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Hedge Funds Similar to DSM PARTNERS

13F Portfolio OverlapQ1 2026DSM PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

DSM CAPITAL PARTNERS LLC is an institutional investor managing $5.7B across 44 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DSM PARTNERS are ITHAKA GROUP, Telligent Fund,, Passumpsic Savings Bank, with shared positions in $HWM, $ANET, $UBER, $DXCM, $INTU, $CDNS. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive
Notable overlap · 11 shared positions
$HWM$ANET$UBER$DXCM$INTU$CDNS
$482M
38 positions
#2Telligent Fund, LPActive
Notable overlap · 7 shared positions
$GEV$HWM$ANET$GE$NOW$PLTR
$94M
24 positions
#3Passumpsic Savings Bank
Notable overlap · 7 shared positions
$ANET$GEV$GE$UBER$BKNG$HWM
$183M
90 positions
#4Freemont Management S.A.Passive
Notable overlap · 6 shared positions
$ANET$GEV$ADSK$CDNS$HWM$ASML
$661M
136 positions
#5Sandhill Capital Partners LLCActive
Notable overlap · 6 shared positions
$ANET$UBER$GE$BKNG$NOW$SYK
$1.2B
95 positions
#6NWK Group, Inc.Active
Notable overlap · 5 shared positions
$GEV$HWM$ANET$GE$MRVL
$261M
66 positions
#7Nutshell Asset Management LtdActive
Notable overlap · 4 shared positions
$ANET$INTU$BKNG$FICO
$184M
35 positions
#8Winslow Capital Management, LLCActive
Notable overlap · 10 shared positions
$GE$GEV$BKNG$HWM$SPOT$INTU
$25.6B
60 positions
#9Sather Financial Group IncActive
Notable overlap · 3 shared positions
$ANET$GE$INTU
$1.6B
109 positions
#10Night Owl Capital Management, LLCActive
Notable overlap · 5 shared positions
$GEV$HWM$GE$SPOT$MELI
$858M
30 positions
#11Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$ANET$BKNG$GEV
$413M
30 positions
#12Covenant Asset Management, LLCPassive
Notable overlap · 8 shared positions
$GEV$HWM$GE$ANET$SPOT$ASML
$664M
165 positions
#13Kampmann Melissa S.Passive
Notable overlap · 5 shared positions
$GEV$UBER$DXCM$NOW$SYK
$125M
43 positions
#14Benchmark Investment Advisors LLCPassive
Notable overlap · 9 shared positions
$ANET$BKNG$UBER$SPOT$NOW$GE
$172M
76 positions
#15TREMBLANT CAPITAL GROUPActive
Notable overlap · 5 shared positions
$UBER$HWM$RDDT$SPOT$GRAB
$3.1B
57 positions
#16Renaissance Investment Group LLCPassive
Notable overlap · 3 shared positions
$GEV$HWM$BKNG
$465M
81 positions
#17Fortis Capital Management LLCActive
Notable overlap · 10 shared positions
$GEV$ANET$CDNS$UBER$NOW$ADSK
$977M
211 positions
#18RIVERPARK CAPITAL MANAGEMENT LLC
Notable overlap · 6 shared positions
$UBER$BKNG$INTU$ADSK$NOW$SHOP
$52M
36 positions
#19Munro PartnersActive
Notable overlap · 4 shared positions
$GEV$HWM$GE$HEI
$3.0B
59 positions
#20Terra Nova Asset Management LLCPassive
Notable overlap · 4 shared positions
$GEV$HWM$GE$SYK
$135M
83 positions
#21Whitford Management LLCActive
Notable overlap · 5 shared positions
$GEV$GE$UBER$HWM$INTC
$98M
25 positions
#22Alcosta Capital Management, Inc.Active
Notable overlap · 3 shared positions
$HWM$ANET$GE
$131M
23 positions
#23MARIETTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 7 shared positions
$ANET$HWM$GEV$SPOT$MELI$ASML
$499M
161 positions
#24Nepsis Inc.Active
Notable overlap · 4 shared positions
$ANET$UBER$RDDT$SHOP
$299M
29 positions
#25TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 6 shared positions
$GEV$GE$UBER$BSX$SYK$MRVL
$200M
110 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.