DSM CAPITAL PARTNERS LLC — 13F Holdings & Portfolio
CIK 1214639 · latest 13F-HR filed 2026-04-29
DSM CAPITAL PARTNERS LLC manages $5.66B in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (16.06%), MSFT (10.09%), GOOGL (8.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 10, added to 11, and trimmed 24.
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.
$5.66B
Long-equity book
44
Distinct positions
2026-03-31
Filed 2026-04-29
+7 / −10 / ↑11 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPOTIFY TECHNOLOGY S A$68.1M +3604.9%
- BOSTON SCIENTIFIC CORP$35.0M +7762.0%
- GE VERNOVA INC$20.6M +11.2%
- AUTODESK INC$12.0M +13.1%
- NETFLIX INC.$10.8M +8.8%
Top Trims
- MICROSOFT CORP-$225.5M -28.3%
- INTUIT-$145.7M -52.1%
- AMAZON COM INC-$138.1M -25.3%
- NVIDIA CORPORATION-$122.0M -11.8%
- ALPHABET INC-$104.5M -17.1%
New Positions
- EVERPURE INC$69.4M
- ENTEGRIS INC$41.7M
- TERADYNE INC$31.4M
- FAIR ISAAC CORP$23.9M
- TOWER SEMICONDUCTOR LTD$3.3M
Exited Positions
- ABBOTT LABS$102.9M
- PINTEREST INC$46.1M
- HDFC BANK LTD$5.9M
- ICICI BANK LIMITED$5.3M
- ISHARES TR$1.2M
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 | $908.3M | 16.06% | 5,208,018 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $570.8M | 10.09% | 1,541,875 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $506.6M | 8.96% | 1,761,877 | SH |
| 4 | BROADCOM INC | AVGO | 11135F101 | $499.9M | 8.84% | 1,615,114 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $407.4M | 7.20% | 1,956,303 | SH |
| 6 | ARISTA NETWORKS INC | ANET | 040413205 | $329.9M | 5.83% | 2,686,694 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $286.7M | 5.07% | 501,154 | SH |
| 8 | GE VERNOVA INC | GEV | 36828A101 | $205.7M | 3.64% | 235,701 | SH |
| 9 | HOWMET AEROSPACE INC | HWM | 443201108 | $177.4M | 3.14% | 769,737 | SH |
| 10 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $154.7M | 2.73% | 2,150,746 | SH |
| 11 | VISA INC | V | 92826C839 | $137.6M | 2.43% | 455,389 | SH |
| 12 | INTUIT | INTU | 461202103 | $133.8M | 2.36% | 309,394 | SH |
| 13 | NETFLIX INC. | NFLX | 64110L106 | $133.1M | 2.35% | 1,384,070 | SH |
| 14 | DEXCOM INC | DXCM | 252131107 | $120.8M | 2.14% | 1,923,820 | SH |
| 15 | ORACLE CORP | ORCL | 68389X105 | $114.3M | 2.02% | 777,056 | SH |
| 16 | REDDIT INC | RDDT | 75734B100 | $114.2M | 2.02% | 848,206 | SH |
| 17 | GE AEROSPACE | GE | 369604301 | $106.7M | 1.89% | 376,098 | SH |
| 18 | MASTERCARD INCORPORATED | MA | 57636Q104 | $105.4M | 1.86% | 211,023 | SH |
| 19 | AUTODESK INC | ADSK | 052769106 | $103.5M | 1.83% | 432,363 | SH |
| 20 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $96.0M | 1.70% | 22,797 | SH |
| 21 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $75.5M | 1.34% | 271,858 | SH |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $70.0M | 1.24% | 144,331 | SH |
| 23 | EVERPURE INC | P | 74624M102 | $69.4M | 1.23% | 1,174,778 | SH |
| 24 | SERVICENOW INC | NOW | 81762P102 | $49.7M | 0.88% | 475,149 | SH |
| 25 | ENTEGRIS INC | ENTG | 29362U104 | $41.7M | 0.74% | 355,538 | SH |
| 26 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $35.4M | 0.63% | 564,349 | SH |
| 27 | TERADYNE INC | TER | 880770102 | $31.4M | 0.55% | 105,841 | SH |
| 28 | FAIR ISAAC CORP | FICO | 303250104 | $23.9M | 0.42% | 22,396 | SH |
| 29 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $14.3M | 0.25% | 42,266 | SH |
| 30 | STRYKER CORPORATION | SYK | 863667101 | $9.5M | 0.17% | 28,927 | SH |
| 31 | ISHARES TR | IWF | 464287614 | $5.5M | 0.10% | 12,897 | SH |
| 32 | MERCADOLIBRE INC | MELI | 58733R102 | $4.7M | 0.08% | 2,733 | SH |
| 33 | ASML HLDG NV | ASML | N07059210 | $4.3M | 0.08% | 3,282 | SH |
| 34 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $3.3M | 0.06% | 19,068 | SH |
| 35 | GRAB HOLDINGS LIMITED | GRAB | G4124C109 | $2.7M | 0.05% | 731,172 | SH |
| 36 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $501.0K | 0.01% | 3,425 | SH |
| 37 | ARM HOLDINGS PLC | ARM | 042068205 | $413.0K | 0.01% | 2,730 | SH |
| 38 | SHOPIFY INC | SHOP | 82509L107 | $393.0K | 0.01% | 3,313 | SH |
| 39 | INTEL CORP | INTC | 458140100 | $252.6K | 0.00% | 5,724 | SH |
| 40 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $229.1K | 0.00% | 2,313 | SH |
| 41 | HEICO CORP NEW | HEI | 422806109 | $221.3K | 0.00% | 807 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $205.7K | 0.00% | 717 | SH |
| 43 | SENTINELONE INC | S | 81730H109 | $139.5K | 0.00% | 10,828 | SH |
| 44 | AVEPOINT INC | AVPT | 053604104 | $110.4K | 0.00% | 11,614 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $5.66B | 44 | 0001172661-26-001568 |
| 2025-12-31 | 2026-02-12 | $6.75B | 47 | 0001172661-26-000664 |