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DSM CAPITAL PARTNERS LLC

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PALM BEACH GARDENS FL Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance