Investor
DSM CAPITAL PARTNERS LLC
CIK 0001214639 · filed 2026-04-29 · SEC filing
13F book
$5.66B
Positions
44
7 new · 10 sold
Largest name
16.1%
Nvidia Corp · NVDA
Est. mark
−$695.2M
Price effect on 37 names still held. Flow −$397.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 5.21M | $908.3M | 16.1% | −$63M | Cut−$122M |
| Microsoft Corp | MSFT | 1.54M | $570.8M | 10.1% | −$174.9M | Cut−$225.5M |
| Alphabet Inc | — | 1.76M | $506.6M | 9.0% | −$44.8M | Cut−$104.5M |
| Broadcom Inc. | AVGO | 1.62M | $499.9M | 8.8% | −$59.1M | Cut−$80.2M |
| Amazon Com Inc | AMZN | 1.96M | $407.4M | 7.2% | −$44.1M | Cut−$138.1M |
| Arista Networks, Inc. | ANET | 2.69M | $329.9M | 5.8% | −$22.2M | Cut−$34.8M |
| Meta Platforms, Inc. | META | 501.2K | $286.7M | 5.1% | −$42.9M | Added−$35M |
| GE Vernova Inc. | GEV | 235.7K | $205.7M | 3.6% | $51.7M | Cut$20.6M |
| Howmet Aerospace Inc. | HWM | 769.7K | $177.4M | 3.1% | $19.6M | Cut−$1.73M |
| Uber Technologies, Inc | UBER | 2.15M | $154.7M | 2.7% | −$21M | Cut−$76.7M |
| Visa Inc. | V | 455.4K | $137.6M | 2.4% | −$22.1M | Cut−$29.8M |
| Intuit Inc. | INTU | 309.4K | $133.8M | 2.4% | −$71.2M | Cut−$145.7M |
| Netflix Inc | NFLX | 1.38M | $133.1M | 2.4% | $3.12M | Added$10.8M |
| Dexcom Inc | DXCM | 1.92M | $120.8M | 2.1% | −$6.87M | Cut−$35.5M |
| Oracle Corp | — | 777.1K | $114.3M | 2.0% | −$26.5M | Added$6.17M |
| Reddit, Inc. | RDDT | 848.2K | $114.2M | 2.0% | −$76.7M | Added−$70.9M |
| Ge Aerospace | — | 376.1K | $106.7M | 1.9% | −$9.12M | Cut−$63.7M |
| Mastercard Inc | MA | 211K | $105.4M | 1.9% | −$15M | Cut−$20.1M |
| Autodesk, Inc. | ADSK | 432.4K | $103.5M | 1.8% | −$17.5M | Added$12M |
| Booking Holdings Inc. | BKNG | 22.8K | $96M | 1.7% | −$26.1M | Cut−$29.1M |
| Cadence Design System Inc | — | 271.9K | $75.5M | 1.3% | −$9.44M | Cut−$11.4M |
| Spotify Technology S.A. | SPOT | 144.3K | $70M | 1.2% | −$311.6K | Added$68.1M |
| Pure Storage Inc | P | 1.17M | $69.4M | 1.2% | — | New |
| ServiceNow, Inc. | NOW | 475.1K | $49.7M | 0.9% | −$15.9M | Added−$304.1K |
| Entegris Inc | ENTG | 355.5K | $41.7M | 0.7% | — | New |
| Boston Scientific Corp | BSX | 564.3K | $35.4M | 0.6% | −$154K | Added$35M |
| Teradyne, Inc | TER | 105.8K | $31.4M | 0.6% | — | New |
| Fair Isaac Corp | FICO | 22.4K | $23.9M | 0.4% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 42.3K | $14.3M | 0.3% | $1.44M | Cut$739.1K |
| Stryker Corp | SYK | 28.9K | $9.51M | 0.2% | −$432.6K | Added$2.86M |
| Ishares Tr | — | 12.9K | $5.5M | 0.1% | −$604.9K | Cut−$27.9M |
| Mercadolibre Inc | MELI | 2.73K | $4.73M | 0.1% | −$779.6K | Cut−$920.6K |
| Asml Holding N V | — | 3.28K | $4.33M | 0.1% | $773.7K | Added$1.04M |
| Tower Semiconductor Ltd | TSEM | 19.1K | $3.35M | 0.1% | — | New |
| Grab Holdings Limited | — | 731.2K | $2.68M | 0.0% | −$972.5K | Cut−$3.34M |
| Palantir Technologies Inc. | PLTR | 3.42K | $501K | 0.0% | −$75.6K | Added$73.9K |
| Arm Holdings Plc | — | 2.73K | $413K | 0.0% | $109K | Added$129.2K |
| Shopify Inc. | SHOP | 3.31K | $393K | 0.0% | −$132K | Added−$108.9K |
| Intel Corp | INTC | 5.72K | $252.6K | 0.0% | $41.4K | Cut−$43K |
| Marvell Technology, Inc. | MRVL | 2.31K | $229.1K | 0.0% | — | New |
| Heico Corp New | — | 807 | $221.3K | 0.0% | −$37.8K | Added−$26.6K |
| Alphabet Inc | — | 717 | $205.7K | 0.0% | −$19.3K | Cut−$46.9K |
| SentinelOne, Inc. | S | 10.8K | $139.5K | 0.0% | −$21.8K | Added−$14.9K |
| AvePoint, Inc. | AVPT | 11.6K | $110.4K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.