Filed: 2/12/2026ACC: 0001172661-26-000664
📋 What this filing means
DSM CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $6.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$6.75B
Total AUM (reported)
32.39M
Total Shares
Allocation by class
COM$4.68B69.4%
CL A$679.20M10.1%
CAP STK CL A$611.16M9.1%
COM SHS$364.66M5.4%
COM NEW$170.38M2.5%
COM CL A$167.42M2.5%
RUS 1000 GRW ETF$33.43M0.5%
Portfolio Concentration
Top 3$2.44B36.1%
4–10$2.51B37.2%
11–25$1.75B25.9%
Rest$53.27M0.8%
Top 3 weight
36.1%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 32.39M
Sole
Full voting authority
25.21M
shares
% of voting shares77.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.18M
shares
% of voting shares22.2%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 77.8% of voting shares
Institutional Holdings47
Rows:
NVIDIA CORPORATION
SOLEShares5.52M
TypeSH
Market value$1.03B
15.26%
Sole
4.14M
Shared
0.00
None
1.38M
MICROSOFT CORP
SOLEShares1.65M
TypeSH
Market value$796.28M
11.80%
Sole
1.26M
Shared
0.00
None
391.49K
ALPHABET INC
SOLEShares1.95M
TypeSH
Market value$611.16M
9.06%
Sole
1.50M
Shared
0.00
None
456.33K
BROADCOM INC
SOLEShares1.68M
TypeSH
Market value$580.12M
8.60%
Sole
1.32M
Shared
0.00
None
358.50K
AMAZON COM INC
SOLEShares2.36M
TypeSH
Market value$545.57M
8.08%
Sole
1.86M
Shared
0.00
None
500.86K
ARISTA NETWORKS INC
SOLEShares2.78M
TypeSH
Market value$364.66M
5.40%
Sole
2.14M
Shared
0.00
None
638.22K
META PLATFORMS INC
SOLEShares487.34K
TypeSH
Market value$321.69M
4.77%
Sole
377.71K
Shared
0.00
None
109.63K
INTUIT
SOLEShares421.84K
TypeSH
Market value$279.43M
4.14%
Sole
337.64K
Shared
0.00
None
84.19K
UBER TECHNOLOGIES INC
SOLEShares2.83M
TypeSH
Market value$231.38M
3.43%
Sole
2.22M
Shared
0.00
None
613.80K
REDDIT INC
SOLEShares805.40K
TypeSH
Market value$185.14M
2.74%
Sole
614.16K
Shared
0.00
None
191.24K
GE VERNOVA INC
SOLEShares283.21K
TypeSH
Market value$185.10M
2.74%
Sole
214.33K
Shared
0.00
None
68.87K
HOWMET AEROSPACE INC
SOLEShares873.70K
TypeSH
Market value$179.12M
2.65%
Sole
636.93K
Shared
0.00
None
236.77K
GE AEROSPACE
SOLEShares553.13K
TypeSH
Market value$170.38M
2.52%
Sole
380.90K
Shared
0.00
None
172.22K
VISA INC
SOLEShares477.37K
TypeSH
Market value$167.42M
2.48%
Sole
363.74K
Shared
0.00
None
113.63K
DEXCOM INC
SOLEShares2.36M
TypeSH
Market value$156.31M
2.32%
Sole
1.85M
Shared
0.00
None
501.93K
MASTERCARD INCORPORATED
SOLEShares219.86K
TypeSH
Market value$125.51M
1.86%
Sole
168.80K
Shared
0.00
None
51.06K
BOOKING HOLDINGS INC
SOLEShares23.35K
TypeSH
Market value$125.06M
1.85%
Sole
18.52K
Shared
0.00
None
4.84K
NETFLIX INC
SOLEShares1.30M
TypeSH
Market value$122.28M
1.81%
Sole
964.44K
Shared
0.00
None
339.70K
ORACLE CORP
SOLEShares554.84K
TypeSH
Market value$108.14M
1.60%
Sole
447.19K
Shared
0.00
None
107.65K
ABBOTT LABS
SOLEShares821.35K
TypeSH
Market value$102.91M
1.52%
Sole
606.55K
Shared
0.00
None
214.80K
AUTODESK INC
SOLEShares309.06K
TypeSH
Market value$91.49M
1.36%
Sole
233.56K
Shared
0.00
None
75.50K
CADENCE DESIGN SYSTEM INC
SOLEShares278.15K
TypeSH
Market value$86.94M
1.29%
Sole
215.49K
Shared
0.00
None
62.66K
SERVICENOW INC
SOLEShares326.27K
TypeSH
Market value$49.98M
0.74%
Sole
262.11K
Shared
0.00
None
64.16K
PINTEREST INC
SOLEShares1.78M
TypeSH
Market value$46.05M
0.68%
Sole
1.41M
Shared
0.00
None
373.26K
ISHARES TR
SOLEShares70.64K
TypeSH
Market value$33.43M
0.50%
Sole
12.38K
Shared
0.00
None
58.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.52M | SH | $1.03B 15.26% | 4.14M | 0.00 | 1.38M |
MICROSOFT CORPSOLE | COM | 1.65M | SH | $796.28M 11.80% | 1.26M | 0.00 | 391.49K |
ALPHABET INCSOLE | CAP STK CL A | 1.95M | SH | $611.16M 9.06% | 1.50M | 0.00 | 456.33K |
BROADCOM INCSOLE | COM | 1.68M | SH | $580.12M 8.60% | 1.32M | 0.00 | 358.50K |
AMAZON COM INCSOLE | COM | 2.36M | SH | $545.57M 8.08% | 1.86M | 0.00 | 500.86K |
ARISTA NETWORKS INCSOLE | COM SHS | 2.78M | SH | $364.66M 5.40% | 2.14M | 0.00 | 638.22K |
META PLATFORMS INCSOLE | CL A | 487.34K | SH | $321.69M 4.77% | 377.71K | 0.00 | 109.63K |
INTUITSOLE | COM | 421.84K | SH | $279.43M 4.14% | 337.64K | 0.00 | 84.19K |
UBER TECHNOLOGIES INCSOLE | COM | 2.83M | SH | $231.38M 3.43% | 2.22M | 0.00 | 613.80K |
REDDIT INCSOLE | CL A | 805.40K | SH | $185.14M 2.74% | 614.16K | 0.00 | 191.24K |
GE VERNOVA INCSOLE | COM | 283.21K | SH | $185.10M 2.74% | 214.33K | 0.00 | 68.87K |
HOWMET AEROSPACE INCSOLE | COM | 873.70K | SH | $179.12M 2.65% | 636.93K | 0.00 | 236.77K |
GE AEROSPACESOLE | COM NEW | 553.13K | SH | $170.38M 2.52% | 380.90K | 0.00 | 172.22K |
VISA INCSOLE | COM CL A | 477.37K | SH | $167.42M 2.48% | 363.74K | 0.00 | 113.63K |
DEXCOM INCSOLE | COM | 2.36M | SH | $156.31M 2.32% | 1.85M | 0.00 | 501.93K |
MASTERCARD INCORPORATEDSOLE | CL A | 219.86K | SH | $125.51M 1.86% | 168.80K | 0.00 | 51.06K |
BOOKING HOLDINGS INCSOLE | COM | 23.35K | SH | $125.06M 1.85% | 18.52K | 0.00 | 4.84K |
NETFLIX INCSOLE | COM | 1.30M | SH | $122.28M 1.81% | 964.44K | 0.00 | 339.70K |
ORACLE CORPSOLE | COM | 554.84K | SH | $108.14M 1.60% | 447.19K | 0.00 | 107.65K |
ABBOTT LABSSOLE | COM | 821.35K | SH | $102.91M 1.52% | 606.55K | 0.00 | 214.80K |
AUTODESK INCSOLE | COM | 309.06K | SH | $91.49M 1.36% | 233.56K | 0.00 | 75.50K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 278.15K | SH | $86.94M 1.29% | 215.49K | 0.00 | 62.66K |
SERVICENOW INCSOLE | COM | 326.27K | SH | $49.98M 0.74% | 262.11K | 0.00 | 64.16K |
PINTEREST INCSOLE | CL A | 1.78M | SH | $46.05M 0.68% | 1.41M | 0.00 | 373.26K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 70.64K | SH | $33.43M 0.50% | 12.38K | 0.00 | 58.26K |
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