DSM Capital Partners
Latest statistics and disclosures from Dsm Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AMZN, AVGO, META, and represent 49.61% of Dsm Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$231M), RDDT (+$183M), ORCL (+$158M), MSFT (+$139M), DXCM (+$74M), PINS (+$63M), NFLX (+$60M), BKNG (+$52M), NOW (+$43M), UBER (+$34M).
- Started 9 new stock positions in BRO, NOW, PINS, WIX, ASML, SHOP, PANW, SPOT, RDDT.
- Reduced shares in these 10 stocks: ANET (-$303M), , FI (-$197M), DT (-$182M), GOOGL (-$134M), NVO (-$122M), NVDA (-$96M), AMZN (-$67M), SNPS (-$52M), META (-$42M).
- Sold out of its positions in DT, FI, FTNT, LAMR, LLY, NVO, SNPS.
- Dsm Capital Partners was a net seller of stock by $-349M.
- Dsm Capital Partners has $7.0B in assets under management (AUM), dropping by 3.69%.
- Central Index Key (CIK): 0001214639
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Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.2 | $1.1B | -8% | 5.7M | 186.58 |
|
| Microsoft Corporation (MSFT) | 12.2 | $855M | +19% | 1.7M | 517.95 |
|
| Amazon (AMZN) | 7.6 | $532M | -11% | 2.4M | 219.57 |
|
| Broadcom (AVGO) | 7.5 | $527M | +78% | 1.6M | 329.91 |
|
| Meta Platforms Cl A (META) | 7.2 | $503M | -7% | 685k | 734.38 |
|
| Arista Networks Com Shs (ANET) | 6.1 | $427M | -41% | 2.9M | 145.71 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $423M | -24% | 1.7M | 243.10 |
|
| Intuit (INTU) | 4.5 | $318M | +2% | 466k | 682.91 |
|
| Uber Technologies (UBER) | 4.2 | $291M | +13% | 3.0M | 97.97 |
|
| Reddit Cl A (RDDT) | 2.6 | $183M | NEW | 794k | 229.99 |
|
| Oracle Corporation (ORCL) | 2.5 | $173M | +1060% | 616k | 281.24 |
|
| Howmet Aerospace (HWM) | 2.5 | $172M | +22% | 878k | 196.23 |
|
| Dex (DXCM) | 2.4 | $171M | +76% | 2.5M | 67.29 |
|
| Ge Aerospace Com New (GE) | 2.4 | $169M | 561k | 300.82 |
|
|
| Visa Com Cl A (V) | 2.4 | $169M | +9% | 494k | 341.38 |
|
| Netflix (NFLX) | 2.3 | $160M | +60% | 134k | 1198.92 |
|
| Booking Holdings (BKNG) | 2.2 | $152M | +51% | 28k | 5399.27 |
|
| Mastercard Incorporated Cl A (MA) | 1.9 | $135M | +23% | 237k | 568.81 |
|
| Ge Vernova (GEV) | 1.7 | $122M | 198k | 614.90 |
|
|
| Abbott Laboratories (ABT) | 1.6 | $112M | +7% | 833k | 133.94 |
|
| Autodesk (ADSK) | 1.4 | $97M | -25% | 307k | 317.67 |
|
| Cadence Design Systems (CDNS) | 1.3 | $93M | 264k | 351.26 |
|
|
| Pinterest Cl A (PINS) | 0.9 | $63M | NEW | 1.9M | 32.17 |
|
| Servicenow (NOW) | 0.6 | $43M | NEW | 47k | 920.28 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $14M | +21% | 51k | 279.29 |
|
| MercadoLibre (MELI) | 0.1 | $9.3M | +66% | 4.0k | 2336.94 |
|
| Grab Holdings Class A Ord (GRAB) | 0.1 | $8.2M | +11597% | 1.4M | 6.02 |
|
| Stryker Corporation (SYK) | 0.1 | $6.9M | +315% | 19k | 369.67 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $6.8M | +196% | 199k | 34.16 |
|
| Icici Bank Adr (IBN) | 0.1 | $6.5M | +11% | 217k | 30.23 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3M | NEW | 3.4k | 968.09 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $1.7M | -24% | 11k | 159.89 |
|
| Apollo Global Mgmt (APO) | 0.0 | $1.7M | +22% | 12k | 133.27 |
|
| Wix SHS (WIX) | 0.0 | $1.6M | NEW | 8.9k | 177.63 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.0M | -18% | 3.6k | 293.50 |
|
| Brown & Brown (BRO) | 0.0 | $636k | NEW | 6.8k | 93.79 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $388k | +39% | 4.0k | 97.63 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $320k | 683.00 | 468.41 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $312k | NEW | 1.5k | 203.62 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $296k | NEW | 2.0k | 148.61 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $275k | NEW | 394.00 | 698.00 |
|
Past Filings by Dsm Capital Partners
SEC 13F filings are viewable for Dsm Capital Partners going back to 2010
- Dsm Capital Partners 2025 Q3 filed Oct. 22, 2025
- Dsm Capital Partners 2025 Q2 filed July 24, 2025
- Dsm Capital Partners 2025 Q1 filed May 13, 2025
- Dsm Capital Partners 2024 Q4 filed Jan. 31, 2025
- Dsm Capital Partners 2024 Q3 filed Nov. 14, 2024
- Dsm Capital Partners 2024 Q2 filed Aug. 14, 2024
- Dsm Capital Partners 2024 Q1 filed May 13, 2024
- Dsm Capital Partners 2023 Q4 filed Feb. 12, 2024
- Dsm Capital Partners 2023 Q3 filed Nov. 13, 2023
- Dsm Capital Partners 2023 Q2 filed Aug. 11, 2023
- Dsm Capital Partners 2023 Q1 filed May 12, 2023
- Dsm Capital Partners 2022 Q4 filed Feb. 13, 2023
- Dsm Capital Partners 2022 Q3 filed Nov. 14, 2022
- Dsm Capital Partners 2022 Q2 filed Aug. 12, 2022
- Dsm Capital Partners 2022 Q1 filed May 13, 2022
- Dsm Capital Partners 2021 Q4 filed Feb. 14, 2022