Dsm Capital Partners LLC Top Holdings and 13F Report (2025) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $7.02 billion in total holdings as of September 30, 2025.Dsm Capital Partners LLC owns shares of 41 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 16.48% of the portfolio was purchased this quarter.About 21.46% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 39 new stocks and bought additional shares in 22 stocks.Dsm Capital Partners LLC sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $1,063,031,242Microsoft $855,352,835Amazon.com $531,475,333Broadcom $527,338,701Meta Platforms $502,802,079 Largest New Holdings this Quarter 75734B100 - REDDIT INC $182,590,210 Holding72352L106 - Pinterest $62,697,851 Holding81762P102 - ServiceNow $43,346,108 HoldingN07059210 - ASML $3,296,346 HoldingM98068105 - Wix.com $1,576,644 Holding Largest Purchases this Quarter Broadcom 701,535 shares (about $231.44M)REDDIT INC 793,905 shares (about $182.59M)Oracle 562,829 shares (about $158.29M)Microsoft 268,937 shares (about $139.30M)DexCom 1,098,243 shares (about $73.90M) Largest Sales this Quarter ARISTA NETWORKS INC 2,082,080 shares (about $303.38M)Alphabet 549,362 shares (about $133.55M)NVIDIA 514,649 shares (about $96.02M)Amazon.com 305,436 shares (about $67.06M)Meta Platforms 56,487 shares (about $41.48M) 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$1,063,031,242$96,023,218 ▼-8.3%5,697,45515.2%Computer and TechnologyMSFTMicrosoft$855,352,835$139,295,894 ▲19.5%1,651,42012.2%Computer and TechnologyAMZNAmazon.com$531,475,333$67,064,583 ▼-11.2%2,420,5287.6%Retail/WholesaleAVGOBroadcom$527,338,701$231,443,412 ▲78.2%1,598,4327.5%Computer and TechnologyMETAMeta Platforms$502,802,079$41,482,923 ▼-7.6%684,6627.2%Computer and TechnologyARISTA NETWORKS INC$427,398,611$303,379,876 ▼-41.5%2,933,2146.1%COM SHSGOOGLAlphabet$422,551,558$133,549,902 ▼-24.0%1,738,1806.0%Computer and TechnologyINTUIntuit$317,873,537$6,551,841 ▲2.1%465,4694.5%Computer and TechnologyUBERUber Technologies$291,250,016$34,032,133 ▲13.2%2,972,8494.2%Computer and TechnologyREDDIT INC$182,590,210$182,590,210 ▲New Holding793,9052.6%CL AORCLOracle$173,211,497$158,290,028 ▲1,060.8%615,8852.5%Computer and TechnologyHWMHowmet Aerospace$172,303,675$31,370,309 ▲22.3%878,0702.5%AerospaceDXCMDexCom$170,481,840$73,900,772 ▲76.5%2,533,5392.4%MedicalGEGE Aerospace$168,775,662$2,847,863 ▼-1.7%561,0522.4%AerospaceVVisa$168,607,781$14,803,931 ▲9.6%493,9012.4%Business ServicesNFLXNetflix$160,151,733$60,431,562 ▲60.6%133,5802.3%Consumer DiscretionaryBKNGBooking$152,302,608$52,054,362 ▲51.9%28,2082.2%Retail/WholesaleMAMastercard$135,058,841$25,305,224 ▲23.1%237,4411.9%Business ServicesGE VERNOVA INC$121,859,038$729,271 ▲0.6%198,1771.7%COMABTAbbott Laboratories$111,542,553$8,094,262 ▲7.8%832,7801.6%MedicalADSKAutodesk$97,435,425$32,839,454 ▼-25.2%306,7191.4%Computer and TechnologyCDNSCadence Design Systems$92,545,770$861,641 ▼-0.9%263,4681.3%Computer and TechnologyPINSPinterest$62,697,851$62,697,851 ▲New Holding1,948,9540.9%Computer and TechnologyNOWServiceNow$43,346,108$43,346,108 ▲New Holding47,1010.6%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$14,240,159$2,499,645 ▲21.3%50,9870.2%Computer and TechnologyMELIMercadoLibre$9,272,978$3,692,365 ▲66.2%3,9680.1%Retail/WholesaleGRABGrab$8,161,362$8,091,590 ▲11,597.2%1,355,7080.1%Computer and TechnologySYKStryker$6,924,289$5,258,556 ▲315.7%18,7310.1%MedicalHDBHDFC Bank$6,780,760$4,495,285 ▲196.7%198,5000.1%FinanceIBNICICI Bank$6,547,062$679,570 ▲11.6%216,5750.1%FinanceASMLASML$3,296,346$3,296,346 ▲New Holding3,4050.0%Computer and TechnologyARESAres Management$1,698,032$553,219 ▼-24.6%10,6200.0%FinanceAPOApollo Global Management$1,656,546$302,523 ▲22.3%12,4300.0%FinanceWIXWix.com$1,576,644$1,576,644 ▲New Holding8,8760.0%Computer and TechnologyADPAutomatic Data Processing$1,044,567$237,735 ▼-18.5%3,5590.0%Computer and TechnologyBROBrown & Brown$635,615$635,615 ▲New Holding6,7770.0%FinanceBSXBoston Scientific$388,275$109,248 ▲39.2%3,9770.0%MedicalIWFiShares Russell 1000 Growth ETF$319,924$3,747 ▲1.2%6830.0%ETFPANWPalo Alto Networks$311,946$311,946 ▲New Holding1,5320.0%Computer and TechnologySHOPIFY INC$296,031$296,031 ▲New Holding1,9920.0%CL A SUB VTG SHSSPOTSpotify Technology$275,012$275,012 ▲New Holding3940.0%Computer and TechnologyFTNTFortinet$0$267,310,589 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$196,659,294 ▼-100.0%00.0%Business ServicesDTDynatrace$0$181,714,053 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$121,542,667 ▼-100.0%00.0%MedicalSNPSSynopsys$0$52,181,595 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$6,032,003 ▼-100.0%00.0%MedicalLAMRLamar Advertising$0$920,516 ▼-100.0%00.0%FinanceShowing 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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