DSM CAPITAL PARTNERS LLC

Q2 2024 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    102

  • Value ($000)

    $6,904,236

  • Date Filed
    08/14/2024
  • Form type
    13F-HR
  • CIK
    0001214639
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA

COMMON STOCK
67066G104
$847.98M
12 %

6,864,047

MSFT
MSFT

Microsoft

COMMON STOCK
594918104
$821.34M
12 %

1,837,662

AMZN
AMZN

Amazon.com

COMMON STOCK
023135106
$619.06M
9 %

3,203,416

GOOGL
GOOGL

Alphabet -CL A

COMMON STOCK
02079K305
$604.71M
9 %

3,319,832

ANET
ANET

Arista Networks

COMMON STOCK
040413106
$537.36M
8 %

1,533,224

AAPL
AAPL

Apple

COMMON STOCK
037833100
$508.16M
7 %

2,412,689

META
META

Meta Platforms

COMMON STOCK
30303M102
$361.37M
5 %

716,701

INTU
INTU

Intuit

COMMON STOCK
461202103
$299.72M
4 %

456,044

NVO
NVO

Novo Nordisk

ADR
670100205
$227.52M
3 %

1,593,921

AMD
AMD

Advanced Micro Devices

COMMON STOCK
007903107
$223.26M
3 %

1,376,366

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