greeksoup/ stock research
Stock research / United States / Funds / DSM Capital Partners LLC

DSM Capital Partners LLC

CIK 1214639 · latest 13F filed 3 August 2026 · Read the filing on EDGAR

DSM Capital Partners LLC reported 70 US-listed holdings worth $5.84 billion in its 13F for the quarter ended 30 June 2026, filed 3 August 2026. Its largest: NVIDIA Corp. (16.1%), Alphabet Inc. (9.4%) and Broadcom Inc. (9.2%). Against the quarter before, it opened 32 positions, added to 14, trimmed 24 and sold out of 6.

Reported holdings$5.84B+3.2% on Q1 2026
Positions70+26 on Q1 2026
The largest ten67.7%of its reported holdings
Latest 13FQ2 2026filed 3 August 2026
Where the money is
OpenedAdded toTrimmed
NVDA16.1%GOOGL9.4%AVGO9.2%ANET7.7%MSFT5.4%AMZN5.4%META5.3%GEV3.9%HWM3.0%RDDT2.5%P2.3%APH2.1%GE2.1%UBER1.9%56 more23.8%

The 14 largest of its 70 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $6.55 billion in 99 positions$6.55BQ3 24Q4 2024: $6.48 billion in 40 positions$6.48BQ4 24Q1 2025: $5.72 billion in 39 positions$5.72BQ1 25Q2 2025: $6.77 billion in 39 positions$6.77BQ2 25Q3 2025: $7.02 billion in 41 positions$7.02BQ3 25Q4 2025: $6.75 billion in 47 positions$6.75BQ4 25Q1 2026: $5.66 billion in 44 positions$5.66BQ1 26Q2 2026: $5.84 billion in 70 positions$5.84BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 32Added 14Trimmed 24Sold out 6
Opened: 32Added: 14Trimmed: 24Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 32

  1. Amphenol Corp. APH$125.2 million
  2. Keysight Technologies, Inc. KEYS$92.8 million
  3. Dell Technologies Inc. DELL$91.4 million
  4. ATI Inc. ATI$86.9 million
  5. Coherent Corp. COHR$70.9 million
  6. NetApp, Inc. NTAP$40.6 million
  7. Advanced Micro Devices Inc. AMD$733,689
  8. Astera Labs Inc. ALAB$593,632

and 24 more in the table below

Added to 14

  1. Booking Holdings Inc. BKNG+500,446 shares · +2195%
  2. Taiwan Semiconductor Manufacturing Company Limited TSM+116,171 shares · +275%
  3. Teradyne, Inc. TER+91,126 shares · +86%
  4. Everpure, Inc. P+520,497 shares · +44%
  5. Meta Platforms, Inc. META+47,544 shares · +9%
  6. Entegris Inc. ENTG+127,261 shares · +36%
  7. ServiceNow, Inc. NOW+123,559 shares · +26%
  8. Spotify Technology S.A. SPOT+19,112 shares · +13%

and 6 more in the table below

Trimmed 24

  1. Microsoft Corp. MSFT-694,046 shares · -45%
  2. Visa Inc. V-441,701 shares · -97%
  3. Amazon.com Inc. AMZN-631,517 shares · -32%
  4. NVIDIA Corp. NVDA-505,196 shares · -10%
  5. Mastercard Inc. MA-176,786 shares · -84%
  6. Alphabet Inc. GOOGL-233,355 shares · -13%
  7. Broadcom Inc. AVGO-200,467 shares · -12%
  8. GE Vernova Inc. GEV-43,739 shares · -19%

and 16 more in the table below

Sold out of 6

  1. Intuit Inc. INTU$133.8 million last quarter
  2. Fair Isaac Corp. FICO$23.9 million last quarter
  3. MercadoLibre, Inc. MELI$4.7 million last quarter
  4. Grab Holdings Limited GRAB$2.7 million last quarter
  5. Sentinelone Inc. S$139,465 last quarter
  6. Avepoint Inc. AVPT$110,449 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA4,702,822$941.0 million16.12%-505,196
Alphabet Inc. GOOGL1,528,522$546.2 million9.36%-233,355
Broadcom Inc. AVGO1,414,647$534.4 million9.15%-200,467
Arista Networks, Inc. ANET2,632,116$447.1 million7.66%-54,578
Microsoft Corp. MSFT847,829$316.3 million5.42%-694,046
Amazon.com Inc. AMZN1,324,786$315.7 million5.41%-631,517
Meta Platforms, Inc. META548,698$309.1 million5.29%+47,544
GE Vernova Inc. GEV191,962$225.5 million3.86%-43,739
Howmet Aerospace Inc. HWM646,621$173.9 million2.98%-123,116
Reddit, Inc. RDDT825,061$143.2 million2.45%-23,145
Everpure, Inc. P1,695,275$133.6 million2.29%+520,497
Amphenol Corp. APH710,204$125.2 million2.14%new
General Electric Co. GE333,572$124.7 million2.14%-42,526
Uber Technologies, Inc. UBER1,564,094$112.9 million1.93%-586,652
Oracle Corp. ORCL715,341$104.8 million1.80%-61,715
Teradyne, Inc. TER196,967$95.3 million1.63%+91,126
Cadence Design Systems Inc. CDNS250,103$93.9 million1.61%-21,755
Booking Holdings Inc. BKNG523,243$93.3 million1.60%+500,446
Keysight Technologies, Inc. KEYS265,207$92.8 million1.59%new
Dexcom Inc. DXCM1,359,135$91.5 million1.57%-564,685
Dell Technologies Inc. DELL211,754$91.4 million1.56%new
Netflix Inc. NFLX1,239,364$88.5 million1.52%-144,706
ATI Inc. ATI441,048$86.9 million1.49%new
Entegris Inc. ENTG482,799$86.8 million1.49%+127,261
Taiwan Semiconductor Manufacturing Company Limited TSM158,437$75.7 million1.30%+116,171
Spotify Technology S.A. SPOT163,443$75.0 million1.29%+19,112
Coherent Corp. COHR179,782$70.9 million1.21%new
Autodesk, Inc. ADSK330,503$64.3 million1.10%-101,860
ServiceNow, Inc. NOW598,708$59.4 million1.02%+123,559
NetApp, Inc. NTAP262,656$40.6 million0.70%new
Boston Scientific Corp. BSX511,968$21.9 million0.37%-52,381
Mastercard Inc. MA34,237$17.6 million0.30%-176,786
ASML Holding N.V. ASML4,449$8.9 million0.15%+1,167
Stryker Corp. SYK25,544$8.0 million0.14%-3,383
Tower Semiconductor Ltd TSEM19,046$5.0 million0.09%-22
Visa Inc. V13,688$4.7 million0.08%-441,701
Marvell Technology, Inc. MRVL2,941$876,0940.02%+628
Advanced Micro Devices Inc. AMD1,263$733,6890.01%new
Intel Corp. INTC4,931$688,5160.01%-793
Arm Holdings plc ARM1,940$687,8660.01%-790
Astera Labs Inc. ALAB1,229$593,6320.01%new
Datadog, Inc. DDOG2,086$543,1110.01%new
Alphabet Inc. GOOG1,529$540,2420.01%+812
Palantir Technologies Inc. PLTR4,462$520,5820.01%+1,037
Shopify Inc. SHOP4,112$469,5080.01%+799
Credo Technology Group Holdi CRDO1,576$428,5930.01%new
Heico Corp. New HEI1,155$411,3990.01%+348
Lumentum Holdings Inc. LITE470$403,2880.01%new
iShares Trust IWF3,131$388,7760.01%-9,766
Mongodb Inc. MDB1,002$336,5720.01%new
Cohu Inc. COHU4,466$330,0820.01%new
Macom Technology Solutions Holdings, Inc. MTSI807$306,9590.01%new
Formfactor Inc. FORM1,907$304,9870.01%new
BWX Technologies, Inc. BWXT1,506$293,1430.01%new
Palo Alto Networks Inc. PANW831$283,3880.00%new
Synopsys Inc. SNPS615$274,3330.00%new
Snowflake Inc. SNOW1,056$268,7520.00%new
Billiontoone Inc. BLLN2,229$267,4350.00%new
CrowdStrike Holdings, Inc. CRWD339$258,7040.00%new
Guidewire Software, Inc. GWRE1,882$231,5800.00%new
Qualcomm Inc. QCOM1,227$226,7370.00%new
Figure Technology Solutio FIGR7,131$218,9930.00%new
Sailpoint Inc. SAIL14,425$211,1820.00%new
Intuitive Surgical Inc. ISRG531$211,1680.00%new
Fortinet, Inc. FTNT1,374$211,0740.00%new
Applied Optoelectronics Inc. AAOI1,415$209,6460.00%new
AeroVironment Inc. AVAV1,264$208,6480.00%new
Klaviyo Inc. KVYO13,813$208,5760.00%new
Samsara Inc. IOT6,298$204,2440.00%new
Joby Aviation Inc. JOBY11,110$99,1010.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.