DC
DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC · Investor
1Y performance ⓘ
+4%
AUM (13F)
$5.7B
# of Holdings
44
3Y performance ⓘ
+80%
vs S&P 500 ⓘ
+16%
Updated
Mar 31
DSM CAPITAL PARTNERS LLC's DSM CAPITAL PARTNERS LLC holds 44 U.S.-equity positions worth $5.7B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 16.1%, MICROSOFT CORP 10.1%, Alphabet Inc. Class A Common Stock 9.0%. 13F-replication return is +80% over 3 years (+16 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 16.1% | 5.2M | $908M | ▼ 5.7% (−316K) | $37.00 | $200.75 (+443%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 10.1% | 1.5M | $571M | ▼ 6.4% (−105K) | $325.70 | $464.72 (+43%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 9.0% | 1.8M | $507M | ▼ 9.8% (−191K) | $131.77 | $356.13 (+170%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 8.8% | 1.6M | $500M | ▼ 3.6% (−61K) | $269.66 | $389.28 (+44%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 7.2% | 2.0M | $407M | ▼ 17% (−407K) | $108.95 | $271.58 (+149%) | 2026-03-31 |
| ANET Arista Networks | 5.8% | 2.7M | $330M | ▼ 3.5% (−96K) | $107.89 | $180.35 (+67%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 5.1% | 501K | $287M | ▲ 2.8% (+14K) | $501.75 | $556.71 (+11%) | 2026-03-31 |
| GEV GE Vernova Inc. | 3.6% | 236K | $206M | ▼ 17% (−48K) | $422.51 | $990.29 (+134%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 3.1% | 770K | $177M | ▼ 12% (−104K) | $118.03 | $282.26 (+139%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 2.7% | 2.2M | $155M | ▼ 24% (−681K) | $77.81 | $70.36 (−10%) | 2026-03-31 |
| V VISA Inc. | 2.4% | 455K | $138M | ▼ 4.6% (−22K) | $235.64 | $366.13 (+55%) | 2026-03-31 |
| INTU Intuit Inc | 2.4% | 309K | $134M | ▼ 27% (−112K) | $497.28 | $316.07 (−36%) | 2026-03-31 |
| NFLX NetFlix Inc | 2.4% | 1.4M | $133M | ▲ 6.1% (+80K) | $117.43 | $71.71 (−39%) | 2026-03-31 |
| DXCM DexCom, Inc. | 2.1% | 1.9M | $121M | ▼ 18% (−431K) | $75.57 | $83.45 (+10%) | 2026-03-31 |
| ORCL Oracle Corp | 2.0% | 777K | $114M | ▲ 40% (+222K) | $234.15 | $129.87 (−45%) | 2026-03-31 |
| RDDT Reddit, Inc. | 2.0% | 848K | $114M | ▲ 5.3% (+43K) | $225.18 | $140.67 (−38%) | 2026-03-31 |
| GE GE Aerospace | 1.9% | 376K | $107M | ▼ 32% (−177K) | $186.07 | $360.07 (+94%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.9% | 211K | $105M | ▼ 4.0% (−9K) | $401.90 | $573.10 (+43%) | 2026-03-31 |
| ADSK Autodesk Inc | 1.8% | 432K | $104M | ▲ 40% (+123K) | $217.55 | $234.20 (+8%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 1.7% | 23K | $96M | ▼ 2.4% (−556) | $195.09 | $192.90 (−1%) | 2026-03-31 |
| CDNS Cadence Design Systems | 1.3% | 272K | $76M | ▼ 2.3% (−6K) | $278.53 | $340.02 (+22%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 1.2% | 144K | $70M | ▲ 4337% (+141K) | $487.39 | $499.94 (+3%) | 2026-03-31 |
| P Everpure, Inc. | 1.2% | 1.2M | $69M | NEW (+1.2M) | $59.04 | $77.17 (+31%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 0.9% | 475K | $50M | ▲ 46% (+149K) | $153.20 | $111.23 (−27%) | 2026-03-31 |
| ENTG Entegris Inc | 0.7% | 356K | $42M | NEW (+356K) | $117.23 | $119.05 (+2%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.6% | 564K | $35M | ▲ 11846% (+560K) | $62.96 | $46.73 (−26%) | 2026-03-31 |
| TER Teradyne, Inc. Common Stock | 0.6% | 106K | $31M | NEW (+106K) | $296.46 | $367.69 (+24%) | 2026-03-31 |
| FICO Fair Isaac Corporation | 0.4% | 22K | $24M | NEW (+22K) | $1,067.64 | $1,122.97 (+5%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.2% | 42K | $14M | ▼ 5.2% (−2K) | $128.90 | $404.25 (+214%) | 2026-03-31 |
| SYK Stryker Corporation | 0.2% | 29K | $10M | ▲ 53% (+10K) | $354.73 | $325.70 (−8%) | 2026-03-31 |
| IWF Ishares Tr | 0.1% | 13K | $5M | ▼ 82% (−58K) | $118.15 | $118.32 (+0%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 0.1% | 3K | $5M | ▼ 2.5% (−70) | $2,162.96 | $1,877.95 (−13%) | 2026-03-31 |
| ASML Asml Hldg Nv | 0.1% | 3K | $4M | ▲ 6.5% (+199) | $719.52 | $1,629.00 (+126%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 0.1% | 19K | $3M | NEW (+19K) | $175.48 | $219.67 (+25%) | 2026-03-31 |
| GRAB Grab Holdings Limited Class A Ordinary Shares | 0.1% | 731K | $3M | ▼ 39% (−474K) | $6.01 | $3.50 (−42%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 0.0% | 3K | $501K | ▲ 43% (+1K) | $82.95 | $123.06 (+48%) | 2026-03-31 |
| ARM Arm Holdings Plc | 0.0% | 3K | $413K | ▲ 5.2% (+134) | $102.99 | $239.69 (+133%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 0.0% | 3K | $393K | ▲ 6.3% (+195) | $143.43 | $117.15 (−18%) | 2026-03-31 |
| INTC Intel Corp | 0.0% | 6K | $253K | ▼ 29% (−2K) | $36.90 | $90.20 (+144%) | 2026-03-31 |
| MRVL Marvell Technology, Inc. Common Stock | 0.0% | 2K | $229K | NEW (+2K) | $99.05 | $187.56 (+89%) | 2026-03-31 |
| HEI HEICO Corporation | 0.0% | 807 | $221K | ▲ 5.4% (+41) | $302.97 | $356.36 (+18%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 0.0% | 717 | $206K | ▼ 11% (−88) | $223.10 | $356.65 (+60%) | 2026-03-31 |
| S SentinelOne, Inc. | 0.0% | 11K | $139K | ▲ 5.2% (+540) | $14.89 | $19.06 (+28%) | 2026-03-31 |
| AVPT AvePoint, Inc. Class A Common Stock | 0.0% | 12K | $110K | NEW (+12K) | $9.51 | $13.03 (+37%) | 2026-03-31 |
FAQ ▾
What are DSM CAPITAL PARTNERS LLC's largest holdings?
As of the latest 13F: NVIDIA CORP 16.1%, MICROSOFT CORP 10.1%, Alphabet Inc. Class A Common Stock 9.0%, Broadcom Inc. Common Stock 8.8%, Amazon.Com Inc 7.2%.
How big is DSM CAPITAL PARTNERS LLC's 13F portfolio?
$5.7B across 44 disclosed U.S.-equity positions.
What is DSM CAPITAL PARTNERS LLC's 3-year performance?
+80% (13F-replication, price return), +16 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.