Dsm Capital Partners LLC Top Holdings and 13F Report (2025) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $5.72 billion in total holdings as of March 31, 2025.Dsm Capital Partners LLC owns shares of 39 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.86% of the portfolio was purchased this quarter.About 13.81% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 40 new stocks and bought additional shares in 12 stocks.Dsm Capital Partners LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $699,745,875Microsoft $551,038,623Amazon.com $528,779,819Meta Platforms $462,927,452ARISTA NETWORKS INC $436,922,582 Largest New Holdings this Quarter 363576109 - Arthur J. Gallagher & Co. $136,565,206 Holding09857L108 - Booking $89,521,475 Holding252131107 - DexCom $27,839,306 Holding Largest Purchases this Quarter Arthur J. Gallagher & Co. 395,566 shares (about $136.57M)Booking 19,432 shares (about $89.52M)Intuit 135,260 shares (about $83.05M)Broadcom 490,294 shares (about $82.09M)GE Aerospace 374,066 shares (about $74.87M) Largest Sales this Quarter Microsoft 178,057 shares (about $66.84M)Autodesk 71,704 shares (about $18.77M)Howmet Aerospace 119,859 shares (about $15.55M)iShares Russell 1000 Growth ETF 33,378 shares (about $12.05M)Amazon.com 50,921 shares (about $9.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDsm Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$699,745,875$35,331,341 ▲5.3%6,456,41112.2%Computer and TechnologyMSFTMicrosoft$551,038,623$66,840,804 ▼-10.8%1,467,9109.6%Computer and TechnologyAMZNAmazon.com$528,779,819$9,688,228 ▼-1.8%2,779,2499.2%Retail/WholesaleMETAMeta Platforms$462,927,452$16,019,340 ▲3.6%803,1928.1%Computer and TechnologyARISTA NETWORKS INC$436,922,582$34,888,314 ▲8.7%5,639,1667.6%COM SHSGOOGLAlphabet$370,805,070$3,306,358 ▼-0.9%2,397,8606.5%Computer and TechnologyINTUIntuit$293,753,784$83,048,314 ▲39.4%478,4345.1%Computer and TechnologyFTNTFortinet$235,869,537$1,845,689 ▲0.8%2,450,3384.1%Computer and TechnologyFIFiserv$217,347,512$9,031,947 ▼-4.0%984,2303.8%Business ServicesUBERUber Technologies$183,034,957$1,839,351 ▼-1.0%2,512,1463.2%Computer and TechnologyVVisa$182,279,709$3,476,911 ▼-1.9%520,1163.2%Business ServicesNVONovo Nordisk A/S$142,809,401$3,414,712 ▲2.4%2,056,5872.5%MedicalAJGArthur J. Gallagher & Co.$136,565,206$136,565,206 ▲New Holding395,5662.4%FinanceAMDAdvanced Micro Devices$130,869,544$7,735,600 ▼-5.6%1,273,7942.3%Computer and TechnologyGEGE Aerospace$122,831,655$74,869,310 ▲156.1%613,6982.1%IndustrialsDTDynatrace$121,650,536$5,916,995 ▲5.1%2,580,0752.1%Computer and TechnologyADSKAutodesk$120,643,723$18,772,107 ▼-13.5%460,8242.1%Computer and TechnologyHWMHowmet Aerospace$115,732,393$15,549,308 ▼-11.8%892,1022.0%AerospaceABTAbbott Laboratories$113,297,824$702,116 ▼-0.6%854,1112.0%MedicalMAMastercard$111,965,046$2,003,379 ▼-1.8%204,2712.0%Business ServicesBKNGBooking$89,521,475$89,521,475 ▲New Holding19,4321.6%Retail/WholesaleAVGOBroadcom$82,945,156$82,089,924 ▲9,598.6%495,4021.4%Computer and TechnologyCDNSCadence Design Systems$71,008,428$1,241,130 ▼-1.7%279,1981.2%Computer and TechnologySNPSSynopsys$51,564,496$825,107 ▼-1.6%120,2390.9%Computer and TechnologyGE VERNOVA INC$45,590,515$623,382 ▼-1.3%149,3400.8%COMNFLXNetflix$30,068,497$29,849,352 ▲13,620.9%32,2440.5%Consumer DiscretionaryDXCMDexCom$27,839,306$27,839,306 ▲New Holding407,6630.5%MedicalORCLOracle$7,754,142$446,413 ▼-5.4%55,4620.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,071,268$581,000 ▼-7.6%42,5980.1%Computer and TechnologyLLYEli Lilly and Company$6,527,167$527,757 ▼-7.5%7,9030.1%MedicalIBNICICI Bank$6,240,802$541,356 ▼-8.0%197,9950.1%FinanceMELIMercadoLibre$4,738,663$288,729 ▼-5.7%2,4290.1%Retail/WholesaleHDBHDFC Bank$4,517,588$392,660 ▼-8.0%67,9950.1%FinanceARESAres Management$2,051,5140.0%13,9930.0%FinanceLAMRLamar Advertising$1,640,1390.0%14,4150.0%FinanceSYKStryker$1,398,543$174,213 ▲14.2%3,7570.0%MedicalAPOApollo Global Management$1,384,0530.0%10,1070.0%FinanceADPAutomatic Data Processing$1,348,304$140,849 ▲11.7%4,4130.0%Business ServicesIWFiShares Russell 1000 Growth ETF$300,788$12,052,463 ▼-97.6%8330.0%ETFAAPLApple$0$414,925,154 ▼-100.0%00.0%Computer and TechnologyNBIXNeurocrine Biosciences$0$127,299,219 ▼-100.0%00.0%MedicalADBEAdobe$0$87,946,142 ▼-100.0%00.0%Computer and TechnologyGLOBGlobant$0$3,812,602 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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