Dsm Capital Partners LLC Top Holdings and 13F Report (2026)

About Dsm Capital Partners LLC

Investment Activity

Dsm Capital Partners LLC has $5.66 billion in total holdings as of March 31, 2026.
Dsm Capital Partners LLC owns shares of 44 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 6.65% of the portfolio was purchased this quarter.
About 12.55% of the portfolio was sold this quarter.
This quarter, Dsm Capital Partners LLC has purchased 47 new stocks and bought additional shares in 15 stocks.
Dsm Capital Partners LLC sold shares of 22 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

NVIDIA: $908,278,339
Microsoft: $570,755,867
Alphabet: $506,645,281
Broadcom: $499,894,017
Amazon.com: $407,439,246

Largest New Holdings this Quarter

74624M102 - EVERPURE INC: $69,358,864 Holding
29362U104 - Entegris: $41,683,275 Holding
880770102 - Teradyne: $31,377,475 Holding
303250104 - Fair Isaac: $23,908,625 Holding
M87915274 - Tower Semiconductor: $3,346,053 Holding

Largest Purchases this Quarter

EVERPURE INC: 1,174,778 shares (about $69.36M)
Spotify Technology: 141,078 shares (about $68.41M)
Entegris: 355,538 shares (about $41.68M)
Boston Scientific: 559,625 shares (about $35.12M)
Oracle: 222,219 shares (about $32.69M)

Largest Sales this Quarter

Amazon.com: 407,332 shares (about $84.84M)
NVIDIA: 316,001 shares (about $55.11M)
Alphabet: 190,699 shares (about $54.84M)
GE Aerospace: 177,027 shares (about $50.23M)
Uber Technologies: 680,924 shares (about $48.98M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$908,278,339	$55,110,574 ▼	-5.7%	5,208,018	16.1%	Computer and Technology
MSFT Microsoft	$570,755,867	$38,729,776 ▼	-6.4%	1,541,875	10.1%	Computer and Technology
GOOGL Alphabet	$506,645,281	$54,837,397 ▼	-9.8%	1,761,877	9.0%	Computer and Technology
AVGO Broadcom	$499,894,017	$18,896,517 ▼	-3.6%	1,615,114	8.8%	Computer and Technology
AMZN Amazon.com	$407,439,246	$84,835,040 ▼	-17.2%	1,956,303	7.2%	Retail/Wholesale
ARISTA NETWORKS INC	$329,872,345	$11,826,663 ▼	-3.5%	2,686,694	5.8%	COM SHS
META Meta Platforms	$286,725,387	$7,902,264 ▲	2.8%	501,154	5.1%	Computer and Technology
GE VERNOVA INC	$205,743,534	$41,468,887 ▼	-16.8%	235,701	3.6%	COM
HWM Howmet Aerospace	$177,393,590	$23,958,161 ▼	-11.9%	769,737	3.1%	Aerospace
UBER Uber Technologies	$154,703,167	$48,978,866 ▼	-24.0%	2,150,746	2.7%	Computer and Technology
V Visa	$137,636,823	$6,643,842 ▼	-4.6%	455,389	2.4%	Business Services
INTU Intuit	$133,775,661	$48,618,494 ▼	-26.7%	309,394	2.4%	Computer and Technology
NFLX Netflix	$133,078,330	$7,685,558 ▲	6.1%	1,384,070	2.4%	Consumer Discretionary
DXCM DexCom	$120,815,897	$27,083,945 ▼	-18.3%	1,923,820	2.1%	Medical
ORCL Oracle	$114,312,657	$32,690,622 ▲	40.1%	777,056	2.0%	Computer and Technology
REDDIT INC	$114,210,871	$5,764,094 ▲	5.3%	848,206	2.0%	CL A
GE GE Aerospace	$106,725,218	$50,234,899 ▼	-32.0%	376,098	1.9%	Aerospace
MA Mastercard	$105,439,541	$4,414,987 ▼	-4.0%	211,023	1.9%	Business Services
ADSK Autodesk	$103,507,583	$29,517,747 ▲	39.9%	432,363	1.8%	Computer and Technology
BKNG Booking	$95,982,681	$2,340,938 ▼	-2.4%	22,797	1.7%	Retail/Wholesale
CDNS Cadence Design Systems	$75,541,244	$1,748,359 ▼	-2.3%	271,858	1.3%	Computer and Technology
SPOT Spotify Technology	$69,987,302	$68,409,895 ▲	4,336.9%	144,331	1.2%	Computer and Technology
EVERPURE INC	$69,358,864	$69,358,864 ▲	New Holding	1,174,778	1.2%	CL A
NOW ServiceNow	$49,676,776	$15,565,597 ▲	45.6%	475,149	0.9%	Computer and Technology
ENTG Entegris	$41,683,275	$41,683,275 ▲	New Holding	355,538	0.7%	Computer and Technology
BSX Boston Scientific	$35,412,901	$35,116,470 ▲	11,846.4%	564,349	0.6%	Medical
TER Teradyne	$31,377,475	$31,377,475 ▲	New Holding	105,841	0.6%	Computer and Technology
FICO Fair Isaac	$23,908,625	$23,908,625 ▲	New Holding	22,396	0.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$14,283,795	$778,975 ▼	-5.2%	42,266	0.3%	Computer and Technology
SYK Stryker	$9,505,123	$3,292,800 ▲	53.0%	28,927	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$5,499,281	$24,621,190 ▼	-81.7%	12,897	0.1%	ETF
MELI MercadoLibre	$4,725,412	$121,031 ▼	-2.5%	2,733	0.1%	Retail/Wholesale
ASML ASML	$4,334,964	$262,845 ▲	6.5%	3,282	0.1%	Computer and Technology
TSEM Tower Semiconductor	$3,346,053	$3,346,053 ▲	New Holding	19,068	0.1%	Computer and Technology
GRAB Grab	$2,676,090	$1,733,951 ▼	-39.3%	731,172	0.0%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$501,009	$149,498 ▲	42.5%	3,425	0.0%	CL A
ARM HOLDINGS PLC	$412,994	$20,272 ▲	5.2%	2,730	0.0%	SPONSORED ADS
SHOPIFY INC	$392,988	$23,131 ▲	6.3%	3,313	0.0%	CL A SUB VTG SHS
INTC Intel	$252,600	$100,925 ▼	-28.5%	5,724	0.0%	Computer and Technology
MRVL Marvell Technology	$229,103	$229,103 ▲	New Holding	2,313	0.0%	Computer and Technology
HEI Heico	$221,279	$11,242 ▲	5.4%	807	0.0%	Aerospace
GOOG Alphabet	$205,679	$25,244 ▼	-10.9%	717	0.0%	Computer and Technology
S SentinelOne	$139,465	$6,955 ▲	5.2%	10,828	0.0%	Computer and Technology
AVPT AvePoint	$110,449	$110,449 ▲	New Holding	11,614	0.0%	Computer and Technology
ABT Abbott Laboratories	$0	$102,906,942 ▼	-100.0%	0	0.0%	Medical
PINS Pinterest	$0	$46,050,206 ▼	-100.0%	0	0.0%	Computer and Technology
HDB HDFC Bank	$0	$5,875,084 ▼	-100.0%	0	0.0%	Finance
IBN ICICI Bank	$0	$5,347,461 ▼	-100.0%	0	0.0%	Finance
SUSA iShares MSCI USA ESG Select ETF	$0	$1,222,752 ▼	-100.0%	0	0.0%	ETF
KLAVIYO INC	$0	$263,981 ▼	-100.0%	0	0.0%	COM SER A
AVAV AeroVironment	$0	$258,580 ▼	-100.0%	0	0.0%	Aerospace
MDB MongoDB	$0	$229,570 ▼	-100.0%	0	0.0%	Computer and Technology
ADP Automatic Data Processing	$0	$213,244 ▼	-100.0%	0	0.0%	Computer and Technology
PANW Palo Alto Networks	$0	$208,699 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Dsm Capital Partners LLC Top Holdings and 13F Report (2026)

About Dsm Capital Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Dsm Capital Partners LLC Top Holdings and 13F Report (2026)

About Dsm Capital Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDsm Capital Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools