Dsm-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "ABT",
  "GOOGL",
  "AVGO",
  "DT",
  "IBN",
  "INTU",
  "LAMR",
  "HWM",
  "BKNG",
  "META",
  "MA",
  "MSFT",
  "GE",
  "ANET",
  "ORCL",
  "IWF",
  "NVDA",
  "SYK",
  "SNPS",
  "UBER",
  "TSM",
  "ADSK",
  "AMD",
  "FI",
  "AJG",
  "FTNT",
  "NVO",
  "AMZN",
  "HDB",
  "V",
  "GEV",
  "MELI",
  "ADP",
  "CDNS",
  "DXCM",
  "LLY",
  "NFLX",
  "APO"
]

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: dsm-capital-partners
Manager Name: Dsm-Capital-Partners

Data Enrichment

100% identified

39 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $5.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Booking Holdings Inc.

BKNG|09857L108

Shares:19.4K

Value:$89.5M

% of Portfolio:1.6% ($89.5M/$5.7B)

Broadcom Inc.

AVGO|11135F101

Shares:495.4K

Value:$82.9M

% of Portfolio:1.4% ($82.9M/$5.7B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:279.2K

Value:$71.0M

% of Portfolio:1.2% ($71.0M/$5.7B)

SYNOPSYS INC

SNPS|871607107

Shares:120.2K

Value:$51.6M

% of Portfolio:0.9% ($51.6M/$5.7B)

GE Vernova Inc.

GEV|36828A101

Shares:149.3K

Value:$45.6M

% of Portfolio:0.8% ($45.6M/$5.7B)

NETFLIX INC

NFLX|64110L106

Shares:32.2K

Value:$30.1M

% of Portfolio:0.5% ($30.1M/$5.7B)

DEXCOM INC

DXCM|252131107

Shares:407.7K

Value:$27.8M

% of Portfolio:0.5% ($27.8M/$5.7B)

ORACLE CORP

ORCL|68389X105

Shares:55.5K

Value:$7.8M

% of Portfolio:0.1% ($7.8M/$5.7B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:42.6K

Value:$7.1M

% of Portfolio:0.1% ($7.1M/$5.7B)

ELI LILLY & Co

LLY|532457108

Shares:7.9K

Value:$6.5M

% of Portfolio:0.1% ($6.5M/$5.7B)

ICICI BANK LTD

IBN|45104G104

Shares:198.0K

Value:$6.2M

% of Portfolio:0.1% ($6.2M/$5.7B)

MERCADOLIBRE INC

MELI|58733R102

Shares:2.4K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$5.7B)

HDFC BANK LTD

HDB|40415F101

Shares:68.0K

Value:$4.5M

% of Portfolio:0.1% ($4.5M/$5.7B)

Ares Management Corp

ARES|03990B101

Shares:14.0K

Value:$2.1M

% of Portfolio:0.0% ($2.1M/$5.7B)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:14.4K

Value:$1.6M

% of Portfolio:0.0% ($1.6M/$5.7B)

STRYKER CORP

SYK|863667101

Shares:3.8K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$5.7B)

Apollo Global Management, Inc.

APO|03769M106

Shares:10.1K

Value:$1.4M

% of Portfolio:0.0% ($1.4M/$5.7B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.4K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$5.7B)

464287614

IWF|464287614

Shares:833

Value:$300.8K

% of Portfolio:0.0% ($300.8K/$5.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booking Holdings Inc.(BKNGcusip09857L108)	19.4K	QoQ NEW(+19.4K) YoY +149376.92% (+19.4K)	All Managers (Combined)	$89.5M	1.6% ($89.5M/$5.7B)	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	1.4% ($82.9M/$5.7B)	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	1.2% ($71.0M/$5.7B)	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	0.9% ($51.6M/$5.7B)	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	0.8% ($45.6M/$5.7B)	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	0.5% ($30.1M/$5.7B)	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	0.5% ($27.8M/$5.7B)	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	0.1% ($7.8M/$5.7B)	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	0.1% ($7.1M/$5.7B)	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	0.1% ($6.5M/$5.7B)	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	0.1% ($6.2M/$5.7B)	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	0.1% ($4.7M/$5.7B)	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	0.1% ($4.5M/$5.7B)	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	0.0% ($2.1M/$5.7B)	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	0.0% ($1.6M/$5.7B)	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	0.0% ($1.4M/$5.7B)	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	0.0% ($1.4M/$5.7B)	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	0.0% ($1.3M/$5.7B)	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	0.0% ($300.8K/$5.7B)	QoQ -97.81% (-$13.4M) YoY NEW(+$300.8K)