DSM CAPITAL PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, DSM CAPITAL PARTNERS LLC held in its portfolio 47 assets valued at $6,749,049,833 (i.e. $6.75B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($1.03B), MICROSOFT CORP ($796.28M), and ALPHABET INC ($611.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DSM CAPITAL PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 5524019 | 1030229450 | COM |
| MICROSOFT CORP | 1646502 | 796281292 | COM |
| ALPHABET INC | 1952576 | 611156326 | CAP STK CL A |
| BROADCOM INC | 1676167 | 580121492 | COM |
| AMAZON COM INC | 2363635 | 545574231 | COM |
| ARISTA NETWORKS INC | 2783018 | 364658819 | COM SHS |
| META PLATFORMS INC | 487342 | 321689604 | CL A |
| INTUIT | 421838 | 279434027 | COM |
| UBER TECHNOLOGIES INC | 2831670 | 231375756 | COM |
| REDDIT INC | 805398 | 185136838 | CL A |
| GE VERNOVA INC | 283208 | 185096253 | COM |
| HOWMET AEROSPACE INC | 873695 | 179124949 | COM |
| GE AEROSPACE | 553125 | 170379094 | COM NEW |
| VISA INC | 477371 | 167418669 | COM CL A |
| DEXCOM INC | 2355093 | 156307522 | COM |
| MASTERCARD INCORPORATED | 219859 | 125513132 | CL A |
| BOOKING HOLDINGS INC | 23353 | 125063042 | COM |
| NETFLIX INC | 1304137 | 122275885 | COM |
| ORACLE CORP | 554837 | 108143280 | COM |
| ABBOTT LABS | 821350 | 102906942 | COM |
| AUTODESK INC | 309064 | 91486034 | COM |
| CADENCE DESIGN SYSTEM INC | 278150 | 86944127 | COM |
| SERVICENOW INC | 326267 | 49980841 | COM |
| PINTEREST INC | 1778687 | 46050206 | CL A |
| ISHARES TR | 70639 | 33433439 | RUS 1000 GRW ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 44571 | 13544681 | SPONSORED ADS |
| STRYKER CORPORATION | 18906 | 6644892 | COM |
| GRAB HOLDINGS LIMITED | 1204929 | 6012596 | CLASS A ORD |
| HDFC BANK LTD | 160785 | 5875084 | SPONSORED ADS |
| MERCADOLIBRE INC | 2803 | 5645971 | COM |
| ICICI BANK LIMITED | 179445 | 5347461 | ADR |
| ASML HOLDING N V | 3083 | 3298378 | N Y REGISTRY SHS |
| SPOTIFY TECHNOLOGY S A | 3253 | 1889050 | SHS |
| ISHARES TR | 8775 | 1222752 | ESG OPTIMIZED |
| SHOPIFY INC | 3118 | 501904 | CL A SUB VTG SHS |
| BOSTON SCIENTIFIC CORP | 4724 | 450433 | COM |
| PALANTIR TECHNOLOGIES INC | 2403 | 427133 | CL A |
| INTEL CORP | 8011 | 295606 | COM |
| ARM HOLDINGS PLC | 2596 | 283769 | SPONSORED ADS |
| KLAVIYO INC | 8130 | 263981 | COM SER A |
| AEROVIRONMENT INC | 1069 | 258580 | COM |
| ALPHABET INC | 805 | 252609 | CAP STK CL C |
| HEICO CORP NEW | 766 | 247870 | COM |
| MONGODB INC | 547 | 229570 | CL A |
| AUTOMATIC DATA PROCESSING IN | 829 | 213244 | COM |
| PALO ALTO NETWORKS INC | 1133 | 208699 | COM |
| SENTINELONE INC | 10288 | 154320 | CL A |
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