DSM CAPITAL PARTNERS LLC
Top Portfolio Positions
42 positions ·
$5,651,014,440 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
5,208,018 | $908,278,339 | 16.07% | |
| MSFT |
Microsoft Corp
Technology
|
1,541,875 | $570,755,868 | 10.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,761,877 | $506,645,350 | 8.97% | |
| AVGO |
Broadcom Inc.
Technology
|
1,615,114 | $499,893,934 | 8.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,956,303 | $407,439,225 | 7.21% | |
| ANET |
Arista Networks, Inc.
Technology
|
2,686,694 | $329,872,289 | 5.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
501,154 | $286,725,238 | 5.07% | |
| GEV |
GE Vernova Inc.
Industrials
|
235,701 | $205,743,402 | 3.64% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
769,737 | $177,393,589 | 3.14% | |
| UBER |
Uber Technologies, Inc
Technology
|
2,150,746 | $154,703,159 | 2.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RDDT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,210,937 | 848,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $185,136,838 | 805,398 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $182,590,210 | 793,905 | Shares | Sole | 2025-10-22 | |
| No 13F history on record for this holder in this stock. | ||||||