DSM CAPITAL PARTNERS LLC
Holdings as of 2026-06-30, filed 2026-08-03
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 34 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
70
Value reported by manager
$5.8B
Sum of our stored positions
$5.8B
should match the line above
Disclosure lag
34 d
quarter end to filing
Top 5 concentration
47.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
70 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | $941M | 4,702,822 | — | 67066G104 |
| ALPHABET INC | CAP STK CL A | $546.2M | 1,528,522 | — | 02079K305 |
| BROADCOM INC | COM | $534.4M | 1,414,647 | — | 11135F101 |
| ARISTA NETWORKS INC | COM SHS | $447.1M | 2,632,116 | — | 040413205 |
| MICROSOFT CORP | COM | $316.3M | 847,829 | — | 594918104 |
| AMAZON COM INC | COM | $315.7M | 1,324,786 | — | 023135106 |
| META PLATFORMS INC | CL A | $309.1M | 548,698 | — | 30303M102 |
| GE VERNOVA INC | COM | $225.5M | 191,962 | — | 36828A101 |
| HOWMET AEROSPACE INC | COM | $173.9M | 646,621 | — | 443201108 |
| REDDIT INC | CL A | $143.2M | 825,061 | — | 75734B100 |
| EVERPURE INC | CL A | $133.6M | 1,695,275 | — | 74624M102 |
| AMPHENOL CORP | CL A | $125.2M | 710,204 | — | 032095101 |
| GE AEROSPACE | COM NEW | $124.7M | 333,572 | — | 369604301 |
| UBER TECHNOLOGIES INC | COM | $112.9M | 1,564,094 | — | 90353T100 |
| ORACLE CORP | COM | $104.8M | 715,341 | — | 68389X105 |
| TERADYNE INC | COM | $95.3M | 196,967 | — | 880770102 |
| CADENCE DESIGN SYSTEM INC | COM | $93.9M | 250,103 | — | 127387108 |
| BOOKING HOLDINGS INC | COM | $93.3M | 523,243 | — | 09857L108 |
| KEYSIGHT TECHNOLOGIES INC | COM | $92.8M | 265,207 | — | 49338L103 |
| DEXCOM INC | COM | $91.5M | 1,359,135 | — | 252131107 |
| DELL TECHNOLOGIES INC | CL C | $91.4M | 211,754 | — | 24703L202 |
| NETFLIX INC. | COM | $88.5M | 1,239,364 | — | 64110L106 |
| ATI INC | COM | $86.9M | 441,048 | — | 01741R102 |
| ENTEGRIS INC | COM | $86.8M | 482,799 | — | 29362U104 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $75.7M | 158,437 | — | 874039100 |
| SPOTIFY TECHNOLOGY S A | SHS | $75M | 163,443 | — | L8681T102 |
| COHERENT CORP | COM | $70.9M | 179,782 | — | 19247G107 |
| AUTODESK INC | COM | $64.3M | 330,503 | — | 052769106 |
| SERVICENOW INC | COM | $59.4M | 598,708 | — | 81762P102 |
| NETAPP INC | COM | $40.6M | 262,656 | — | 64110D104 |
| BOSTON SCIENTIFIC CORP | COM | $21.9M | 511,968 | — | 101137107 |
| MASTERCARD INCORPORATED | CL A | $17.6M | 34,237 | — | 57636Q104 |
| ASML HLDG NV | N Y REGISTRY SHS | $8.9M | 4,449 | — | N07059210 |
| STRYKER CORPORATION | COM | $8M | 25,544 | — | 863667101 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $5M | 19,046 | — | M87915274 |
| VISA INC | COM CL A | $4.7M | 13,688 | — | 92826C839 |
| MARVELL TECHNOLOGY INC | COM | $876.1K | 2,941 | — | 573874104 |
| ADVANCED MICRO DEVICES INC | COM | $733.7K | 1,263 | — | 007903107 |
| INTEL CORP | COM | $688.5K | 4,931 | — | 458140100 |
| ARM HOLDINGS PLC | SPONSORED ADS | $687.9K | 1,940 | — | 042068205 |
| ASTERA LABS INC | COM | $593.6K | 1,229 | — | 04626A103 |
| DATADOG INC | CL A COM | $543.1K | 2,086 | — | 23804L103 |
| ALPHABET INC | CAP STK CL C | $540.2K | 1,529 | — | 02079K107 |
| PALANTIR TECHNOLOGIES INC | CL A | $520.6K | 4,462 | — | 69608A108 |
| SHOPIFY INC | CL A SUB VTG SHS | $469.5K | 4,112 | — | 82509L107 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $428.6K | 1,576 | — | G25457105 |
| HEICO CORP NEW | COM | $411.4K | 1,155 | — | 422806109 |
| LUMENTUM HLDGS INC | COM | $403.3K | 470 | — | 55024U109 |
| ISHARES TR | RUS 1000 GRW ETF | $388.8K | 3,131 | — | 464287614 |
| MONGODB INC | CL A | $336.6K | 1,002 | — | 60937P106 |
| COHU INC | COM | $330.1K | 4,466 | — | 192576106 |
| MACOM TECH SOLUTIONS HLDGS I | COM | $307K | 807 | — | 55405Y100 |
| FORMFACTOR INC | COM | $305K | 1,907 | — | 346375108 |
| BWX TECHNOLOGIES INC | COM | $293.1K | 1,506 | — | 05605H100 |
| PALO ALTO NETWORKS INC | COM | $283.4K | 831 | — | 697435105 |
| SYNOPSYS INC | COM | $274.3K | 615 | — | 871607107 |
| SNOWFLAKE INC | COM SHS | $268.8K | 1,056 | — | 833445109 |
| BILLIONTOONE INC | CL A | $267.4K | 2,229 | — | 090168105 |
| CROWDSTRIKE HLDGS INC | CL A | $258.7K | 339 | — | 22788C105 |
| GUIDEWIRE SOFTWARE INC | COM | $231.6K | 1,882 | — | 40171V100 |
| QUALCOMM INC | COM | $226.7K | 1,227 | — | 747525103 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | $219K | 7,131 | — | 349381103 |
| SAILPOINT INC | COM | $211.2K | 14,425 | — | 78781J109 |
| INTUITIVE SURGICAL INC | COM NEW | $211.2K | 531 | — | 46120E602 |
| FORTINET INC | COM | $211.1K | 1,374 | — | 34959E109 |
| APPLIED OPTOELECTRONICS INC | COM | $209.6K | 1,415 | — | 03823U102 |
| AEROVIRONMENT INC | COM | $208.6K | 1,264 | — | 008073108 |
| KLAVIYO INC | COM SER A | $208.6K | 13,813 | — | 49845K101 |
| SAMSARA INC | COM CL A | $204.2K | 6,298 | — | 79589L106 |
| JOBY AVIATION INC | COMMON STOCK | $99.1K | 11,110 | — | G65163100 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-03