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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
FI +1,271,779+$168,943
ORLY +9,872+$9,379
META +5,077+$1,797
SUSA +7,940+$798
AAPL +2,952+$568
ABT +3,600+$396
PANW +377+$111
AMD +664+$98
CRWD +342+$87
ISRG +249+$84
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
FISV -1,323,065-$149,453
FLT -528,152-$134,858
BMO -7,630-$645
RY -7,190-$630
Nexi Spa -1,430-$8
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BSX +444,794+$37,707
AMZN +441,537+$150,334
FTNT +397,871+$23,093
MNST +322,487+$26,923
CAE +134,618+$2,905
IWF +78,857+$24,067
ANET +73,399+$94,816
GOOGL +72,137+$43,898
CMG +40,000+$104,557
Evolution Gaming +5,400+$1,719
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PYPL -2,183,443-$127,643
EPAM -299,959-$51,655
SCHW -230,393+$18,084
MSFT -139,190+$85,980
ADSK -81,291+$14,227
ACN -57,415+$18,725
V -48,041+$24,311
NVDA -41,211+$48,894
AZN -39,708-$2,689
DSM Capital Partners LLC Info
Size ($ in 1000's)
At 12/31/2023: $6,538,727
At 09/30/2023: $5,926,925

DSM Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from DSM Capital Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By DSM Capital Partners LLC
As of  12/31/2023, we find all stocks held by DSM Capital Partners LLC to be as follows, presented in the table below with each row detailing each DSM Capital Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-DSM Capital Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by DSM Capital Partners LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
Microsoft 2,155,070 -139,190 $810,393
     MSFT2,155,070-139,190$810,393
Amazon.com 3,795,536 +441,537 $576,694
     AMZN3,795,536+441,537$576,694
NVIDIA 1,109,433 -41,211 $549,413
     NVDA1,109,433-41,211$549,413
Alphabet CL A 3,902,316 +72,137 $545,115
     GOOGL3,902,316+72,137$545,115
Intuit 624,596 -23,065 $390,391
     INTU624,596-23,065$390,391
Adobe 644,827 -29,146 $384,704
     ADBE644,827-29,146$384,704
Arista Networks 1,576,499 +73,399 $371,281
     ANET1,576,499+73,399$371,281
Visa 1,165,506 -48,041 $303,439
     V1,165,506-48,041$303,439
Accenture 830,085 -57,415 $291,285
     ACN830,085-57,415$291,285
ASML Holding 286,481 -15,038 $216,843
     ASML286,481-15,038$216,843
Autodesk 848,979 -81,291 $206,709
     ADSK848,979-81,291$206,709
EPAM Systems 601,223 -299,959 $178,768
     EPAM601,223-299,959$178,768
Fiserv 1,271,779 +1,271,779 $168,943
     FI1,271,779+1,271,779$168,943
Boston Scientific 2,838,623 +444,794 $164,101
     BSX2,838,623+444,794$164,101
Neurocrine Biosciences 1,222,009 -2,008 $161,012
     NBIX1,222,009-2,008$161,012
Chipotle Mexican Grill 68,736 +40,000 $157,196
     CMG68,736+40,000$157,196
Charles Schwab 2,210,980 -230,393 $152,115
     SCHW2,210,980-230,393$152,115
MasterCard 305,020 -15,118 $130,094
     MA305,020-15,118$130,094
Monster Beverage 2,113,083 +322,487 $121,735
     MNST2,113,083+322,487$121,735
Automatic Data Processing 521,461 -1,596 $121,485
     ADP521,461-1,596$121,485
Linde 286,267 -12,260 $117,573
     LIN286,267-12,260$117,573
Fortinet 1,687,877 +397,871 $98,791
     FTNT1,687,877+397,871$98,791
Entegris 800,296 -35,091 $95,891
     ENTG800,296-35,091$95,891
Thermo Fisher Scientific 135,161 -6,626 $71,742
     TMO135,161-6,626$71,742
Paycom Software 212,332 -19,383 $43,893
     PAYC212,332-19,383$43,893
iShares Russell 1000 Growth (IWF) 83,137 +78,857 $25,205
     IWF83,137+78,857$25,205
ICICI Bank 488,596 +969 $11,648
     IBN488,596+969$11,648
Globant 47,494 +703 $11,303
     GLOB47,494+703$11,303
Nice Ltd 52,544 +2,191 $10,483
     NICE52,544+2,191$10,483
O Reilly Automotive 9,872 +9,872 $9,379
     ORLY9,872+9,872$9,379
Evolution Gaming      $7,543
     ADR63,171+5,400$7,543
HDFC Bank 112,351 +400 $7,540
     HDB112,351+400$7,540
Taiwan Semiconductor 62,636 +520 $6,514
     TSM62,636+520$6,514
Aon 12,765 -4,696 $3,715
     AON12,765-4,696$3,715
CAE 135,393 +134,618 $2,923
     CAE135,393+134,618$2,923
Lamar Advertising 21,676 -364 $2,304
     LAMR21,676-364$2,304
Meta Platforms 5,077 +5,077 $1,797
     META5,077+5,077$1,797
Ares Management 13,398 +1,398 $1,593
     ARES13,398+1,398$1,593
Prologis 8,400 -160 $1,120
     PLD8,400-160$1,120
iShares MSCI USA ESG Select Social (SUSA) 7,940 +7,940 $798
     SUSA7,940+7,940$798
Canadian Pacific Railway 8,852 +228 $700
     CP8,852+228$700
Apple 2,952 +2,952 $568
     AAPL2,952+2,952$568
Toronto Dominion Bank 6,410 -5,320 $414
     TD6,410-5,320$414
Abbott Laboratories 3,600 +3,600 $396
     ABT3,600+3,600$396
Palo Alto Networks 377 +377 $111
     PANW377+377$111
Advanced Micro Devices 664 +664 $98
     AMD664+664$98
CrowdStrike Holdings 342 +342 $87
     CRWD342+342$87
Intuitive Surgical 249 +249 $84
     ISRG249+249$84
Netflix 168 +168 $82
     NFLX168+168$82
Workday 288 +288 $80
     WDAY288+288$80
Salesforce.com 299 +299 $79
     CRM299+299$79
ServiceNow 112 +112 $79
     NOW112+112$79
Datadog 646 +646 $78
     DDOG646+646$78
Synopsys 142 +142 $73
     SNPS142+142$73
Danaher Corp 305 +305 $71
     DHR305+305$71
Marsh & McLennan 372 +372 $70
     MMC372+372$70
Cadence Design Systems 254 +254 $69
     CDNS254+254$69
Broadcom 57 +57 $64
     AVGO57+57$64
Capgemini      $63
     ADR1,504+665$63
MongoDB 148 +148 $61
     MDB148+148$61
Snowflake 304 +304 $60
     SNOW304+304$60
Alcon 746 +530 $58
     ALC746+530$58
Zoetis 282 +282 $56
     ZTS282+282$56
ARM Holdings 670 +670 $50
     ARM670+670$50
Eli Lilly 81 +81 $47
     LLY81+81$47
Novo Nordisk A S 452 +452 $47
     NVO452+452$47
Booking Holdings 13 +13 $46
     BKNG13+13$46
Oracle Corp 438 +438 $46
     ORCL438+438$46
Uber Technologies 748 +748 $46
     UBER748+748$46
Amadeus IT Group      $42
     ADR585+381$42
Cintas 66 +66 $40
     CTAS66+66$40
Waste Management 211 +211 $38
     WM211+211$38
Arthur J Gallagher & Co 165 +165 $37
     AJG165+165$37
Applied Materials 229 +229 $37
     AMAT229+229$37
Ecolab 189 +189 $37
     ECL189+189$37
Fair Isaac Corp 32 +32 $37
     FICO32+32$37
LOreal      $37
     ADR376+376$37
LVMH Moet Hennessy Louis Vuitton      $37
     ADR227+227$37
Costco Wholesale 55 +55 $36
     COST55+55$36
Grifols      $36
     ADR4,096+1,266$36
MercadoLibre 23 +23 $36
     MELI23+23$36
Ansys 93 +93 $34
     ANSS93+93$34
Stryker 112 +112 $34
     SYK112+112$34
IDEXX Laboratories 60 +60 $33
     IDXX60+60$33
Verisk Analytics 138 +138 $33
     VRSK138+138$33
Gartner 72 +72 $32
     IT72+72$32
Apollo Global Management 334 +334 $31
     APO334+334$31
Hermes      $31
     ADR148+148$31
Straumann Holding      $31
     ADR1,898+1,177$31
DBS Group      $30
     ADR296UNCH$30
Veeva Systems 152 +152 $29
     VEEV152+152$29
Dynatrace Inc 505 +505 $28
     DT505+505$28
DexCom 226 +226 $28
     DXCM226+226$28
Edwards Lifesciences 371 +371 $28
     EW371+371$28
KLA Corp 49 +49 $28
     KLAC49+49$28
Lam Research 36 +36 $28
     LRCX36+36$28
Shopify 357 +357 $28
     SHOP357+357$28
Tokyo Electron      $28
     ADR316+316$28
Starbucks 285 +285 $27
     SBUX285+285$27
Alphabet CL C 180 UNCH $25
     GOOG180UNCH$25
MSCI 42 +42 $24
     MSCI42+42$24
SAP 148 UNCH $23
     SAP148UNCH$23
Sysco Corp 317 +317 $23
     SYY317+317$23
Airbnb 158 +158 $22
     ABNB158+158$22
Paychex 181 +181 $22
     PAYX181+181$22
Moodys 48 +48 $19
     MCO48+48$19
Recruit Holdings      $19
     ADR2,300+2,300$19
S&P Global 42 +42 $19
     SPGI42+42$19
Yum Brands 143 +143 $19
     YUM143+143$19
Heico 101 +101 $18
     HEI101+101$18
PLTR 1,037 +1,037 $18
     PLTR1,037+1,037$18
Ferrari 54 +54 $18
     RACE54+54$18
Zscaler 83 +83 $18
     ZS83+83$18
Coca Cola HBC      $16
     ADR545UNCH$16
AstraZeneca 223 -39,708 $15
     AZN223-39,708$15
Adyen      $14
     ADR1,078+1,078$14
ASM International      $14
     ADR27+27$14
Brown & Brown 196 +196 $14
     BRO196+196$14
Estee Lauder 94 +94 $14
     EL94+94$14
Marriott International 63 +63 $14
     MAR63+63$14
Mobileye Global 331 +331 $14
     MBLY331+331$14
Paypal Holdings 221 -2,183,443 $14
     PYPL221-2,183,443$14
Ulta Beauty 29 +29 $14
     ULTA29+29$14
The Cooper Companies 26 -2,198 $10
     COO26-2,198$10
Coupang 565 +565 $9
     CPNG565+565$9
Dino Polska      $9
     ADR155UNCH$9
Hilton Worldwide Holdings 52 +52 $9
     HLT52+52$9
Pinterest 245 +245 $9
     PINS245+245$9
Entain 471 -798 $6
     ADR471-798$6
Bank of Montreal $0 (exited)
     BMO0-7,630$0
Fiserv $0 (exited)
     FISV0-1,323,065$0
FleetCor Technologies $0 (exited)
     FLT0-528,152$0
Nexi Spa $0 (exited)
     ADR0-1,430$0
Royal Bank of Canada 0 -7,190 $0 (exited)
     RY0-7,190$0

See Summary: DSM Capital Partners LLC Top Holdings
See Details: Top 10 Stocks Held By DSM Capital Partners LLC

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