | +0.43 |
| DT Dynatrace Inc. | Add +119431.7% | 0.38% | +0.38 |
| FISV Fiserv Inc. | Add +2.0% | 2.83% | +0.25 |
| ULTA Ulta Beauty Inc. | Add +47220.7% | 0.10% | +0.10 |
| ORCL Oracle Corp. | Add +2891.6% | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.01% | +0.01 |
| APO Apollo Global Management Inc. | Add +1784.4% | 0.01% | +0.01 |
| ABT Abbott Laboratories | Add +137.8% | 0.01% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +207.6% | 0.00% | +0.00 |
| NFLX Netflix Inc. | Add +29.8% | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +47.4% | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +24.7% | 0.00% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +36.7% | 0.00% | +0.00 |
| PPERY Bank Mandiri TBK-Unspon ADR | New | 0.00% | +0.00 |
| SYK Stryker Corp. | Add +53.6% | 0.00% | +0.00 |
| TOELY Tokyo Electron Ltd.-Unsp ADR | Add +34.8% | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +23.1% | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +22.2% | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +48.2% | 0.00% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +46.2% | 0.00% | +0.00 |
| BRO Brown & Brown Inc. | Add +52.5% | 0.00% | +0.00 |
| AJG Arthur J Gallagher & Co. | Add +24.9% | 0.00% | +0.00 |
| HLT Hilton Worldwide Holdings Inc. | Add +48.1% | 0.00% | +0.00 |
| KLAC KLA Corp. | Add +24.5% | 0.00% | +0.00 |
| VEEV Veeva Systems Inc. Class A | Add +21.1% | 0.00% | +0.00 |
| ZS Zscaler Inc. | Add +53.0% | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | Add +13.3% | 0.00% | 0.00 |
| ZTS Zoetis Inc. | Add +16.7% | 0.00% | −0.00 |
| EVVTY Evolution AB-ADR | Add +1.3% | 0.11% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $5.8B | NVDA, GOOGL, AVGO, ANET, MSFT |
| Q1 2026 | 44 | $5.7B | NVDA, MSFT, GOOGL, AVGO, AMZN |
| Q4 2025 | 47 | $6.7B | NVDA, MSFT, GOOGL, AVGO, AMZN |
| Q3 2025 | 41 | $7.0B | NVDA, MSFT, AMZN, AVGO, META |
| Q2 2025 | 39 | $6.8B | NVDA, MSFT, AMZN, META, ANET |
| Q1 2025 | 39 | $5.7B | NVDA, MSFT, AMZN, META, ANET |
| Q4 2024 | 40 | $6.5B | NVDA, MSFT, AMZN, ANET, GOOGL |
| Q3 2024 | 99 | $6.6B | NVDA, MSFT, AMZN, ANET, AAPL |
| Q2 2024 | 102 | $6.9B | NVDA, MSFT, AMZN, GOOGL, ANET |
| Q1 2024 | 115 | $7.3B | NVDA, MSFT, AMZN, GOOGL, ANET |