DSM CAPITAL PARTNERS LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$5.7T
Holdings
39
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 6,456,411 | $699.7B | 12.23% | |
| 2 | MSFTMICROSOFT CORP | 1,467,910 | $551.0B | 9.63% | |
| 3 | AMZNAMAZON COM INC | 2,779,249 | $528.8B | 9.24% | |
| 4 | METAMETA PLATFORMS INC | 803,192 | $462.9B | 8.09% | |
| 5 | ANETARISTA NETWORKS INC | 5,639,166 | $436.9B | 7.64% | |
| 6 | GOOGLALPHABET INC | 2,397,860 | $370.8B | 6.48% | |
| 7 | INTUINTUIT | 478,434 | $293.8B | 5.13% | |
| 8 | FTNTFORTINET INC | 2,450,338 | $235.9B | 4.12% | |
| 9 | FISVFISERV INC | 984,230 | $217.3B | 3.80% | |
| 10 | UBERUBER TECHNOLOGIES INC | 2,512,146 | $183.0B | 3.20% | |
| 11 | VVISA INC | 520,116 | $182.3B | 3.19% | |
| 12 | NVONOVO-NORDISK A S | 2,056,587 | $142.8B | 2.50% | |
| 13 | AJGGALLAGHER ARTHUR J & CO | 395,566 | $136.6B | 2.39% | |
| 14 | AMDADVANCED MICRO DEVICES INC | 1,273,794 | $130.9B | 2.29% | |
| 15 | GEGE AEROSPACE | 613,698 | $122.8B | 2.15% | |
| 16 | DTDYNATRACE INC | 2,580,075 | $121.7B | 2.13% | |
| 17 | ADSKAUTODESK INC | 460,824 | $120.6B | 2.11% | |
| 18 | HWMHOWMET AEROSPACE INC | 892,102 | $115.7B | 2.02% | |
| 19 | ABTABBOTT LABS | 854,111 | $113.3B | 1.98% | |
| 20 | MAMASTERCARD INCORPORATED | 204,271 | $112.0B | 1.96% | |
| 21 | BKNGBOOKING HOLDINGS INC | 19,432 | $89.5B | 1.56% | |
| 22 | AVGOBROADCOM INC | 495,402 | $82.9B | 1.45% | |
| 23 | CDNSCADENCE DESIGN SYSTEM INC | 279,198 | $71.0B | 1.24% | |
| 24 | SNPSSYNOPSYS INC | 120,239 | $51.6B | 0.90% | |
| 25 | GEVGE VERNOVA INC | 149,340 | $45.6B | 0.80% | |
| 26 | NFLXNETFLIX INC | 32,244 | $30.1B | 0.53% | |
| 27 | DC4DEXCOM INC | 407,663 | $27.8B | 0.49% | |
| 28 | ORCLORACLE CORP | 55,462 | $7.8B | 0.14% | |
| 29 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 42,598 | $7.1B | 0.12% | |
| 30 | LLYELI LILLY & CO | 7,903 | $6.5B | 0.11% | |
| 31 | IBNICICI BANK LIMITED | 197,995 | $6.2B | 0.11% | |
| 32 | MLB1MERCADOLIBRE INC | 2,429 | $4.7B | 0.08% | |
| 33 | HDBHDFC BANK LTD | 67,995 | $4.5B | 0.08% | |
| 34 | ARESARES MANAGEMENT CORPORATION | 13,993 | $2.1B | 0.04% | |
| 35 | LAMRLAMAR ADVERTISING CO NEW | 14,415 | $1.6B | 0.03% | |
| 36 | SYKSTRYKER CORPORATION | 3,757 | $1.4B | 0.02% | |
| 37 | APOAPOLLO GLOBAL MGMT INC | 10,107 | $1.4B | 0.02% | |
| 38 | ADPAUTOMATIC DATA PROCESSING IN | 4,413 | $1.3B | 0.02% | |
| 39 | IWFISHARES TR | 833 | $300.8M | 0.01% |