$9.55 Billion is the total value of DSM CAPITAL PARTNERS LLC's 62 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FTNT | Exit | Fortinet | $0 | – | -173 | -100.0% | -0.00% | – |
LU | Exit | Lufax Holdingadr | $0 | – | -8,192 | -100.0% | -0.00% | – |
EPAM | Exit | EPAM Systems | $0 | – | -90 | -100.0% | -0.00% | – |
BLK | Exit | BlackRock | $0 | – | -275 | -100.0% | -0.00% | – |
VIPS | Exit | Vipshop Holdingsadr | $0 | – | -26,395 | -100.0% | -0.00% | – |
BABA | Exit | Alibaba Group Holdingadr | $0 | – | -31,582 | -100.0% | -0.05% | – |
JD | Exit | JD.comadr | $0 | – | -81,668 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.