DSM Capital Partners LLC
- SEC CIK
- 0001214639
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/24 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 39
- 較 2025 年第 1 季 0
- 總值
- $67.7 億
- 較 2025 年第 1 季 +$10.4 億 (+18.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 6,212,104 | $9.81 億 | 14.5% | −244,307−3.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,382,483 | $6.88 億 | 10.2% | −85,427−5.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,725,964 | $5.98 億 | 8.8% | −53,285−1.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 741,149 | $5.47 億 | 8.1% | −62,043−7.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,015,294 | $5.13 億 | 7.6% | −623,872−11.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,287,542 | $4.03 億 | 6.0% | −110,318−4.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 455,875 | $3.59 億 | 5.3% | −22,559−4.7% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,528,477 | $2.67 億 | 4.0% | +78,139+3.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 896,897 | $2.47 億 | 3.7% | +401,495+81.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,625,476 | $2.45 億 | 3.6% | +113,330+4.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,140,649 | $1.97 億 | 2.9% | +156,419+15.9% | 加碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 3,291,325 | $1.82 億 | 2.7% | +711,250+27.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 450,536 | $1.60 億 | 2.4% | −69,580−13.4% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 570,519 | $1.47 億 | 2.2% | −43,179−7.0% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 718,205 | $1.34 億 | 2.0% | −173,897−19.5% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 410,095 | $1.27 億 | 1.9% | −50,729−11.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,435,296 | $1.25 億 | 1.9% | +1,027,633+252.1% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 1,760,978 | $1.22 億 | 1.8% | −295,609−14.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 83,175 | $1.11 億 | 1.6% | +50,931+158.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 192,953 | $1.08 億 | 1.6% | −11,318−5.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 18,567 | $1.07 億 | 1.6% | −865−4.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 772,348 | $1.05 億 | 1.6% | −81,763−9.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 196,991 | $1.04 億 | 1.5% | +47,651+31.9% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 265,921 | $8,194 萬 | 1.2% | −13,277−4.8% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 101,782 | $5,218 萬 | 0.8% | −18,457−15.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 53,056 | $1,160 萬 | 0.2% | −2,406−4.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 42,037 | $952.1 萬 | 0.1% | −561−1.3% | 減碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 194,095 | $652.9 萬 | 0.1% | −3,900−2.0% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,388 | $624.1 萬 | 0.1% | −41−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,738 | $603.2 萬 | 0.1% | −165−2.1% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 66,905 | $513.0 萬 | 0.1% | −1,090−1.6% | 減碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 14,080 | $243.9 萬 | <0.1% | +87+0.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 4,506 | $178.3 萬 | <0.1% | +749+19.9% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 10,160 | $144.1 萬 | <0.1% | +53+0.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,369 | $134.7 萬 | <0.1% | −44−1.0% | 減碼 | 歷史 |
| LAMRLamar Advertising Co | REIT | 7,585 | $92.1 萬 | <0.1% | −6,830−47.4% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,858 | $30.7 萬 | <0.1% | +2,858 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 675 | $28.7 萬 | <0.1% | −158−19.0% | 減碼 | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 11,590 | $5.83 萬 | <0.1% | +11,590 | 新進 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。