Dsm Capital Partners as of March 31, 2026
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 | 5.2M | 174.40 | |
| Microsoft Corporation (MSFT) | 10.1 | $571M | 1.5M | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $507M | 1.8M | 287.56 | |
| Broadcom (AVGO) | 8.8 | $500M | 1.6M | 309.51 | |
| Amazon (AMZN) | 7.2 | $407M | 2.0M | 208.27 | |
| Arista Networks Com Shs (ANET) | 5.8 | $330M | 2.7M | 122.78 | |
| Meta Platforms Cl A (META) | 5.1 | $287M | 501k | 572.13 | |
| Ge Vernova (GEV) | 3.6 | $206M | 236k | 872.90 | |
| Howmet Aerospace (HWM) | 3.1 | $177M | 770k | 230.46 | |
| Uber Technologies (UBER) | 2.7 | $155M | 2.2M | 71.93 | |
| Visa Com Cl A (V) | 2.4 | $138M | 455k | 302.24 | |
| Intuit (INTU) | 2.4 | $134M | 309k | 432.38 | |
| Netflix (NFLX) | 2.4 | $133M | 1.4M | 96.15 | |
| Dex (DXCM) | 2.1 | $121M | 1.9M | 62.80 | |
| Oracle Corporation (ORCL) | 2.0 | $114M | 777k | 147.11 | |
| Reddit Cl A (RDDT) | 2.0 | $114M | 848k | 134.65 | |
| Ge Aerospace Com New (GE) | 1.9 | $107M | 376k | 283.77 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $105M | 211k | 499.66 | |
| Autodesk (ADSK) | 1.8 | $104M | 432k | 239.40 | |
| Booking Holdings (BKNG) | 1.7 | $96M | 23k | 4210.32 | |
| Cadence Design Systems (CDNS) | 1.3 | $76M | 272k | 277.87 | |
| Spotify Technology S A SHS (SPOT) | 1.2 | $70M | 144k | 484.91 | |
| Everpure Cl A (PSTG) | 1.2 | $69M | 1.2M | 59.04 | |
| Servicenow (NOW) | 0.9 | $50M | 475k | 104.55 | |
| Entegris (ENTG) | 0.7 | $42M | 356k | 117.24 | |
| Boston Scientific Corporation (BSX) | 0.6 | $35M | 564k | 62.75 | |
| Teradyne (TER) | 0.6 | $31M | 106k | 296.46 | |
| Fair Isaac Corporation (FICO) | 0.4 | $24M | 22k | 1067.54 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $14M | 42k | 337.95 | |
| Stryker Corporation (SYK) | 0.2 | $9.5M | 29k | 328.59 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $5.5M | 13k | 426.40 | |
| MercadoLibre (MELI) | 0.1 | $4.7M | 2.7k | 1729.02 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $4.3M | 3.3k | 1320.83 | |
| Tower Semiconductor Shs New (TSEM) | 0.1 | $3.3M | 19k | 175.48 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $2.7M | 731k | 3.66 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $501k | 3.4k | 146.28 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $413k | 2.7k | 151.28 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $393k | 3.3k | 118.62 | |
| Intel Corporation (INTC) | 0.0 | $253k | 5.7k | 44.13 | |
| Marvell Technology (MRVL) | 0.0 | $229k | 2.3k | 99.05 | |
| HEICO Corporation (HEI) | 0.0 | $221k | 807.00 | 274.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $206k | 717.00 | 286.86 | |
| Sentinelone Cl A (S) | 0.0 | $140k | 11k | 12.88 | |
| Avepoint Com Cl A (AVPT) | 0.0 | $110k | 12k | 9.51 |
