DSM Capital Partners
Latest statistics and disclosures from Dsm Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, GOOGL, AVGO, AMZN, and represent 51.14% of Dsm Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: PSTG (+$69M), SPOT (+$68M), ENTG (+$42M), BSX (+$35M), ORCL (+$33M), TER (+$31M), ADSK (+$30M), FICO (+$24M), NOW (+$16M), META (+$7.9M).
- Started 7 new stock positions in AVPT, MRVL, PSTG, FICO, TSEM, ENTG, TER.
- Reduced shares in these 10 stocks: ABT (-$103M), AMZN (-$85M), NVDA (-$55M), GOOGL (-$55M), GE (-$50M), UBER (-$49M), INTU (-$49M), PINS (-$46M), GEV (-$42M), MSFT (-$39M).
- Sold out of its positions in ABT, AVAV, ADP, HDB, IBN, SUSA, KVYO, MDB, PANW, PINS.
- Dsm Capital Partners was a net seller of stock by $-333M.
- Dsm Capital Partners has $5.7B in assets under management (AUM), dropping by -16.18%.
- Central Index Key (CIK): 0001214639
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Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.1 | $908M | -5% | 5.2M | 174.40 |
|
| Microsoft Corporation (MSFT) | 10.1 | $571M | -6% | 1.5M | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $507M | -9% | 1.8M | 287.56 |
|
| Broadcom (AVGO) | 8.8 | $500M | -3% | 1.6M | 309.51 |
|
| Amazon (AMZN) | 7.2 | $407M | -17% | 2.0M | 208.27 |
|
| Arista Networks Com Shs (ANET) | 5.8 | $330M | -3% | 2.7M | 122.78 |
|
| Meta Platforms Cl A (META) | 5.1 | $287M | +2% | 501k | 572.13 |
|
| Ge Vernova (GEV) | 3.6 | $206M | -16% | 236k | 872.90 |
|
| Howmet Aerospace (HWM) | 3.1 | $177M | -11% | 770k | 230.46 |
|
| Uber Technologies (UBER) | 2.7 | $155M | -24% | 2.2M | 71.93 |
|
| Visa Com Cl A (V) | 2.4 | $138M | -4% | 455k | 302.24 |
|
| Intuit (INTU) | 2.4 | $134M | -26% | 309k | 432.38 |
|
| Netflix (NFLX) | 2.4 | $133M | +6% | 1.4M | 96.15 |
|
| Dex (DXCM) | 2.1 | $121M | -18% | 1.9M | 62.80 |
|
| Oracle Corporation (ORCL) | 2.0 | $114M | +40% | 777k | 147.11 |
|
| Reddit Cl A (RDDT) | 2.0 | $114M | +5% | 848k | 134.65 |
|
| Ge Aerospace Com New (GE) | 1.9 | $107M | -32% | 376k | 283.77 |
|
| Mastercard Incorporated Cl A (MA) | 1.9 | $105M | -4% | 211k | 499.66 |
|
| Autodesk (ADSK) | 1.8 | $104M | +39% | 432k | 239.40 |
|
| Booking Holdings (BKNG) | 1.7 | $96M | -2% | 23k | 4210.32 |
|
| Cadence Design Systems (CDNS) | 1.3 | $76M | -2% | 272k | 277.87 |
|
| Spotify Technology S A SHS (SPOT) | 1.2 | $70M | +4336% | 144k | 484.91 |
|
| Everpure Cl A (PSTG) | 1.2 | $69M | NEW | 1.2M | 59.04 |
|
| Servicenow (NOW) | 0.9 | $50M | +45% | 475k | 104.55 |
|
| Entegris (ENTG) | 0.7 | $42M | NEW | 356k | 117.24 |
|
| Boston Scientific Corporation (BSX) | 0.6 | $35M | +11846% | 564k | 62.75 |
|
| Teradyne (TER) | 0.6 | $31M | NEW | 106k | 296.46 |
|
| Fair Isaac Corporation (FICO) | 0.4 | $24M | NEW | 22k | 1067.54 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $14M | -5% | 42k | 337.95 |
|
| Stryker Corporation (SYK) | 0.2 | $9.5M | +53% | 29k | 328.59 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $5.5M | -81% | 13k | 426.40 |
|
| MercadoLibre (MELI) | 0.1 | $4.7M | -2% | 2.7k | 1729.02 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $4.3M | +6% | 3.3k | 1320.83 |
|
| Tower Semiconductor Shs New (TSEM) | 0.1 | $3.3M | NEW | 19k | 175.48 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $2.7M | -39% | 731k | 3.66 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $501k | +42% | 3.4k | 146.28 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $413k | +5% | 2.7k | 151.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $393k | +6% | 3.3k | 118.62 |
|
| Intel Corporation (INTC) | 0.0 | $253k | -28% | 5.7k | 44.13 |
|
| Marvell Technology (MRVL) | 0.0 | $229k | NEW | 2.3k | 99.05 |
|
| HEICO Corporation (HEI) | 0.0 | $221k | +5% | 807.00 | 274.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $206k | -10% | 717.00 | 286.86 |
|
| Sentinelone Cl A (S) | 0.0 | $140k | +5% | 11k | 12.88 |
|
| Avepoint Com Cl A (AVPT) | 0.0 | $110k | NEW | 12k | 9.51 |
|
Past Filings by Dsm Capital Partners
SEC 13F filings are viewable for Dsm Capital Partners going back to 2010
- Dsm Capital Partners 2026 Q1 filed April 29, 2026
- Dsm Capital Partners 2025 Q4 filed Feb. 12, 2026
- 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