DSM CAPITAL PARTNERS LLC
13F Reported Value
ⓘ$5.8B
Holdings
70
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DSM CAPITAL PARTNERS LLC disclosed 70 positions worth $5.8B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 16.1% of the equity portfolio, followed by $GOOG and $AVGO. During the quarter the fund opened 32 new positions and exited 6 — including a new stake in $APH and a full exit from $INTU. The portfolio is most concentrated in Technology (79.3% of disclosed assets). All figures are sourced directly from DSM CAPITAL PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1214639.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$941.0M4,702,822 sh - 78.2#57
Quality
$546.2M1,528,522 sh - 84.5#8
Quality
$534.4M1,414,647 sh - 81.9
Quality
$447.1M2,632,116 sh - 79.8
Quality
$316.3M847,829 sh - 68.7
Quality
$315.7M1,324,786 sh - 79.6
Quality
$309.1M548,698 sh - 81.1
Quality
$225.5M191,962 sh - 73.9
Quality
$173.9M646,621 sh - 79.8
Quality
$143.2M825,061 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $941.0M | 4,702,822 |
 Alphabet Inc.$GOOG | 78.2#57 | $546.2M | 1,528,522 |
 Broadcom Inc.$AVGO | 84.5#8 | $534.4M | 1,414,647 |
 Arista Networks, Inc.$ANET | 81.9 | $447.1M | 2,632,116 |
 MICROSOFT CORP$MSFT | 79.8 | $316.3M | 847,829 |
 AMAZON COM INC$AMZN | 68.7 | $315.7M | 1,324,786 |
 Meta Platforms, Inc.$META | 79.6 | $309.1M | 548,698 |
 GE Vernova Inc.$GEV | 81.1 | $225.5M | 191,962 |
 Howmet Aerospace Inc.$HWM | 73.9 | $173.9M | 646,621 |
 Reddit, Inc.$RDDT | 79.8 | $143.2M | 825,061 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DSM CAPITAL PARTNERS LLC's 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Technology
$4.6B
Consumer Discretionary
$409.0M
Materials
$347.6M
Communication Services
$163.5M
Other
$134.0M
Healthcare
$121.9M
Financials
$22.5M
Industrials
$9.9M
Full Holdings — DSM CAPITAL PARTNERS LLC (Q2 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $941.0M | 16.1% | -10% | 85.9 |
| 2 | $GOOG | Alphabet Inc. | $546.2M | 9.4% | -13% | 78.2 |
| 3 | $AVGO | Broadcom Inc. | $534.4M | 9.2% | -12% | 84.5 |
| 4 | $ANET | Arista Networks, Inc. | $447.1M | 7.7% | -2% | 81.9 |
| 5 | $MSFT | MICROSOFT CORP | $316.3M | 5.4% | -45% | 79.8 |
| 6 | $AMZN | AMAZON COM INC | $315.7M | 5.4% | -32% | 68.7 |
| 7 | $META | Meta Platforms, Inc. | $309.1M | 5.3% | +9% | 79.6 |
| 8 | $GEV | GE Vernova Inc. | $225.5M | 3.9% | -19% | 81.1 |
| 9 | $HWM | Howmet Aerospace Inc. | $173.9M | 3.0% | -16% | 73.9 |
| 10 | $RDDT | Reddit, Inc. | $143.2M | 2.5% | -3% | 79.8 |
| 11 | — | EVERPURE INC - CL A | $133.6M | 2.3% | +44% | — |
| 12 |  $APH | AMPHENOL CORP /DE/ | $125.2M | 2.1% | NEW | 79.3 |
| 13 |  $GE | GENERAL ELECTRIC CO | $124.7M | 2.1% | -11% | 73.8 |
| 14 |  $UBER | Uber Technologies, Inc | $112.9M | 1.9% | -27% | 73.5 |
| 15 |  $ORCL | ORACLE CORP | $104.8M | 1.8% | -8% | 67.9 |
| 16 |  $TER | TERADYNE, INC | $95.3M | 1.6% | +86% | 77.3 |
| 17 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $93.9M | 1.6% | -8% | 72.6 |
| 18 |  $BKNG | Booking Holdings Inc. | $93.3M | 1.6% | +2195% | 58.5 |
| 19 |  $KEYS | Keysight Technologies, Inc. | $92.8M | 1.6% | NEW | 71.4 |
| 20 |  $DXCM | DEXCOM INC | $91.5M | 1.6% | -29% | 76 |
| 21 |  $DELL | Dell Technologies Inc. | $91.4M | 1.6% | NEW | 71.2 |
| 22 |  $NFLX | NETFLIX INC | $88.5M | 1.5% | -10% | 78.8 |
| 23 |  $ATI | ATI INC | $86.9M | 1.5% | NEW | 63.1 |
| 24 |  $ENTG | ENTEGRIS INC | $86.8M | 1.5% | +36% | 58 |
| 25 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $75.7M | 1.3% | +275% | — |
| 26 |  $SPOT | Spotify Technology S.A. | $75.0M | 1.3% | +13% | — |
| 27 |  $COHR | COHERENT CORP. | $70.9M | 1.2% | NEW | 58.5 |
| 28 |  $ADSK | Autodesk, Inc. | $64.3M | 1.1% | -24% | 78.6 |
| 29 |  $NOW | ServiceNow, Inc. | $59.4M | 1.0% | +26% | 72.9 |
| 30 |  $NTAP | NetApp, Inc. | $40.6M | 0.7% | NEW | 66.8 |
| 31 |  $BSX | BOSTON SCIENTIFIC CORP | $21.9M | 0.4% | -9% | 77.5 |
| 32 |  $MA | Mastercard Inc | $17.6M | 0.3% | -84% | 85.1 |
| 33 |  $ASML | ASML HOLDING NV | $8.9M | 0.1% | +36% | — |
| 34 |  $SYK | STRYKER CORP | $8.0M | 0.1% | -12% | 72.1 |
| 35 |  $TSEM | TOWER SEMICONDUCTOR LTD | $5.0M | 0.1% | -0% | — |
| 36 |  $V | VISA INC. | $4.7M | 0.1% | -97% | 82.9 |
| 37 |  $MRVL | Marvell Technology, Inc. | $876,094 | 0.0% | +27% | 76.5 |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $733,689 | 0.0% | NEW | 79.8 |
| 39 |  $INTC | INTEL CORP | $688,516 | 0.0% | -14% | 45.6 |
| 40 |  $ARM | ARM HOLDINGS PLC /UK | $687,866 | 0.0% | -29% | — |
| 41 |  $ALAB | Astera Labs, Inc. | $593,632 | 0.0% | NEW | 75.1 |
| 42 |  $DDOG | Datadog, Inc. | $543,111 | 0.0% | NEW | 71.4 |
| 43 |  $GOOGL | Alphabet Inc. | $540,242 | 0.0% | +113% | 78.2 |
| 44 |  $PLTR | Palantir Technologies Inc. | $520,582 | 0.0% | +30% | 84.6 |
| 45 |  $SHOP | SHOPIFY INC. | $469,508 | 0.0% | +24% | 64.9 |
| 46 |  $CRDO | Credo Technology Group Holding Ltd | $428,593 | 0.0% | NEW | 55.1 |
| 47 |  $HEI | HEICO CORP | $411,399 | 0.0% | +43% | 75.6 |
| 48 |  $LITE | Lumentum Holdings Inc. | $403,288 | 0.0% | NEW | 44.3 |
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | $388,776 | 0.0% | -76% | — |
| 50 |  $MDB | MongoDB, Inc. | $336,572 | 0.0% | NEW | 68.8 |
| 51 |  $COHU | COHU INC | $330,082 | 0.0% | NEW | 38.3 |
| 52 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $306,959 | 0.0% | NEW | 69.4 |
| 53 |  $FORM | FORMFACTOR INC | $304,987 | 0.0% | NEW | 60 |
| 54 |  $BWXT | BWX Technologies, Inc. | $293,143 | 0.0% | NEW | 63.8 |
| 55 |  $PANW | Palo Alto Networks Inc | $283,388 | 0.0% | NEW | 65.5 |
| 56 |  $SNPS | SYNOPSYS INC | $274,333 | 0.0% | NEW | 67.9 |
| 57 |  $SNOW | Snowflake Inc. | $268,752 | 0.0% | NEW | 54.9 |
| 58 |  $BLLN | BillionToOne, Inc. | $267,435 | 0.0% | NEW | 61.9 |
| 59 |  $CRWD | CrowdStrike Holdings, Inc. | $258,704 | 0.0% | NEW | 67.7 |
| 60 |  $GWRE | Guidewire Software, Inc. | $231,580 | 0.0% | NEW | 67.3 |
| 61 |  $QCOM | QUALCOMM INC/DE | $226,737 | 0.0% | NEW | 70.5 |
| 62 |  $FIGR | Figure Technology Solutions, Inc. | $218,993 | 0.0% | NEW | 77.1 |
| 63 |  $SAIL | SailPoint, Inc. | $211,182 | 0.0% | NEW | 49 |
| 64 |  $ISRG | INTUITIVE SURGICAL INC | $211,168 | 0.0% | NEW | 79.9 |
| 65 |  $FTNT | Fortinet, Inc. | $211,074 | 0.0% | NEW | 80.1 |
| 66 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $209,646 | 0.0% | NEW | 40.1 |
| 67 |  $AVAV | AeroVironment Inc | $208,648 | 0.0% | NEW | 42 |
| 68 |  $KVYO | Klaviyo, Inc. | $208,576 | 0.0% | NEW | 61.3 |
| 69 |  $IOT | Samsara Inc. | $204,244 | 0.0% | NEW | 68.6 |
| 70 |  $JOBY | Joby Aviation, Inc. | $99,101 | 0.0% | NEW | 29 |
New Positions (32)
$APH AMPHENOL CORP /DE/$125.2M$KEYS Keysight Technologies, Inc.$92.8M$DELL Dell Technologies Inc.$91.4M$ATI ATI INC$86.9M$COHR COHERENT CORP.$70.9M$NTAP NetApp, Inc.$40.6M$AMD ADVANCED MICRO DEVICES INC$733,689$ALAB Astera Labs, Inc.$593,632$DDOG Datadog, Inc.$543,111$CRDO Credo Technology Group Holding Ltd$428,593$LITE Lumentum Holdings Inc.$403,288$MDB MongoDB, Inc.$336,572$COHU COHU INC$330,082$MTSI MACOM Technology Solutions Holdings, Inc.$306,959$FORM FORMFACTOR INC$304,987
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