§ 13F · FUND PROFILE
DSM CAPITAL PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6766.0T (13F)Positions · 39Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.52M | $1030.2T | 15.3% | −3% |
| 2 | MSFT | MICROSOFT CORP | 1.65M | $796.3T | 11.8% | ±0% |
| 3 | GOOGL | ALPHABET INC | 1.95M | $611.2T | 9.1% | +12% |
| 4 | AVGO | BROADCOM INC | 1.68M | $580.1T | 8.6% | +5% |
| 5 | AMZN | AMAZON COM INC | 2.36M | $545.6T | 8.1% | −2% |
| 6 | ANET | ARISTA NETWORKS INC | 2.78M | $364.7T | 5.4% | −5% |
| 7 | META | META PLATFORMS INC | 487K | $321.7T | 4.8% | −29% |
| 8 | INTU | INTUIT | 422K | $279.4T | 4.1% | −9% |
| 9 | UBER | UBER TECHNOLOGIES INC | 2.83M | $231.4T | 3.4% | −5% |
| 10 | RDDT | REDDIT INC | 805K | $185.1T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DSM SIGNAL
AC read
DSM CAPITAL PARTNERS LLC is a Other fund managing $6765988.7 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed