DSM CAPITAL PARTNERS LLC
CIK: 0001214639Latest portfolio: $6.7B · Q4 2025
Holdings
47
Total Value
$6.7B
New Positions
47
Closed Positions
0
Top Holdings
View All 47 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 5,524,019 | $1.0B | 15.26% | NEW | |
| 2 | MSFTMICROSOFT CORP | 1,646,502 | $796.0M | 11.79% | NEW | |
| 3 | GOOGLALPHABET INC | 1,952,576 | $611.0M | 9.05% | NEW | |
| 4 | AVGOBROADCOM INC | 1,676,167 | $580.0M | 8.59% | NEW | |
| 5 | AMZNAMAZON COM INC | 2,363,635 | $545.0M | 8.08% | NEW | |
| 6 | ANETARISTA NETWORKS INC | 2,783,018 | $364.0M | 5.39% | NEW | |
| 7 | METAMETA PLATFORMS INC | 487,342 | $321.0M | 4.76% | NEW | |
| 8 | INTUINTUIT | 421,838 | $279.0M | 4.13% | NEW | |
| 9 | UBERUBER TECHNOLOGIES INC | 2,831,670 | $231.0M | 3.42% | NEW | |
| 10 | GEVGE VERNOVA INC | 283,208 | $185.0M | 2.74% | NEW | |
| 11 | RDDTREDDIT INC | 805,398 | $185.0M | 2.74% | NEW | |
| 12 | HWMHOWMET AEROSPACE INC | 873,695 | $179.0M | 2.65% | NEW | |
| 13 | GEGE AEROSPACE | 553,125 | $170.0M | 2.52% | NEW | |
| 14 | VVISA INC | 477,371 | $167.0M | 2.47% | NEW | |
| 15 | DC4DEXCOM INC | 2,355,093 | $156.0M | 2.31% | NEW | |
| 16 | MAMASTERCARD INCORPORATED | 219,859 | $125.0M | 1.85% | NEW | |
| 17 | BKNGBOOKING HOLDINGS INC | 23,353 | $125.0M | 1.85% | NEW | |
| 18 | NFLXNETFLIX INC | 1,304,137 | $122.0M | 1.81% | NEW | |
| 19 | ORCLORACLE CORP | 554,837 | $108.0M | 1.60% | NEW | |
| 20 | ABTABBOTT LABS | 821,350 | $102.0M | 1.51% | NEW | |
| 21 | ADSKAUTODESK INC | 309,064 | $91.0M | 1.35% | NEW | |
| 22 | CDNSCADENCE DESIGN SYSTEM INC | 278,150 | $86.0M | 1.27% | NEW | |
| 23 | NOWSERVICENOW INC | 326,267 | $49.0M | 0.73% | NEW | |
| 24 | PINSPINTEREST INC | 1,778,687 | $46.0M | 0.68% | NEW | |
| 25 | IWFISHARES TR | 70,639 | $33.0M | 0.49% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.03000079600058e+69T)
Communication Services0.0% ($6.11000321000185e+24T)
Financial Services0.0% ($16700012500033001472.0T)
Industrials0.0% ($17900.0T)
Consumer Cyclical0.0% ($545.0T)
Unknown0.0% ($15.6T)
Healthcare0.0% ($10.2T)
Utilities0.0% ($185.0M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $6.7B | 47 |
| Q3 2025 | Oct 22, 2025 | $7.0T | 0 |
| Q2 2025 | Jul 24, 2025 | $6.8T | 39 |
| Q1 2025 | May 13, 2025 | $5.7T | 39 |
| Q4 2024 | Jan 31, 2025 | $6476.5T | 40 |
| Q3 2024 | Nov 14, 2024 | $6552.1T | 99 |
| Q2 2024 | Aug 14, 2024 | $6904.2T | 102 |
| Q1 2024 | May 13, 2024 | $7317.2T | 115 |
| Q4 2023 | Feb 12, 2024 | $6538.7T | 129 |
| Q3 2023 | Nov 13, 2023 | $5926.9T | 57 |
| Q2 2023 | Aug 11, 2023 | $6183.5T | 58 |
| Q1 2023 | May 12, 2023 | $6114.6T | 56 |
| Q4 2022 | Feb 13, 2023 | $6.0T | 58 |
| Q3 2022 | Nov 14, 2022 | $5.9T | 61 |
| Q2 2022 | Aug 12, 2022 | $6.0T | 57 |
| Q1 2022 | May 13, 2022 | $7.5T | 56 |
| Q4 2021 | Feb 14, 2022 | $9.5T | 62 |
| Q3 2021 | Nov 12, 2021 | $9.6T | 66 |
| Q2 2021 | Aug 13, 2021 | $10.4T | 62 |
| Q1 2021 | May 14, 2021 | $9.4T | 68 |
| Q4 2020 | Feb 12, 2021 | $9.3T | 68 |
| Q3 2020 | Nov 13, 2020 | $9.0T | 47 |
| Q2 2020 | Aug 13, 2020 | $8.4T | 49 |
| Q1 2020 | May 14, 2020 | $6.6T | 50 |
| Q4 2019 | Feb 13, 2020 | $7.6T | 48 |
| Q3 2019 | Nov 13, 2019 | $6.5T | 51 |
| Q2 2019 | Aug 14, 2019 | $6.9T | 51 |
| Q1 2019 | May 13, 2019 | $6.8T | 53 |
| Q4 2018 | Feb 14, 2019 | $5.8T | 56 |
| Q3 2018 | Nov 13, 2018 | $6.7T | 57 |
| Q2 2018 | Aug 14, 2018 | $6.6T | 55 |
| Q1 2018 | May 14, 2018 | $7.2T | 49 |
| Q4 2017 | Feb 14, 2018 | $7.2T | 41 |
| Q3 2017 | Nov 13, 2017 | $7.1T | 42 |
| Q2 2017 | Aug 14, 2017 | $6.7T | 39 |
| Q1 2017 | May 15, 2017 | $6.1T | 39 |
| Q4 2016 | Feb 13, 2017 | $5.8T | 39 |
| Q3 2016 | Nov 14, 2016 | $6.2T | 41 |
| Q2 2016 | Aug 15, 2016 | $5.8T | 37 |
| Q1 2016 | May 13, 2016 | $6.1T | 37 |
Fund Information
DSM CAPITAL PARTNERS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $6.7B across 47 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 15.3% of the portfolio. Compared to the previous quarter, the fund opened 47 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.