Filed: 1/31/2025ACC: 0001172661-25-000460
📋 What this filing means
DSM CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $6.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$6.48B
Total AUM (reported)
38.37M
Total Shares
Allocation by class
COM$4.33B66.9%
COM SHS$573.53M8.9%
CL A$565.25M8.7%
CAP STK CL A$457.96M7.1%
ADR$179.10M2.8%
COM NEW$173.37M2.7%
COM CL A$167.51M2.6%
Portfolio Concentration
Top 3$2.14B33.0%
4–10$2.56B39.5%
11–25$1.71B26.5%
Rest$68.19M1.1%
Top 3 weight
33.0%
Top 10 weight
72.5%
Voting Authority Distribution
Total shares with voting rights: 38.37M
Sole
Full voting authority
36.91M
shares
% of voting shares96.2%
Shared
Joint voting authority
16.90K
shares
% of voting shares0.0%
None
No voting authority
1.45M
shares
% of voting shares3.8%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 96.2% of voting shares
Institutional Holdings40
Rows:
NVIDIA CORPORATION
SOLEShares6.13M
TypeSH
Market value$823.25M
12.71%
Sole
5.88M
Shared
2.99K
None
244.38K
MICROSOFT CORP
SOLEShares1.65M
TypeSH
Market value$693.77M
10.71%
Sole
1.58M
Shared
803.00
None
64.05K
AMAZON COM INC
SOLEShares2.83M
TypeSH
Market value$620.91M
9.59%
Sole
2.72M
Shared
1.33K
None
109.97K
ARISTA NETWORKS INC
SOLEShares5.19M
TypeSH
Market value$573.53M
8.86%
Sole
4.98M
Shared
2.47K
None
202.99K
ALPHABET INC
SOLEShares2.42M
TypeSH
Market value$457.96M
7.07%
Sole
2.32M
Shared
1.14K
None
96.45K
META PLATFORMS INC
SOLEShares775.40K
TypeSH
Market value$454.00M
7.01%
Sole
745.97K
Shared
372.00
None
29.06K
APPLE INC
SOLEShares1.66M
TypeSH
Market value$414.93M
6.41%
Sole
1.59M
Shared
986.00
None
66.05K
FORTINET INC
SOLEShares2.43M
TypeSH
Market value$229.70M
3.55%
Sole
2.33M
Shared
1.22K
None
97.83K
INTUIT
SOLEShares343.17K
TypeSH
Market value$215.68M
3.33%
Sole
328.90K
Shared
171.00
None
14.10K
FISERV INC
SOLEShares1.03M
TypeSH
Market value$210.58M
3.25%
Sole
988.92K
Shared
446.00
None
35.76K
NOVO-NORDISK A S
SOLEShares2.01M
TypeSH
Market value$172.68M
2.67%
Sole
1.92M
Shared
0.00
None
82.51K
VISA INC
SOLEShares530.04K
TypeSH
Market value$167.51M
2.59%
Sole
509.80K
Shared
266.00
None
19.97K
ADVANCED MICRO DEVICES INC
SOLEShares1.35M
TypeSH
Market value$162.96M
2.52%
Sole
1.30M
Shared
0.00
None
46.76K
AUTODESK INC
SOLEShares532.53K
TypeSH
Market value$157.40M
2.43%
Sole
511.89K
Shared
275.00
None
20.36K
UBER TECHNOLOGIES INC
SOLEShares2.54M
TypeSH
Market value$153.06M
2.36%
Sole
2.45M
Shared
1.19K
None
87.86K
DYNATRACE INC
SOLEShares2.45M
TypeSH
Market value$133.41M
2.06%
Sole
2.36M
Shared
1.16K
None
96.03K
NEUROCRINE BIOSCIENCES INC
SOLEShares932.60K
TypeSH
Market value$127.30M
1.97%
Sole
898.97K
Shared
466.00
None
33.16K
HOWMET AEROSPACE INC
SOLEShares1.01M
TypeSH
Market value$110.68M
1.71%
Sole
983.12K
Shared
306.00
None
28.54K
MASTERCARD INCORPORATED
SOLEShares207.93K
TypeSH
Market value$109.49M
1.69%
Sole
200.12K
Shared
103.00
None
7.71K
ABBOTT LABS
SOLEShares859.40K
TypeSH
Market value$97.21M
1.50%
Sole
830.51K
Shared
375.00
None
28.52K
ADOBE INC
SOLEShares197.77K
TypeSH
Market value$87.95M
1.36%
Sole
190.01K
Shared
131.00
None
7.63K
CADENCE DESIGN SYSTEM INC
SOLEShares284.08K
TypeSH
Market value$85.35M
1.32%
Sole
273.42K
Shared
142.00
None
10.51K
SYNOPSYS INC
SOLEShares122.16K
TypeSH
Market value$59.29M
0.92%
Sole
117.56K
Shared
61.00
None
4.54K
GE VERNOVA INC
SOLEShares151.38K
TypeSH
Market value$49.79M
0.77%
Sole
146.29K
Shared
68.00
None
5.03K
GE AEROSPACE
SOLEShares239.63K
TypeSH
Market value$39.97M
0.62%
Sole
239.22K
Shared
0.00
None
417.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 6.13M | SH | $823.25M 12.71% | 5.88M | 2.99K | 244.38K |
MICROSOFT CORPSOLE | COM | 1.65M | SH | $693.77M 10.71% | 1.58M | 803.00 | 64.05K |
AMAZON COM INCSOLE | COM | 2.83M | SH | $620.91M 9.59% | 2.72M | 1.33K | 109.97K |
ARISTA NETWORKS INCSOLE | COM SHS | 5.19M | SH | $573.53M 8.86% | 4.98M | 2.47K | 202.99K |
ALPHABET INCSOLE | CAP STK CL A | 2.42M | SH | $457.96M 7.07% | 2.32M | 1.14K | 96.45K |
META PLATFORMS INCSOLE | CL A | 775.40K | SH | $454.00M 7.01% | 745.97K | 372.00 | 29.06K |
APPLE INCSOLE | COM | 1.66M | SH | $414.93M 6.41% | 1.59M | 986.00 | 66.05K |
FORTINET INCSOLE | COM | 2.43M | SH | $229.70M 3.55% | 2.33M | 1.22K | 97.83K |
INTUITSOLE | COM | 343.17K | SH | $215.68M 3.33% | 328.90K | 171.00 | 14.10K |
FISERV INCSOLE | COM | 1.03M | SH | $210.58M 3.25% | 988.92K | 446.00 | 35.76K |
NOVO-NORDISK A SSOLE | ADR | 2.01M | SH | $172.68M 2.67% | 1.92M | 0.00 | 82.51K |
VISA INCSOLE | COM CL A | 530.04K | SH | $167.51M 2.59% | 509.80K | 266.00 | 19.97K |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.35M | SH | $162.96M 2.52% | 1.30M | 0.00 | 46.76K |
AUTODESK INCSOLE | COM | 532.53K | SH | $157.40M 2.43% | 511.89K | 275.00 | 20.36K |
UBER TECHNOLOGIES INCSOLE | COM | 2.54M | SH | $153.06M 2.36% | 2.45M | 1.19K | 87.86K |
DYNATRACE INCSOLE | COM NEW | 2.45M | SH | $133.41M 2.06% | 2.36M | 1.16K | 96.03K |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 932.60K | SH | $127.30M 1.97% | 898.97K | 466.00 | 33.16K |
HOWMET AEROSPACE INCSOLE | COM | 1.01M | SH | $110.68M 1.71% | 983.12K | 306.00 | 28.54K |
MASTERCARD INCORPORATEDSOLE | CL A | 207.93K | SH | $109.49M 1.69% | 200.12K | 103.00 | 7.71K |
ABBOTT LABSSOLE | COM | 859.40K | SH | $97.21M 1.50% | 830.51K | 375.00 | 28.52K |
ADOBE INCSOLE | COM | 197.77K | SH | $87.95M 1.36% | 190.01K | 131.00 | 7.63K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 284.08K | SH | $85.35M 1.32% | 273.42K | 142.00 | 10.51K |
SYNOPSYS INCSOLE | COM | 122.16K | SH | $59.29M 0.92% | 117.56K | 61.00 | 4.54K |
GE VERNOVA INCSOLE | COM | 151.38K | SH | $49.79M 0.77% | 146.29K | 68.00 | 5.03K |
GE AEROSPACESOLE | COM NEW | 239.63K | SH | $39.97M 0.62% | 239.22K | 0.00 | 417.00 |
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