DSM CAPITAL PARTNERS LLC

Institutional manager (13F) · CIK 1214639

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $5.7B

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$908M	5,208,018
2	MICROSOFT CORP	$571M	1,541,875
3	ALPHABET INC	$507M	1,761,877
4	BROADCOM INC	$500M	1,615,114
5	AMAZON COM INC	$407M	1,956,303
6	ARISTA NETWORKS INC	$330M	2,686,694
7	META PLATFORMS INC	$287M	501,154
8	GE VERNOVA INC	$206M	235,701
9	HOWMET AEROSPACE INC	$177M	769,737
10	UBER TECHNOLOGIES INC	$155M	2,150,746
11	VISA INC	$138M	455,389
12	INTUIT	$134M	309,394
13	NETFLIX INC.	$133M	1,384,070
14	DEXCOM INC	$121M	1,923,820
15	ORACLE CORP	$114M	777,056
16	REDDIT INC	$114M	848,206
17	GE AEROSPACE	$107M	376,098
18	MASTERCARD INCORPORATED	$105M	211,023
19	AUTODESK INC	$104M	432,363
20	BOOKING HOLDINGS INC	$96M	22,797
21	CADENCE DESIGN SYSTEM INC	$76M	271,858
22	SPOTIFY TECHNOLOGY S A	$70M	144,331
23	EVERPURE INC	$69M	1,174,778
24	SERVICENOW INC	$50M	475,149
25	ENTEGRIS INC	$42M	355,538
26	BOSTON SCIENTIFIC CORP	$35M	564,349
27	TERADYNE INC	$31M	105,841
28	FAIR ISAAC CORP	$24M	22,396
29	TAIWAN SEMICONDUCTOR MANUFAC	$14M	42,266
30	STRYKER CORPORATION	$10M	28,927
31	ISHARES TR	$5M	12,897
32	MERCADOLIBRE INC	$5M	2,733
33	ASML HLDG NV	$4M	3,282
34	TOWER SEMICONDUCTOR LTD	$3M	19,068
35	GRAB HOLDINGS LIMITED	$3M	731,172
36	PALANTIR TECHNOLOGIES INC	$501k	3,425
37	ARM HOLDINGS PLC	$413k	2,730
38	SHOPIFY INC	$393k	3,313
39	INTEL CORP	$253k	5,724
40	MARVELL TECHNOLOGY INC	$229k	2,313
41	HEICO CORP NEW	$221k	807
42	ALPHABET INC	$206k	717
43	SENTINELONE INC	$139k	10,828
44	AVEPOINT INC	$110k	11,614

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.