DSM CAPITAL PARTNERS LLC — 13F Holdings & Portfolio
CIK 1214639 · latest 13F-HR filed 2026-08-03
DSM CAPITAL PARTNERS LLC manages $5.84B in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (16.12%), GOOGL (9.36%), AVGO (9.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions, exited 6, added to 22, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 350
PALM BEACH GARDENS, FL 33418
$5.84B
Long-equity book
70
Distinct positions
2026-06-30
Filed 2026-08-03
+32 / −6 / ↑22 / ↓12
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ARISTA NETWORKS INC$117.3M +35.6%
- EVERPURE INC$64.2M +92.6%
- TERADYNE INC$63.9M +203.7%
- TAIWAN SEMICONDUCTOR MANUFAC$61.4M +429.7%
- ENTEGRIS INC$45.2M +108.3%
Top Trims
- MICROSOFT CORP-$254.5M -44.6%
- VISA INC-$132.9M -96.6%
- AMAZON COM INC-$91.7M -22.5%
- MASTERCARD INCORPORATED-$87.9M -83.3%
- NETFLIX INC.-$44.6M -33.5%
New Positions
- AMPHENOL CORP$125.2M
- KEYSIGHT TECHNOLOGIES INC$92.8M
- DELL TECHNOLOGIES INC$91.4M
- ATI INC$86.9M
- COHERENT CORP$70.9M
Exited Positions
- INTUIT$133.8M
- FAIR ISAAC CORP$23.9M
- MERCADOLIBRE INC$4.7M
- GRAB HOLDINGS LIMITED$2.7M
- SENTINELONE INC$139.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $941.0M | 16.12% | 4,702,822 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $546.2M | 9.36% | 1,528,522 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $534.4M | 9.15% | 1,414,647 | SH |
| 4 | ARISTA NETWORKS INC | ANET | 040413205 | $447.1M | 7.66% | 2,632,116 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $316.3M | 5.42% | 847,829 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $315.7M | 5.41% | 1,324,786 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $309.1M | 5.29% | 548,698 | SH |
| 8 | GE VERNOVA INC | GEV | 36828A101 | $225.5M | 3.86% | 191,962 | SH |
| 9 | HOWMET AEROSPACE INC | HWM | 443201108 | $173.9M | 2.98% | 646,621 | SH |
| 10 | REDDIT INC | RDDT | 75734B100 | $143.2M | 2.45% | 825,061 | SH |
| 11 | EVERPURE INC | P | 74624M102 | $133.6M | 2.29% | 1,695,275 | SH |
| 12 | AMPHENOL CORP | APH | 032095101 | $125.2M | 2.14% | 710,204 | SH |
| 13 | GE AEROSPACE | GE | 369604301 | $124.7M | 2.14% | 333,572 | SH |
| 14 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $112.9M | 1.93% | 1,564,094 | SH |
| 15 | ORACLE CORP | ORCL | 68389X105 | $104.8M | 1.80% | 715,341 | SH |
| 16 | TERADYNE INC | TER | 880770102 | $95.3M | 1.63% | 196,967 | SH |
| 17 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $93.9M | 1.61% | 250,103 | SH |
| 18 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $93.3M | 1.60% | 523,243 | SH |
| 19 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $92.8M | 1.59% | 265,207 | SH |
| 20 | DEXCOM INC | DXCM | 252131107 | $91.5M | 1.57% | 1,359,135 | SH |
| 21 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $91.4M | 1.56% | 211,754 | SH |
| 22 | NETFLIX INC. | NFLX | 64110L106 | $88.5M | 1.52% | 1,239,364 | SH |
| 23 | ATI INC | ATI | 01741R102 | $86.9M | 1.49% | 441,048 | SH |
| 24 | ENTEGRIS INC | ENTG | 29362U104 | $86.8M | 1.49% | 482,799 | SH |
| 25 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $75.7M | 1.30% | 158,437 | SH |
| 26 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $75.0M | 1.29% | 163,443 | SH |
| 27 | COHERENT CORP | COHR | 19247G107 | $70.9M | 1.21% | 179,782 | SH |
| 28 | AUTODESK INC | ADSK | 052769106 | $64.3M | 1.10% | 330,503 | SH |
| 29 | SERVICENOW INC | NOW | 81762P102 | $59.4M | 1.02% | 598,708 | SH |
| 30 | NETAPP INC | NTAP | 64110D104 | $40.6M | 0.70% | 262,656 | SH |
| 31 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $21.9M | 0.37% | 511,968 | SH |
| 32 | MASTERCARD INCORPORATED | MA | 57636Q104 | $17.6M | 0.30% | 34,237 | SH |
| 33 | ASML HLDG NV | ASML | N07059210 | $8.9M | 0.15% | 4,449 | SH |
| 34 | STRYKER CORPORATION | SYK | 863667101 | $8.0M | 0.14% | 25,544 | SH |
| 35 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $5.0M | 0.09% | 19,046 | SH |
| 36 | VISA INC | V | 92826C839 | $4.7M | 0.08% | 13,688 | SH |
| 37 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $876.1K | 0.02% | 2,941 | SH |
| 38 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $733.7K | 0.01% | 1,263 | SH |
| 39 | INTEL CORP | INTC | 458140100 | $688.5K | 0.01% | 4,931 | SH |
| 40 | ARM HOLDINGS PLC | ARM | 042068205 | $687.9K | 0.01% | 1,940 | SH |
| 41 | ASTERA LABS INC | ALAB | 04626A103 | $593.6K | 0.01% | 1,229 | SH |
| 42 | DATADOG INC | DDOG | 23804L103 | $543.1K | 0.01% | 2,086 | SH |
| 43 | ALPHABET INC | GOOG | 02079K107 | $540.2K | 0.01% | 1,529 | SH |
| 44 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $520.6K | 0.01% | 4,462 | SH |
| 45 | SHOPIFY INC | SHOP | 82509L107 | $469.5K | 0.01% | 4,112 | SH |
| 46 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $428.6K | 0.01% | 1,576 | SH |
| 47 | HEICO CORP NEW | HEI | 422806109 | $411.4K | 0.01% | 1,155 | SH |
| 48 | LUMENTUM HLDGS INC | LITE | 55024U109 | $403.3K | 0.01% | 470 | SH |
| 49 | ISHARES TR | IWF | 464287614 | $388.8K | 0.01% | 3,131 | SH |
| 50 | MONGODB INC | MDB | 60937P106 | $336.6K | 0.01% | 1,002 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-03 | $5.84B | 70 | 0001172661-26-003020 |
| 2026-03-31 | 2026-04-29 | $5.66B | 44 | 0001172661-26-001568 |
| 2025-12-31 | 2026-02-12 | $6.75B | 47 | 0001172661-26-000664 |