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% | 66.2 |
| 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
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for DSM CAPITAL PARTNERS LLC including:
Track DSM CAPITAL PARTNERS LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for DSM CAPITAL PARTNERS LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: DSM CAPITAL PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For DSM CAPITAL PARTNERS LLC (SEC CIK: 1214639), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in DSM CAPITAL PARTNERS LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.