Filed: 4/29/2026ACC: 0001172661-26-001568
📋 What this filing means
DSM CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $5.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$5.66B
Total AUM (reported)
29.16M
Total Shares
Allocation by class
COM$3.90B68.9%
CL A$576.38M10.2%
CAP STK CL A$506.65M9.0%
COM SHS$329.87M5.8%
COM CL A$137.75M2.4%
COM NEW$106.73M1.9%
SHS$69.99M1.2%
Portfolio Concentration
Top 3$1.99B35.1%
4–10$2.06B36.4%
11–25$1.47B26.0%
Rest$137.54M2.4%
Top 3 weight
35.1%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 29.16M
Sole
Full voting authority
28.31M
shares
% of voting shares97.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
857.50K
shares
% of voting shares2.9%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings44
Rows:
NVIDIA CORPORATION
SOLEShares5.21M
TypeSH
Market value$908.28M
16.06%
Sole
5.03M
Shared
0.00
None
175.49K
MICROSOFT CORP
SOLEShares1.54M
TypeSH
Market value$570.76M
10.09%
Sole
1.49M
Shared
0.00
None
48.93K
ALPHABET INC
SOLEShares1.76M
TypeSH
Market value$506.65M
8.96%
Sole
1.71M
Shared
0.00
None
54.24K
BROADCOM INC
SOLEShares1.62M
TypeSH
Market value$499.89M
8.84%
Sole
1.57M
Shared
0.00
None
49.96K
AMAZON COM INC
SOLEShares1.96M
TypeSH
Market value$407.44M
7.20%
Sole
1.90M
Shared
0.00
None
58.16K
ARISTA NETWORKS INC
SOLEShares2.69M
TypeSH
Market value$329.87M
5.83%
Sole
2.60M
Shared
0.00
None
84.72K
META PLATFORMS INC
SOLEShares501.15K
TypeSH
Market value$286.73M
5.07%
Sole
486.24K
Shared
0.00
None
14.91K
GE VERNOVA INC
SOLEShares235.70K
TypeSH
Market value$205.74M
3.64%
Sole
229K
Shared
0.00
None
6.70K
HOWMET AEROSPACE INC
SOLEShares769.74K
TypeSH
Market value$177.39M
3.14%
Sole
747.93K
Shared
0.00
None
21.81K
UBER TECHNOLOGIES INC
SOLEShares2.15M
TypeSH
Market value$154.70M
2.73%
Sole
2.09M
Shared
0.00
None
60.52K
VISA INC
SOLEShares455.39K
TypeSH
Market value$137.64M
2.43%
Sole
442.16K
Shared
0.00
None
13.23K
INTUIT
SOLEShares309.39K
TypeSH
Market value$133.78M
2.36%
Sole
300.14K
Shared
0.00
None
9.25K
NETFLIX INC.
SOLEShares1.38M
TypeSH
Market value$133.08M
2.35%
Sole
1.35M
Shared
0.00
None
38.28K
DEXCOM INC
SOLEShares1.92M
TypeSH
Market value$120.82M
2.14%
Sole
1.87M
Shared
0.00
None
54.52K
ORACLE CORP
SOLEShares777.06K
TypeSH
Market value$114.31M
2.02%
Sole
754.34K
Shared
0.00
None
22.72K
REDDIT INC
SOLEShares848.21K
TypeSH
Market value$114.21M
2.02%
Sole
822.56K
Shared
0.00
None
25.64K
GE AEROSPACE
SOLEShares376.10K
TypeSH
Market value$106.73M
1.89%
Sole
365.26K
Shared
0.00
None
10.84K
MASTERCARD INCORPORATED
SOLEShares211.02K
TypeSH
Market value$105.44M
1.86%
Sole
205.10K
Shared
0.00
None
5.92K
AUTODESK INC
SOLEShares432.36K
TypeSH
Market value$103.51M
1.83%
Sole
419.37K
Shared
0.00
None
12.99K
BOOKING HOLDINGS INC
SOLEShares22.80K
TypeSH
Market value$95.98M
1.70%
Sole
22.13K
Shared
0.00
None
667.00
CADENCE DESIGN SYSTEM INC
SOLEShares271.86K
TypeSH
Market value$75.54M
1.34%
Sole
264.45K
Shared
0.00
None
7.41K
SPOTIFY TECHNOLOGY S A
SOLEShares144.33K
TypeSH
Market value$69.99M
1.24%
Sole
140.22K
Shared
0.00
None
4.11K
EVERPURE INC
SOLEShares1.17M
TypeSH
Market value$69.36M
1.23%
Sole
1.14M
Shared
0.00
None
34.35K
SERVICENOW INC
SOLEShares475.15K
TypeSH
Market value$49.68M
0.88%
Sole
461.04K
Shared
0.00
None
14.11K
ENTEGRIS INC
SOLEShares355.54K
TypeSH
Market value$41.68M
0.74%
Sole
345.12K
Shared
0.00
None
10.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 5.21M | SH | $908.28M 16.06% | 5.03M | 0.00 | 175.49K |
MICROSOFT CORPSOLE | COM | 1.54M | SH | $570.76M 10.09% | 1.49M | 0.00 | 48.93K |
ALPHABET INCSOLE | CAP STK CL A | 1.76M | SH | $506.65M 8.96% | 1.71M | 0.00 | 54.24K |
BROADCOM INCSOLE | COM | 1.62M | SH | $499.89M 8.84% | 1.57M | 0.00 | 49.96K |
AMAZON COM INCSOLE | COM | 1.96M | SH | $407.44M 7.20% | 1.90M | 0.00 | 58.16K |
ARISTA NETWORKS INCSOLE | COM SHS | 2.69M | SH | $329.87M 5.83% | 2.60M | 0.00 | 84.72K |
META PLATFORMS INCSOLE | CL A | 501.15K | SH | $286.73M 5.07% | 486.24K | 0.00 | 14.91K |
GE VERNOVA INCSOLE | COM | 235.70K | SH | $205.74M 3.64% | 229K | 0.00 | 6.70K |
HOWMET AEROSPACE INCSOLE | COM | 769.74K | SH | $177.39M 3.14% | 747.93K | 0.00 | 21.81K |
UBER TECHNOLOGIES INCSOLE | COM | 2.15M | SH | $154.70M 2.73% | 2.09M | 0.00 | 60.52K |
VISA INCSOLE | COM CL A | 455.39K | SH | $137.64M 2.43% | 442.16K | 0.00 | 13.23K |
INTUITSOLE | COM | 309.39K | SH | $133.78M 2.36% | 300.14K | 0.00 | 9.25K |
NETFLIX INC.SOLE | COM | 1.38M | SH | $133.08M 2.35% | 1.35M | 0.00 | 38.28K |
DEXCOM INCSOLE | COM | 1.92M | SH | $120.82M 2.14% | 1.87M | 0.00 | 54.52K |
ORACLE CORPSOLE | COM | 777.06K | SH | $114.31M 2.02% | 754.34K | 0.00 | 22.72K |
REDDIT INCSOLE | CL A | 848.21K | SH | $114.21M 2.02% | 822.56K | 0.00 | 25.64K |
GE AEROSPACESOLE | COM NEW | 376.10K | SH | $106.73M 1.89% | 365.26K | 0.00 | 10.84K |
MASTERCARD INCORPORATEDSOLE | CL A | 211.02K | SH | $105.44M 1.86% | 205.10K | 0.00 | 5.92K |
AUTODESK INCSOLE | COM | 432.36K | SH | $103.51M 1.83% | 419.37K | 0.00 | 12.99K |
BOOKING HOLDINGS INCSOLE | COM | 22.80K | SH | $95.98M 1.70% | 22.13K | 0.00 | 667.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 271.86K | SH | $75.54M 1.34% | 264.45K | 0.00 | 7.41K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 144.33K | SH | $69.99M 1.24% | 140.22K | 0.00 | 4.11K |
EVERPURE INCSOLE | CL A | 1.17M | SH | $69.36M 1.23% | 1.14M | 0.00 | 34.35K |
SERVICENOW INCSOLE | COM | 475.15K | SH | $49.68M 0.88% | 461.04K | 0.00 | 14.11K |
ENTEGRIS INCSOLE | COM | 355.54K | SH | $41.68M 0.74% | 345.12K | 0.00 | 10.41K |
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