Dsm Capital Partners LLC
70 holdingsFiling period: 2026-06-30Current AUM: $6.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 4.70M | $941.0M | $1.02B | 16.98% | -505,196 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 1.53M | $546.2M | $520.1M | 8.67% | -233,355 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 1.41M | $534.4M | $473.0M | 7.89% | -200,467 | 2026-06-30 |
| 4 | ANET | Arista Networks Inc | 2.63M | $447.1M | $476.9M | 7.95% | -54,578 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 847.8K | $316.3M | $450.9M | 7.52% | -694,046 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 1.32M | $315.7M | $347.9M | 5.80% | -631,517 | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 548.7K | $309.1M | $380.9M | 6.35% | +47.5K | 2026-06-30 |
| 8 | GEV | GE Vernova Inc | 192.0K | $225.5M | $170.9M | 2.85% | -43,739 | 2026-06-30 |
| 9 | HWM | Howmet Aerospace Inc | 646.6K | $173.8M | $136.8M | 2.28% | -123,116 | 2026-06-30 |
| 10 | RDDT | Reddit Inc | 825.1K | $143.2M | $128.4M | 2.14% | -23,145 | 2026-06-30 |
| 11 | P | Everpure Inc | 1.70M | $133.6M | $214.5M | 3.58% | +520.5K | 2026-06-30 |
| 12 | APH | Amphenol Corp | 710.2K | $125.2M | $112.7M | 1.88% | -- | 2026-06-30 |
| 13 | GE | GE Aerospace | 333.6K | $124.7M | $100.0M | 1.67% | -42,526 | 2026-06-30 |
| 14 | UBER | Uber Technologies Inc | 1.56M | $112.9M | $107.8M | 1.80% | -586,652 | 2026-06-30 |
| 15 | ORCL | Oracle Corp | 715.3K | $104.8M | $93.8M | 1.56% | -61,715 | 2026-06-30 |
| 16 | TER | Teradyne Inc | 197.0K | $95.3M | $66.3M | 1.11% | +91.1K | 2026-06-30 |
| 17 | CDNS | Cadence Design System Inc | 250.1K | $93.9M | $80.0M | 1.33% | -21,755 | 2026-06-30 |
| 18 | BKNG | Booking Holdings Inc | 523.2K | $93.3M | $85.8M | 1.43% | +500.4K | 2026-06-30 |
| 19 | KEYS | Keysight Technologies Inc | 265.2K | $92.8M | $88.6M | 1.48% | -- | 2026-06-30 |
| 20 | DXCM | Dexcom Inc | 1.36M | $91.5M | $116.5M | 1.94% | -564,685 | 2026-06-30 |
| 21 | DELL | Dell Technologies Inc | 211.8K | $91.4M | $97.7M | 1.63% | -- | 2026-06-30 |
| 22 | NFLX | Netflix Inc. | 1.24M | $88.5M | $85.1M | 1.42% | -144,706 | 2026-06-30 |
| 23 | ATI | Ati Inc | 441.0K | $86.9M | $80.7M | 1.35% | -- | 2026-06-30 |
| 24 | ENTG | Entegris Inc | 482.8K | $86.8M | $69.0M | 1.15% | +127.3K | 2026-06-30 |
| 25 | TSM | Taiwan Semiconductor Manufac | 158.4K | $75.7M | $67.3M | 1.12% | +116.2K | 2026-06-30 |
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