Position in S
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$139,464
-$14,856 QoQ
Shares Held
10,828
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $464,039,113 across 11 Software - Infrastructure names.
| # | 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.
|
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 S
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,464 | 10,828 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $154,320 | 10,288 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||