DSM Capital Partners LLC
- SEC CIK
- 0001214639
- Latest filing
- Aug 3, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 24, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 39
- 0 vs. Q1 2025
- Portfolio value
- $6.77B
- +$1.04B (+18.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 6,212,104 | $981.5M | 14.5% | −244,307−3.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,382,483 | $687.7M | 10.2% | −85,427−5.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,725,964 | $598.0M | 8.8% | −53,285−1.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 741,149 | $547.0M | 8.1% | −62,043−7.7% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 5,015,294 | $513.1M | 7.6% | −623,872−11.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,287,542 | $403.1M | 6.0% | −110,318−4.6% | Reduced | History |
| INTUIntuit Inc. | Stock | 455,875 | $359.1M | 5.3% | −22,559−4.7% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 2,528,477 | $267.3M | 4.0% | +78,139+3.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 896,897 | $247.2M | 3.7% | +401,495+81.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 2,625,476 | $245.0M | 3.6% | +113,330+4.5% | Added | History |
| FISVFiserv Inc | Stock | 1,140,649 | $196.7M | 2.9% | +156,419+15.9% | Added | History |
| DTDynatrace, Inc. | Stock | 3,291,325 | $181.7M | 2.7% | +711,250+27.6% | Added | History |
| VVisa Inc. | Stock | 450,536 | $160.0M | 2.4% | −69,580−13.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 570,519 | $146.8M | 2.2% | −43,179−7.0% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 718,205 | $133.7M | 2.0% | −173,897−19.5% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 410,095 | $127.0M | 1.9% | −50,729−11.0% | Reduced | History |
| DXCMDexcom Inc | COM | 1,435,296 | $125.3M | 1.9% | +1,027,633+252.1% | Added | History |
| NVONovo Nordisk A S | ADR | 1,760,978 | $121.5M | 1.8% | −295,609−14.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 83,175 | $111.4M | 1.6% | +50,931+158.0% | Added | History |
| MAMastercard Inc | Stock | 192,953 | $108.4M | 1.6% | −11,318−5.5% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 18,567 | $107.5M | 1.6% | −865−4.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 772,348 | $105.0M | 1.6% | −81,763−9.6% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 196,991 | $104.2M | 1.5% | +47,651+31.9% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 265,921 | $81.9M | 1.2% | −13,277−4.8% | Reduced | History |
| SNPSSynopsys Inc | COM | 101,782 | $52.2M | 0.8% | −18,457−15.4% | Reduced | History |
| ORCLOracle Corp | Stock | 53,056 | $11.6M | 0.2% | −2,406−4.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 42,037 | $9.52M | 0.1% | −561−1.3% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 194,095 | $6.53M | 0.1% | −3,900−2.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 2,388 | $6.24M | 0.1% | −41−1.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 7,738 | $6.03M | 0.1% | −165−2.1% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 66,905 | $5.13M | 0.1% | −1,090−1.6% | Reduced | History |
| ARESAres Management Corp | CL A COM STK | 14,080 | $2.44M | <0.1% | +87+0.6% | Added | History |
| SYKStryker Corp | Stock | 4,506 | $1.78M | <0.1% | +749+19.9% | Added | History |
| APOApollo Global Management, Inc. | COM | 10,160 | $1.44M | <0.1% | +53+0.5% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 4,369 | $1.35M | <0.1% | −44−1.0% | Reduced | History |
| LAMRLamar Advertising Co | REIT | 7,585 | $920.5K | <0.1% | −6,830−47.4% | Reduced | History |
| BSXBoston Scientific Corp | Stock | 2,858 | $307.0K | <0.1% | +2,858 | New | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 675 | $286.6K | <0.1% | −158−19.0% | Reduced | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 11,590 | $58.3K | <0.1% | +11,590 | New | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.