Filed: 10/22/2025ACC: 0001172661-25-004385
📋 What this filing means
DSM CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $7.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$7.02B
Total AUM (reported)
31.93M
Total Shares
Allocation by class
COM$4.90B69.9%
CL A$883.15M12.6%
COM SHS$427.40M6.1%
CAP STK CL A$422.55M6.0%
COM NEW$168.78M2.4%
COM CL A$168.61M2.4%
SPONSORED ADS$21.02M0.3%
Portfolio Concentration
Top 3$2.45B34.9%
4–10$2.67B38.1%
11–25$1.84B26.3%
Rest$49.19M0.7%
Top 3 weight
34.9%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 31.93M
Sole
Full voting authority
30.96M
shares
% of voting shares97.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
969.40K
shares
% of voting shares3.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 97.0% of voting shares
Institutional Holdings41
Rows:
NVIDIA CORPORATION
SOLEShares5.70M
TypeSH
Market value$1.06B
15.15%
Sole
5.50M
Shared
0.00
None
197.57K
MICROSOFT CORP
SOLEShares1.65M
TypeSH
Market value$855.35M
12.19%
Sole
1.60M
Shared
0.00
None
55.60K
AMAZON COM INC
SOLEShares2.42M
TypeSH
Market value$531.48M
7.58%
Sole
2.34M
Shared
0.00
None
76.37K
BROADCOM INC
SOLEShares1.60M
TypeSH
Market value$527.34M
7.52%
Sole
1.55M
Shared
0.00
None
52.88K
META PLATFORMS INC
SOLEShares684.66K
TypeSH
Market value$502.80M
7.17%
Sole
662.99K
Shared
0.00
None
21.68K
ARISTA NETWORKS INC
SOLEShares2.93M
TypeSH
Market value$427.40M
6.09%
Sole
2.83M
Shared
0.00
None
99.14K
ALPHABET INC
SOLEShares1.74M
TypeSH
Market value$422.55M
6.02%
Sole
1.68M
Shared
0.00
None
56.05K
INTUIT
SOLEShares465.47K
TypeSH
Market value$317.87M
4.53%
Sole
449.32K
Shared
0.00
None
16.15K
UBER TECHNOLOGIES INC
SOLEShares2.97M
TypeSH
Market value$291.25M
4.15%
Sole
2.88M
Shared
0.00
None
94.77K
REDDIT INC
SOLEShares793.90K
TypeSH
Market value$182.59M
2.60%
Sole
768.58K
Shared
0.00
None
25.32K
ORACLE CORP
SOLEShares615.88K
TypeSH
Market value$173.21M
2.47%
Sole
596.93K
Shared
0.00
None
18.95K
HOWMET AEROSPACE INC
SOLEShares878.07K
TypeSH
Market value$172.30M
2.46%
Sole
853.59K
Shared
0.00
None
24.48K
DEXCOM INC
SOLEShares2.53M
TypeSH
Market value$170.48M
2.43%
Sole
2.46M
Shared
0.00
None
74.92K
GE AEROSPACE
SOLEShares561.05K
TypeSH
Market value$168.78M
2.41%
Sole
546.97K
Shared
0.00
None
14.08K
VISA INC
SOLEShares493.90K
TypeSH
Market value$168.61M
2.40%
Sole
479.08K
Shared
0.00
None
14.82K
NETFLIX INC
SOLEShares133.58K
TypeSH
Market value$160.15M
2.28%
Sole
129.71K
Shared
0.00
None
3.88K
BOOKING HOLDINGS INC
SOLEShares28.21K
TypeSH
Market value$152.30M
2.17%
Sole
27.37K
Shared
0.00
None
840.00
MASTERCARD INCORPORATED
SOLEShares237.44K
TypeSH
Market value$135.06M
1.93%
Sole
230.81K
Shared
0.00
None
6.63K
GE VERNOVA INC
SOLEShares198.18K
TypeSH
Market value$121.86M
1.74%
Sole
192.06K
Shared
0.00
None
6.12K
ABBOTT LABS
SOLEShares832.78K
TypeSH
Market value$111.54M
1.59%
Sole
806.95K
Shared
0.00
None
25.83K
AUTODESK INC
SOLEShares306.72K
TypeSH
Market value$97.44M
1.39%
Sole
297.04K
Shared
0.00
None
9.68K
CADENCE DESIGN SYSTEM INC
SOLEShares263.47K
TypeSH
Market value$92.55M
1.32%
Sole
255.21K
Shared
0.00
None
8.26K
PINTEREST INC
SOLEShares1.95M
TypeSH
Market value$62.70M
0.89%
Sole
1.89M
Shared
0.00
None
63.45K
SERVICENOW INC
SOLEShares47.10K
TypeSH
Market value$43.35M
0.62%
Sole
45.63K
Shared
0.00
None
1.47K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares50.99K
TypeSH
Market value$14.24M
0.20%
Sole
50.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.70M | SH | $1.06B 15.15% | 5.50M | 0.00 | 197.57K |
MICROSOFT CORPSOLE | COM | 1.65M | SH | $855.35M 12.19% | 1.60M | 0.00 | 55.60K |
AMAZON COM INCSOLE | COM | 2.42M | SH | $531.48M 7.58% | 2.34M | 0.00 | 76.37K |
BROADCOM INCSOLE | COM | 1.60M | SH | $527.34M 7.52% | 1.55M | 0.00 | 52.88K |
META PLATFORMS INCSOLE | CL A | 684.66K | SH | $502.80M 7.17% | 662.99K | 0.00 | 21.68K |
ARISTA NETWORKS INCSOLE | COM SHS | 2.93M | SH | $427.40M 6.09% | 2.83M | 0.00 | 99.14K |
ALPHABET INCSOLE | CAP STK CL A | 1.74M | SH | $422.55M 6.02% | 1.68M | 0.00 | 56.05K |
INTUITSOLE | COM | 465.47K | SH | $317.87M 4.53% | 449.32K | 0.00 | 16.15K |
UBER TECHNOLOGIES INCSOLE | COM | 2.97M | SH | $291.25M 4.15% | 2.88M | 0.00 | 94.77K |
REDDIT INCSOLE | CL A | 793.90K | SH | $182.59M 2.60% | 768.58K | 0.00 | 25.32K |
ORACLE CORPSOLE | COM | 615.88K | SH | $173.21M 2.47% | 596.93K | 0.00 | 18.95K |
HOWMET AEROSPACE INCSOLE | COM | 878.07K | SH | $172.30M 2.46% | 853.59K | 0.00 | 24.48K |
DEXCOM INCSOLE | COM | 2.53M | SH | $170.48M 2.43% | 2.46M | 0.00 | 74.92K |
GE AEROSPACESOLE | COM NEW | 561.05K | SH | $168.78M 2.41% | 546.97K | 0.00 | 14.08K |
VISA INCSOLE | COM CL A | 493.90K | SH | $168.61M 2.40% | 479.08K | 0.00 | 14.82K |
NETFLIX INCSOLE | COM | 133.58K | SH | $160.15M 2.28% | 129.71K | 0.00 | 3.88K |
BOOKING HOLDINGS INCSOLE | COM | 28.21K | SH | $152.30M 2.17% | 27.37K | 0.00 | 840.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 237.44K | SH | $135.06M 1.93% | 230.81K | 0.00 | 6.63K |
GE VERNOVA INCSOLE | COM | 198.18K | SH | $121.86M 1.74% | 192.06K | 0.00 | 6.12K |
ABBOTT LABSSOLE | COM | 832.78K | SH | $111.54M 1.59% | 806.95K | 0.00 | 25.83K |
AUTODESK INCSOLE | COM | 306.72K | SH | $97.44M 1.39% | 297.04K | 0.00 | 9.68K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 263.47K | SH | $92.55M 1.32% | 255.21K | 0.00 | 8.26K |
PINTEREST INCSOLE | CL A | 1.95M | SH | $62.70M 0.89% | 1.89M | 0.00 | 63.45K |
SERVICENOW INCSOLE | COM | 47.10K | SH | $43.35M 0.62% | 45.63K | 0.00 | 1.47K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 50.99K | SH | $14.24M 0.20% | 50.99K | 0.00 | 0.00 |
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