DSM CAPITAL PARTNERS LLC
CIK: 0001214639SEC EDGAR →
Portfolio Value
$6.7B
Holdings
47
As of
Q4 2025
New Positions
47
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 5,524,019 | $1.0B | 15.26% |
| 2 | MICROSOFT CORP | 1,646,502 | $796.0M | 11.79% |
| 3 | ALPHABET INC | 1,952,576 | $611.0M | 9.05% |
| 4 | BROADCOM INC | 1,676,167 | $580.0M | 8.59% |
| 5 | AMAZON COM INC | 2,363,635 | $545.0M | 8.08% |
| 6 | ARISTA NETWORKS INC | 2,783,018 | $364.0M | 5.39% |
| 7 | UBER TECHNOLOGIES INC | 2,831,670 | $231.0M | 3.42% |
| 8 | REDDIT INC | 805,398 | $185.0M | 2.74% |
| 9 | HOWMET AEROSPACE INC | 873,695 | $179.0M | 2.65% |
| 10 | GE AEROSPACE | 553,125 | $170.0M | 2.52% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (47)
$1.0B · 5.5M shares
$796.0M · 1.6M shares
$611.0M · 2.0M shares
$580.0M · 1.7M shares
$545.0M · 2.4M shares
$364.0M · 2.8M shares
$231.0M · 2.8M shares
$185.0M · 805K shares
$179.0M · 874K shares
$170.0M · 553K shares
$167.0M · 477K shares
$156.0M · 2.4M shares
$122.0M · 1.3M shares
$108.0M · 555K shares
$102.0M · 821K shares
$91.0M · 309K shares
$86.0M · 278K shares
$49.0M · 326K shares
$46.0M · 1.8M shares
$33.0M · 71K shares
$13.0M · 45K shares
$6.0M · 19K shares
$6.0M · 1.2M shares
$5.0M · 161K shares
$5.0M · 179K shares
$1.0M · 9K shares
$1.0M · 3K shares
$321K · 487K shares
$279K · 422K shares
$185K · 283K shares
$125K · 220K shares
$125K · 23K shares
$5K · 3K shares
$3K · 3K shares
$0 · 829 shares
$0 · 8K shares
$0 · 1K shares
$0 · 10K shares
$0 · 3K shares
$0 · 547 shares
$0 · 8K shares
$0 · 2K shares
$0 · 766 shares
$0 · 805 shares
$0 · 5K shares
$0 · 3K shares
$0 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $3.4B | 59.0% |
| Communication Services | 7 | $965.3M | 17.0% |
| Consumer Cyclical | 2 | $545.1M | 9.6% |
| Industrials | 4 | $349.0M | 6.1% |
| Financial Services | 6 | $211.1M | 3.7% |
| Unknown | 3 | $156.0M | 2.7% |
| Healthcare | 3 | $108.0M | 1.9% |
| Utilities | 1 | $185K | 0.0% |