§ 13F · FUND PROFILE
DSM CAPITAL PARTNERS LLC.
AUM · $5.8B (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$516M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 4.70M | $941M | 16.1% | −10% |
| 2 | GOOGL | ALPHABET INC | 1.53M | $546M | 9.4% | −13% |
| 3 | AVGO | BROADCOM INC | 1.41M | $534M | 9.2% | −12% |
| 4 | ANET | ARISTA NETWORKS INC | 2.63M | $447M | 7.7% | −2% |
| 5 | MSFT | MICROSOFT CORP | 848K | $316M | 5.4% | −45% |
| 6 | AMZN | AMAZON COM INC | 1.32M | $316M | 5.4% | −32% |
| 7 | META | META PLATFORMS INC | 549K | $309M | 5.3% | +9% |
| 8 | GEV | GE VERNOVA INC | 192K | $226M | 3.9% | −19% |
| 9 | HWM | HOWMET AEROSPACE INC | 647K | $174M | 3.0% | −16% |
| 10 | RDDT | REDDIT INC | 825K | $143M | 2.5% | −3% |
§ 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 $5.8 billion in assets. The fund runs a portfolio of 70 positions.
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