Holdings
Dsm Capital Partners LLC
As of Jun 30, 2026, Dsm Capital Partners LLC reported 65 positions worth US$5.76B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 4.7M | US$941M | −505K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.53M | US$547M | −233K | Jun 30, 2026 |
| Broadcom Inc. | 1.41M | US$534M | −200K | Jun 30, 2026 |
| Arista Networks, Inc. | 2.63M | US$447M | −54,578 | Jun 30, 2026 |
| Microsoft Corp. | 848K | US$316M | −694K | Jun 30, 2026 |
| Amazon.com, Inc. | 1.32M | US$316M | −632K | Jun 30, 2026 |
| Meta Platforms, Inc. | 549K | US$309M | +47,544 | Jun 30, 2026 |
| Ge Vernova Inc. | 192K | US$226M | −43,739 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 647K | US$174M | −123K | Jun 30, 2026 |
| Reddit, Inc. | 825K | US$143M | −23,145 | Jun 30, 2026 |