Position in NTAP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$40,648,642
New position
Shares Held
262,656
first reported quarter
Ownership
0.134%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#100
of 950 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $464,039,113 across 11 Software - Infrastructure names. NTAP ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
847,829 | $316,257,173 | |
| 2 | ORCL |
Oracle Corp
|
715,341 | $104,833,223 | |
| 3 | NTAP |
NetApp, Inc.
This page
|
262,656 | $40,648,642 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,462 | $520,581 | |
| 5 | MDB |
MongoDB, Inc.
|
1,002 | $336,571 | |
| 6 | PANW |
Palo Alto Networks Inc
|
831 | $283,387 | |
| 7 | SNPS |
Synopsys Inc
|
615 | $274,333 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,356 | $258,704 |
All Filings in NTAP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,648,642 | 262,656 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||