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Dsm Capital Partners LLC Top Holdings and 13F Report (2025)

About Dsm Capital Partners LLC

Investment Activity

  • Dsm Capital Partners LLC has $6.77 billion in total holdings as of June 30, 2025.
  • Dsm Capital Partners LLC owns shares of 39 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 5.61% of the portfolio was purchased this quarter.
  • About 9.60% of the portfolio was sold this quarter.
  • This quarter, Dsm Capital Partners LLC has purchased 39 new stocks and bought additional shares in 11 stocks.
  • Dsm Capital Partners LLC sold shares of 26 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$981,450,307
Microsoft
$687,660,969
Amazon.com
$598,049,132
Meta Platforms
$547,034,295
ARISTA NETWORKS INC
$513,114,729

Largest New Holdings this Quarter

101137107 - Boston Scientific
$306,978 Holding
G4124C109 - Grab
$58,298 Holding

Largest Purchases this Quarter

Broadcom
401,495 shares (about $110.67M)
DexCom
1,027,633 shares (about $89.70M)
Netflix
50,931 shares (about $68.20M)
Dynatrace
711,250 shares (about $39.27M)
Fiserv
156,419 shares (about $26.97M)

Largest Sales this Quarter

ARISTA NETWORKS INC
623,872 shares (about $63.83M)
Meta Platforms
62,043 shares (about $45.79M)
Microsoft
85,427 shares (about $42.49M)
NVIDIA
244,307 shares (about $38.60M)
Howmet Aerospace
173,897 shares (about $32.37M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDsm Capital Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$981,450,307$38,598,063 ▼-3.8%6,212,10414.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$687,660,969$42,492,250 ▼-5.8%1,382,48310.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$598,049,132$11,690,194 ▼-1.9%2,725,9648.8%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$547,034,295$45,793,287 ▼-7.7%741,1498.1%Computer and Technology
ARISTA NETWORKS INC
$513,114,729$63,828,344 ▼-11.1%5,015,2947.6%COM SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$403,133,526$19,441,341 ▼-4.6%2,287,5426.0%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$359,060,550$17,768,131 ▼-4.7%455,8755.3%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$267,310,589$8,260,855 ▲3.2%2,528,4774.0%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$247,229,658$110,672,097 ▲81.0%896,8973.7%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$244,956,911$10,573,689 ▲4.5%2,625,4763.6%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$196,659,294$26,968,200 ▲15.9%1,140,6492.9%Business Services
Dynatrace, Inc. stock logo
DT
Dynatrace
$181,714,053$39,268,112 ▲27.6%3,291,3252.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$159,962,837$24,704,384 ▼-13.4%450,5362.4%Business Services
GE Aerospace stock logo
GE
GE Aerospace
$146,845,886$11,113,843 ▼-7.0%570,5192.2%Aerospace
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$133,679,404$32,367,426 ▼-19.5%718,2052.0%Aerospace
Autodesk, Inc. stock logo
ADSK
Autodesk
$126,953,109$15,704,177 ▼-11.0%410,0951.9%Computer and Technology
DexCom, Inc. stock logo
DXCM
DexCom
$125,286,988$89,702,085 ▲252.1%1,435,2961.9%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$121,542,667$20,402,927 ▼-14.4%1,760,9781.8%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$111,382,137$68,203,230 ▲158.0%83,1751.6%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$108,427,753$6,360,022 ▼-5.5%192,9531.6%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$107,488,819$5,007,693 ▼-4.5%18,5671.6%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$105,046,984$11,120,578 ▼-9.6%772,3481.6%Medical
GE VERNOVA INC
$104,237,524$25,214,463 ▲31.9%196,9911.5%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$81,943,556$4,091,308 ▼-4.8%265,9211.2%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$52,181,595$9,462,535 ▼-15.4%101,7820.8%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$11,599,633$526,024 ▼-4.3%53,0560.2%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,520,960$127,061 ▼-1.3%42,0370.1%Computer and Technology
ICICI Bank Limited stock logo
IBN
ICICI Bank
$6,529,356$131,196 ▼-2.0%194,0950.1%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,241,348$107,159 ▼-1.7%2,3880.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,032,003$128,622 ▼-2.1%7,7380.1%Medical
HDFC Bank Limited stock logo
HDB
HDFC Bank
$5,129,606$83,570 ▼-1.6%66,9050.1%Finance
Ares Management Corporation stock logo
ARES
Ares Management
$2,438,656$15,068 ▲0.6%14,0800.0%Finance
Stryker Corporation stock logo
SYK
Stryker
$1,782,709$296,327 ▲19.9%4,5060.0%Medical
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$1,441,399$7,519 ▲0.5%10,1600.0%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,347,400$13,570 ▼-1.0%4,3690.0%Computer and Technology
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$920,516$828,889 ▼-47.4%7,5850.0%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$306,978$306,978 ▲New Holding2,8580.0%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$286,591$67,084 ▼-19.0%6750.0%ETF
Grab Holdings Limited stock logo
GRAB
Grab
$58,298$58,298 ▲New Holding11,5900.0%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$0$136,565,206 ▼-100.0%00.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$130,869,544 ▼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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