DSM CAPITAL PARTNERS LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$6.8T
Holdings
39
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 6,212,104 | $981.5B | 14.51% | |
| 2 | MSFTMICROSOFT CORP | 1,382,483 | $687.7B | 10.16% | |
| 3 | AMZNAMAZON COM INC | 2,725,964 | $598.0B | 8.84% | |
| 4 | METAMETA PLATFORMS INC | 741,149 | $547.0B | 8.09% | |
| 5 | ANETARISTA NETWORKS INC | 5,015,294 | $513.1B | 7.58% | |
| 6 | GOOGLALPHABET INC | 2,287,542 | $403.1B | 5.96% | |
| 7 | INTUINTUIT | 455,875 | $359.1B | 5.31% | |
| 8 | FTNTFORTINET INC | 2,528,477 | $267.3B | 3.95% | |
| 9 | AVGOBROADCOM INC | 896,897 | $247.2B | 3.65% | |
| 10 | UBERUBER TECHNOLOGIES INC | 2,625,476 | $245.0B | 3.62% | |
| 11 | FISVFISERV INC | 1,140,649 | $196.7B | 2.91% | |
| 12 | DTDYNATRACE INC | 3,291,325 | $181.7B | 2.69% | |
| 13 | VVISA INC | 450,536 | $160.0B | 2.36% | |
| 14 | GEGE AEROSPACE | 570,519 | $146.8B | 2.17% | |
| 15 | HWMHOWMET AEROSPACE INC | 718,205 | $133.7B | 1.98% | |
| 16 | ADSKAUTODESK INC | 410,095 | $127.0B | 1.88% | |
| 17 | DC4DEXCOM INC | 1,435,296 | $125.3B | 1.85% | |
| 18 | NVONOVO-NORDISK A S | 1,760,978 | $121.5B | 1.80% | |
| 19 | NFLXNETFLIX INC | 83,175 | $111.4B | 1.65% | |
| 20 | MAMASTERCARD INCORPORATED | 192,953 | $108.4B | 1.60% | |
| 21 | BKNGBOOKING HOLDINGS INC | 18,567 | $107.5B | 1.59% | |
| 22 | ABTABBOTT LABS | 772,348 | $105.0B | 1.55% | |
| 23 | GEVGE VERNOVA INC | 196,991 | $104.2B | 1.54% | |
| 24 | CDNSCADENCE DESIGN SYSTEM INC | 265,921 | $81.9B | 1.21% | |
| 25 | SNPSSYNOPSYS INC | 101,782 | $52.2B | 0.77% | |
| 26 | ORCLORACLE CORP | 53,056 | $11.6B | 0.17% | |
| 27 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 42,037 | $9.5B | 0.14% | |
| 28 | IBNICICI BANK LIMITED | 194,095 | $6.5B | 0.10% | |
| 29 | MLB1MERCADOLIBRE INC | 2,388 | $6.2B | 0.09% | |
| 30 | LLYELI LILLY & CO | 7,738 | $6.0B | 0.09% | |
| 31 | HDBHDFC BANK LTD | 66,905 | $5.1B | 0.08% | |
| 32 | ARESARES MANAGEMENT CORPORATION | 14,080 | $2.4B | 0.04% | |
| 33 | SYKSTRYKER CORPORATION | 4,506 | $1.8B | 0.03% | |
| 34 | APOAPOLLO GLOBAL MGMT INC | 10,160 | $1.4B | 0.02% | |
| 35 | ADPAUTOMATIC DATA PROCESSING IN | 4,369 | $1.3B | 0.02% | |
| 36 | LAMRLAMAR ADVERTISING CO NEW | 7,585 | $920.5M | 0.01% | |
| 37 | BSXBOSTON SCIENTIFIC CORP | 2,858 | $307.0M | 0.00% | |
| 38 | IWFISHARES TR | 675 | $286.6M | 0.00% | |
| 39 | GRABGRAB HOLDINGS LIMITED | 11,590 | $58.3M | 0.00% |