DSM CAPITAL PARTNERS LLC

CIK

1214639

Location

Palm Beach Gardens, FL

Portfolio Value

Mid $5,963,270,953

Diversification

Diversified

Filing Date

Global Rank

#654 / 8,700 ▲ 82

Top Industry

Semiconductors 26.2%

Period ended 3 months ago

Filed Aug 3, 2026 · 43d

26 quarters · since Mar 2020

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.8%

−0.3 pts

Top 5

46.7%

−4.5 pts

Top 10

68.1%

−3.5 pts

HHI

643

Diversified−68

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	61.0%	$3,635,251,669	45
Communication Services	19.5%	$1,162,610,505	5
Industrials	10.3%	$611,987,710	8
Consumer Cyclical	6.9%	$409,012,327	2
Healthcare	2.0%	$121,909,411	5
Financial Services	0.4%	$22,499,331	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
P	Everpure, Inc.	+520,497	1,695,275	$133,570,717
BKNG	Booking Holdings Inc.	+500,446	523,243	$93,262,832
ENTG	Entegris Inc	+127,261	482,799	$86,836,228
NOW	ServiceNow, Inc.	+123,559	598,708	$59,439,730
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+116,171	158,437	$75,664,758
TER	Teradyne, Inc	+91,126	196,967	$95,300,513
META	Meta Platforms, Inc.	+47,544	548,698	$309,076,096
SPOT	Spotify Technology S.A.	+19,112	163,443	$75,041,584
ASML	Asml Holding NV	+1,167	4,449	$8,851,018
PLTR	Palantir Technologies Inc.	+1,037	4,462	$520,581
SHOP	Shopify Inc.	+799	4,112	$469,508
MRVL	Marvell Technology, Inc.	+628	2,941	$876,094
HEI	Heico Corp	+348	1,155	$411,399
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−694,046	847,829	$316,257,173
AMZN	Amazon Com Inc	−631,517	1,324,786	$315,749,495
UBER	Uber Technologies, Inc	−586,652	1,564,094	$112,865,023
DXCM	Dexcom Inc	−564,685	1,359,135	$91,537,742
NVDA	Nvidia Corp	−505,196	4,702,822	$940,987,653
V	Visa Inc.	−441,701	13,688	$4,696,215
GOOGL	Alphabet Inc.	−232,543	1,530,051	$546,788,148
AVGO	Broadcom Inc.	−200,467	1,414,647	$534,382,904
MA	Mastercard Inc	−176,786	34,237	$17,584,123
NFLX	Netflix Inc	−144,706	1,239,364	$88,490,589
HWM	Howmet Aerospace Inc.	−123,116	646,621	$173,850,522
ADSK	Autodesk, Inc.	−101,860	330,503	$64,256,393
ORCL	Oracle Corp	−61,715	715,341	$104,833,223
ANET	Arista Networks, Inc.	−54,578	2,632,116	$447,143,866
BSX	Boston Scientific Corp	−52,381	511,968	$21,850,794
GEV	GE Vernova Inc.	−43,739	191,962	$225,528,475
GE	General Electric Co	−42,526	333,572	$124,665,863
RDDT	Reddit, Inc.	−23,145	825,061	$143,214,088
CDNS	Cadence Design Systems Inc	−21,755	250,103	$93,868,657
SYK	Stryker Corp	−3,383	25,544	$8,042,272
INTC	Intel Corp	−793	4,931	$688,515
ARM	Arm Holdings PLC /Uk	−790	1,940	$687,865
TSEM	Tower Semiconductor Ltd	−22	19,046	$4,964,149
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	710,204	$250,446,338
KEYS	Keysight Technologies, Inc.	265,207	$92,841,014
DELL	Dell Technologies Inc.	211,754	$91,363,380
ATI	Ati Inc	441,048	$86,930,560
COHR	Coherent Corp.	179,782	$70,918,605
NTAP	NetApp, Inc.	262,656	$40,648,642
AMD	Advanced Micro Devices Inc	1,263	$733,689
ALAB	Astera Labs, Inc.	1,229	$593,631
DDOG	Datadog, Inc.	2,086	$543,110
CRDO	Credo Technology Group Holding Ltd	1,576	$428,593
LITE	Lumentum Holdings Inc.	470	$403,288
MDB	MongoDB, Inc.	1,002	$336,571
COHU	Cohu Inc	4,466	$330,082
MTSI	MACOM Technology Solutions Holdings, Inc.	807	$306,958
FORM	Formfactor Inc	1,907	$304,986
BWXT	BWX Technologies, Inc.	1,506	$293,142
PANW	Palo Alto Networks Inc	831	$283,387
SNPS	Synopsys Inc	615	$274,333
SNOW	Snowflake Inc.	1,056	$268,752
BLLN	BillionToOne, Inc.	2,229	$267,435
CRWD	CrowdStrike Holdings, Inc.	339	$258,704
GWRE	Guidewire Software, Inc.	1,882	$231,580
QCOM	Qualcomm Inc/De	1,227	$226,737
FIGR	Figure Technology Solutions, Inc.	7,131	$218,993
SAIL	SailPoint, Inc.	14,425	$211,182
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	309,394	$133,775,777
FICO	Fair Isaac Corp	22,396	$23,908,625
MELI	Mercadolibre Inc	2,733	$4,725,411
GRAB	Grab Holdings Ltd	731,172	$2,676,089
AAXJ	iShares MSCI All Country Asia ex Japan ETF	12,897	$1,374,820
S	SentinelOne, Inc.	10,828	$139,464
AVPT	AvePoint, Inc.	11,614	$110,449
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $5,963,270,953 total · filing declares 70 positions · $5,838,436,459 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	4,702,822	-505,196	$940,987,653	+3.6%	15.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,530,051	-232,543	$546,788,148	+7.9%	9.17%
AVGO	Broadcom Inc. Technology	Reduced	1,414,647	-200,467	$534,382,904	+6.9%	8.96%
ANET	Arista Networks, Inc. Technology	Reduced	2,632,116	-54,578	$447,143,866	+35.6%	7.50%
MSFT	Microsoft Corp Technology	Reduced	847,829	-694,046	$316,257,173	−44.6%	5.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,324,786	-631,517	$315,749,495	−22.5%	5.29%
META	Meta Platforms, Inc. Communication Services	Added	548,698	+47,544	$309,076,096	+7.8%	5.18%
APH	Amphenol Corp /De/ Technology	NEW	710,204	NEW	$250,446,338	NEW	4.20%
GEV	GE Vernova Inc. Industrials	Reduced	191,962	-43,739	$225,528,475	+9.6%	3.78%
HWM	Howmet Aerospace Inc. Industrials	Reduced	646,621	-123,116	$173,850,522	−2.0%	2.92%
RDDT	Reddit, Inc. Communication Services	Reduced	825,061	-23,145	$143,214,088	+25.4%	2.40%
P	Everpure, Inc. Technology	Added	1,695,275	+520,497	$133,570,717	+92.6%	2.24%
GE	General Electric Co Industrials	Reduced	333,572	-42,526	$124,665,863	+16.8%	2.09%
UBER	Uber Technologies, Inc Technology	Reduced	1,564,094	-586,652	$112,865,023	−27.0%	1.89%
ORCL	Oracle Corp Technology	Reduced	715,341	-61,715	$104,833,223	−8.3%	1.76%
TER	Teradyne, Inc Technology	Added	196,967	+91,126	$95,300,513	+203.7%	1.60%
CDNS	Cadence Design Systems Inc Technology	Reduced	250,103	-21,755	$93,868,657	+24.3%	1.57%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	523,243	+500,446	$93,262,832	−2.8%	1.56%
KEYS	Keysight Technologies, Inc. Technology	NEW	265,207	NEW	$92,841,014	NEW	1.56%
DXCM	Dexcom Inc Healthcare	Reduced	1,359,135	-564,685	$91,537,742	−24.2%	1.54%
DELL	Dell Technologies Inc. Technology	NEW	211,754	NEW	$91,363,380	NEW	1.53%
NFLX	Netflix Inc Communication Services	Reduced	1,239,364	-144,706	$88,490,589	−33.5%	1.48%
ATI	Ati Inc Industrials	NEW	441,048	NEW	$86,930,560	NEW	1.46%
ENTG	Entegris Inc Technology	Added	482,799	+127,261	$86,836,228	+108.3%	1.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	158,437	+116,171	$75,664,758	+429.7%	1.27%
SPOT	Spotify Technology S.A. Communication Services	Added	163,443	+19,112	$75,041,584	+7.2%	1.26%
COHR	Coherent Corp. Technology	NEW	179,782	NEW	$70,918,605	NEW	1.19%
ADSK	Autodesk, Inc. Technology	Reduced	330,503	-101,860	$64,256,393	−37.9%	1.08%
NOW	ServiceNow, Inc. Technology	Added	598,708	+123,559	$59,439,730	+19.7%	1.00%
NTAP	NetApp, Inc. Technology	NEW	262,656	NEW	$40,648,642	NEW	0.68%
BSX	Boston Scientific Corp Healthcare	Reduced	511,968	-52,381	$21,850,794	−38.3%	0.37%
MA	Mastercard Inc Financial Services	Reduced	34,237	-176,786	$17,584,123	−83.3%	0.29%
ASML	Asml Holding NV Technology	Added	4,449	+1,167	$8,851,018	+104.2%	0.15%
SYK	Stryker Corp Healthcare	Reduced	25,544	-3,383	$8,042,272	−15.4%	0.13%
TSEM	Tower Semiconductor Ltd Technology	Reduced	19,046	-22	$4,964,149	+48.4%	0.08%
V	Visa Inc. Financial Services	Reduced	13,688	-441,701	$4,696,215	−96.6%	0.08%
MRVL	Marvell Technology, Inc. Technology	Added	2,941	+628	$876,094	+282.4%	0.01%
AMD	Advanced Micro Devices Inc Technology	NEW	1,263	NEW	$733,689	NEW	0.01%
INTC	Intel Corp Technology	Reduced	4,931	-793	$688,515	+172.6%	0.01%
ARM	Arm Holdings PLC /Uk Technology	Reduced	1,940	-790	$687,865	+66.6%	0.01%
ALAB	Astera Labs, Inc. Technology	NEW	1,229	NEW	$593,631	NEW	0.01%
DDOG	Datadog, Inc. Technology	NEW	2,086	NEW	$543,110	NEW	0.01%
PLTR	Palantir Technologies Inc. Technology	Added	4,462	+1,037	$520,581	+3.9%	0.01%
SHOP	Shopify Inc. Technology	Added	4,112	+799	$469,508	+19.5%	0.01%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	1,576	NEW	$428,593	NEW	0.01%
HEI	Heico Corp Industrials	Added	1,155	+348	$411,399	+85.9%	0.01%
LITE	Lumentum Holdings Inc. Technology	NEW	470	NEW	$403,288	NEW	0.01%
MDB	MongoDB, Inc. Technology	NEW	1,002	NEW	$336,571	NEW	0.01%
COHU	Cohu Inc Technology	NEW	4,466	NEW	$330,082	NEW	0.01%
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	NEW	807	NEW	$306,958	NEW	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.