Filed: 7/24/2025ACC: 0001172661-25-002718
📋 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 $6.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$6.77B
Total AUM (reported)
36.70M
Total Shares
Allocation by class
COM$4.56B67.4%
CL A$656.38M9.7%
COM SHS$513.11M7.6%
CAP STK CL A$403.13M6.0%
COM NEW$328.56M4.9%
COM CL A$159.96M2.4%
ADR$128.07M1.9%
Portfolio Concentration
Top 3$2.27B33.5%
4–10$2.58B38.2%
11–25$1.86B27.5%
Rest$53.64M0.8%
Top 3 weight
33.5%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 36.70M
Sole
Full voting authority
35.40M
shares
% of voting shares96.4%
Shared
Joint voting authority
18.67K
shares
% of voting shares0.1%
None
No voting authority
1.29M
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
SOLEShares6.21M
TypeSH
Market value$981.45M
14.51%
Sole
5.98M
Shared
3.31K
None
232.66K
MICROSOFT CORP
SOLEShares1.38M
TypeSH
Market value$687.66M
10.16%
Sole
1.33M
Shared
719.00
None
50.30K
AMAZON COM INC
SOLEShares2.73M
TypeSH
Market value$598.05M
8.84%
Sole
2.63M
Shared
1.38K
None
92.86K
META PLATFORMS INC
SOLEShares741.15K
TypeSH
Market value$547.03M
8.09%
Sole
715.41K
Shared
371.00
None
25.37K
ARISTA NETWORKS INC
SOLEShares5.02M
TypeSH
Market value$513.11M
7.58%
Sole
4.83M
Shared
2.56K
None
182.34K
ALPHABET INC
SOLEShares2.29M
TypeSH
Market value$403.13M
5.96%
Sole
2.21M
Shared
1.14K
None
80.72K
INTUIT
SOLEShares455.88K
TypeSH
Market value$359.06M
5.31%
Sole
438.90K
Shared
232.00
None
16.74K
FORTINET INC
SOLEShares2.53M
TypeSH
Market value$267.31M
3.95%
Sole
2.44M
Shared
1.32K
None
89.75K
BROADCOM INC
SOLEShares896.90K
TypeSH
Market value$247.23M
3.65%
Sole
867.71K
Shared
410.00
None
28.78K
UBER TECHNOLOGIES INC
SOLEShares2.63M
TypeSH
Market value$244.96M
3.62%
Sole
2.54M
Shared
1.32K
None
82.98K
FISERV INC
SOLEShares1.14M
TypeSH
Market value$196.66M
2.91%
Sole
1.10M
Shared
586.00
None
36.34K
DYNATRACE INC
SOLEShares3.29M
TypeSH
Market value$181.71M
2.69%
Sole
3.17M
Shared
1.75K
None
121.34K
VISA INC
SOLEShares450.54K
TypeSH
Market value$159.96M
2.36%
Sole
435.27K
Shared
231.00
None
15.03K
GE AEROSPACE
SOLEShares570.52K
TypeSH
Market value$146.85M
2.17%
Sole
554.54K
Shared
241.00
None
15.74K
HOWMET AEROSPACE INC
SOLEShares718.21K
TypeSH
Market value$133.68M
1.98%
Sole
696K
Shared
348.00
None
21.86K
AUTODESK INC
SOLEShares410.10K
TypeSH
Market value$126.95M
1.88%
Sole
395.76K
Shared
221.00
None
14.12K
DEXCOM INC
SOLEShares1.44M
TypeSH
Market value$125.29M
1.85%
Sole
1.39M
Shared
682.00
None
42.87K
NOVO-NORDISK A S
SOLEShares1.76M
TypeSH
Market value$121.54M
1.80%
Sole
1.70M
Shared
1.02K
None
62.75K
NETFLIX INC
SOLEShares83.17K
TypeSH
Market value$111.38M
1.65%
Sole
80.53K
Shared
39.00
None
2.60K
MASTERCARD INCORPORATED
SOLEShares192.95K
TypeSH
Market value$108.43M
1.60%
Sole
186.32K
Shared
103.00
None
6.53K
BOOKING HOLDINGS INC
SOLEShares18.57K
TypeSH
Market value$107.49M
1.59%
Sole
17.95K
Shared
10.00
None
606.00
ABBOTT LABS
SOLEShares772.35K
TypeSH
Market value$105.05M
1.55%
Sole
747.89K
Shared
375.00
None
24.08K
GE VERNOVA INC
SOLEShares196.99K
TypeSH
Market value$104.24M
1.54%
Sole
190.21K
Shared
107.00
None
6.67K
CADENCE DESIGN SYSTEM INC
SOLEShares265.92K
TypeSH
Market value$81.94M
1.21%
Sole
256.77K
Shared
142.00
None
9.01K
SYNOPSYS INC
SOLEShares101.78K
TypeSH
Market value$52.18M
0.77%
Sole
98.28K
Shared
53.00
None
3.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 6.21M | SH | $981.45M 14.51% | 5.98M | 3.31K | 232.66K |
MICROSOFT CORPSOLE | COM | 1.38M | SH | $687.66M 10.16% | 1.33M | 719.00 | 50.30K |
AMAZON COM INCSOLE | COM | 2.73M | SH | $598.05M 8.84% | 2.63M | 1.38K | 92.86K |
META PLATFORMS INCSOLE | CL A | 741.15K | SH | $547.03M 8.09% | 715.41K | 371.00 | 25.37K |
ARISTA NETWORKS INCSOLE | COM SHS | 5.02M | SH | $513.11M 7.58% | 4.83M | 2.56K | 182.34K |
ALPHABET INCSOLE | CAP STK CL A | 2.29M | SH | $403.13M 5.96% | 2.21M | 1.14K | 80.72K |
INTUITSOLE | COM | 455.88K | SH | $359.06M 5.31% | 438.90K | 232.00 | 16.74K |
FORTINET INCSOLE | COM | 2.53M | SH | $267.31M 3.95% | 2.44M | 1.32K | 89.75K |
BROADCOM INCSOLE | COM | 896.90K | SH | $247.23M 3.65% | 867.71K | 410.00 | 28.78K |
UBER TECHNOLOGIES INCSOLE | COM | 2.63M | SH | $244.96M 3.62% | 2.54M | 1.32K | 82.98K |
FISERV INCSOLE | COM | 1.14M | SH | $196.66M 2.91% | 1.10M | 586.00 | 36.34K |
DYNATRACE INCSOLE | COM NEW | 3.29M | SH | $181.71M 2.69% | 3.17M | 1.75K | 121.34K |
VISA INCSOLE | COM CL A | 450.54K | SH | $159.96M 2.36% | 435.27K | 231.00 | 15.03K |
GE AEROSPACESOLE | COM NEW | 570.52K | SH | $146.85M 2.17% | 554.54K | 241.00 | 15.74K |
HOWMET AEROSPACE INCSOLE | COM | 718.21K | SH | $133.68M 1.98% | 696K | 348.00 | 21.86K |
AUTODESK INCSOLE | COM | 410.10K | SH | $126.95M 1.88% | 395.76K | 221.00 | 14.12K |
DEXCOM INCSOLE | COM | 1.44M | SH | $125.29M 1.85% | 1.39M | 682.00 | 42.87K |
NOVO-NORDISK A SSOLE | ADR | 1.76M | SH | $121.54M 1.80% | 1.70M | 1.02K | 62.75K |
NETFLIX INCSOLE | COM | 83.17K | SH | $111.38M 1.65% | 80.53K | 39.00 | 2.60K |
MASTERCARD INCORPORATEDSOLE | CL A | 192.95K | SH | $108.43M 1.60% | 186.32K | 103.00 | 6.53K |
BOOKING HOLDINGS INCSOLE | COM | 18.57K | SH | $107.49M 1.59% | 17.95K | 10.00 | 606.00 |
ABBOTT LABSSOLE | COM | 772.35K | SH | $105.05M 1.55% | 747.89K | 375.00 | 24.08K |
GE VERNOVA INCSOLE | COM | 196.99K | SH | $104.24M 1.54% | 190.21K | 107.00 | 6.67K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 265.92K | SH | $81.94M 1.21% | 256.77K | 142.00 | 9.01K |
SYNOPSYS INCSOLE | COM | 101.78K | SH | $52.18M 0.77% | 98.28K | 53.00 | 3.45K |
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