Dsm Capital Partners as of Sept. 30, 2025
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 | 5.7M | 186.58 | |
| Microsoft Corporation (MSFT) | 12.2 | $855M | 1.7M | 517.95 | |
| Amazon (AMZN) | 7.6 | $532M | 2.4M | 219.57 | |
| Broadcom (AVGO) | 7.5 | $527M | 1.6M | 329.91 | |
| Meta Platforms Cl A (META) | 7.2 | $503M | 685k | 734.38 | |
| Arista Networks Com Shs (ANET) | 6.1 | $427M | 2.9M | 145.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $423M | 1.7M | 243.10 | |
| Intuit (INTU) | 4.5 | $318M | 466k | 682.91 | |
| Uber Technologies (UBER) | 4.2 | $291M | 3.0M | 97.97 | |
| Reddit Cl A (RDDT) | 2.6 | $183M | 794k | 229.99 | |
| Oracle Corporation (ORCL) | 2.5 | $173M | 616k | 281.24 | |
| Howmet Aerospace (HWM) | 2.5 | $172M | 878k | 196.23 | |
| Dex (DXCM) | 2.4 | $171M | 2.5M | 67.29 | |
| Ge Aerospace Com New (GE) | 2.4 | $169M | 561k | 300.82 | |
| Visa Com Cl A (V) | 2.4 | $169M | 494k | 341.38 | |
| Netflix (NFLX) | 2.3 | $160M | 134k | 1198.92 | |
| Booking Holdings (BKNG) | 2.2 | $152M | 28k | 5399.27 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $135M | 237k | 568.81 | |
| Ge Vernova (GEV) | 1.7 | $122M | 198k | 614.90 | |
| Abbott Laboratories (ABT) | 1.6 | $112M | 833k | 133.94 | |
| Autodesk (ADSK) | 1.4 | $97M | 307k | 317.67 | |
| Cadence Design Systems (CDNS) | 1.3 | $93M | 264k | 351.26 | |
| Pinterest Cl A (PINS) | 0.9 | $63M | 1.9M | 32.17 | |
| Servicenow (NOW) | 0.6 | $43M | 47k | 920.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $14M | 51k | 279.29 | |
| MercadoLibre (MELI) | 0.1 | $9.3M | 4.0k | 2336.94 | |
| Grab Holdings Class A Ord (GRAB) | 0.1 | $8.2M | 1.4M | 6.02 | |
| Stryker Corporation (SYK) | 0.1 | $6.9M | 19k | 369.67 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $6.8M | 199k | 34.16 | |
| Icici Bank Adr (IBN) | 0.1 | $6.5M | 217k | 30.23 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3M | 3.4k | 968.09 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $1.7M | 11k | 159.89 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.7M | 12k | 133.27 | |
| Wix SHS (WIX) | 0.0 | $1.6M | 8.9k | 177.63 | |
| Automatic Data Processing (ADP) | 0.0 | $1.0M | 3.6k | 293.50 | |
| Brown & Brown (BRO) | 0.0 | $636k | 6.8k | 93.79 | |
| Boston Scientific Corporation (BSX) | 0.0 | $388k | 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 | 1.5k | 203.62 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $296k | 2.0k | 148.61 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $275k | 394.00 | 698.00 |
