# DSM CAPITAL PARTNERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1214639. Source: https://holderbook.com/funds/1214639-dsm-capital-partners-llc/

- Reported value: $5.8B
- Positions: 70
- Weight of the ten largest: 67.7%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $941.0M | 4,702,822 | 16.1% | 22 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $546.2M | 1,528,522 | 9.4% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $534.4M | 1,414,647 | 9.2% | 11 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $447.1M | 2,632,116 | 7.7% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $316.3M | 847,829 | 5.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $315.7M | 1,324,786 | 5.4% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $309.1M | 548,698 | 5.3% | 11 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $225.5M | 191,962 | 3.9% | 8 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $173.9M | 646,621 | 3.0% | 10 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $143.2M | 825,061 | 2.5% | 4 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $133.6M | 1,695,275 | 2.3% | 2 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $125.2M | 710,204 | 2.1% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $124.7M | 333,572 | 2.1% | 9 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $112.9M | 1,564,094 | 1.9% | 11 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $104.8M | 715,341 | 1.8% | 11 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $95.3M | 196,967 | 1.6% | 2 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $93.9M | 250,103 | 1.6% | 11 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $93.3M | 523,243 | 1.6% | 6 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $92.8M | 265,207 | 1.6% | 1 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $91.5M | 1,359,135 | 1.6% | 6 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $91.4M | 211,754 | 1.6% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $88.5M | 1,239,364 | 1.5% | 11 |
| ATI INC | [ATI](https://holderbook.com/stocks/ATI/) | $86.9M | 441,048 | 1.5% | 1 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $86.8M | 482,799 | 1.5% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $75.7M | 158,437 | 1.3% | 20 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $75.0M | 163,443 | 1.3% | 4 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $70.9M | 179,782 | 1.2% | 1 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $64.3M | 330,503 | 1.1% | 16 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $59.4M | 598,708 | 1.0% | 4 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $40.6M | 262,656 | 0.7% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $21.9M | 511,968 | 0.4% | 5 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $17.6M | 34,237 | 0.3% | 26 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $8.9M | 4,449 | 0.2% | 4 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $8.0M | 25,544 | 0.1% | 11 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $5.0M | 19,046 | 0.1% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $4.7M | 13,688 | 0.1% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $876.1K | 2,941 | 0.0% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $733.7K | 1,263 | 0.0% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $688.5K | 4,931 | 0.0% | 3 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $687.9K | 1,940 | 0.0% | 3 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $593.6K | 1,229 | 0.0% | 1 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $543.1K | 2,086 | 0.0% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $540.2K | 1,529 | 0.0% | 3 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $520.6K | 4,462 | 0.0% | 3 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $469.5K | 4,112 | 0.0% | 4 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $428.6K | 1,576 | 0.0% | 1 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $411.4K | 1,155 | 0.0% | 3 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $403.3K | 470 | 0.0% | 1 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $388.8K | 3,131 | 0.0% | 8 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $336.6K | 1,002 | 0.0% | 1 |
| COHU INC | [COHU](https://holderbook.com/stocks/COHU/) | $330.1K | 4,466 | 0.0% | 1 |
| MACOM TECH SOLUTIONS HLDGS I | [MTSI](https://holderbook.com/stocks/MTSI/) | $307.0K | 807 | 0.0% | 1 |
| FORMFACTOR INC | [FORM](https://holderbook.com/stocks/FORM/) | $305.0K | 1,907 | 0.0% | 1 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $293.1K | 1,506 | 0.0% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $283.4K | 831 | 0.0% | 1 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $274.3K | 615 | 0.0% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $268.8K | 1,056 | 0.0% | 1 |
| BILLIONTOONE INC | [BLLN](https://holderbook.com/stocks/BLLN/) | $267.4K | 2,229 | 0.0% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $258.7K | 339 | 0.0% | 1 |
| GUIDEWIRE SOFTWARE INC | [GWRE](https://holderbook.com/stocks/GWRE/) | $231.6K | 1,882 | 0.0% | 1 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $226.7K | 1,227 | 0.0% | 1 |
| FIGURE TECHNOLOGY SOLUTIO | [FIGR](https://holderbook.com/stocks/FIGR/) | $219.0K | 7,131 | 0.0% | 1 |
| SAILPOINT INC | [SAIL](https://holderbook.com/stocks/SAIL/) | $211.2K | 14,425 | 0.0% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $211.2K | 531 | 0.0% | 1 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $211.1K | 1,374 | 0.0% | 1 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $209.6K | 1,415 | 0.0% | 1 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $208.6K | 1,264 | 0.0% | 1 |
| KLAVIYO INC | [KVYO](https://holderbook.com/stocks/KVYO/) | $208.6K | 13,813 | 0.0% | 1 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $204.2K | 6,298 | 0.0% | 1 |
| JOBY AVIATION INC | [JOBY](https://holderbook.com/stocks/JOBY/) | $99.1K | 11,110 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.0% | +14.8% | -1.8% | 100% |
| Q1 2026 | -11.8% | -4.6% | -7.1% | 100% |
| Q4 2025 | -2.1% | +2.4% | -4.5% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +23.7% | +10.5% | +13.2% | 100% |
| Q1 2025 | -10.3% | -4.6% | -5.8% | 100% |
| Q4 2024 | +4.9% | +2.1% | +2.7% | 100% |
| Q3 2024 | +0.2% | +5.4% | -5.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.8B | 70 |
| Q1 2026 | $5.7B | 44 |
| Q4 2025 | $6.7B | 47 |
| Q3 2025 | $7.0B | 41 |
| Q2 2025 | $6.8B | 39 |
| Q1 2025 | $5.7B | 39 |
| Q4 2024 | $6.5B | 40 |
| Q3 2024 | $6.6B | 99 |
| Q2 2024 | $6.9B | 102 |
| Q1 2024 | $7.3B | 115 |
| Q4 2023 | $6.5B | 129 |
| Q3 2023 | $5.9B | 57 |