Dsm Capital Partners as of March 31, 2025
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 39 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.2 | $700M | 6.5M | 108.38 | |
| Microsoft Corporation (MSFT) | 9.6 | $551M | 1.5M | 375.39 | |
| Amazon (AMZN) | 9.2 | $529M | 2.8M | 190.26 | |
| Meta Platforms Cl A (META) | 8.1 | $463M | 803k | 576.36 | |
| Arista Networks Com Shs (ANET) | 7.6 | $437M | 5.6M | 77.48 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $371M | 2.4M | 154.64 | |
| Intuit (INTU) | 5.1 | $294M | 478k | 613.99 | |
| Fortinet (FTNT) | 4.1 | $236M | 2.5M | 96.26 | |
| Fiserv (FI) | 3.8 | $217M | 984k | 220.83 | |
| Uber Technologies (UBER) | 3.2 | $183M | 2.5M | 72.86 | |
| Visa Com Cl A (V) | 3.2 | $182M | 520k | 350.46 | |
| Novo-nordisk A S Adr (NVO) | 2.5 | $143M | 2.1M | 69.44 | |
| Arthur J. Gallagher & Co. (AJG) | 2.4 | $137M | 396k | 345.24 | |
| Advanced Micro Devices (AMD) | 2.3 | $131M | 1.3M | 102.74 | |
| Ge Aerospace Com New (GE) | 2.1 | $123M | 614k | 200.15 | |
| Dynatrace Com New (DT) | 2.1 | $122M | 2.6M | 47.15 | |
| Autodesk (ADSK) | 2.1 | $121M | 461k | 261.80 | |
| Howmet Aerospace (HWM) | 2.0 | $116M | 892k | 129.73 | |
| Abbott Laboratories (ABT) | 2.0 | $113M | 854k | 132.65 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $112M | 204k | 548.12 | |
| Booking Holdings (BKNG) | 1.6 | $90M | 19k | 4606.91 | |
| Broadcom (AVGO) | 1.4 | $83M | 495k | 167.43 | |
| Cadence Design Systems (CDNS) | 1.2 | $71M | 279k | 254.33 | |
| Synopsys (SNPS) | 0.9 | $52M | 120k | 428.85 | |
| Ge Vernova (GEV) | 0.8 | $46M | 149k | 305.28 | |
| Netflix (NFLX) | 0.5 | $30M | 32k | 932.53 | |
| Dex (DXCM) | 0.5 | $28M | 408k | 68.29 | |
| Oracle Corporation (ORCL) | 0.1 | $7.8M | 56k | 139.81 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.1M | 43k | 166.00 | |
| Eli Lilly & Co. (LLY) | 0.1 | $6.5M | 7.9k | 825.91 | |
| Icici Bank Adr (IBN) | 0.1 | $6.2M | 198k | 31.52 | |
| MercadoLibre (MELI) | 0.1 | $4.7M | 2.4k | 1950.87 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $4.5M | 68k | 66.44 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $2.1M | 14k | 146.61 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $1.6M | 14k | 113.78 | |
| Stryker Corporation (SYK) | 0.0 | $1.4M | 3.8k | 372.25 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.4M | 10k | 136.94 | |
| Automatic Data Processing (ADP) | 0.0 | $1.3M | 4.4k | 305.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $301k | 833.00 | 361.09 |
