DSM Capital Partners LLC
Net seller this quarter
$5.84B
69
-$550M
67.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $941M | 16.12% | 0.02% | -9.7% | Q1 2021 |
 GOOGL | $546M | 9.36% | 0.01% | -13.2% | Q2 2016 |
 AVGO | $534M | 9.15% | 0.03% | -12.4% | Q4 2023 |
 ANET | $447M | 7.66% | 0.21% | -2.0% | Q1 2023 |
 MSFT | $316M | 5.42% | 0.01% | -45.0% | Q2 2017 |
 AMZN | $316M | 5.41% | 0.01% | -32.3% | Q4 2018 |
 META | $309M | 5.29% | Not reported | +9.5% | Q3 2015 |
 GEV | $226M | 3.86% | 0.07% | -18.6% | Q3 2024 |
 HWM | $174M | 2.98% | 0.16% | -16.0% | Q1 2024 |
 RDDT | $143M | 2.45% | Not reported | -2.7% | Q3 2025 |
 P | $134M | 2.29% | 0.51% | +44.3% | Q1 2026 |
 APH | $125M | 2.14% | 0.06% | New | Q2 2026 |
 GE | $125M | 2.14% | 0.03% | -11.3% | Q2 2024 |
 UBER | $113M | 1.93% | 0.08% | -27.3% | Q4 2023 |
 ORCL | $105M | 1.80% | 0.02% | -7.9% | Q4 2023 |
 TER | $95.3M | 1.63% | 0.13% | +86.1% | Q1 2026 |
 CDNS | $93.9M | 1.61% | 0.09% | -8.0% | Q2 2014 |
 BKNG | $93.3M | 1.60% | 0.07% | -8.2% | Q1 2018 |
 KEYS | $92.8M | 1.59% | 0.16% | New | Q2 2026 |
 DXCM | $91.5M | 1.57% | 0.36% | -29.4% | Q4 2023 |
 DELL | $91.4M | 1.56% | 0.03% | New | Q2 2026 |
 NFLX | $88.5M | 1.52% | 0.03% | -10.5% | Q3 2021 |
 ATI | $86.9M | 1.49% | 0.32% | New | Q2 2026 |
 ENTG | $86.8M | 1.49% | 0.32% | +35.8% | Q3 2022 |
 TSM | $75.7M | 1.30% | 0.00% | +274.9% | Q3 2021 |
 SPOT | $75M | 1.29% | 0.08% | +13.2% | Q3 2025 |
 COHR | $70.9M | 1.21% | 0.09% | New | Q2 2026 |
 ADSK | $64.3M | 1.10% | 0.16% | -23.6% | Q3 2022 |
 NOW | $59.4M | 1.02% | 0.06% | +26.0% | Q4 2023 |
 NTAP | $40.6M | 0.70% | 0.13% | New | Q2 2026 |
 BSX | $21.9M | 0.37% | 0.03% | -9.3% | Q4 2019 |
 MA | $17.6M | 0.30% | 0.00% | -83.8% | Q2 2014 |
 ASML | $8.85M | 0.15% | 0.00% | +35.6% | Q2 2022 |
 SYK | $8.04M | 0.14% | 0.01% | -11.7% | Q4 2018 |
 TSEM | $4.96M | 0.09% | 0.02% | -0.1% | Q1 2026 |
 V | $4.7M | 0.08% | 0.00% | -97.0% | Q2 2014 |
 MRVL | $876K | 0.02% | 0.00% | +27.2% | Q1 2026 |
 AMD | $734K | 0.01% | 0.00% | Not reported | Q4 2023 |
 INTC | $689K | 0.01% | 0.00% | -13.9% | Q4 2025 |
 ARM | $688K | 0.01% | 0.00% | -28.9% | Q4 2023 |
 ALAB | $594K | 0.01% | 0.00% | New | Q2 2026 |
 DDOG | $543K | 0.01% | 0.00% | Not reported | Q4 2023 |
| GOOG | $540K | 0.01% | Not reported | +113.3% | Q2 2016 |
 PLTR | $521K | 0.01% | 0.00% | +30.3% | Q4 2023 |
 SHOP | $470K | 0.01% | 0.00% | +24.1% | Q4 2023 |
 CRDO | $429K | 0.01% | 0.00% | New | Q2 2026 |
 HEI | $411K | 0.01% | 0.00% | +43.1% | Q4 2023 |
 LITE | $403K | 0.01% | 0.00% | New | Q2 2026 |
 MDB | $337K | 0.01% | 0.00% | Not reported | Q4 2023 |
 COHU | $330K | 0.01% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $908M | 16.06% | 0.02% | -5.7% | Q1 2021 |
| MSFT | $571M | 10.09% | 0.02% | -6.4% | Q2 2017 |
| GOOGL | $507M | 8.96% | 0.01% | -9.8% | Q2 2016 |
| AVGO | $500M | 8.84% | 0.03% | -3.6% | Q4 2023 |
| AMZN | $407M | 7.20% | 0.02% | -17.2% | Q4 2018 |
| ANET | $330M | 5.83% | 0.21% | -3.5% | Q1 2023 |
| META | $287M | 5.07% | Not reported | +2.8% | Q3 2015 |
| GEV | $206M | 3.64% | 0.09% | -16.8% | Q3 2024 |
| HWM | $177M | 3.14% | 0.19% | -11.9% | Q1 2024 |
| UBER | $155M | 2.73% | 0.11% | -24.1% | Q4 2023 |
| V | $138M | 2.43% | 0.02% | -4.6% | Q2 2014 |
 INTU | $134M | 2.36% | 0.11% | -26.7% | Q1 2018 |
| NFLX | $133M | 2.35% | 0.03% | +6.1% | Q3 2021 |
| DXCM | $121M | 2.14% | 0.50% | -18.3% | Q4 2023 |
| ORCL | $114M | 2.02% | 0.03% | +40.1% | Q4 2023 |
| RDDT | $114M | 2.02% | Not reported | +5.3% | Q3 2025 |
| GE | $107M | 1.89% | 0.04% | -32.0% | Q2 2024 |
| MA | $105M | 1.86% | 0.02% | -4.0% | Q2 2014 |
| ADSK | $104M | 1.83% | 0.20% | +39.9% | Q3 2022 |
| BKNG | $96M | 1.70% | 0.07% | -2.4% | Q1 2018 |
| CDNS | $75.5M | 1.34% | 0.10% | -2.3% | Q2 2014 |
| SPOT | $70M | 1.24% | 0.07% | +4336.9% | Q3 2025 |
| P | $69.4M | 1.23% | 0.36% | New | Q1 2026 |
| NOW | $49.7M | 0.88% | 0.05% | +45.6% | Q4 2023 |
| ENTG | $41.7M | 0.74% | 0.23% | Not reported | Q3 2022 |
| BSX | $35.4M | 0.63% | 0.04% | +11846.4% | Q4 2019 |
| TER | $31.4M | 0.55% | 0.07% | New | Q1 2026 |
 FICO | $23.9M | 0.42% | 0.10% | Not reported | Q4 2023 |
| TSM | $14.3M | 0.25% | 0.00% | -5.2% | Q3 2021 |
| SYK | $9.51M | 0.17% | 0.01% | +53.0% | Q4 2018 |
 MELI | $4.73M | 0.08% | 0.01% | -2.5% | Q4 2023 |
| ASML | $4.33M | 0.08% | 0.00% | +6.5% | Q2 2022 |
| TSEM | $3.35M | 0.06% | 0.02% | New | Q1 2026 |
 GRAB | $2.68M | 0.05% | Not reported | -39.3% | Q2 2025 |
| PLTR | $501K | 0.01% | 0.00% | +42.5% | Q4 2023 |
| ARM | $413K | 0.01% | 0.00% | +5.2% | Q4 2023 |
| SHOP | $393K | 0.01% | 0.00% | +6.3% | Q4 2023 |
| INTC | $253K | 0.00% | 0.00% | -28.6% | Q4 2025 |
| MRVL | $229K | 0.00% | 0.00% | New | Q1 2026 |
| HEI | $221K | 0.00% | 0.00% | +5.4% | Q4 2023 |
| GOOG | $206K | 0.00% | Not reported | -10.9% | Q2 2016 |
 S | $139K | 0.00% | Not reported | +5.3% | Q4 2025 |
 AVPT | $110K | 0.00% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $1.03B | 15.26% | 0.02% | -3.0% | Q1 2021 |
| MSFT | $796M | 11.80% | 0.02% | -0.3% | Q2 2017 |
| GOOGL | $611M | 9.06% | 0.02% | +12.3% | Q2 2016 |
| AVGO | $580M | 8.60% | 0.04% | +4.9% | Q4 2023 |
| AMZN | $546M | 8.08% | 0.02% | -2.4% | Q4 2018 |
| ANET | $365M | 5.40% | 0.22% | -5.1% | Q1 2023 |
| META | $322M | 4.77% | Not reported | -28.8% | Q3 2015 |
| INTU | $279M | 4.14% | 0.15% | -9.4% | Q1 2018 |
| UBER | $231M | 3.43% | 0.14% | -4.8% | Q4 2023 |
| RDDT | $185M | 2.74% | Not reported | +1.5% | Q3 2025 |
| GEV | $185M | 2.74% | 0.11% | +42.9% | Q3 2024 |
| HWM | $179M | 2.65% | 0.22% | -0.5% | Q1 2024 |
| GE | $170M | 2.52% | 0.05% | -1.4% | Q2 2024 |
| V | $167M | 2.48% | 0.03% | -3.4% | Q2 2014 |
| DXCM | $156M | 2.32% | 0.61% | -7.0% | Q4 2023 |
| MA | $126M | 1.86% | 0.02% | -7.4% | Q2 2014 |
| BKNG | $125M | 1.85% | 0.07% | -17.2% | Q1 2018 |
| NFLX | $122M | 1.81% | 0.03% | -2.4% | Q3 2021 |
| ORCL | $108M | 1.60% | 0.02% | -9.9% | Q4 2023 |
 ABT | $103M | 1.52% | 0.05% | -1.4% | Q2 2014 |
| ADSK | $91.5M | 1.36% | 0.15% | +0.8% | Q3 2022 |
| CDNS | $86.9M | 1.29% | 0.10% | +5.6% | Q2 2014 |
| NOW | $50M | 0.74% | 0.03% | +38.5% | Q4 2023 |
 PINS | $46.1M | 0.68% | 1.40% | -8.7% | Q4 2023 |
| TSM | $13.5M | 0.20% | 0.00% | -12.6% | Q3 2021 |
| SYK | $6.64M | 0.10% | 0.00% | +0.9% | Q4 2018 |
| GRAB | $6.01M | 0.09% | Not reported | -11.1% | Q2 2025 |
 HDB | $5.88M | 0.09% | 0.00% | -19.0% | Q2 2014 |
| MELI | $5.65M | 0.08% | 0.01% | -29.4% | Q4 2023 |
 IBN | $5.35M | 0.08% | Not reported | -17.1% | Q2 2019 |
| ASML | $3.3M | 0.05% | 0.00% | -9.5% | Q2 2022 |
| SPOT | $1.89M | 0.03% | 0.00% | +725.6% | Q3 2025 |
 SUSA | $1.22M | 0.02% | Not reported | Not reported | Q4 2018 |
| SHOP | $502K | 0.01% | 0.00% | +56.5% | Q4 2023 |
| BSX | $450K | 0.01% | 0.00% | +18.8% | Q4 2019 |
| PLTR | $427K | 0.01% | 0.00% | Not reported | Q4 2023 |
| INTC | $296K | 0.00% | 0.00% | New | Q4 2025 |
| ARM | $284K | 0.00% | 0.00% | Not reported | Q4 2023 |
 KVYO | $264K | 0.00% | Not reported | New | Q4 2025 |
 AVAV | $259K | 0.00% | 0.00% | New | Q4 2025 |
| GOOG | $253K | 0.00% | Not reported | Not reported | Q2 2016 |
| HEI | $248K | 0.00% | 0.00% | Not reported | Q4 2023 |
| MDB | $230K | 0.00% | 0.00% | Not reported | Q4 2023 |
 ADP | $213K | 0.00% | 0.00% | -76.7% | Q2 2016 |
 PANW | $209K | 0.00% | 0.00% | -26.0% | Q2 2019 |
| S | $154K | 0.00% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $1.06B | 15.15% | 0.02% | -8.3% | Q1 2021 |
| MSFT | $855M | 12.19% | 0.02% | +19.5% | Q2 2017 |
| AMZN | $531M | 7.58% | 0.02% | -11.2% | Q4 2018 |
| AVGO | $527M | 7.52% | 0.03% | +78.2% | Q4 2023 |
| META | $503M | 7.17% | Not reported | -7.6% | Q3 2015 |
| ANET | $427M | 6.09% | 0.23% | -41.5% | Q1 2023 |
| GOOGL | $423M | 6.02% | 0.01% | -24.0% | Q2 2016 |
| INTU | $318M | 4.53% | 0.17% | +2.1% | Q1 2018 |
| UBER | $291M | 4.15% | 0.14% | +13.2% | Q4 2023 |
| RDDT | $183M | 2.60% | Not reported | New | Q3 2025 |
| ORCL | $173M | 2.47% | 0.02% | +1060.8% | Q4 2023 |
| HWM | $172M | 2.46% | 0.22% | +22.3% | Q1 2024 |
| DXCM | $170M | 2.43% | 0.65% | +76.5% | Q4 2023 |
| GE | $169M | 2.41% | 0.05% | -1.7% | Q2 2024 |
| V | $169M | 2.40% | 0.03% | +9.6% | Q2 2014 |
| NFLX | $160M | 2.28% | 0.03% | +60.6% | Q3 2021 |
| BKNG | $152M | 2.17% | 0.09% | +51.9% | Q1 2018 |
| MA | $135M | 1.93% | 0.02% | +23.1% | Q2 2014 |
| GEV | $122M | 1.74% | 0.07% | +0.6% | Q3 2024 |
| ABT | $112M | 1.59% | 0.05% | +7.8% | Q2 2014 |
| ADSK | $97.4M | 1.39% | 0.14% | -25.2% | Q3 2022 |
| CDNS | $92.5M | 1.32% | 0.10% | -0.9% | Q2 2014 |
| PINS | $62.7M | 0.89% | 1.53% | Not reported | Q4 2023 |
| NOW | $43.3M | 0.62% | 0.02% | Not reported | Q4 2023 |
| TSM | $14.2M | 0.20% | 0.00% | +21.3% | Q3 2021 |
| MELI | $9.27M | 0.13% | 0.01% | +66.2% | Q4 2023 |
| GRAB | $8.16M | 0.12% | Not reported | +11597.2% | Q2 2025 |
| SYK | $6.92M | 0.10% | 0.00% | +315.7% | Q4 2018 |
| HDB | $6.78M | 0.10% | 0.00% | +48.3% | Q2 2014 |
| IBN | $6.55M | 0.09% | Not reported | +11.6% | Q2 2019 |
| ASML | $3.3M | 0.05% | 0.00% | Not reported | Q2 2022 |
 ARES | $1.7M | 0.02% | 0.00% | -24.6% | Q1 2022 |
 APO | $1.66M | 0.02% | 0.00% | +22.3% | Q4 2023 |
 WIX | $1.58M | 0.02% | 0.02% | New | Q3 2025 |
| ADP | $1.04M | 0.01% | 0.00% | -18.5% | Q2 2016 |
 BRO | $636K | 0.01% | 0.00% | Not reported | Q4 2023 |
| BSX | $388K | 0.01% | 0.00% | +39.2% | Q4 2019 |
| PANW | $312K | 0.00% | 0.00% | Not reported | Q2 2019 |
| SHOP | $296K | 0.00% | 0.00% | Not reported | Q4 2023 |
| SPOT | $275K | 0.00% | 0.00% | New | Q3 2025 |