DSM CAPITAL PARTNERS LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$6.7B
Holdings
47
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 5,524,019 | $1.0B | 15.26% | |
| 2 | MSFTMICROSOFT CORP | 1,646,502 | $796.0M | 11.79% | |
| 3 | GOOGLALPHABET INC | 1,952,576 | $611.0M | 9.05% | |
| 4 | AVGOBROADCOM INC | 1,676,167 | $580.0M | 8.59% | |
| 5 | AMZNAMAZON COM INC | 2,363,635 | $545.0M | 8.08% | |
| 6 | ANETARISTA NETWORKS INC | 2,783,018 | $364.0M | 5.39% | |
| 7 | METAMETA PLATFORMS INC | 487,342 | $321.0M | 4.76% | |
| 8 | INTUINTUIT | 421,838 | $279.0M | 4.13% | |
| 9 | UBERUBER TECHNOLOGIES INC | 2,831,670 | $231.0M | 3.42% | |
| 10 | GEVGE VERNOVA INC | 283,208 | $185.0M | 2.74% | |
| 11 | RDDTREDDIT INC | 805,398 | $185.0M | 2.74% | |
| 12 | HWMHOWMET AEROSPACE INC | 873,695 | $179.0M | 2.65% | |
| 13 | GEGE AEROSPACE | 553,125 | $170.0M | 2.52% | |
| 14 | VVISA INC | 477,371 | $167.0M | 2.47% | |
| 15 | DC4DEXCOM INC | 2,355,093 | $156.0M | 2.31% | |
| 16 | MAMASTERCARD INCORPORATED | 219,859 | $125.0M | 1.85% | |
| 17 | BKNGBOOKING HOLDINGS INC | 23,353 | $125.0M | 1.85% | |
| 18 | NFLXNETFLIX INC | 1,304,137 | $122.0M | 1.81% | |
| 19 | ORCLORACLE CORP | 554,837 | $108.0M | 1.60% | |
| 20 | ABTABBOTT LABS | 821,350 | $102.0M | 1.51% | |
| 21 | ADSKAUTODESK INC | 309,064 | $91.0M | 1.35% | |
| 22 | CDNSCADENCE DESIGN SYSTEM INC | 278,150 | $86.0M | 1.27% | |
| 23 | NOWSERVICENOW INC | 326,267 | $49.0M | 0.73% | |
| 24 | PINSPINTEREST INC | 1,778,687 | $46.0M | 0.68% | |
| 25 | IWFISHARES TR | 70,639 | $33.0M | 0.49% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 44,571 | $13.0M | 0.19% | |
| 27 | SYKSTRYKER CORPORATION | 18,906 | $6.0M | 0.09% | |
| 28 | GRABGRAB HOLDINGS LIMITED | 1,204,929 | $6.0M | 0.09% | |
| 29 | IBNICICI BANK LIMITED | 179,445 | $5.0M | 0.07% | |
| 30 | HDBHDFC BANK LTD | 160,785 | $5.0M | 0.07% | |
| 31 | MLB1MERCADOLIBRE INC | 2,803 | $5.0M | 0.07% | |
| 32 | ASMLASML HOLDING N V | 3,083 | $3.0M | 0.04% | |
| 33 | SUSAISHARES TR | 8,775 | $1.0M | 0.01% | |
| 34 | SPOTSPOTIFY TECHNOLOGY S A | 3,253 | $1.0M | 0.01% | |
| 35 | ARMARM HOLDINGS PLC | 2,596 | $0 | 0.00% | |
| 36 | BSXBOSTON SCIENTIFIC CORP | 4,724 | $0 | 0.00% | |
| 37 | HEIHEICO CORP NEW | 766 | $0 | 0.00% | |
| 38 | ADPAUTOMATIC DATA PROCESSING IN | 829 | $0 | 0.00% | |
| 39 | PLTRPALANTIR TECHNOLOGIES INC | 2,403 | $0 | 0.00% | |
| 40 | GOOGALPHABET INC | 805 | $0 | 0.00% | |
| 41 | PANWPALO ALTO NETWORKS INC | 1,133 | $0 | 0.00% | |
| 42 | INTCINTEL CORP | 8,011 | $0 | 0.00% | |
| 43 | KVYOKLAVIYO INC | 8,130 | $0 | 0.00% | |
| 44 | JPXAEROVIRONMENT INC | 1,069 | $0 | 0.00% | |
| 45 | MDBMONGODB INC | 547 | $0 | 0.00% | |
| 46 | SSENTINELONE INC | 10,288 | $0 | 0.00% | |
| 47 | SHOPSHOPIFY INC | 3,118 | $0 | 0.00% |