$8.4 Billion is the total value of DSM CAPITAL PARTNERS LLC's 49 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KOF | Exit | Coca-Cola FEMSAadr | $0 | – | -2,805 | -100.0% | -0.00% | – |
| FMX | Exit | Fomento Economico Mexicanoadr | $0 | – | -2,185 | -100.0% | -0.00% | – |
| PPRUY | Exit | Keringadr | $0 | – | -3,903 | -100.0% | -0.00% | – |
| HDB | Exit | HDFC Bankadr | $0 | – | -7,967 | -100.0% | -0.01% | – |
| MOMO | Exit | Momoadr | $0 | – | -16,361 | -100.0% | -0.01% | – |
| WUBA | Exit | 58.comadr | $0 | – | -7,256 | -100.0% | -0.01% | – |
| ISRG | Exit | Intuitive Surgical | $0 | – | -1,000 | -100.0% | -0.01% | – |
| BMO | Exit | Bank of Montrealnon-us prime listing | $0 | – | -14,400 | -100.0% | -0.01% | – |
| RY | Exit | Royal Bank of Canadanon-us prime listing | $0 | – | -22,300 | -100.0% | -0.02% | – |
| TD | Exit | Toronto-Dominion Banknon-us prime listing | $0 | – | -44,600 | -100.0% | -0.03% | – |
| AON | Exit | Aon PLC | $0 | – | -381,267 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Visa | 42 | Q3 2023 | 8.3% |
| HDFC Bank | 40 | Q3 2023 | 2.3% |
| Ishares Russell 1000 Growth | 39 | Q3 2023 | 0.6% |
| Monster Beverage | 34 | Q3 2023 | 5.1% |
| Adobe Systems | 33 | Q3 2023 | 9.4% |
| Tencent Holdings | 33 | Q2 2021 | 6.1% |
| Lamar Advertising | 33 | Q3 2023 | 0.0% |
| Alphabet CL A | 32 | Q3 2023 | 12.4% |
| Alphabet -CL C | 32 | Q3 2023 | 1.4% |
| Meta Platforms | 30 | Q3 2022 | 10.0% |
View DSM CAPITAL PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View DSM CAPITAL PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.