Dsm Capital Partners as of June 30, 2025
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.5 | $982M | 6.2M | 157.99 | |
| Microsoft Corporation (MSFT) | 10.2 | $688M | 1.4M | 497.41 | |
| Amazon (AMZN) | 8.8 | $598M | 2.7M | 219.39 | |
| Meta Platforms Cl A (META) | 8.1 | $547M | 741k | 738.09 | |
| Arista Networks Com Shs (ANET) | 7.6 | $513M | 5.0M | 102.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $403M | 2.3M | 176.23 | |
| Intuit (INTU) | 5.3 | $359M | 456k | 787.63 | |
| Fortinet (FTNT) | 4.0 | $267M | 2.5M | 105.72 | |
| Broadcom (AVGO) | 3.7 | $247M | 897k | 275.65 | |
| Uber Technologies (UBER) | 3.6 | $245M | 2.6M | 93.30 | |
| Fiserv (FI) | 2.9 | $197M | 1.1M | 172.41 | |
| Dynatrace Com New (DT) | 2.7 | $182M | 3.3M | 55.21 | |
| Visa Com Cl A (V) | 2.4 | $160M | 451k | 355.05 | |
| Ge Aerospace Com New (GE) | 2.2 | $147M | 571k | 257.39 | |
| Howmet Aerospace (HWM) | 2.0 | $134M | 718k | 186.13 | |
| Autodesk (ADSK) | 1.9 | $127M | 410k | 309.57 | |
| Dex (DXCM) | 1.9 | $125M | 1.4M | 87.29 | |
| Novo-nordisk A S Adr (NVO) | 1.8 | $122M | 1.8M | 69.02 | |
| Netflix (NFLX) | 1.6 | $111M | 83k | 1339.13 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $108M | 193k | 561.94 | |
| Booking Holdings (BKNG) | 1.6 | $108M | 19k | 5789.24 | |
| Abbott Laboratories (ABT) | 1.6 | $105M | 772k | 136.01 | |
| Ge Vernova (GEV) | 1.5 | $104M | 197k | 529.15 | |
| Cadence Design Systems (CDNS) | 1.2 | $82M | 266k | 308.15 | |
| Synopsys (SNPS) | 0.8 | $52M | 102k | 512.68 | |
| Oracle Corporation (ORCL) | 0.2 | $12M | 53k | 218.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $9.5M | 42k | 226.49 | |
| Icici Bank Adr (IBN) | 0.1 | $6.5M | 194k | 33.64 | |
| MercadoLibre (MELI) | 0.1 | $6.2M | 2.4k | 2613.63 | |
| Eli Lilly & Co. (LLY) | 0.1 | $6.0M | 7.7k | 779.53 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $5.1M | 67k | 76.67 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $2.4M | 14k | 173.20 | |
| Stryker Corporation (SYK) | 0.0 | $1.8M | 4.5k | 395.63 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.4M | 10k | 141.87 | |
| Automatic Data Processing (ADP) | 0.0 | $1.3M | 4.4k | 308.40 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $921k | 7.6k | 121.36 | |
| Boston Scientific Corporation (BSX) | 0.0 | $307k | 2.9k | 107.41 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $287k | 675.00 | 424.58 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $58k | 12k | 5.03 |
