DSM CAPITAL PARTNERS LLC
CIK: 1214639SEC EDGAR →
Portfolio Value
$514.4B
Holdings
70
As of
Q2 2026
New Positions
32
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EVERPURE INC | 1,695,275 | $133.6B | 25.97% |
| 2 | UBER TECHNOLOGIES INC | 1,564,094 | $112.9B | 21.94% |
| 3 | DEXCOM INC | 1,359,135 | $91.5B | 17.80% |
| 4 | NETFLIX INC. | 1,239,364 | $88.5B | 17.20% |
| 5 | SERVICENOW INC | 598,708 | $59.4B | 11.56% |
| 6 | BOSTON SCIENTIFIC CORP | 511,968 | $21.9B | 4.25% |
| 7 | NVIDIA CORPORATION | 4,702,822 | $941.0M | 0.18% |
| 8 | ALPHABET INC | 1,528,522 | $546.2M | 0.11% |
| 9 | BROADCOM INC | 1,414,647 | $534.4M | 0.10% |
| 10 | ARISTA NETWORKS INC | 2,632,116 | $447.1M | 0.09% |
Quarterly Changes
New Positions (32)
$330.1M · 4K shares
$219.0M · 7K shares
$211.2M · 14K shares
$208.6M · 14K shares
$204.2M · 6K shares
$125.2M · 710K shares
$99.1M · 11K shares
$92.8M · 265K shares
$91.4M · 212K shares
$86.9M · 441K shares
$70.9M · 180K shares
$40.6M · 263K shares
$734K · 1K shares
$594K · 1K shares
$543K · 2K shares
$429K · 2K shares
$403K · 470 shares
$337K · 1K shares
$307K · 807 shares
$305K · 2K shares
$293K · 2K shares
$283K · 831 shares
$274K · 615 shares
$269K · 1K shares
$267K · 2K shares
$259K · 339 shares
$232K · 2K shares
$227K · 1K shares
$211K · 531 shares
$211K · 1K shares
$210K · 1K shares
$209K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 43 | $309.9B | 60.3% |
| Unknown | 4 | $91.7B | 17.8% |
| Communication Services | 6 | $89.6B | 17.4% |
| Healthcare | 4 | $21.9B | 4.2% |
| Industrials | 6 | $623.9M | 0.1% |
| Consumer Cyclical | 2 | $409.0M | 0.1% |
| Financial Services | 5 | $242.0M | 0.0% |