CIK 1214639
DSM CAPITAL PARTNERS LLC
Institutional 13F holdings & portfolio
Holdings
47
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–47 of 47
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.5M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 1.6M | $1M+ | SH |
| GOOGL | ALPHABET INC | 2.0M | $1M+ | SH |
| AVGO | BROADCOM INC | 1.7M | $1M+ | SH |
| AMZN | AMAZON COM INC | 2.4M | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 2.8M | $1M+ | SH |
| META | META PLATFORMS INC | 487K | $1M+ | SH |
| INTU | INTUIT | 422K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 2.8M | $1M+ | SH |
| RDDT | REDDIT INC | 805K | $1M+ | SH |
| GEV | GE VERNOVA INC | 283K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 874K | $1M+ | SH |
| GE | GE AEROSPACE | 553K | $1M+ | SH |
| V | VISA INC | 477K | $1M+ | SH |
| DXCM | DEXCOM INC | 2.4M | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 220K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 23K | $1M+ | SH |
| NFLX | NETFLIX INC | 1.3M | $1M+ | SH |
| ORCL | ORACLE CORP | 555K | $1M+ | SH |
| ABT | ABBOTT LABS | 821K | $1M+ | SH |
| ADSK | AUTODESK INC | 309K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 278K | $1M+ | SH |
| NOW | SERVICENOW INC | 326K | $1M+ | SH |
| PINS | PINTEREST INC | 1.8M | $1M+ | SH |
| IWF | ISHARES TR | 71K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 45K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 19K | $1M+ | SH |
| GRAB | GRAB HOLDINGS LIMITED | 1.2M | $1M+ | SH |
| HDB | HDFC BANK LTD | 161K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 3K | $1M+ | SH |
| IBN | ICICI BANK LIMITED | 179K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 3K | $1M+ | SH |
| SUSA | ISHARES TR | 9K | $1M+ | SH |
| SHOP | SHOPIFY INC | 3K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| ARM | ARM HOLDINGS PLC | 3K | $100K–$500K | SH |
| KVYO | KLAVIYO INC | 8K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 805 | $100K–$500K | SH |
| HEI | HEICO CORP NEW | 766 | $100K–$500K | SH |
| MDB | MONGODB INC | 547 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 829 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| S | SENTINELONE INC | 10K | $100K–$500K | SH |