DSM Capital Partners

Dsm Capital Partners as of June 30, 2026

Portfolio Holdings for Dsm Capital Partners

Dsm Capital Partners holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 16.1 $941M 4.7M 200.09
Alphabet Cap Stk Cl A (GOOGL) 9.4 $546M 1.5M 357.37
Broadcom (AVGO) 9.2 $534M 1.4M 377.75
Arista Networks Com Shs (ANET) 7.7 $447M 2.6M 169.88
Microsoft Corporation (MSFT) 5.4 $316M 848k 373.02
Amazon (AMZN) 5.4 $316M 1.3M 238.34
Meta Platforms Cl A (META) 5.3 $309M 549k 563.29
Ge Vernova (GEV) 3.9 $226M 192k 1174.86
Howmet Aerospace (HWM) 3.0 $174M 647k 268.86
Reddit Cl A (RDDT) 2.5 $143M 825k 173.58
Everpure Cl A (P) 2.3 $134M 1.7M 78.79
Amphenol Corp Cl A (APH) 2.1 $125M 710k 176.32
Ge Aerospace Com New (GE) 2.1 $125M 334k 373.73
Uber Technologies (UBER) 1.9 $113M 1.6M 72.16
Oracle Corporation (ORCL) 1.8 $105M 715k 146.55
Teradyne (TER) 1.6 $95M 197k 483.84
Cadence Design Systems (CDNS) 1.6 $94M 250k 375.32
Booking Holdings (BKNG) 1.6 $93M 523k 178.24
Keysight Technologies (KEYS) 1.6 $93M 265k 350.07
Dex (DXCM) 1.6 $92M 1.4M 67.35
Dell Technologies CL C (DELL) 1.6 $91M 212k 431.46
Netflix (NFLX) 1.5 $89M 1.2M 71.40
Allegheny Technologies Incorporated (ATI) 1.5 $87M 441k 197.10
Entegris (ENTG) 1.5 $87M 483k 179.86
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.3 $76M 158k 477.57
Spotify Technology S A SHS (SPOT) 1.3 $75M 163k 459.13
Coherent Corp (COHR) 1.2 $71M 180k 394.47
Autodesk (ADSK) 1.1 $64M 331k 194.42
Servicenow (NOW) 1.0 $59M 599k 99.28
NetApp (NTAP) 0.7 $41M 263k 154.76
Boston Scientific Corporation (BSX) 0.4 $22M 512k 42.68
Mastercard Incorporated Cl A (MA) 0.3 $18M 34k 513.60
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $8.9M 4.4k 1989.44
Stryker Corporation (SYK) 0.1 $8.0M 26k 314.84
Tower Semiconductor Shs New (TSEM) 0.1 $5.0M 19k 260.64
Visa Com Cl A (V) 0.1 $4.7M 14k 343.09
Marvell Technology (MRVL) 0.0 $876k 2.9k 297.89
Advanced Micro Devices (AMD) 0.0 $734k 1.3k 580.91
Intel Corporation (INTC) 0.0 $689k 4.9k 139.63
Arm Holdings Sponsored Ads (ARM) 0.0 $688k 1.9k 354.57
Astera Labs (ALAB) 0.0 $594k 1.2k 483.02
Datadog Cl A Com (DDOG) 0.0 $543k 2.1k 260.36
Alphabet Cap Stk Cl C (GOOG) 0.0 $540k 1.5k 353.33
Palantir Technologies Cl A (PLTR) 0.0 $521k 4.5k 116.67
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $470k 4.1k 114.18
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $429k 1.6k 271.95
HEICO Corporation (HEI) 0.0 $411k 1.2k 356.19
Lumentum Hldgs (LITE) 0.0 $403k 470.00 858.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $389k 3.1k 124.17
Mongodb Cl A (MDB) 0.0 $337k 1.0k 335.90
Cohu (COHU) 0.0 $330k 4.5k 73.91
M/a (MTSI) 0.0 $307k 807.00 380.37
FormFactor (FORM) 0.0 $305k 1.9k 159.93
Bwx Technologies (BWXT) 0.0 $293k 1.5k 194.65
Palo Alto Networks (PANW) 0.0 $283k 831.00 341.02
Synopsys (SNPS) 0.0 $274k 615.00 446.07
Snowflake Com Shs (SNOW) 0.0 $269k 1.1k 254.50
Billiontoone Cl A (BLLN) 0.0 $267k 2.2k 119.98
Crowdstrike Hldgs Cl A (CRWD) 0.0 $259k 339.00 763.14
Guidewire Software (GWRE) 0.0 $232k 1.9k 123.05
Qualcomm (QCOM) 0.0 $227k 1.2k 184.79
Figure Technology Solutio Com Cl A (FIGR) 0.0 $219k 7.1k 30.71
Sailpoint (SAIL) 0.0 $211k 14k 14.64
Intuitive Surgical Com New (ISRG) 0.0 $211k 531.00 397.68
Fortinet (FTNT) 0.0 $211k 1.4k 153.62
Applied Optoelectronics (AAOI) 0.0 $210k 1.4k 148.16
AeroVironment (AVAV) 0.0 $209k 1.3k 165.07
Klaviyo Com Ser A (KVYO) 0.0 $209k 14k 15.10
Samsara Com Cl A (IOT) 0.0 $204k 6.3k 32.43
Joby Aviation Common Stock (JOBY) 0.0 $99k 11k 8.92