Dsm Capital Partners LLC Top Holdings and 13F Report (2026) About Dsm Capital Partners LLCInvestment ActivityDsm Capital Partners LLC has $5.84 billion in total holdings as of June 30, 2026.Dsm Capital Partners LLC owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 14.03% of the portfolio was purchased this quarter.About 22.67% of the portfolio was sold this quarter.This quarter, Dsm Capital Partners LLC has purchased 44 new stocks and bought additional shares in 14 stocks.Dsm Capital Partners LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $940,987,661Alphabet $546,247,822Broadcom $534,383,007ARISTA NETWORKS INC $447,143,942Microsoft $316,257,171 Largest New Holdings this Quarter 032095101 - Amphenol $125,223,169 Holding49338L103 - Keysight Technologies $92,841,014 Holding24703L202 - Dell Technologies $91,363,381 Holding01741R102 - ATI $86,930,561 Holding19247G107 - Coherent $70,918,605 Holding Largest Purchases this Quarter Amphenol 710,204 shares (about $125.22M)Keysight Technologies 265,207 shares (about $92.84M)Dell Technologies 211,754 shares (about $91.36M)Booking 500,446 shares (about $89.20M)ATI 441,048 shares (about $86.93M) Largest Sales this Quarter Microsoft 694,046 shares (about $258.89M)Visa 441,701 shares (about $151.54M)Amazon.com 631,517 shares (about $150.52M)NVIDIA 505,196 shares (about $101.08M)Mastercard 176,786 shares (about $90.80M) 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$940,987,661$101,084,668 â–¼-9.7%4,702,82216.1%TechnologyGOOGLAlphabet$546,247,822$83,394,063 â–¼-13.2%1,528,5229.4%Communication ServicesAVGOBroadcom$534,383,007$75,726,424 â–¼-12.4%1,414,6479.2%TechnologyARISTA NETWORKS INC$447,143,942$9,271,712 â–¼-2.0%2,632,1167.7%COM SHSMSFTMicrosoft$316,257,171$258,893,037 â–¼-45.0%847,8295.4%TechnologyAMZNAmazon.com$315,749,519$150,515,773 â–¼-32.3%1,324,7865.4%Consumer DiscretionaryMETAMeta Platforms$309,076,242$26,781,072 â–²9.5%548,6985.3%Communication ServicesGE VERNOVA INC$225,528,651$51,387,242 â–¼-18.6%191,9623.9%COMHWMHowmet Aerospace$173,850,522$33,100,968 â–¼-16.0%646,6213.0%IndustrialsREDDIT INC$143,214,088$4,017,509 â–¼-2.7%825,0612.5%CL AEVERPURE INC$133,570,678$41,009,947 â–²44.3%1,695,2752.3%CL AAPHAmphenol$125,223,169$125,223,169 â–²New Holding710,2042.1%TechnologyGEGE Aerospace$124,665,745$15,893,227 â–¼-11.3%333,5722.1%IndustrialsUBERUber Technologies$112,865,031$42,332,811 â–¼-27.3%1,564,0941.9%IndustrialsORCLOracle$104,833,246$9,044,335 â–¼-7.9%715,3411.8%TechnologyTERTeradyne$95,300,272$44,090,292 â–²86.1%196,9671.6%TechnologyCDNSCadence Design Systems$93,868,740$8,165,094 â–¼-8.0%250,1031.6%TechnologyBKNGBooking$93,262,877$89,199,538 â–²2,195.2%523,2431.6%Consumer DiscretionaryKEYSKeysight Technologies$92,841,014$92,841,014 â–²New Holding265,2071.6%TechnologyDXCMDexCom$91,537,742$38,031,535 â–¼-29.4%1,359,1351.6%HealthcareDELLDell Technologies$91,363,381$91,363,381 â–²New Holding211,7541.6%TechnologyNFLXNetflix$88,490,590$10,332,008 â–¼-10.5%1,239,3641.5%Communication ServicesATIATI$86,930,561$86,930,561 â–²New Holding441,0481.5%IndustrialsENTGEntegris$86,836,228$22,889,163 â–²35.8%482,7991.5%TechnologyTSMTaiwan Semiconductor Manufacturing$75,664,758$55,479,784 â–²274.9%158,4371.3%TechnologySPOTSpotify Technology$75,041,355$8,774,866 â–²13.2%163,4431.3%Communication ServicesCOHRCoherent$70,918,605$70,918,605 â–²New Holding179,7821.2%TechnologyADSKAutodesk$64,256,296$19,803,591 â–¼-23.6%330,5031.1%TechnologyNOWServiceNow$59,439,730$12,266,937 â–²26.0%598,7081.0%TechnologyNTAPNetApp$40,648,642$40,648,642 â–²New Holding262,6560.7%TechnologyBSXBoston Scientific$21,850,794$2,235,621 â–¼-9.3%511,9680.4%HealthcareMAMastercard$17,584,123$90,797,289 â–¼-83.8%34,2370.3%FinanceASMLASML$8,851,019$2,321,677 â–²35.6%4,4490.2%TechnologySYKStryker$8,042,273$1,065,104 â–¼-11.7%25,5440.1%HealthcareTSEMTower Semiconductor$4,964,149$5,734 â–¼-0.1%19,0460.1%TechnologyVVisa$4,696,216$151,543,199 â–¼-97.0%13,6880.1%FinanceMRVLMarvell Technology$876,094$187,075 â–²27.2%2,9410.0%TechnologyAMDAdvanced Micro Devices$733,689$733,689 â–²New Holding1,2630.0%TechnologyINTCIntel$688,516$110,727 â–¼-13.9%4,9310.0%TechnologyARM HOLDINGS PLC$687,866$280,110 â–¼-28.9%1,9400.0%SPONSORED ADSASTERA LABS INC$593,632$593,632 â–²New Holding1,2290.0%COMDDOGDatadog$543,111$543,111 â–²New Holding2,0860.0%TechnologyGOOGAlphabet$540,242$286,904 â–²113.2%1,5290.0%Communication ServicesPALANTIR TECHNOLOGIES INC$520,582$120,987 â–²30.3%4,4620.0%CL ASHOPIFY INC$469,508$91,230 â–²24.1%4,1120.0%CL A SUB VTG SHSCRDOCredo Technology Group$428,593$428,593 â–²New Holding1,5760.0%TechnologyHEIHeico$411,399$123,954 â–²43.1%1,1550.0%IndustrialsLITELumentum$403,288$403,288 â–²New Holding4700.0%TechnologyIWFiShares Russell 1000 Growth ETF$388,776$1,212,643 â–¼-75.7%3,1310.0%ETFMDBMongoDB$336,572$336,572 â–²New Holding1,0020.0%TechnologyCOHUCohu$330,082$330,082 â–²New Holding4,4660.0%TechnologyMTSIMACOM Technology Solutions$306,959$306,959 â–²New Holding8070.0%TechnologyFORMFormFactor$304,987$304,987 â–²New Holding1,9070.0%TechnologyBWXTBWX Technologies$293,143$293,143 â–²New Holding1,5060.0%IndustrialsPANWPalo Alto Networks$283,388$283,388 â–²New Holding8310.0%TechnologySNPSSynopsys$274,333$274,333 â–²New Holding6150.0%TechnologySNOWSnowflake$268,752$268,752 â–²New Holding1,0560.0%TechnologyBILLIONTOONE INC$267,435$267,435 â–²New Holding2,2290.0%CL ACRWDCrowdStrike$258,704$258,704 â–²New Holding3390.0%TechnologyGWREGuidewire Software$231,580$231,580 â–²New Holding1,8820.0%TechnologyQCOMQualcomm$226,737$226,737 â–²New Holding1,2270.0%TechnologyFIGURE TECHNOLOGY SOLUTIO$218,993$218,993 â–²New Holding7,1310.0%COM CL ASAILPOINT INC$211,182$211,182 â–²New Holding14,4250.0%COMISRGIntuitive Surgical$211,168$211,168 â–²New Holding5310.0%HealthcareFTNTFortinet$211,074$211,074 â–²New Holding1,3740.0%TechnologyAAOIApplied Optoelectronics$209,646$209,646 â–²New Holding1,4150.0%TechnologyAVAVAeroVironment$208,648$208,648 â–²New Holding1,2640.0%IndustrialsKLAVIYO INC$208,576$208,576 â–²New Holding13,8130.0%COM SER AIOTSamsara$204,244$204,244 â–²New Holding6,2980.0%TechnologyJOBYJoby Aviation$99,101$99,101 â–²New Holding11,1100.0%IndustrialsINTUIntuit$0$133,775,661 â–¼-100.0%00.0%TechnologyFICOFair Isaac$0$23,908,625 â–¼-100.0%00.0%TechnologyMELIMercadoLibre$0$4,725,412 â–¼-100.0%00.0%Consumer DiscretionaryGRABGrab$0$2,676,090 â–¼-100.0%00.0%IndustrialsSSentinelOne$0$139,465 â–¼-100.0%00.0%TechnologyAVPTAvePoint$0$110,449 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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