Dsm Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Dsm Capital Partners
Dsm Capital Partners holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.3 | $1.0B | 5.5M | 186.50 | |
| Microsoft Corporation (MSFT) | 11.8 | $796M | 1.6M | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.1 | $611M | 2.0M | 313.00 | |
| Broadcom (AVGO) | 8.6 | $580M | 1.7M | 346.10 | |
| Amazon (AMZN) | 8.1 | $546M | 2.4M | 230.82 | |
| Arista Networks Com Shs (ANET) | 5.4 | $365M | 2.8M | 131.03 | |
| Meta Platforms Cl A (META) | 4.8 | $322M | 487k | 660.09 | |
| Intuit (INTU) | 4.1 | $279M | 422k | 662.42 | |
| Uber Technologies (UBER) | 3.4 | $231M | 2.8M | 81.71 | |
| Reddit Cl A (RDDT) | 2.7 | $185M | 805k | 229.87 | |
| Ge Vernova (GEV) | 2.7 | $185M | 283k | 653.57 | |
| Howmet Aerospace (HWM) | 2.7 | $179M | 874k | 205.02 | |
| Ge Aerospace Com New (GE) | 2.5 | $170M | 553k | 308.03 | |
| Visa Com Cl A (V) | 2.5 | $167M | 477k | 350.71 | |
| Dex (DXCM) | 2.3 | $156M | 2.4M | 66.37 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $126M | 220k | 570.88 | |
| Booking Holdings (BKNG) | 1.9 | $125M | 23k | 5355.33 | |
| Netflix (NFLX) | 1.8 | $122M | 1.3M | 93.76 | |
| Oracle Corporation (ORCL) | 1.6 | $108M | 555k | 194.91 | |
| Abbott Laboratories (ABT) | 1.5 | $103M | 821k | 125.29 | |
| Autodesk (ADSK) | 1.4 | $92M | 309k | 296.01 | |
| Cadence Design Systems (CDNS) | 1.3 | $87M | 278k | 312.58 | |
| Servicenow (NOW) | 0.7 | $50M | 326k | 153.19 | |
| Pinterest Cl A (PINS) | 0.7 | $46M | 1.8M | 25.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $33M | 71k | 473.30 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $14M | 45k | 303.89 | |
| Stryker Corporation (SYK) | 0.1 | $6.6M | 19k | 351.47 | |
| Grab Holdings Class A Ord (GRAB) | 0.1 | $6.0M | 1.2M | 4.99 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $5.9M | 161k | 36.54 | |
| MercadoLibre (MELI) | 0.1 | $5.6M | 2.8k | 2014.26 | |
| Icici Bank Adr (IBN) | 0.1 | $5.3M | 179k | 29.80 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3M | 3.1k | 1069.86 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $1.9M | 3.3k | 580.71 | |
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $1.2M | 8.8k | 139.34 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $502k | 3.1k | 160.97 | |
| Boston Scientific Corporation (BSX) | 0.0 | $450k | 4.7k | 95.35 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $427k | 2.4k | 177.75 | |
| Intel Corporation (INTC) | 0.0 | $296k | 8.0k | 36.90 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $284k | 2.6k | 109.31 | |
| Klaviyo Com Ser A (KVYO) | 0.0 | $264k | 8.1k | 32.47 | |
| AeroVironment (AVAV) | 0.0 | $259k | 1.1k | 241.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $253k | 805.00 | 313.80 | |
| HEICO Corporation (HEI) | 0.0 | $248k | 766.00 | 323.59 | |
| Mongodb Cl A (MDB) | 0.0 | $230k | 547.00 | 419.69 | |
| Automatic Data Processing (ADP) | 0.0 | $213k | 829.00 | 257.23 | |
| Palo Alto Networks (PANW) | 0.0 | $209k | 1.1k | 184.20 | |
| Sentinelone Cl A (S) | 0.0 | $154k | 10k | 15.00 |
