DSM CAPITAL PARTNERS LLC

Position in UBER — Uber Technologies, Inc

CIK 1214639 Palm Beach Gardens, FL

Position in UBER

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

Position Value

$112,865,023

-$41,838,136 QoQ

Shares Held

1,564,094

-27.3% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#135

of 2,400 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. UBER ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	1,564,094	$112,865,023
2	CDNS	Cadence Design Systems Inc	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	$112,865,023	1,564,094	-27.3%	Shares	Sole	2026-08-03
2026-03-31	$154,703,159	2,150,746	-24.0%	Shares	Sole	2026-04-29
2025-12-31	$231,375,755	2,831,670	-4.7%	Shares	Sole	2026-02-12
2025-09-30	$291,250,016	2,972,849	+13.2%	Shares	Sole	2025-10-22
2025-06-30	$244,956,910	2,625,476	+4.5%	Shares	Sole	2025-07-24
2025-03-31	$183,034,957	2,512,146	-1.0%	Shares	Sole	2025-05-13
2024-12-31	$153,055,425	2,537,391	+18.4%	Shares	Sole	2025-01-31
2024-09-30	$161,098,620	2,143,409	-4.9%	Shares	Sole	2024-11-14
2024-06-30	$163,775,440	2,253,377	+2.2%	Shares	Sole	2024-08-14
2024-03-31	$169,805,525	2,205,553	+294760.0%	Shares	Sole	2024-05-13
2023-12-31	$46,054	748	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.