DSM CAPITAL PARTNERS LLC
CIK: 1214639SEC EDGAR →
Portfolio Value
$521.9B
Holdings
44
As of
Q1 2026
New Positions
44
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | 2,150,746 | $154.7B | 29.64% |
| 2 | NETFLIX INC. | 1,384,070 | $133.1B | 25.50% |
| 3 | DEXCOM INC | 1,923,820 | $120.8B | 23.15% |
| 4 | EVERPURE INC | 1,174,778 | $69.4B | 13.29% |
| 5 | BOSTON SCIENTIFIC CORP | 564,349 | $35.4B | 6.79% |
| 6 | GRAB HOLDINGS LIMITED | 731,172 | $2.7B | 0.51% |
| 7 | NVIDIA CORPORATION | 5,208,018 | $908.3M | 0.17% |
| 8 | MICROSOFT CORP | 1,541,875 | $570.8M | 0.11% |
| 9 | ALPHABET INC | 1,761,877 | $506.6M | 0.10% |
| 10 | BROADCOM INC | 1,615,114 | $499.9M | 0.10% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $230.3B | 44.1% |
| Communication Services | 6 | $134.1B | 25.7% |
| Unknown | 3 | $120.9B | 23.2% |
| Healthcare | 2 | $35.4B | 6.8% |
| Consumer Cyclical | 2 | $503.4M | 0.1% |
| Industrials | 3 | $284.3M | 0.1% |
| Financial Services | 3 | $248.6M | 0.0% |
| Utilities | 1 | $205.7M | 0.0% |