Dsm Capital Partners LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 39
Total Value: 5722381092
Accession Number: 0001172661-25-001730
Form Type: 13F-HR
CIK: 0001214639
Manager Name: Dsm Capital Partners LLC

Data Enrichment

100% identified

39 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $5,722,381.092K total value

39 positions

Manager:

SEC FilingSEC DataHachi Filing

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Booking Holdings Inc.

BKNG|09857L108

19432

Value:

$89.5B

Broadcom Inc.

AVGO|11135F101

495402(+9598.5%)

Value:

$82.9B(+6904.1%)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

279198(-1.7%)

Value:

$71.0B(-16.8%)

SYNOPSYS INC

SNPS|871607107

120239(-1.6%)

Value:

$51.6B(-13.0%)

GE Vernova Inc.

GEV|36828A101

149340(-1.3%)

Value:

$45.6B(-8.4%)

NETFLIX INC

NFLX|64110L106

32244(+13620.9%)

Value:

$30.1B(+14255.2%)

DEXCOM INC

DXCM|252131107

407663

Value:

$27.8B

ORACLE CORP

ORCL|68389X105

55462(-5.4%)

Value:

$7.8B(-20.7%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

42598(-7.6%)

Value:

$7.1B(-22.3%)

ELI LILLY & Co

LLY|532457108

7903(-7.5%)

Value:

$6.5B(-1.0%)

ICICI BANK LTD

IBN|45104G104

197995(-8.0%)

Value:

$6.2B(-2.9%)

MERCADOLIBRE INC

MELI|58733R102

2429(-5.7%)

Value:

$4.7B(+8.1%)

HDFC BANK LTD

HDB|40415F101

67995(-8.0%)

Value:

$4.5B(-4.3%)

Ares Management Corp

ARES|03990B101

13993(+0.0%)

Value:

$2.1B(-17.2%)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

14415(+0.0%)

Value:

$1.6B(-6.5%)

STRYKER CORP

SYK|863667101

3757(+14.2%)

Value:

$1.4B(+18.1%)

Apollo Global Management, Inc.

APO|03769M106

10107(+0.0%)

Value:

$1.4B(-17.1%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

4413(+11.7%)

Value:

$1.3B(+16.5%)

464287614

IWF|464287614

833(-97.6%)

Value:

$300.8M(-97.8%)

Instrument	Shares		Other Manager	Value
Booking Holdings Inc.(BKNGcusip09857L108)	19.4K	QoQ NEW(+19.4K) YoY +149376.92% (+19.4K)	All Managers (Combined)	$89.5M	QoQ NEW(+$89.5M) YoY +189716.96% (+$89.5M)
Broadcom Inc.(AVGOcusip11135F101)	495.4K	QoQ +9598.55% (+490.3K) YoY +589664.28% (+495.3K)	All Managers (Combined)	$82.9M	QoQ +6904.08% (+$81.8M) YoY +74401.19% (+$82.8M)
Cadence Design Systems Inc(CDNScusip127387108)	279.2K	QoQ -1.71% (-4.9K) YoY +109820.47% (+278.9K)	All Managers (Combined)	$71.0M	QoQ -16.80% (-$14.3M) YoY +89710.19% (+$70.9M)
Synopsys Inc(SNPScusip871607107)	120.2K	QoQ -1.57% (-1.9K) YoY +84575.35% (+120.1K)	All Managers (Combined)	$51.6M	QoQ -13.03% (-$7.7M) YoY +63439.85% (+$51.5M)
Ge Vernova Inc.(GEVcusip36828A101)	149.3K	QoQ -1.34% (-2.0K) YoY NEW(+149.3K)	All Managers (Combined)	$45.6M	QoQ -8.44% (-$4.2M) YoY NEW(+$45.6M)
Netflix Inc(NFLXcusip64110L106)	32.2K	QoQ +13620.85% (+32.0K) YoY +14690.82% (+32.0K)	All Managers (Combined)	$30.1M	QoQ +14255.24% (+$29.9M) YoY +22610.68% (+$29.9M)
Dexcom Inc(DXCMcusip252131107)	407.7K	QoQ NEW(+407.7K) YoY +180281.85% (+407.4K)	All Managers (Combined)	$27.8M	QoQ NEW(+$27.8M) YoY +88712.94% (+$27.8M)
Oracle Corp(ORCLcusip68389X105)	55.5K	QoQ -5.44% (-3.2K) YoY +323.27% (+42.4K)	All Managers (Combined)	$7.8M	QoQ -20.66% (-$2.0M) YoY +371.12% (+$6.1M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	42.6K	QoQ -7.59% (-3.5K) YoY -29.90% (-18.2K)	All Managers (Combined)	$7.1M	QoQ -22.32% (-$2.0M) YoY -14.48% (-$1.2M)
Eli Lilly & Co(LLYcusip532457108)	7.9K	QoQ -7.48% (-639) YoY +7724.75% (+7.8K)	All Managers (Combined)	$6.5M	QoQ -1.01% (-$67.3K) YoY +8207.03% (+$6.4M)
Icici Bank Ltd(IBNcusip45104G104)	198.0K	QoQ -7.98% (-17.2K) YoY -27.11% (-73.6K)	All Managers (Combined)	$6.2M	QoQ -2.86% (-$184.2K) YoY -13.00% (-$933.2K)
Mercadolibre Inc(MELIcusip58733R102)	2.4K	QoQ -5.74% (-148) YoY +10460.86% (+2.4K)	All Managers (Combined)	$4.7M	QoQ +8.13% (-$356.6K) YoY +13526.63% (+$4.7M)
Hdfc Bank Ltd(HDBcusip40415F101)	68.0K	QoQ -7.99% (-5.9K) YoY -31.40% (-31.1K)	All Managers (Combined)	$4.5M	QoQ -4.27% (-$202.0K) YoY -18.57% (-$1.0M)
Ares Management Corp(AREScusip03990B101)	14.0K	QoQ 0.00% (-0) YoY +4.44% (+595)	All Managers (Combined)	$2.1M	QoQ -17.18% (-$425.7K) YoY +15.14% (+$269.8K)
Lamar Advertising Co/New(LAMRcusip512816109)	14.4K	QoQ 0.00% (-0) YoY -12.97% (-2.1K)	All Managers (Combined)	$1.6M	QoQ -6.53% (-$114.7K) YoY -17.08% (-$337.9K)
Stryker Corp(SYKcusip863667101)	3.8K	QoQ +14.22% (+468) YoY +2084.30% (+3.6K)	All Managers (Combined)	$1.4M	QoQ +18.09% (+$214.3K) YoY +2172.05% (+$1.3M)
Apollo Global Management, Inc.(APOcusip03769M106)	10.1K	QoQ 0.00% (-0) YoY +60.58% (+3.8K)	All Managers (Combined)	$1.4M	QoQ -17.08% (-$285.2K) YoY +95.55% (+$676.3K)
Automatic Data Processing Inc(ADPcusip053015103)	4.4K	QoQ +11.66% (+461) YoY -99.11% (-491.6K)	All Managers (Combined)	$1.3M	QoQ +16.54% (+$191.4K) YoY -98.91% (-$122.5M)
(IWFcusip464287614)	833	QoQ -97.56% (-33.4K) YoY NEW(+833)	All Managers (Combined)	$300.8K	QoQ -97.81% (-$13.4M) YoY NEW(+$300.8K)