Dsm Capital Partners LLC — Q2 2021 13F Holdings

Name: Dsm Capital Partners LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001214639

Total reported value

$5.7B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	10.84%	-0.10%	-0.80%
2	MSFT	Microsoft CORP	Stock-Tech	10.65%	-1.71%	+0.46%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	9.22%	+0.30%	-1.14%
4	PYPL	Paypal Holdings INC	Stock-Financials	8.12%	—	-3.06%
5	ADBE	Adobe INC	Stock-Tech	7.52%	—	-7.34%
6	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	6.90%	—	-9.46%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	6.67%	-0.88%	+11.15%
8	TCEHY	Tencent Holdings Ltd-uns Adr	Stock-Other	4.77%	—	+4.51%
9	V	Visa Inc-class A Shares	Stock-Financials	3.69%	-0.05%	-0.42%
10	INTU	Intuit INC	Stock-Tech	3.63%	-1.78%	-0.75%
11	NVDA	Nvidia CORP	Stock-Tech	2.78%	+0.80%	+75.39%
12	JD	Jd.com Inc-adr	Stock-Consumer Disc	2.51%	—	-10.59%
13	UNH	Unitedhealth Group INC	Stock-Healthcare	1.73%	—	-5.59%
14	MNST	Monster Beverage CORP	Stock-Consumer Staples	1.73%	—	+10.15%
15	SIRIEUR	Sirius Xm Holdings INC	Stock-Other	1.73%	—	-1.89%
16	AON	Aon plc	Stock-Financials	1.66%	—	-5.67%
17	ADP	Automatic Data Processing	Stock-Tech	1.65%	—	EXIT
18	FTNT	Fortinet INC	Stock-Tech	1.64%	—	-4.05%
19	UPS	United Parcel Service-cl B	Stock-Industrials	1.63%	—	+1053.63%
20	ZTS	Zoetis INC	Stock-Healthcare	1.59%	—	-1.50%
21	EPAM	Epam Systems INC	Stock-Tech	1.57%	—	-54.72%
22	MA	Mastercard INC - A	Stock-Financials	1.55%	—	+10.55%
23	GPN	Global Payments INC	Stock-Industrials	1.52%	—	+0.91%
24	BSX	Boston Scientific CORP	Stock-Healthcare	1.49%	+0.62%	+14.75%
25	NBIX	Neurocrine Biosciences INC	Stock-Healthcare	1.44%	—	+13.87%
26	EDU	New Oriental Education & Technology Group Inc.	Stock-Consumer Staples	0.75%	—	+512.06%
27	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.23%	—	-10.18%
28	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.21%	—	-15.78%
29	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.10%	-0.15%	-1.29%
30	NICE	Nice LTD - Spon Adr	Stock-Tech	0.10%	—	+2.92%
31	HDB	Hdfc Bank Ltd-adr	Stock-Financials	0.09%	-0.09%	EXIT
32	IBN	Icici Bank Ltd-spon Adr	Stock-Financials	0.06%	-0.08%	EXIT
33	LU	Lufax Holding Ltd	Stock-Other	0.04%	—	-4.33%
34	LAMR	Lamar Advertising Co-a	Stock-Real Estate	0.03%	—	-10.34%
35	LIN	Linde plc	Stock-Materials	0.03%	—	+39.25%
36	DAVA	Endava Plc- Spon Adr	Stock-Other	0.03%	—	-19.18%
37	CP	Canadian Pacific Kansa F	Stock-Industrials	0.02%	—	+322.41%
38	BMO	Bank Of Montreal	Stock-Financials	0.02%	—	-10.31%
39	RY	Royal Bank Of Canada	Stock-Financials	0.01%	—	-10.23%
40	TD	Toronto-dominion Bank	Stock-Financials	0.01%	—	-10.31%
41	IWF	Ishares Russell 1000 Growth	ETF-Other	0.01%	-0.40%	+14.42%
42	MRSH	Marsh & Mclennan Cos	Stock-Financials	0.01%	—	-10.25%
43	KDP	Keurig Dr Pepper INC	Stock-Consumer Staples	0.01%	—	-10.18%
44	VIPS	Vipshop Holdings LTD - Adr	Stock-Consumer Disc	0.01%	—	-5.17%
45	ARCO	Arcos Dorados Holdings Inc.	Stock-Other	—	—	-12.14%
46	CGEMY	Capgemini Se - Unsponsor Adr	Stock-Other	—	—	+19.14%
47	NEXXY	Nexi Spa - Unsp Adr	Stock-Other	—	—	+9.50%
48	ANPDY	Anta Sports Prod-unspon Adr	Stock-Other	—	—	—
49	GIKLY	Grifols Sa-spon Adr	Stock-Other	—	—	—
50	DBSDY	Dbs Group Holdings-spon Adr	Stock-Other	—	—	+13.65%

1–50 of 62

Holding changes this quarter

Position changes disclosed by Dsm Capital Partners LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
2	MSFT	Microsoft CORP	—	EXIT	Sold out
3	META	Meta Platforms Inc-class A	—	EXIT	Sold out
4	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
5	PYPL	Paypal Holdings INC	—	EXIT	Sold out
6	ADBE	Adobe INC	—	EXIT	Sold out
7	AMZN	Amazon.com INC	—	EXIT	Sold out
8	TCEHY	Tencent Holdings Ltd-uns Adr	—	EXIT	Sold out
9	V	Visa Inc-class A Shares	—	EXIT	Sold out
10	JD	Jd.com Inc-adr	—	EXIT	Sold out
11	INTU	Intuit INC	—	EXIT	Sold out
12	EPAM	Epam Systems INC	—	EXIT	Sold out
13	ADP	Automatic Data Processing	—	EXIT	Sold out
14	UNH	Unitedhealth Group INC	—	EXIT	Sold out
15	AON	Aon plc	—	EXIT	Sold out
16	SIRIEUR	Sirius Xm Holdings INC	—	EXIT	Sold out
17	GPN	Global Payments INC	—	EXIT	Sold out
18	BURL	Burlington Stores INC	—	EXIT	Sold out
19	MNST	Monster Beverage CORP	—	EXIT	Sold out
20	MA	Mastercard INC - A	—	EXIT	Sold out
21	ZTS	Zoetis INC	—	EXIT	Sold out
22	FTNT	Fortinet INC	—	EXIT	Sold out
23	NBIX	Neurocrine Biosciences INC	—	EXIT	Sold out
24	BSX	Boston Scientific CORP	—	EXIT	Sold out
25	NVDA	Nvidia CORP	—	EXIT	Sold out
26	HDB	Hdfc Bank Ltd-adr	—	EXIT	Sold out
27	EDU	New Oriental Education & Technology Group Inc.	—	EXIT	Sold out
28	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
29	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
30	UPS	United Parcel Service-cl B	—	EXIT	Sold out
31	BKNG	Booking Holdings INC	—	EXIT	Sold out
32	ABT	Abbott Laboratories	—	EXIT	Sold out
33	NICE	Nice LTD - Spon Adr	—	EXIT	Sold out
34	IBN	Icici Bank Ltd-spon Adr	—	EXIT	Sold out
35	LU	Lufax Holding Ltd	—	EXIT	Sold out
36	GDDY	Godaddy INC - Class A	—	EXIT	Sold out
37	ATHM	Autohome Inc-adr	—	EXIT	Sold out
38	LAMR	Lamar Advertising Co-a	—	EXIT	Sold out
39	CP	Canadian Pacific Kansa F	—	EXIT	Sold out
40	DAVA	Endava Plc- Spon Adr	—	EXIT	Sold out
41	LIN	Linde plc	—	EXIT	Sold out
42	BMO	Bank Of Montreal	—	EXIT	Sold out
43	TD	Toronto-dominion Bank	—	EXIT	Sold out
44	RY	Royal Bank Of Canada	—	EXIT	Sold out
45	ACN	Accenture plc	—	EXIT	Sold out
46	VIPS	Vipshop Holdings LTD - Adr	—	EXIT	Sold out
47	MRSH	Marsh & Mclennan Cos	—	EXIT	Sold out
48	TME	Tencent Music Entertainm-adr	—	EXIT	Sold out
49	KDP	Keurig Dr Pepper INC	—	EXIT	Sold out
50	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out