Dsm Capital Partners LLC
Dsm Capital Partners LLC reported 70 holdings worth US$5.84B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Dsm Capital Partners LLC reported 70 holdings worth US$5.84B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$5.84B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 4.7M | US$941M | 16.1% |
| Alphabet Inc (google) Class C | 1.53M | US$547M | 9.4% |
| Broadcom Inc. | 1.41M | US$534M | 9.2% |
| Arista Networks, Inc. | 2.63M | US$447M | 7.7% |
| Microsoft Corp. | 848K | US$316M | 5.4% |
| Amazon.com, Inc. | 1.32M | US$316M | 5.4% |
| Meta Platforms, Inc. | 549K | US$309M | 5.3% |
| Ge Vernova Inc. | 192K | US$226M | 3.9% |
| Howmet Aerospace Inc. | 647K | US$174M | 3.0% |
| Reddit, Inc. | 825K | US$143M | 2.5% |
| Everpure, Inc. | 1.7M | US$134M | 2.3% |
| Amphenol Corporation | 710K | US$125M | 2.1% |
| Ge Aerospace | 334K | US$125M | 2.1% |
| Uber Technologies, Inc. | 1.56M | US$113M | 1.9% |
| Oracle Corporation | 715K | US$105M | 1.8% |
| Teradyne, Inc. | 197K | US$95.3M | 1.6% |
| Cadence Design Systems, Inc. | 250K | US$93.9M | 1.6% |
| Booking Holdings Inc. Common Stock | 523K | US$93.3M | 1.6% |
| Keysight Technologies Inc. | 265K | US$92.8M | 1.6% |
| Dexcom, Inc. | 1.36M | US$91.5M | 1.6% |
| Dell Technologies Inc. | 212K | US$91.4M | 1.6% |
| Netflix, Inc. | 1.24M | US$88.5M | 1.5% |
| Ati Inc. | 441K | US$86.9M | 1.5% |
| Entegris, Inc. | 483K | US$86.8M | 1.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 158K | US$75.7M | 1.3% |
| Coherent Corp. | 180K | US$70.9M | 1.2% |
| Autodesk, Inc. | 331K | US$64.3M | 1.1% |
| Servicenow, Inc. | 599K | US$59.4M | 1.0% |
| Netapp, Inc. | 263K | US$40.6M | 0.70% |
| Boston Scientific Corporation | 512K | US$21.9M | 0.37% |
| Mastercard Incorporated | 34,237 | US$17.6M | 0.30% |
| Asml Holding Nv | 4,449 | US$8.85M | 0.15% |
| Stryker Corporation | 25,544 | US$8.04M | 0.14% |
| Visa Inc. | 13,688 | US$4.7M | 0.08% |
| Marvell Technology, Inc. | 2,941 | US$876K | 0.02% |
| Advanced Micro Devices Inc | 1,263 | US$734K | 0.01% |
| Intel Corporation | 4,931 | US$689K | 0.01% |
| Astera Labs, Inc. | 1,229 | US$594K | 0.01% |
| Datadog, Inc. | 2,086 | US$543K | <0.01% |
| Palantir Technologies Inc. | 4,462 | US$521K | <0.01% |
| Shopify Inc. | 4,112 | US$470K | <0.01% |
| Credo Technology Group Holding Ltd | 1,576 | US$429K | <0.01% |
| Heico Corporation | 1,595 | US$411K | <0.01% |
| Lumentum Holdings Inc. | 470 | US$403K | <0.01% |
| Mongodb, Inc. | 1,002 | US$337K | <0.01% |
| Cohu, Inc. | 4,466 | US$330K | <0.01% |
| Macom Technology Solutions Holdings, Inc. | 807 | US$307K | <0.01% |
| Formfactor, Inc. | 1,907 | US$305K | <0.01% |
| Bwx Technologies, Inc. | 1,506 | US$293K | <0.01% |
| Palo Alto Networks, Inc. | 831 | US$283K | <0.01% |
| Synopsys, Inc. | 615 | US$274K | <0.01% |
| Snowflake Inc. | 1,056 | US$269K | <0.01% |
| Billiontoone, Inc. | 2,229 | US$267K | <0.01% |
| Crowdstrike Holdings, Inc. | 339 | US$259K | <0.01% |
| Guidewire Software, Inc. | 1,882 | US$232K | <0.01% |
| Qualcomm Incorporated | 1,227 | US$227K | <0.01% |
| Figure Technology Solutions, Inc. | 7,131 | US$219K | <0.01% |
| Sailpoint, Inc. | 14,425 | US$211K | <0.01% |
| Intuitive Surgical, Inc. | 531 | US$211K | <0.01% |
| Fortinet, Inc. | 1,374 | US$211K | <0.01% |
| Applied Optoelectronics, Inc. | 1,415 | US$210K | <0.01% |
| Aerovironment, Inc. | 1,264 | US$209K | <0.01% |
| Klaviyo, Inc. Series A | 13,813 | US$209K | <0.01% |
| Samsara Inc. | 6,298 | US$204K | <0.01% |
| Joby Aviation, Inc. | 11,110 | US$99,101 | <0.01% |
| Grab Holdings Limited | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Sentinelone, Inc. | 0 | US$0 | 0.00% |
| Avepoint, Inc. | 0 | US$0 | 0.00% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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