$5.93 Billion is the total value of DSM CAPITAL PARTNERS LLC's 57 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FTNT | New | Fortinet | $75,697,552 | – | 1,290,006 | +100.0% | 1.28% | – |
PAYC | New | Paycom Software | $60,076,748 | – | 231,715 | +100.0% | 1.01% | – |
CMG | New | Chipotle Mexican Grill | $52,639,467 | – | 28,736 | +100.0% | 0.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.