DSM CAPITAL PARTNERS LLC 13F Holdings

CIK 0001214639 · MOUNT KISCO, NY

As of Sep 30, 2025, DSM CAPITAL PARTNERS LLC reported 41 positions worth $7.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology5,697,455 .1B15.15%
MICROSOFT CORPMSFTTechnology1,651,420$855.4M12.19%
AMAZON.COM INCAMZNEquity2,420,528$531.5M7.58%
BROADCOM INCAVGOTechnology1,598,432$527.3M7.52%
META PLATFORMS INCMETACommunication Services684,662$502.8M7.17%
ARISTA NETWORKS INCANETTechnology2,933,214$427.4M6.09%
ALPHABET INCGOOGLEquity1,738,180$422.6M6.02%
INTUIT INCINTUTechnology465,469$317.9M4.53%
UBER TECHNOLOGIES INCUBERTechnology2,972,849$291.3M4.15%
REDDIT INCRDDTCommunication Services793,905 82.6M2.60%
ORACLE CORPORCLTechnology615,885 73.2M2.47%
HOWMET AEROSPACE INCHWMIndustrials878,070 72.3M2.46%
DEXCOM INCDXCMHealthcare2,533,539 70.5M2.43%
GE AEROSPACEGEIndustrials561,052 68.8M2.41%
VISA INC-CLASS A SHARESVFinancial Services493,901 68.6M2.40%
NETFLIX INCNFLXCommunication Services133,580 60.2M2.28%
BOOKING HOLDINGS INCBKNGIndustrials28,208 52.3M2.17%
MASTERCARD INCMAFinancial Services237,441 35.1M1.93%
GE VERNOVA INCGEVUtilities198,177 21.9M1.74%
ABBOTT LABORATORIESABTHealthcare832,780 11.5M1.59%
AUTODESK INCADSKTechnology306,719$97.4M1.39%
CADENCE DESIGN SYSTEMS INCCDNSTechnology263,468$92.5M1.32%
PINTEREST INCPINSCommunication Services1,948,954$62.7M0.89%
SERVICENOW INCNOWTechnology47,101$43.3M0.62%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology50,987 4.2M0.20%