Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DSM CAPITAL PARTNERS LLC (CIK 1214639) reported $5.66B across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($908.3M, 16.06%), MSFT ($570.8M, 10.09%), GOOGL ($506.6M, 8.96%), AVGO ($499.9M, 8.84%), AMZN ($407.4M, 7.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $908.3M | 16.06% | 5.2M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $570.8M | 10.09% | 1.5M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $506.6M | 8.96% | 1.8M | Trimmed |
| 4 | AVGO | BROADCOM INC | $499.9M | 8.84% | 1.6M | Trimmed |
| 5 | AMZN | AMAZON COM INC | $407.4M | 7.20% | 2.0M | Trimmed |
| 6 | ANET | ARISTA NETWORKS INC | $329.9M | 5.83% | 2.7M | Trimmed |
| 7 | META | META PLATFORMS INC | $286.7M | 5.07% | 501,154 | Added |
| 8 | GEV | GE VERNOVA INC | $205.7M | 3.64% | 235,701 | Trimmed |
| 9 | HWM | HOWMET AEROSPACE INC | $177.4M | 3.14% | 769,737 | Trimmed |
| 10 | UBER | UBER TECHNOLOGIES INC | $154.7M | 2.73% | 2.2M | Trimmed |
| 11 | V | VISA INC | $137.6M | 2.43% | 455,389 | Trimmed |
| 12 | INTU | INTUIT | $133.8M | 2.36% | 309,394 | Trimmed |
| 13 | NFLX | NETFLIX INC. | $133.1M | 2.35% | 1.4M | Added |
| 14 | DXCM | DEXCOM INC | $120.8M | 2.14% | 1.9M | Trimmed |
| 15 | RDDT | REDDIT INC | $114.2M | 2.02% | 848,206 | Added |
| 16 | ORCL | ORACLE CORP | $114.3M | 2.02% | 777,056 | Added |
| 17 | GE | GE AEROSPACE | $106.7M | 1.89% | 376,098 | Trimmed |
| 18 | MA | MASTERCARD INCORPORATED | $105.4M | 1.86% | 211,023 | Trimmed |
| 19 | ADSK | AUTODESK INC | $103.5M | 1.83% | 432,363 | Added |
| 20 | BKNG | BOOKING HOLDINGS INC | $96.0M | 1.70% | 22,797 | Trimmed |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC | $75.5M | 1.34% | 271,858 | Trimmed |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $70.0M | 1.24% | 144,331 | Added |
| 23 | PSTG | EVERPURE INC | $69.4M | 1.23% | 1.2M | New |
| 24 | NOW | SERVICENOW INC | $49.7M | 0.88% | 475,149 | Added |
| 25 | ENTG | ENTEGRIS INC | $41.7M | 0.74% | 355,538 | New |
Source: SEC Form 13F filings · as of 2026-03-31