DSM Capital Partners LLC
- SEC CIK
- 0001214639
- Latest filing
- Aug 3, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 70
- +26 vs. Q1 2026
- Portfolio value
- $5.84B
- +$181.7M (+3.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 4,702,822 | $941.0M | 16.1% | −505,196−9.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,528,522 | $546.2M | 9.4% | −233,355−13.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,414,647 | $534.4M | 9.2% | −200,467−12.4% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 2,632,116 | $447.1M | 7.7% | −54,578−2.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 847,829 | $316.3M | 5.4% | −694,046−45.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,324,786 | $315.7M | 5.4% | −631,517−32.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 548,698 | $309.1M | 5.3% | +47,544+9.5% | Added | History |
| GEVGE Vernova Inc. | Stock | 191,962 | $225.5M | 3.9% | −43,739−18.6% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 646,621 | $173.9M | 3.0% | −123,116−16.0% | Reduced | History |
| RDDTReddit, Inc. | Stock | 825,061 | $143.2M | 2.5% | −23,145−2.7% | Reduced | History |
| PEverpure, Inc. | CL A | 1,695,275 | $133.6M | 2.3% | +520,497+44.3% | Added | History |
| APHAmphenol Corp | CL A | 710,204 | $125.2M | 2.1% | +710,204 | New | History |
| GEGeneral Electric Co | Stock | 333,572 | $124.7M | 2.1% | −42,526−11.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,564,094 | $112.9M | 1.9% | −586,652−27.3% | Reduced | History |
| ORCLOracle Corp | Stock | 715,341 | $104.8M | 1.8% | −61,715−7.9% | Reduced | History |
| TERTeradyne, Inc | Stock | 196,967 | $95.3M | 1.6% | +91,126+86.1% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 250,103 | $93.9M | 1.6% | −21,755−8.0% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 523,243 | $93.3M | 1.6% | −46,682−8.2% | ReducedConverted for a 25-for-1 split | History |
| KEYSKeysight Technologies, Inc. | Stock | 265,207 | $92.8M | 1.6% | +265,207 | New | History |
| DXCMDexcom Inc | COM | 1,359,135 | $91.5M | 1.6% | −564,685−29.4% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 211,754 | $91.4M | 1.6% | +211,754 | New | History |
| NFLXNetflix Inc | Stock | 1,239,364 | $88.5M | 1.5% | −144,706−10.5% | Reduced | History |
| ATIAti Inc | Stock | 441,048 | $86.9M | 1.5% | +441,048 | New | History |
| ENTGEntegris Inc | COM | 482,799 | $86.8M | 1.5% | +127,261+35.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 158,437 | $75.7M | 1.3% | +116,171+274.9% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 163,443 | $75.0M | 1.3% | +19,112+13.2% | Added | History |
| COHRCoherent Corp. | COM | 179,782 | $70.9M | 1.2% | +179,782 | New | History |
| ADSKAutodesk, Inc. | COM | 330,503 | $64.3M | 1.1% | −101,860−23.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 598,708 | $59.4M | 1.0% | +123,559+26.0% | Added | History |
| NTAPNetApp, Inc. | Stock | 262,656 | $40.6M | 0.7% | +262,656 | New | History |
| BSXBoston Scientific Corp | Stock | 511,968 | $21.9M | 0.4% | −52,381−9.3% | Reduced | History |
| MAMastercard Inc | Stock | 34,237 | $17.6M | 0.3% | −176,786−83.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 4,449 | $8.85M | 0.2% | +1,167+35.6% | Added | History |
| SYKStryker Corp | Stock | 25,544 | $8.04M | 0.1% | −3,383−11.7% | Reduced | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 19,046 | $4.96M | 0.1% | −22−0.1% | Reduced | History |
| VVisa Inc. | Stock | 13,688 | $4.70M | 0.1% | −441,701−97.0% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 2,941 | $876.1K | <0.1% | +628+27.2% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,263 | $733.7K | <0.1% | +1,263 | New | History |
| INTCIntel Corp | Stock | 4,931 | $688.5K | <0.1% | −793−13.9% | Reduced | History |
| ARMArm Holdings PLC | ADR | 1,940 | $687.9K | <0.1% | −790−28.9% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 1,229 | $593.6K | <0.1% | +1,229 | New | History |
| DDOGDatadog, Inc. | CL A COM | 2,086 | $543.1K | <0.1% | +2,086 | New | History |
| GOOGAlphabet Inc. | Stock | 1,529 | $540.2K | <0.1% | +812+113.2% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 4,462 | $520.6K | <0.1% | +1,037+30.3% | Added | History |
| SHOPShopify Inc. | Stock | 4,112 | $469.5K | <0.1% | +799+24.1% | Added | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 1,576 | $428.6K | <0.1% | +1,576 | New | History |
| HEIHeico Corp | COM | 1,155 | $411.4K | <0.1% | +348+43.1% | Added | History |
| LITELumentum Holdings Inc. | COM | 470 | $403.3K | <0.1% | +470 | New | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,131 | $388.8K | <0.1% | −48,457−93.9% | ReducedConverted for a 4-for-1 split | – |
| MDBMongoDB, Inc. | CL A | 1,002 | $336.6K | <0.1% | +1,002 | New | History |
| COHUCohu Inc | COM | 4,466 | $330.1K | <0.1% | +4,466 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 807 | $307.0K | <0.1% | +807 | New | History |
| FORMFormfactor Inc | COM | 1,907 | $305.0K | <0.1% | +1,907 | New | History |
| BWXTBWX Technologies, Inc. | COM | 1,506 | $293.1K | <0.1% | +1,506 | New | History |
| PANWPalo Alto Networks Inc | Stock | 831 | $283.4K | <0.1% | +831 | New | History |
| SNPSSynopsys Inc | COM | 615 | $274.3K | <0.1% | +615 | New | History |
| SNOWSnowflake Inc. | Stock | 1,056 | $268.8K | <0.1% | +1,056 | New | History |
| BLLNBillionToOne, Inc. | CL A | 2,229 | $267.4K | <0.1% | +2,229 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 339 | $258.7K | <0.1% | +339 | New | History |
| GWREGuidewire Software, Inc. | COM | 1,882 | $231.6K | <0.1% | +1,882 | New | History |
| QCOMQualcomm Inc | Stock | 1,227 | $226.7K | <0.1% | +1,227 | New | History |
| FIGRFigure Technology Solutions, Inc. | Stock | 7,131 | $219.0K | <0.1% | +7,131 | New | History |
| SAILSailPoint, Inc. | COM | 14,425 | $211.2K | <0.1% | +14,425 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 531 | $211.2K | <0.1% | +531 | New | History |
| FTNTFortinet, Inc. | Stock | 1,374 | $211.1K | <0.1% | +1,374 | New | History |
| AAOIApplied Optoelectronics, Inc. | COM | 1,415 | $209.6K | <0.1% | +1,415 | New | History |
| AVAVAeroVironment Inc | COM | 1,264 | $208.6K | <0.1% | +1,264 | New | History |
| KVYOKlaviyo, Inc. | COM SER A | 13,813 | $208.6K | <0.1% | +13,813 | New | History |
| IOTSamsara Inc. | Stock | 6,298 | $204.2K | <0.1% | +6,298 | New | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 11,110 | $99.1K | <0.1% | +11,110 | New | History |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| INTUIntuit Inc. | Stock | 309,394 | $133.8M | 2.4% | History |
| FICOFair Isaac Corp | COM | 22,396 | $23.9M | 0.4% | History |
| MELIMercadolibre Inc | COM | 2,733 | $4.73M | 0.1% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 731,172 | $2.68M | <0.1% | History |
| SSentinelOne, Inc. | CL A | 10,828 | $139.5K | <0.1% | History |
| AVPTAvePoint, Inc. | COM CL A | 11,614 | $110.4K | <0.1% | History |