DC
DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC · Investor
1Y performance ⓘ
+15%
AUM (13F)
$5.7B
# of Holdings
44
3Y performance ⓘ
+74%
vs S&P 500 ⓘ
+2%
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 +74% over 3 years (+2 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) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 10.1% | 1.5M | $571M | ▼ 6.4% (−105K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 9.0% | 1.8M | $507M | ▼ 9.8% (−191K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 8.8% | 1.6M | $500M | ▼ 3.6% (−61K) | $1,116.25 | $392.13 (−65%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 7.2% | 2.0M | $407M | ▼ 17% (−407K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| ANET Arista Networks | 5.8% | 2.7M | $330M | ▼ 3.5% (−96K) | $110.53 | $174.56 (+58%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 5.1% | 501K | $287M | ▲ 2.8% (+14K) | $353.96 | $563.85 (+59%) | 2026-03-31 |
| GEV GE Vernova Inc. | 3.6% | 236K | $206M | ▼ 17% (−48K) | $254.98 | $1,127.59 (+342%) | 2026-03-31 |
| HWM Howmet Aerospace Inc. | 3.1% | 770K | $177M | ▼ 12% (−104K) | $68.43 | $280.36 (+310%) | 2026-03-31 |
| UBER Uber Technologies, Inc. | 2.7% | 2.2M | $155M | ▼ 24% (−681K) | $61.57 | $71.43 (+16%) | 2026-03-31 |
| V VISA Inc. | 2.4% | 455K | $138M | ▼ 4.6% (−22K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| INTU Intuit Inc | 2.4% | 309K | $134M | ▼ 27% (−112K) | $445.83 | $257.77 (−42%) | 2026-03-31 |
| NFLX NetFlix Inc | 2.4% | 1.4M | $133M | ▲ 6.1% (+80K) | $486.88 | $72.88 (−85%) | 2026-03-31 |
| DXCM DexCom, Inc. | 2.1% | 1.9M | $121M | ▼ 18% (−431K) | $124.09 | $69.07 (−44%) | 2026-03-31 |
| ORCL Oracle Corp | 2.0% | 777K | $114M | ▲ 40% (+222K) | $105.43 | $175.07 (+66%) | 2026-03-31 |
| RDDT Reddit, Inc. | 2.0% | 848K | $114M | ▲ 5.3% (+43K) | $229.99 | $170.44 (−26%) | 2026-03-31 |
| GE GE Aerospace | 1.9% | 376K | $107M | ▼ 32% (−177K) | $158.97 | $355.12 (+123%) | 2026-03-31 |
| MA Mastercard Incorporated | 1.9% | 211K | $105M | ▼ 4.0% (−9K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| ADSK Autodesk Inc | 1.8% | 432K | $104M | ▲ 40% (+123K) | $208.16 | $187.72 (−10%) | 2026-03-31 |
| BKNG Booking Holdings Inc. Common Stock | 1.7% | 23K | $96M | ▼ 2.4% (−556) | $3,547.23 | $167.77 (−95%) | 2026-03-31 |
| CDNS Cadence Design Systems | 1.3% | 272K | $76M | ▼ 2.3% (−6K) | $272.37 | $389.04 (+43%) | 2026-03-31 |
| SPOT Spotify Technology S.A. | 1.2% | 144K | $70M | ▲ 4337% (+141K) | $698.00 | $459.34 (−34%) | 2026-03-31 |
| P Everpure, Inc. | 1.2% | 1.2M | $69M | NEW (+1.2M) | $59.04 | $77.04 (+30%) | 2026-03-31 |
| NOW SERVICENOW, INC. | 0.9% | 475K | $50M | ▲ 46% (+149K) | $706.49 | $93.01 (−87%) | 2026-03-31 |
| ENTG Entegris Inc | 0.7% | 356K | $42M | NEW (+356K) | $82.01 | $184.00 (+124%) | 2026-03-31 |
| BSX Boston Scientific Corp. | 0.6% | 564K | $35M | ▲ 11846% (+560K) | $50.03 | $44.33 (−11%) | 2026-03-31 |
| TER Teradyne, Inc. Common Stock | 0.6% | 106K | $31M | NEW (+106K) | $296.46 | $457.00 (+54%) | 2026-03-31 |
| FICO Fair Isaac Corporation | 0.4% | 22K | $24M | NEW (+22K) | $1,164.00 | $1,090.85 (−6%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 0.2% | 42K | $14M | ▼ 5.2% (−2K) | $93.02 | $467.67 (+403%) | 2026-03-31 |
| SYK Stryker Corporation | 0.2% | 29K | $10M | ▲ 53% (+10K) | $299.46 | $304.69 (+2%) | 2026-03-31 |
| IWF Ishares Tr | 0.1% | 13K | $5M | ▼ 82% (−58K) | $244.33 | $121.76 (−50%) | 2026-03-31 |
| MELI Mercado Libre, Inc | 0.1% | 3K | $5M | ▼ 2.5% (−70) | $1,571.52 | $1,589.45 (+1%) | 2026-03-31 |
| ASML Asml Hldg Nv | 0.1% | 3K | $4M | ▲ 6.5% (+199) | $680.71 | $1,929.25 (+183%) | 2026-03-31 |
| TSEM Tower Semiconductor Ltd | 0.1% | 19K | $3M | NEW (+19K) | $175.48 | $316.85 (+81%) | 2026-03-31 |
| GRAB Grab Holdings Limited Class A Ordinary Shares | 0.1% | 731K | $3M | ▼ 39% (−474K) | $5.03 | $3.49 (−31%) | 2026-03-31 |
| PLTR Palantir Technologies Inc. Class A Common Stock | 0.0% | 3K | $501K | ▲ 43% (+1K) | $17.17 | $119.50 (+596%) | 2026-03-31 |
| ARM Arm Holdings Plc | 0.0% | 3K | $413K | ▲ 5.2% (+134) | $75.14 | $407.72 (+443%) | 2026-03-31 |
| SHOP Shopify Inc. Class A subordinate voting shares | 0.0% | 3K | $393K | ▲ 6.3% (+195) | $77.90 | $107.98 (+39%) | 2026-03-31 |
| INTC Intel Corp | 0.0% | 6K | $253K | ▼ 29% (−2K) | $36.90 | $140.94 (+282%) | 2026-03-31 |
| MRVL Marvell Technology, Inc. Common Stock | 0.0% | 2K | $229K | NEW (+2K) | $99.05 | $307.86 (+211%) | 2026-03-31 |
| HEI HEICO Corporation | 0.0% | 807 | $221K | ▲ 5.4% (+41) | $178.87 | $331.15 (+85%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 0.0% | 717 | $206K | ▼ 11% (−88) | $104.00 | $348.78 (+235%) | 2026-03-31 |
| S SentinelOne, Inc. | 0.0% | 11K | $139K | ▲ 5.2% (+540) | $15.00 | $14.74 (−2%) | 2026-03-31 |
| AVPT AvePoint, Inc. Class A Common Stock | 0.0% | 12K | $110K | NEW (+12K) | $9.51 | $9.97 (+5%) | 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?
+74% (13F-replication, price return), +2 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.