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DSM CAPITAL PARTNERS LLC
Period ended Jun 30, 2026 · Latest filing Aug 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,838,436,459
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $940,987,661
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $546,247,822
- BROADCOM INC · COM · 11135F101 · shares: $534,383,007
- ARISTA NETWORKS INC · COM SHS · 040413205 · shares: $447,143,942
- MICROSOFT CORP · COM · 594918104 · shares: $316,257,171
- AMAZON COM INC · COM · 023135106 · shares: $315,749,519
- META PLATFORMS INC · CL A · 30303M102 · shares: $309,076,242
- GE VERNOVA INC · COM · 36828A101 · shares: $225,528,651
- HOWMET AEROSPACE INC · COM · 443201108 · shares: $173,850,522
- REDDIT INC · CL A · 75734B100 · shares: $143,214,088
Reported holdings
70 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,702,822 shares | $940,987,661 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,528,522 shares | $546,247,822 |
| BROADCOM INC | COM | 11135F101 | — | 1,414,647 shares | $534,383,007 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,632,116 shares | $447,143,942 |
| MICROSOFT CORP | COM | 594918104 | — | 847,829 shares | $316,257,171 |
| AMAZON COM INC | COM | 023135106 | — | 1,324,786 shares | $315,749,519 |
| META PLATFORMS INC | CL A | 30303M102 | — | 548,698 shares | $309,076,242 |
| GE VERNOVA INC | COM | 36828A101 | — | 191,962 shares | $225,528,651 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 646,621 shares | $173,850,522 |
| REDDIT INC | CL A | 75734B100 | — | 825,061 shares | $143,214,088 |
| EVERPURE INC | CL A | 74624M102 | — | 1,695,275 shares | $133,570,678 |
| AMPHENOL CORP | CL A | 032095101 | — | 710,204 shares | $125,223,169 |
| GE AEROSPACE | COM NEW | 369604301 | — | 333,572 shares | $124,665,745 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,564,094 shares | $112,865,031 |
| ORACLE CORP | COM | 68389X105 | — | 715,341 shares | $104,833,246 |
| TERADYNE INC | COM | 880770102 | — | 196,967 shares | $95,300,272 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 250,103 shares | $93,868,740 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 523,243 shares | $93,262,877 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 265,207 shares | $92,841,014 |
| DEXCOM INC | COM | 252131107 | — | 1,359,135 shares | $91,537,742 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 211,754 shares | $91,363,381 |
| NETFLIX INC. | COM | 64110L106 | — | 1,239,364 shares | $88,490,590 |
| ATI INC | COM | 01741R102 | — | 441,048 shares | $86,930,561 |
| ENTEGRIS INC | COM | 29362U104 | — | 482,799 shares | $86,836,228 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 158,437 shares | $75,664,758 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 163,443 shares | $75,041,355 |
| COHERENT CORP | COM | 19247G107 | — | 179,782 shares | $70,918,605 |
| AUTODESK INC | COM | 052769106 | — | 330,503 shares | $64,256,296 |
| SERVICENOW INC | COM | 81762P102 | — | 598,708 shares | $59,439,730 |
| NETAPP INC | COM | 64110D104 | — | 262,656 shares | $40,648,642 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 511,968 shares | $21,850,794 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 34,237 shares | $17,584,123 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 4,449 shares | $8,851,019 |
| STRYKER CORPORATION | COM | 863667101 | — | 25,544 shares | $8,042,273 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 19,046 shares | $4,964,149 |
| VISA INC | COM CL A | 92826C839 | — | 13,688 shares | $4,696,216 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 2,941 shares | $876,094 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,263 shares | $733,689 |
| INTEL CORP | COM | 458140100 | — | 4,931 shares | $688,516 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 1,940 shares | $687,866 |
| ASTERA LABS INC | COM | 04626A103 | — | 1,229 shares | $593,632 |
| DATADOG INC | CL A COM | 23804L103 | — | 2,086 shares | $543,111 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,529 shares | $540,242 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,462 shares | $520,582 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 4,112 shares | $469,508 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 1,576 shares | $428,593 |
| HEICO CORP NEW | COM | 422806109 | — | 1,155 shares | $411,399 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 470 shares | $403,288 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 3,131 shares | $388,776 |
| MONGODB INC | CL A | 60937P106 | — | 1,002 shares | $336,572 |
| COHU INC | COM | 192576106 | — | 4,466 shares | $330,082 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 807 shares | $306,959 |
| FORMFACTOR INC | COM | 346375108 | — | 1,907 shares | $304,987 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 1,506 shares | $293,143 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 831 shares | $283,388 |
| SYNOPSYS INC | COM | 871607107 | — | 615 shares | $274,333 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,056 shares | $268,752 |
| BILLIONTOONE INC | CL A | 090168105 | — | 2,229 shares | $267,435 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 339 shares | $258,704 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 1,882 shares | $231,580 |
| QUALCOMM INC | COM | 747525103 | — | 1,227 shares | $226,737 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | — | 7,131 shares | $218,993 |
| SAILPOINT INC | COM | 78781J109 | — | 14,425 shares | $211,182 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 531 shares | $211,168 |
| FORTINET INC | COM | 34959E109 | — | 1,374 shares | $211,074 |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | — | 1,415 shares | $209,646 |
| AEROVIRONMENT INC | COM | 008073108 | — | 1,264 shares | $208,648 |
| KLAVIYO INC | COM SER A | 49845K101 | — | 13,813 shares | $208,576 |
| SAMSARA INC | COM CL A | 79589L106 | — | 6,298 shares | $204,244 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 11,110 shares | $99,101 |