DSM CAPITAL PARTNERS LLC

PrivateCIK: 1214639

Location

PALM BEACH GARDENS, FL

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

% of voting shares97.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

857.50K

% 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

SOLE

COM

Shares5.21M

TypeSH

Market value$908.28M

16.06%

Sole

5.03M

Shared

0.00

None

175.49K

MICROSOFT CORP

SOLE

COM

Shares1.54M

TypeSH

Market value$570.76M

10.09%

Sole

1.49M

Shared

0.00

None

48.93K

ALPHABET INC

SOLE

CAP STK CL A

Shares1.76M

TypeSH

Market value$506.65M

8.96%

Sole

1.71M

Shared

0.00

None

54.24K

BROADCOM INC

SOLE

COM

Shares1.62M

TypeSH

Market value$499.89M

8.84%

Sole

1.57M

Shared

0.00

None

49.96K

AMAZON COM INC

SOLE

COM

Shares1.96M

TypeSH

Market value$407.44M

7.20%

Sole

1.90M

Shared

0.00

None

58.16K

ARISTA NETWORKS INC

SOLE

COM SHS

Shares2.69M

TypeSH

Market value$329.87M

5.83%

Sole

2.60M

Shared

0.00

None

84.72K

META PLATFORMS INC

SOLE

CL A

Shares501.15K

TypeSH

Market value$286.73M

5.07%

Sole

486.24K

Shared

0.00

None

14.91K

GE VERNOVA INC

SOLE

COM

Shares235.70K

TypeSH

Market value$205.74M

3.64%

Sole

229K

Shared

0.00

None

6.70K

HOWMET AEROSPACE INC

SOLE

COM

Shares769.74K

TypeSH

Market value$177.39M

3.14%

Sole

747.93K

Shared

0.00

None

21.81K

UBER TECHNOLOGIES INC

SOLE

COM

Shares2.15M

TypeSH

Market value$154.70M

2.73%

Sole

2.09M

Shared

0.00

None

60.52K

VISA INC

SOLE

COM CL A

Shares455.39K

TypeSH

Market value$137.64M

2.43%

Sole

442.16K

Shared

0.00

None

13.23K

INTUIT

SOLE

COM

Shares309.39K

TypeSH

Market value$133.78M

2.36%

Sole

300.14K

Shared

0.00

None

9.25K

NETFLIX INC.

SOLE

COM

Shares1.38M

TypeSH

Market value$133.08M

2.35%

Sole

1.35M

Shared

0.00

None

38.28K

DEXCOM INC

SOLE

COM

Shares1.92M

TypeSH

Market value$120.82M

2.14%

Sole

1.87M

Shared

0.00

None

54.52K

ORACLE CORP

SOLE

COM

Shares777.06K

TypeSH

Market value$114.31M

2.02%

Sole

754.34K

Shared

0.00

None

22.72K

REDDIT INC

SOLE

CL A

Shares848.21K

TypeSH

Market value$114.21M

2.02%

Sole

822.56K

Shared

0.00

None

25.64K

GE AEROSPACE

SOLE

COM NEW

Shares376.10K

TypeSH

Market value$106.73M

1.89%

Sole

365.26K

Shared

0.00

None

10.84K

MASTERCARD INCORPORATED

SOLE

CL A

Shares211.02K

TypeSH

Market value$105.44M

1.86%

Sole

205.10K

Shared

0.00

None

5.92K

AUTODESK INC

SOLE

COM

Shares432.36K

TypeSH

Market value$103.51M

1.83%

Sole

419.37K

Shared

0.00

None

12.99K

BOOKING HOLDINGS INC

SOLE

COM

Shares22.80K

TypeSH

Market value$95.98M

1.70%

Sole

22.13K

Shared

0.00

None

667.00

CADENCE DESIGN SYSTEM INC

SOLE

COM

Shares271.86K

TypeSH

Market value$75.54M

1.34%

Sole

264.45K

Shared

0.00

None

7.41K

SPOTIFY TECHNOLOGY S A

SOLE

SHS

Shares144.33K

TypeSH

Market value$69.99M

1.24%

Sole

140.22K

Shared

0.00

None

4.11K

EVERPURE INC

SOLE

CL A

Shares1.17M

TypeSH

Market value$69.36M

1.23%

Sole

1.14M

Shared

0.00

None

34.35K

SERVICENOW INC

SOLE

COM

Shares475.15K

TypeSH

Market value$49.68M

0.88%

Sole

461.04K

Shared

0.00

None

14.11K

ENTEGRIS INC

SOLE

COM

Shares355.54K

TypeSH

Market value$41.68M

0.74%

Sole

345.12K

Shared

0.00

None

10.41K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	5.21M	SH	$908.28M 16.06%	5.03M	175.49K
MICROSOFT CORPSOLE	COM	1.54M	SH	$570.76M 10.09%	1.49M	48.93K
ALPHABET INCSOLE	CAP STK CL A	1.76M	SH	$506.65M 8.96%	1.71M	54.24K
BROADCOM INCSOLE	COM	1.62M	SH	$499.89M 8.84%	1.57M	49.96K
AMAZON COM INCSOLE	COM	1.96M	SH	$407.44M 7.20%	1.90M	58.16K
ARISTA NETWORKS INCSOLE	COM SHS	2.69M	SH	$329.87M 5.83%	2.60M	84.72K
META PLATFORMS INCSOLE	CL A	501.15K	SH	$286.73M 5.07%	486.24K	14.91K
GE VERNOVA INCSOLE	COM	235.70K	SH	$205.74M 3.64%	229K	6.70K
HOWMET AEROSPACE INCSOLE	COM	769.74K	SH	$177.39M 3.14%	747.93K	21.81K
UBER TECHNOLOGIES INCSOLE	COM	2.15M	SH	$154.70M 2.73%	2.09M	60.52K
VISA INCSOLE	COM CL A	455.39K	SH	$137.64M 2.43%	442.16K	13.23K
INTUITSOLE	COM	309.39K	SH	$133.78M 2.36%	300.14K	9.25K
NETFLIX INC.SOLE	COM	1.38M	SH	$133.08M 2.35%	1.35M	38.28K
DEXCOM INCSOLE	COM	1.92M	SH	$120.82M 2.14%	1.87M	54.52K
ORACLE CORPSOLE	COM	777.06K	SH	$114.31M 2.02%	754.34K	22.72K
REDDIT INCSOLE	CL A	848.21K	SH	$114.21M 2.02%	822.56K	25.64K
GE AEROSPACESOLE	COM NEW	376.10K	SH	$106.73M 1.89%	365.26K	10.84K
MASTERCARD INCORPORATEDSOLE	CL A	211.02K	SH	$105.44M 1.86%	205.10K	5.92K
AUTODESK INCSOLE	COM	432.36K	SH	$103.51M 1.83%	419.37K	12.99K
BOOKING HOLDINGS INCSOLE	COM	22.80K	SH	$95.98M 1.70%	22.13K	667.00
CADENCE DESIGN SYSTEM INCSOLE	COM	271.86K	SH	$75.54M 1.34%	264.45K	7.41K
SPOTIFY TECHNOLOGY S ASOLE	SHS	144.33K	SH	$69.99M 1.24%	140.22K	4.11K
EVERPURE INCSOLE	CL A	1.17M	SH	$69.36M 1.23%	1.14M	34.35K
SERVICENOW INCSOLE	COM	475.15K	SH	$49.68M 0.88%	461.04K	14.11K
ENTEGRIS INCSOLE	COM	355.54K	SH	$41.68M 0.74%	345.12K	10.41K

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