DSM CAPITAL PARTNERS LLC
44 holdingsFiling period: 2026-03-31Current AUM: $6.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.21M | $908.3M | $1.05B | 15.85% | -316,001 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 1.54M | $570.8M | $716.5M | 10.86% | -104,627 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 1.76M | $506.6M | $627.5M | 9.51% | -190,699 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 1.62M | $499.9M | $628.7M | 9.53% | -61,053 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 1.96M | $407.4M | $531.3M | 8.05% | -407,332 | 2026-03-31 |
| 6 | ANET | ARISTA NETWORKS INC | 2.69M | $329.9M | $484.5M | 7.35% | -96,324 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 501.2K | $286.7M | $279.0M | 4.23% | +13.8K | 2026-03-31 |
| 8 | GEV | GE VERNOVA INC | 235.7K | $205.7M | $233.4M | 3.54% | -47,507 | 2026-03-31 |
| 9 | HWM | HOWMET AEROSPACE INC | 769.7K | $177.4M | $217.3M | 3.29% | -103,958 | 2026-03-31 |
| 10 | UBER | UBER TECHNOLOGIES INC | 2.15M | $154.7M | $151.3M | 2.29% | -680,924 | 2026-03-31 |
| 11 | V | VISA INC | 455.4K | $137.6M | $166.7M | 2.53% | -21,982 | 2026-03-31 |
| 12 | INTU | INTUIT | 309.4K | $133.8M | $97.8M | 1.48% | -112,444 | 2026-03-31 |
| 13 | NFLX | NETFLIX INC. | 1.38M | $133.1M | $99.3M | 1.50% | +79.9K | 2026-03-31 |
| 14 | DXCM | DEXCOM INC | 1.92M | $120.8M | $160.5M | 2.43% | -431,273 | 2026-03-31 |
| 15 | ORCL | ORACLE CORP | 777.1K | $114.3M | $100.9M | 1.53% | +222.2K | 2026-03-31 |
| 16 | RDDT | REDDIT INC | 848.2K | $114.2M | $119.3M | 1.81% | +42.8K | 2026-03-31 |
| 17 | GE | GE AEROSPACE | 376.1K | $106.7M | $135.4M | 2.05% | -177,027 | 2026-03-31 |
| 18 | MA | MASTERCARD INCORPORATED | 211.0K | $105.4M | $120.9M | 1.83% | -8,836 | 2026-03-31 |
| 19 | ADSK | AUTODESK INC | 432.4K | $103.5M | $101.3M | 1.54% | +123.3K | 2026-03-31 |
| 20 | BKNG | BOOKING HOLDINGS INC | 22.8K | $96.0M | $109.9M | 1.67% | -556 | 2026-03-31 |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC | 271.9K | $75.5M | $92.4M | 1.40% | -6,292 | 2026-03-31 |
| 22 | — | SPOTIFY TECHNOLOGY S A | 144.3K | $70.0M | $70.0M | 1.06% | +141.1K | 2026-03-31 |
| 23 | P | EVERPURE INC | 1.17M | $69.4M | $69.4M | 1.05% | -- | 2026-03-31 |
| 24 | NOW | SERVICENOW INC | 475.1K | $49.7M | $52.8M | 0.80% | +148.9K | 2026-03-31 |
| 25 | ENTG | ENTEGRIS INC | 355.5K | $41.7M | $42.3M | 0.64% | -- | 2026-03-31 |
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