Dsm Capital Partners Llc Portfolio Stock Holdings
Dsm Capital Partners Llc disclosed 44 stock positions valued at approximately $5.7 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $5.7B
Holdings by Sector
Dsm Capital Partners Llc Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 16.06% | 5,208,018 | -316,001 | -5.72% | $908,278,339 |
| MICROSOFT CORP | MSFT | Technology | 10.09% | 1,541,875 | -104,627 | -6.35% | $570,755,867 |
| ALPHABET INC | GOOGL | Communication Services | 8.96% | 1,761,877 | -190,699 | -9.77% | $506,645,281 |
| BROADCOM INC | AVGO | Technology | 8.84% | 1,615,114 | -61,053 | -3.64% | $499,894,017 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.20% | 1,956,303 | -407,332 | -17.23% | $407,439,246 |
| ARISTA NETWORKS INC | ANET | Other | 5.83% | 2,686,694 | -96,324 | -3.46% | $329,872,345 |
| META PLATFORMS INC | META | Communication Services | 5.07% | 501,154 | +13,812 | +2.83% | $286,725,387 |
| GE VERNOVA INC | GEV | Utilities | 3.64% | 235,701 | -47,507 | -16.77% | $205,743,534 |
| HOWMET AEROSPACE INC | HWM | Industrials | 3.14% | 769,737 | -103,958 | -11.90% | $177,393,590 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.73% | 2,150,746 | -680,924 | -24.05% | $154,703,167 |
| VISA INC | V | Financial Services | 2.43% | 455,389 | -21,982 | -4.60% | $137,636,823 |
| INTUIT | INTU | Technology | 2.36% | 309,394 | -112,444 | -26.66% | $133,775,661 |
| NETFLIX INC. | NFLX | Communication Services | 2.35% | 1,384,070 | +79,933 | +6.13% | $133,078,330 |
| DEXCOM INC | DXCM | Healthcare | 2.14% | 1,923,820 | -431,273 | -18.31% | $120,815,897 |
| ORACLE CORP | ORCL | Technology | 2.02% | 777,056 | +222,219 | +40.05% | $114,312,657 |
| REDDIT INC | RDDT | Communication Services | 2.02% | 848,206 | +42,808 | +5.32% | $114,210,871 |
| GE AEROSPACE | GE | Industrials | 1.89% | 376,098 | -177,027 | -32.00% | $106,725,218 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.86% | 211,023 | -8,836 | -4.02% | $105,439,541 |
| AUTODESK INC | ADSK | Technology | 1.83% | 432,363 | +123,299 | +39.89% | $103,507,583 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 1.70% | 22,797 | -556 | -2.38% | $95,982,681 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 1.34% | 271,858 | -6,292 | -2.26% | $75,541,244 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.24% | 144,331 | +141,078 | +4336.86% | $69,987,302 |
| EVERPURE INC | PSTG | Technology | 1.23% | 1,174,778 | +1,174,778 | +100.00% | $69,358,864 |
| SERVICENOW INC | NOW | Technology | 0.88% | 475,149 | +148,882 | +45.63% | $49,676,776 |
| ENTEGRIS INC | ENTG | Technology | 0.74% | 355,538 | +355,538 | +100.00% | $41,683,275 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.63% | 564,349 | +559,625 | +11846.42% | $35,412,901 |
| TERADYNE INC | TER | Technology | 0.55% | 105,841 | +105,841 | +100.00% | $31,377,475 |
| FAIR ISAAC CORP | FICO | Technology | 0.42% | 22,396 | +22,396 | +100.00% | $23,908,625 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.25% | 42,266 | -2,305 | -5.17% | $14,283,795 |
| STRYKER CORPORATION | SYK | Healthcare | 0.17% | 28,927 | +10,021 | +53.00% | $9,505,123 |
| ISHARES TR | IWF | Other | 0.10% | 12,897 | -57,742 | -81.74% | $5,499,281 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.08% | 2,733 | -70 | -2.50% | $4,725,412 |
| ASML HLDG NV | ASML | Other | 0.08% | 3,282 | +199 | +6.45% | $4,334,964 |
| GRAB HOLDINGS LIMITED | G4124C109 | Other | 0.05% | 731,172 | -473,757 | -39.32% | $2,676,090 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.01% | 3,425 | +1,022 | +42.53% | $501,009 |
| ARM HOLDINGS PLC | ARM | Technology | 0.01% | 2,730 | +134 | +5.16% | $412,994 |
| SHOPIFY INC | SHOP | Technology | 0.01% | 3,313 | +195 | +6.25% | $392,988 |
| INTEL CORP | INTC | Technology | 0.00% | 5,724 | -2,287 | -28.55% | $252,600 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.00% | 2,313 | +2,313 | +100.00% | $229,103 |
| HEICO CORP NEW | HEI | Industrials | 0.00% | 807 | +41 | +5.35% | $221,279 |
| ALPHABET INC | GOOG | Communication Services | 0.00% | 717 | -88 | -10.93% | $205,679 |
| SENTINELONE INC | S | Technology | 0.00% | 10,828 | +540 | +5.25% | $139,465 |
| AVEPOINT INC | AVPT | Technology | 0.00% | 11,614 | +11,614 | +100.00% | $110,449 |