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DSM CAPITAL PARTNERS LLC — 13F Holdings & Portfolio

CIK 1214639 · latest 13F-HR filed 2026-08-03

Backtest portfolio

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 and exited 6; 22 existing positions rose in reported value and 12 fell.

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.

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AUM
$5.84B

Long-equity book

Holdings
70

Distinct positions

Period
2026-06-30

Filed 2026-08-03

Q/Q Activity
+32 / −6 / ↑22 / ↓12

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA16.1% · -10%GOOGL9.4% · -13%AVGO9.2% · -12%ANET7.7% · -2%MSFT5.4% · -45%AMZN5.4% · -32%META5.3% · +10%GEV3.9% · -19%HWM3.0% · -16%RDDT2.5% · -3%P2.3% · +44%APH2.1% · newGE2.1% · -11%UBER1.9% · -27%ORCL1.8% · -8%TER1.6% · +86%CDNS1.6% · -8%BKNG1.6% · +2195%KEYS1.6% · newDXCM1.6% · -29%DELL1.6% · newNFLX1.5% · -10%ATI1.5% · newENTG1.5% · +36%TSM1.3% · +275%SPOT1.3% · +13%COHR1.2% · newADSK1.1% · -24%NOW1.0% · +26%NTAP0.7% · newBSX0.4% · -9%MA0.3% · -84%ASML0.2% · +36%SYK0.1% · -12%TSEM0.1% · -0%V0.1% · -97%MRVL0.0% · +27%AMD0.0% · newINTC0.0% · -14%ARM0.0% · -29%ALAB0.0% · newDDOG0.0% · newGOOG0.0% · +113%PLTR0.0% · +30%SHOP0.0% · +24%CRDO0.0% · newHEI0.0% · +43%LITE0.0% · newIWF0.0% · -76%MDB0.0% · newCOHU0.0% · newMTSI0.0% · newFORM0.0% · newBWXT0.0% · newPANW0.0% · newSNPS0.0% · newSNOW0.0% · newBLLN0.0% · newCRWD0.0% · newGWRE0.0% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 67.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 29, 2026.

Assets Under Management
$7.56B
Discretionary
$6.88B
Employees
25
Accounts
2,466
Address
7111 FAIRWAY DRIVE, SUITE 350
PALM BEACH GARDENS, FL 33418
Phone
(561) 618-4000
Website
Name Title / Status Ownership Type
BURK, JUSTIN, THOMAS ControlMEMBER
since Jan 2021
Less than 5%Individual
HU, SHIRLEY, H ControlMEMBER
since Nov 2024
Less than 5%Individual
KATZ, RUSSELL, SCOTT ControlGENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
since Jan 2011
Less than 5%Individual
MCVEY, DAVID, MICHAEL ControlDEPUTY CHIEF INVESTMENT OFFICER
since Aug 2020
Less than 5%Individual
MEMISHIAN, STEPHEN, EDWARD ControlMEMBER
since Dec 2020
50–75%Individual
MEYER, MEREDITH, LYNN ControlCHIEF OPERATING OFFICER
since Dec 2019
Less than 5%Individual
STRICKBERGER, DANIEL, BRUCE ControlMANAGING MEMBER, CHIEF INVESTMENT OFFICER
since Dec 2020
50–75%Individual
TISH, STEVEN, DAVID ControlMEMBER
since Jan 2021
Less than 5%Individual
WOODWORTH, ERIC, FULLER ControlDEPUTY CHIEF INVESTMENT OFFICER
since Oct 2021
Less than 5%Individual
Ownership & leadership changes · 6 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 18, 2025 filing
  • AddedHU, SHIRLEY, H · MEMBER · Less than 5% · control person
Mar 30, 2023 filing
  • AddedBURK, JUSTIN, THOMAS · MEMBER · Less than 5% · control person
  • AddedMCVEY, DAVID, MICHAEL · DEPUTY CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • AddedTISH, STEVEN, DAVID · MEMBER · Less than 5% · control person
  • AddedWOODWORTH, ERIC, FULLER · DEPUTY CHIEF INVESTMENT OFFICER · Less than 5% · control person
Mar 31, 2021 filing
  • AddedMEYER, MEREDITH, LYNN · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedMEMISHIAN, STEPHEN, EDWARD · title CO-MANAGING MEMBER, CHIEF OPERATING OFFICER → MEMBER
  • ChangedSTRICKBERGER, DANIEL, BRUCE · title CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER → MANAGING MEMBER, CHIEF INVESTMENT OFFICER
Oct 16, 2014 filing
  • ChangedMEMISHIAN, STEPHEN, EDWARD · title CO-MANAGING PARTNER, CHIEF OPERATING OFFICER → CO-MANAGING MEMBER, CHIEF OPERATING OFFICER
  • ChangedSTRICKBERGER, DANIEL, BRUCE · title CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER → CO-MANAGING MEMBER, CHIEF INVESTMENT OFFICER
Mar 27, 2014 filing
  • ChangedMEMISHIAN, STEPHEN, EDWARD · title MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER → CO-MANAGING PARTNER, CHIEF OPERATING OFFICER
  • ChangedSTRICKBERGER, DANIEL, BRUCE · title MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER → CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER
Mar 25, 2013 filing
  • ChangedMEMISHIAN, STEPHEN, EDWARD · ownership 25–50% → 50–75%
  • ChangedSTRICKBERGER, DANIEL, BRUCE · ownership 25–50% → 50–75%
Mar 28, 2012 filing (earliest on record)
  • ListedKATZ, RUSSELL, SCOTT · GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedMEMISHIAN, STEPHEN, EDWARD · MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER · 25–50% · control person
  • ListedSTRICKBERGER, DANIEL, BRUCE · MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 22 →

Top Trims

Show all 12 →

New Positions

Show all 32 →

Exited Positions

Show all 6 →

DSM CAPITAL PARTNERS LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
7111 FAIRWAY DRIVE
SUITE 350
PALM BEACH GARDENS, FL 33418
Phone
(561) 618-4000
Filing Manager
DSM CAPITAL PARTNERS LLC
Palm Beach Gardens, FL
Signatory
Russell Katz
Chief Compliance Officer