DSM Capital Partners LLC Buys Netflix Inc, Charles Schwab Corp, Fleetcor Technologies Inc, Sells Alibaba Group Holding, Tencent Holdings, JD.com Inc

Mount Kisco, NY, based Investment company DSM Capital Partners LLC (Current Portfolio) buys Netflix Inc, Charles Schwab Corp, Fleetcor Technologies Inc, HDFC Bank, Keurig Dr Pepper Inc, sells Alibaba Group Holding, Tencent Holdings, JD.com Inc, PayPal Holdings Inc, Sirius XM Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, DSM Capital Partners LLC. As of 2021Q3, DSM Capital Partners LLC owns 66 stocks with a total value of $9.6 billion. These are the details of the buys and sells.

For the details of DSM Capital Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/dsm+capital+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of DSM Capital Partners LLC
  1. Microsoft Corp (MSFT) - 4,057,970 shares, 11.87% of the total portfolio. Shares reduced by 0.57%
  2. Alphabet Inc (GOOGL) - 419,853 shares, 11.64% of the total portfolio. Shares reduced by 8.9%
  3. Meta Platforms Inc (FB) - 2,722,763 shares, 9.58% of the total portfolio. Shares reduced by 1.04%
  4. Amazon.com Inc (AMZN) - 236,659 shares, 8.06% of the total portfolio. Shares added by 17.56%
  5. Adobe Inc (ADBE) - 1,088,569 shares, 6.50% of the total portfolio. Shares reduced by 18.36%
New Purchase: Netflix Inc (NFLX)

DSM Capital Partners LLC initiated holding in Netflix Inc. The purchase prices were between $510.72 and $610.34, with an estimated average price of $550.68. The stock is now traded at around $656.690000. The impact to a portfolio due to this purchase was 5.58%. The holding were 881,842 shares as of 2021-09-30.

New Purchase: Charles Schwab Corp (SCHW)

DSM Capital Partners LLC initiated holding in Charles Schwab Corp. The purchase prices were between $66.68 and $77.38, with an estimated average price of $71.45. The stock is now traded at around $81.552900. The impact to a portfolio due to this purchase was 4.51%. The holding were 5,973,483 shares as of 2021-09-30.

New Purchase: Fleetcor Technologies Inc (FLT)

DSM Capital Partners LLC initiated holding in Fleetcor Technologies Inc. The purchase prices were between $245.6 and $270.32, with an estimated average price of $258.8. The stock is now traded at around $244.385000. The impact to a portfolio due to this purchase was 1.96%. The holding were 724,291 shares as of 2021-09-30.

New Purchase: Fiserv Inc (FISV)

DSM Capital Partners LLC initiated holding in Fiserv Inc. The purchase prices were between $106.21 and $119.11, with an estimated average price of $111.75. The stock is now traded at around $100.220000. The impact to a portfolio due to this purchase was 1.25%. The holding were 1,115,185 shares as of 2021-09-30.

New Purchase: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

DSM Capital Partners LLC initiated holding in Taiwan Semiconductor Manufacturing Co Ltd. The purchase prices were between $108.12 and $124.7, with an estimated average price of $117.53. The stock is now traded at around $117.540000. The impact to a portfolio due to this purchase was 0.04%. The holding were 37,844 shares as of 2021-09-30.

New Purchase: Prologis Inc (PLD)

DSM Capital Partners LLC initiated holding in Prologis Inc. The purchase prices were between $119.98 and $138.99, with an estimated average price of $129.79. The stock is now traded at around $148.117100. The impact to a portfolio due to this purchase was 0.01%. The holding were 9,970 shares as of 2021-09-30.

Added: HDFC Bank Ltd (HDB)

DSM Capital Partners LLC added to a holding in HDFC Bank Ltd by 1404.30%. The purchase prices were between $69.22 and $78.85, with an estimated average price of $74.18. The stock is now traded at around $71.340000. The impact to a portfolio due to this purchase was 1.32%. The holding were 1,864,100 shares as of 2021-09-30.

Added: Keurig Dr Pepper Inc (KDP)

DSM Capital Partners LLC added to a holding in Keurig Dr Pepper Inc by 12863.38%. The purchase prices were between $33.87 and $36.07, with an estimated average price of $34.97. The stock is now traded at around $35.630000. The impact to a portfolio due to this purchase was 1.25%. The holding were 3,570,116 shares as of 2021-09-30.

Added: Linde PLC (LIN)

DSM Capital Partners LLC added to a holding in Linde PLC by 2847.12%. The purchase prices were between $284.67 and $315.64, with an estimated average price of $303.91. The stock is now traded at around $336.380000. The impact to a portfolio due to this purchase was 0.85%. The holding were 288,700 shares as of 2021-09-30.

Added: Global Payments Inc (GPN)

DSM Capital Partners LLC added to a holding in Global Payments Inc by 41.36%. The purchase prices were between $156.58 and $195.16, with an estimated average price of $173.79. The stock is now traded at around $129.810000. The impact to a portfolio due to this purchase was 0.57%. The holding were 1,186,107 shares as of 2021-09-30.

Added: NICE Ltd (NICE)

DSM Capital Partners LLC added to a holding in NICE Ltd by 409.61%. The purchase prices were between $250.48 and $300.96, with an estimated average price of $277.21. The stock is now traded at around $297.372900. The impact to a portfolio due to this purchase was 0.48%. The holding were 204,748 shares as of 2021-09-30.

Added: ICICI Bank Ltd (IBN)

DSM Capital Partners LLC added to a holding in ICICI Bank Ltd by 53.76%. The purchase prices were between $17.11 and $19.95, with an estimated average price of $18.73. The stock is now traded at around $20.625000. The impact to a portfolio due to this purchase was 0.04%. The holding were 546,105 shares as of 2021-09-30.

Sold Out: Tencent Holdings Ltd (TCEHY)

DSM Capital Partners LLC sold out a holding in Tencent Holdings Ltd. The sale prices were between $53.74 and $74.76, with an estimated average price of $62.79.

Sold Out: Sirius XM Holdings Inc (SIRI)

DSM Capital Partners LLC sold out a holding in Sirius XM Holdings Inc. The sale prices were between $5.98 and $6.71, with an estimated average price of $6.29.

Sold Out: New Oriental Education & Technology Group Inc (EDU)

DSM Capital Partners LLC sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $1.7 and $7.81, with an estimated average price of $3.23.

Sold Out: Booking Holdings Inc (BKNG)

DSM Capital Partners LLC sold out a holding in Booking Holdings Inc. The sale prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82.

Sold Out: Galaxy Entertainment Group Ltd (GXYYY)

DSM Capital Partners LLC sold out a holding in Galaxy Entertainment Group Ltd. The sale prices were between $24.59 and $42.14, with an estimated average price of $32.54.

Sold Out: Ping An Insurance (Group) Co. of China Ltd (PNGAY)

DSM Capital Partners LLC sold out a holding in Ping An Insurance (Group) Co. of China Ltd. The sale prices were between $13.12 and $19.63, with an estimated average price of $16.69.

Reduced: Alibaba Group Holding Ltd (BABA)

DSM Capital Partners LLC reduced to a holding in Alibaba Group Holding Ltd by 99%. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3. The stock is now traded at around $163.580000. The impact to a portfolio due to this sale was -6.83%. DSM Capital Partners LLC still held 31,582 shares as of 2021-09-30.

Reduced: JD.com Inc (JD)

DSM Capital Partners LLC reduced to a holding in JD.com Inc by 97.5%. The sale prices were between $62.19 and $83.24, with an estimated average price of $73.86. The stock is now traded at around $84.420000. The impact to a portfolio due to this sale was -2.45%. DSM Capital Partners LLC still held 81,668 shares as of 2021-09-30.

Reduced: PayPal Holdings Inc (PYPL)

DSM Capital Partners LLC reduced to a holding in PayPal Holdings Inc by 23.21%. The sale prices were between $259 and $308.53, with an estimated average price of $283.9. The stock is now traded at around $201.948400. The impact to a portfolio due to this sale was -1.88%. DSM Capital Partners LLC still held 2,219,495 shares as of 2021-09-30.

Reduced: Fortinet Inc (FTNT)

DSM Capital Partners LLC reduced to a holding in Fortinet Inc by 99.98%. The sale prices were between $242.34 and $320.19, with an estimated average price of $289.33. The stock is now traded at around $342.500000. The impact to a portfolio due to this sale was -1.64%. DSM Capital Partners LLC still held 173 shares as of 2021-09-30.



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