DSM CAPITAL PARTNERS LLC
70 holdingsFiling period: 2026-06-30Current AUM: $5.93Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.70M | $941.0M | $997.8M | 16.84% | -505,196 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 1.53M | $546.2M | $527.3M | 8.90% | -233,355 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 1.41M | $534.4M | $479.9M | 8.10% | -200,467 | 2026-06-30 |
| 4 | ANET | ARISTA NETWORKS INC | 2.63M | $447.1M | $507.6M | 8.56% | -54,578 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 847.8K | $316.3M | $421.5M | 7.11% | -694,046 | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 1.32M | $315.7M | $329.1M | 5.55% | -631,517 | 2026-06-30 |
| 7 | META | META PLATFORMS INC | 548.7K | $309.1M | $367.8M | 6.21% | +47.5K | 2026-06-30 |
| 8 | GEV | GE VERNOVA INC | 192.0K | $225.5M | $169.5M | 2.86% | -43,739 | 2026-06-30 |
| 9 | HWM | HOWMET AEROSPACE INC | 646.6K | $173.8M | $145.3M | 2.45% | -123,116 | 2026-06-30 |
| 10 | RDDT | REDDIT INC | 825.1K | $143.2M | $131.7M | 2.22% | -23,145 | 2026-06-30 |
| 11 | P | EVERPURE INC | 1.70M | $133.6M | $164.4M | 2.77% | +520.5K | 2026-06-30 |
| 12 | APH | AMPHENOL CORP | 710.2K | $125.2M | $110.3M | 1.86% | -- | 2026-06-30 |
| 13 | GE | GE AEROSPACE | 333.6K | $124.7M | $102.4M | 1.73% | -42,526 | 2026-06-30 |
| 14 | UBER | UBER TECHNOLOGIES INC | 1.56M | $112.9M | $111.7M | 1.89% | -586,652 | 2026-06-30 |
| 15 | ORCL | ORACLE CORP | 715.3K | $104.8M | $100.4M | 1.69% | -61,715 | 2026-06-30 |
| 16 | TER | TERADYNE INC | 197.0K | $95.3M | $65.6M | 1.11% | +91.1K | 2026-06-30 |
| 17 | CDNS | CADENCE DESIGN SYSTEM INC | 250.1K | $93.9M | $68.5M | 1.16% | -21,755 | 2026-06-30 |
| 18 | BKNG | BOOKING HOLDINGS INC | 523.2K | $93.3M | $89.6M | 1.51% | +500.4K | 2026-06-30 |
| 19 | KEYS | KEYSIGHT TECHNOLOGIES INC | 265.2K | $92.8M | $83.1M | 1.40% | -- | 2026-06-30 |
| 20 | DXCM | DEXCOM INC | 1.36M | $91.5M | $117.5M | 1.98% | -564,685 | 2026-06-30 |
| 21 | DELL | DELL TECHNOLOGIES INC | 211.8K | $91.4M | $115.1M | 1.94% | -- | 2026-06-30 |
| 22 | NFLX | NETFLIX INC. | 1.24M | $88.5M | $96.5M | 1.63% | -144,706 | 2026-06-30 |
| 23 | ATI | ATI INC | 441.0K | $86.9M | $82.3M | 1.39% | -- | 2026-06-30 |
| 24 | ENTG | ENTEGRIS INC | 482.8K | $86.8M | $62.6M | 1.06% | +127.3K | 2026-06-30 |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 158.4K | $75.7M | $65.6M | 1.11% | +116.2K | 2026-06-30 |
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