DSM CAPITAL PARTNERS LLC

Position in CDNS — Cadence Design Systems Inc

CIK 1214639 Palm Beach Gardens, FL

Position in CDNS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$93,868,657

+$18,327,475 QoQ

Shares Held

250,103

-8.0% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#120

of 1,494 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

DSM CAPITAL PARTNERS LLC holds $332,151,329 across 9 Software - Application names. CDNS ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,564,094	$112,865,023
2	CDNS	Cadence Design Systems Inc This page	250,103	$93,868,657
3	ADSK	Autodesk, Inc.	330,503	$64,256,393
4	NOW	ServiceNow, Inc.	598,708	$59,439,730
5	DDOG	Datadog, Inc.	2,086	$543,110
6	SHOP	Shopify Inc.	4,112	$469,508
7	SNOW	Snowflake Inc.	1,056	$268,752
8	GWRE	Guidewire Software, Inc.	1,882	$231,580

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,868,657	250,103	-8.0%	Shares	Sole	2026-08-03
2026-03-31	$75,541,182	271,858	-2.3%	Shares	Sole	2026-04-29
2025-12-31	$86,944,127	278,150	+5.6%	Shares	Sole	2026-02-12
2025-09-30	$92,545,769	263,468	-0.9%	Shares	Sole	2025-10-22
2025-06-30	$81,943,556	265,921	-4.8%	Shares	Sole	2025-07-24
2025-03-31	$71,008,427	279,198	-1.7%	Shares	Sole	2025-05-13
2024-12-31	$85,354,075	284,078	+23.5%	Shares	Sole	2025-01-31
2024-09-30	$62,349,909	230,048	+90470.1%	Shares	Sole	2024-11-14
2024-06-30	$78,168	254	0.0%	Shares	Sole	2024-08-14
2024-03-31	$79,065	254	0.0%	Shares	Sole	2024-05-13
2023-12-31	$69,181	254	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.