Equal-WT
WhaleScore 2.0
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DSM Capital Partners is based out of Palm Beach Gardens. DSM Capital Partners is a large advisory firm with 2373 clients and discretionary assets under management (AUM) of $6,316,900,000 (Form ADV from 2023-03-30). Their last reported 13F filing for Q4 2023 included $6,538,731,565 in managed 13F securities
and a top 10 holdings concentration of 67.9%. DSM Capital Partners's largest holding is Microsoft Corp. with shares held of 2,155,070. Whalewisdom has at least 86 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AMZN Amazon.com Inc. | 1.63% |
CMG Chipotle Mexican Gri | 1.52% |
ANET Arista Networks Inc | 1.01% |
BSX Boston Scientific In | 0.38% |
IWF iShares Russell 1000 | 0.37% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
CPAY Corpay Inc. | 2.28% |
PYPL PayPal Holdings Inc | 2.15% |
EPAM EPAM Systems, Inc. | 1.15% |
PAYC Paycom Software Inc | 0.34% |
ADP Automatic Data Proce | 0.27% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 12.39% |
AMZN Amazon.com Inc. | 8.82% |
NVDA NVIDIA Corp. | 8.4% |
GOOGL Alphabet Inc. Class | 8.34% |
INTU Intuit, Inc. | 5.97% |
2023-12-31
13F Activity
Market Value | $6.54b, Prior: $5.93b |
New Purchases | 76 stocks |
Added To | 22 stocks |
Sold out of | 4 stocks |
Reduced holdings in | 26 stocks |
Top 10 Holdings % | 67.9% |
Turnover %[1] | 62.02% |
Turnover Alt %[2] | 4.55% |
Time Held Top 20 | 10.5 quarters |
Time Held Top 10 | 12.1 quarters |
Time Held All | 5.86 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31