Holdings of DSM CAPITAL PARTNERS LLC
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 72.5 % of the equity sleeve
Sector breakdown
- Technology 51.6 %
- Communication 16.6 %
- Industrials 12.0 %
- Consumer discretionary 9.1 %
- Financials 4.4 %
- Health care 3.0 %
- Materials 1.2 %
- Unattributed 2.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- TW 0.3 %
- NL 0.1 %
- GB 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 37 | 5.6B $ | 99.66 % |
| 2 | TW | 1 | 14.3M $ | 0.26 % |
| 3 | NL | 1 | 4.3M $ | 0.08 % |
| 4 | GB | 1 | 413K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 5,208,018 | 908.3M $ | |
| 2 | Microsoft Corp | 1,541,875 | 570.8M $ | |
| 3 | Alphabet Inc | 1,761,877 | 506.6M $ | |
| 4 | Broadcom Inc | 1,615,114 | 499.9M $ | |
| 5 | Amazon.com Inc | 1,956,303 | 407.4M $ | |
| 6 | Arista Networks Inc | 2,686,694 | 329.9M $ | |
| 7 | Meta Platforms Inc | 501,154 | 286.7M $ | |
| 8 | GE Vernova Inc | 235,701 | 205.7M $ | |
| 9 | Howmet Aerospace Inc | 769,737 | 177.4M $ | |
| 10 | Uber Technologies Inc | 2,150,746 | 154.7M $ | |
| 11 | Visa Inc | 455,389 | 137.6M $ | |
| 12 | Intuit Inc | 309,394 | 133.8M $ | |
| 13 | Netflix Inc | 1,384,070 | 133.1M $ | |
| 14 | Dexcom Inc | 1,923,820 | 120.8M $ | |
| 15 | Oracle Corp | 777,056 | 114.3M $ | |
| 16 | Reddit Inc | 848,206 | 114.2M $ | |
| 17 | General Electric Co | 376,098 | 106.7M $ | |
| 18 | Mastercard Inc | 211,023 | 105.4M $ | |
| 19 | Autodesk Inc | 432,363 | 103.5M $ | |
| 20 | Booking Holdings Inc | 22,797 | 96M $ | |
| 21 | Cadence Design Systems Inc | 271,858 | 75.5M $ | |
| 22 | Everpure Inc | 1,174,778 | 69.4M $ | |
| 23 | ServiceNow Inc | 475,149 | 49.7M $ | |
| 24 | Entegris Inc | 355,538 | 41.7M $ | |
| 25 | Boston Scientific Corp | 564,349 | 35.4M $ | |
| 26 | Teradyne Inc | 105,841 | 31.4M $ | |
| 27 | Fair Isaac Corp | 22,396 | 23.9M $ | |
| 28 | Taiwan Semiconductor Manufacturing Co Ltd | 42,266 | 14.3M $ | |
| 29 | Stryker Corp | 28,927 | 9.5M $ | |
| 30 | iShares Russell 1000 Growth ETF | 12,897 | 5.5M $ | |
| 31 | MercadoLibre Inc | 2,733 | 4.7M $ | |
| 32 | ASML Holding NV | 3,282 | 4.3M $ | |
| 33 | Palantir Technologies Inc | 3,425 | 501K $ | |
| 34 | ARM Holdings PLC | 2,730 | 413K $ | |
| 35 | Intel Corp | 5,724 | 252.6K $ | |
| 36 | Marvell Technology Inc | 2,313 | 229.1K $ | |
| 37 | HEICO Corp | 807 | 221.3K $ | |
| 38 | Alphabet Inc | 717 | 205.7K $ | |
| 39 | SentinelOne Inc | 10,828 | 139.5K $ | |
| 40 | AvePoint Inc | 11,614 | 110.4K $ |