§ 13F · FUND PROFILE
DSM CAPITAL PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.0B (13F)Positions · 41Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$170M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 5.21M | $908M | 16.1% | −6% |
| 2 | MSFT | MICROSOFT CORP | 1.54M | $571M | 10.1% | −6% |
| 3 | GOOGL | ALPHABET INC | 1.76M | $507M | 9.0% | −10% |
| 4 | AVGO | BROADCOM INC | 1.62M | $500M | 8.8% | −4% |
| 5 | AMZN | AMAZON COM INC | 1.96M | $407M | 7.2% | −17% |
| 6 | ANET | ARISTA NETWORKS INC | 2.69M | $330M | 5.8% | −3% |
| 7 | META | META PLATFORMS INC | 501K | $287M | 5.1% | +3% |
| 8 | GEV | GE VERNOVA INC | 236K | $206M | 3.6% | −17% |
| 9 | HWM | HOWMET AEROSPACE INC | 770K | $177M | 3.1% | −12% |
| 10 | UBER | UBER TECHNOLOGIES INC | 2.15M | $155M | 2.7% | −24% |
§ 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 $7.0 billion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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