Dsm Capital Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.66B
Q ending 2026-03-31
Prior quarter
$6.75B
Q ending 2025-12-31
Change
-16.2% QoQ · -1.1% YoY
Positions
44
reported holdings
Largest positions
All 44 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $908.3M | 5.2M |
| Microsoft Corp | MSFT | Shares | $570.8M | 1.5M |
| Alphabet Inc | GOOGL | Shares | $506.6M | 1.8M |
| Broadcom Inc | AVGO | Shares | $499.9M | 1.6M |
| Amazon Com Inc | AMZN | Shares | $407.4M | 2.0M |
| Arista Networks Inc | ANET | Shares | $329.9M | 2.7M |
| Meta Platforms Inc | META | Shares | $286.7M | 501K |
| Ge Vernova Inc | GEV | Shares | $205.7M | 236K |
| Howmet Aerospace Inc | HWM | Shares | $177.4M | 770K |
| Uber Technologies Inc | UBER | Shares | $154.7M | 2.2M |
| Visa Inc | V | Shares | $137.6M | 455K |
| Intuit | INTU | Shares | $133.8M | 309K |
| Netflix Inc. | NFLX | Shares | $133.1M | 1.4M |
| Dexcom Inc | DXCM | Shares | $120.8M | 1.9M |
| Oracle Corp | ORCL | Shares | $114.3M | 777K |
| Reddit Inc | RDDT | Shares | $114.2M | 848K |
| Ge Aerospace | GE | Shares | $106.7M | 376K |
| Mastercard Incorporated | MA | Shares | $105.4M | 211K |
| Autodesk Inc | ADSK | Shares | $103.5M | 432K |
| Booking Holdings Inc | BKNG | Shares | $96.0M | 23K |
| Cadence Design System Inc | CDNS | Shares | $75.5M | 272K |
| Spotify Technology S A | Shares | $70.0M | 144K | |
| Everpure Inc | P | Shares | $69.4M | 1.2M |
| Servicenow Inc | NOW | Shares | $49.7M | 475K |
| Entegris Inc | ENTG | Shares | $41.7M | 356K |
| Boston Scientific Corp | BSX | Shares | $35.4M | 564K |
| Teradyne Inc | TER | Shares | $31.4M | 106K |
| Fair Isaac Corp | FICO | Shares | $23.9M | 22K |
| Taiwan Semiconductor Manufac | TSM | Shares | $14.3M | 42K |
| Stryker Corporation | SYK | Shares | $9.5M | 29K |
| Ishares Tr | IWF | Shares | $5.5M | 13K |
| Mercadolibre Inc | MELI | Shares | $4.7M | 3K |
| Asml Hldg Nv | Shares | $4.3M | 3K | |
| Tower Semiconductor Ltd | Shares | $3.3M | 19K | |
| Grab Holdings Limited | Shares | $2.7M | 731K | |
| Palantir Technologies Inc | PLTR | Shares | $501K | 3K |
| Arm Holdings Plc | ARM | Shares | $413K | 3K |
| Shopify Inc | SHOP | Shares | $393K | 3K |
| Intel Corp | INTC | Shares | $253K | 6K |
| Marvell Technology Inc | MRVL | Shares | $229K | 2K |
| Heico Corp New | HEI | Shares | $221K | 807 |
| Alphabet Inc | GOOG | Shares | $206K | 717 |
| Sentinelone Inc | S | Shares | $139K | 11K |
| Avepoint Inc | AVPT | Shares | $110K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.