Filed: 5/13/2025ACC: 0001172661-25-001730
📋 What this filing means
DSM CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $5.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$5.72B
Total AUM (reported)
37.75M
Total Shares
Allocation by class
COM$3.75B65.5%
CL A$576.53M10.1%
COM SHS$436.92M7.6%
CAP STK CL A$370.81M6.5%
COM NEW$244.48M4.3%
COM CL A$182.28M3.2%
ADR$149.05M2.6%
Portfolio Concentration
Top 3$1.78B31.1%
4–10$2.20B38.5%
11–25$1.64B28.6%
Rest$102.88M1.8%
Top 3 weight
31.1%
Top 10 weight
69.6%
Voting Authority Distribution
Total shares with voting rights: 37.75M
Sole
Full voting authority
36.39M
shares
% of voting shares96.4%
Shared
Joint voting authority
18.23K
shares
% of voting shares0.0%
None
No voting authority
1.34M
shares
% of voting shares3.5%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings39
Rows:
NVIDIA CORPORATION
SOLEShares6.46M
TypeSH
Market value$699.75M
12.23%
Sole
6.21M
Shared
3.23K
None
244.38K
MICROSOFT CORP
SOLEShares1.47M
TypeSH
Market value$551.04M
9.63%
Sole
1.41M
Shared
719.00
None
53.79K
AMAZON COM INC
SOLEShares2.78M
TypeSH
Market value$528.78M
9.24%
Sole
2.68M
Shared
1.33K
None
96.97K
META PLATFORMS INC
SOLEShares803.19K
TypeSH
Market value$462.93M
8.09%
Sole
774.06K
Shared
397.00
None
28.74K
ARISTA NETWORKS INC
SOLEShares5.64M
TypeSH
Market value$436.92M
7.64%
Sole
5.42M
Shared
2.78K
None
211.50K
ALPHABET INC
SOLEShares2.40M
TypeSH
Market value$370.81M
6.48%
Sole
2.31M
Shared
1.14K
None
89.66K
INTUIT
SOLEShares478.43K
TypeSH
Market value$293.75M
5.13%
Sole
460.28K
Shared
232.00
None
17.92K
FORTINET INC
SOLEShares2.45M
TypeSH
Market value$235.87M
4.12%
Sole
2.36M
Shared
1.22K
None
90.29K
FISERV INC
SOLEShares984.23K
TypeSH
Market value$217.35M
3.80%
Sole
950.64K
Shared
493.00
None
33.09K
UBER TECHNOLOGIES INC
SOLEShares2.51M
TypeSH
Market value$183.03M
3.20%
Sole
2.43M
Shared
1.19K
None
81.29K
VISA INC
SOLEShares520.12K
TypeSH
Market value$182.28M
3.19%
Sole
501.42K
Shared
266.00
None
18.43K
NOVO-NORDISK A S
SOLEShares2.06M
TypeSH
Market value$142.81M
2.50%
Sole
1.98M
Shared
1.02K
None
77.02K
GALLAGHER ARTHUR J & CO
SOLEShares395.57K
TypeSH
Market value$136.57M
2.39%
Sole
382.13K
Shared
197.00
None
13.24K
ADVANCED MICRO DEVICES INC
SOLEShares1.27M
TypeSH
Market value$130.87M
2.29%
Sole
1.23M
Shared
598.00
None
39.95K
GE AEROSPACE
SOLEShares613.70K
TypeSH
Market value$122.83M
2.15%
Sole
596.75K
Shared
241.00
None
16.70K
DYNATRACE INC
SOLEShares2.58M
TypeSH
Market value$121.65M
2.13%
Sole
2.49M
Shared
1.33K
None
88.81K
AUTODESK INC
SOLEShares460.82K
TypeSH
Market value$120.64M
2.11%
Sole
444.47K
Shared
233.00
None
16.12K
HOWMET AEROSPACE INC
SOLEShares892.10K
TypeSH
Market value$115.73M
2.02%
Sole
865.28K
Shared
390.00
None
26.43K
ABBOTT LABS
SOLEShares854.11K
TypeSH
Market value$113.30M
1.98%
Sole
827.14K
Shared
375.00
None
26.60K
MASTERCARD INCORPORATED
SOLEShares204.27K
TypeSH
Market value$111.97M
1.96%
Sole
196.98K
Shared
103.00
None
7.19K
BOOKING HOLDINGS INC
SOLEShares19.43K
TypeSH
Market value$89.52M
1.56%
Sole
18.77K
Shared
10.00
None
655.00
BROADCOM INC
SOLEShares495.40K
TypeSH
Market value$82.95M
1.45%
Sole
477.06K
Shared
236.00
None
18.10K
CADENCE DESIGN SYSTEM INC
SOLEShares279.20K
TypeSH
Market value$71.01M
1.24%
Sole
269.26K
Shared
142.00
None
9.79K
SYNOPSYS INC
SOLEShares120.24K
TypeSH
Market value$51.56M
0.90%
Sole
115.94K
Shared
61.00
None
4.23K
GE VERNOVA INC
SOLEShares149.34K
TypeSH
Market value$45.59M
0.80%
Sole
144.55K
Shared
68.00
None
4.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 6.46M | SH | $699.75M 12.23% | 6.21M | 3.23K | 244.38K |
MICROSOFT CORPSOLE | COM | 1.47M | SH | $551.04M 9.63% | 1.41M | 719.00 | 53.79K |
AMAZON COM INCSOLE | COM | 2.78M | SH | $528.78M 9.24% | 2.68M | 1.33K | 96.97K |
META PLATFORMS INCSOLE | CL A | 803.19K | SH | $462.93M 8.09% | 774.06K | 397.00 | 28.74K |
ARISTA NETWORKS INCSOLE | COM SHS | 5.64M | SH | $436.92M 7.64% | 5.42M | 2.78K | 211.50K |
ALPHABET INCSOLE | CAP STK CL A | 2.40M | SH | $370.81M 6.48% | 2.31M | 1.14K | 89.66K |
INTUITSOLE | COM | 478.43K | SH | $293.75M 5.13% | 460.28K | 232.00 | 17.92K |
FORTINET INCSOLE | COM | 2.45M | SH | $235.87M 4.12% | 2.36M | 1.22K | 90.29K |
FISERV INCSOLE | COM | 984.23K | SH | $217.35M 3.80% | 950.64K | 493.00 | 33.09K |
UBER TECHNOLOGIES INCSOLE | COM | 2.51M | SH | $183.03M 3.20% | 2.43M | 1.19K | 81.29K |
VISA INCSOLE | COM CL A | 520.12K | SH | $182.28M 3.19% | 501.42K | 266.00 | 18.43K |
NOVO-NORDISK A SSOLE | ADR | 2.06M | SH | $142.81M 2.50% | 1.98M | 1.02K | 77.02K |
GALLAGHER ARTHUR J & COSOLE | COM | 395.57K | SH | $136.57M 2.39% | 382.13K | 197.00 | 13.24K |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.27M | SH | $130.87M 2.29% | 1.23M | 598.00 | 39.95K |
GE AEROSPACESOLE | COM NEW | 613.70K | SH | $122.83M 2.15% | 596.75K | 241.00 | 16.70K |
DYNATRACE INCSOLE | COM NEW | 2.58M | SH | $121.65M 2.13% | 2.49M | 1.33K | 88.81K |
AUTODESK INCSOLE | COM | 460.82K | SH | $120.64M 2.11% | 444.47K | 233.00 | 16.12K |
HOWMET AEROSPACE INCSOLE | COM | 892.10K | SH | $115.73M 2.02% | 865.28K | 390.00 | 26.43K |
ABBOTT LABSSOLE | COM | 854.11K | SH | $113.30M 1.98% | 827.14K | 375.00 | 26.60K |
MASTERCARD INCORPORATEDSOLE | CL A | 204.27K | SH | $111.97M 1.96% | 196.98K | 103.00 | 7.19K |
BOOKING HOLDINGS INCSOLE | COM | 19.43K | SH | $89.52M 1.56% | 18.77K | 10.00 | 655.00 |
BROADCOM INCSOLE | COM | 495.40K | SH | $82.95M 1.45% | 477.06K | 236.00 | 18.10K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 279.20K | SH | $71.01M 1.24% | 269.26K | 142.00 | 9.79K |
SYNOPSYS INCSOLE | COM | 120.24K | SH | $51.56M 0.90% | 115.94K | 61.00 | 4.23K |
GE VERNOVA INCSOLE | COM | 149.34K | SH | $45.59M 0.80% | 144.55K | 68.00 | 4.72K |
Page 1 of 2