DSM CAPITAL PARTNERS LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $941.0M | 4,702,822 | +0.06pp | 22q | -9.7%-$101.1M | |
| ALPHABET INC | GOOGL | $546.2M | 1,528,522 | +0.40pp | 31q | -13.2%-$83.4M | |
| BROADCOM INC | AVGO | $534.4M | 1,414,647 | +0.32pp | 11q | -12.4%-$75.7M | |
| ARISTA NETWORKS INC | ANET | $447.1M | 2,632,116 | +1.83pp | 7q | -2.0%-$9.3M | |
| MICROSOFT CORP | MSFT | $316.3M | 847,829 | -4.67pp | 31q | -45.0%-$258.9M | |
| AMAZON COM INC | AMZN | $315.7M | 1,324,786 | -1.79pp | 31q | -32.3%-$150.5M | |
| META PLATFORMS INC | META | $309.1M | 548,698 | +0.23pp | 11q | +9.5%+$26.8M | |
| GE VERNOVA INC | GEV | $225.5M | 191,962 | +0.23pp | 8q | -18.6%-$51.4M | |
| HOWMET AEROSPACE INC | HWM | $173.9M | 646,621 | -0.16pp | 10q | -16.0%-$33.1M | |
| REDDIT INC | RDDT | $143.2M | 825,061 | +0.43pp | 4q | -2.7%-$4.0M | |
| EVERPURE INC | P | $133.6M | 1,695,275 | +1.06pp | 2q | +44.3%+$41.0M | |
| AMPHENOL CORP | APH | $125.2M | 710,204 | - | new | NEW | |
| GE AEROSPACE | GE | $124.7M | 333,572 | +0.25pp | 9q | -11.3%-$15.9M | |
| UBER TECHNOLOGIES INC | UBER | $112.9M | 1,564,094 | -0.80pp | 11q | -27.3%-$42.3M | |
| ORACLE CORP | ORCL | $104.8M | 715,341 | -0.23pp | 11q | -7.9%-$9.0M | |
| TERADYNE INC | TER | $95.3M | 196,967 | +1.08pp | 2q | +86.1%+$44.1M | |
| CADENCE DESIGN SYSTEM INC | CDNS | $93.9M | 250,103 | +0.27pp | 11q | -8.0%-$8.2M | |
| BOOKING HOLDINGS INC | BKNG | $93.3M | 523,243 | -0.10pp | 6q | +2195.2%+$89.2M | |
| KEYSIGHT TECHNOLOGIES INC | KEYS | $92.8M | 265,207 | - | new | NEW | |
| DEXCOM INC | DXCM | $91.5M | 1,359,135 | -0.57pp | 6q | -29.4%-$38.0M | |
| DELL TECHNOLOGIES INC | DELL | $91.4M | 211,754 | - | new | NEW | |
| NETFLIX INC | NFLX | $88.5M | 1,239,364 | -0.84pp | 11q | -10.5%-$10.3M | |
| ATI INC | ATI | $86.9M | 441,048 | - | new | NEW | |
| ENTEGRIS INC | ENTG | $86.8M | 482,799 | +0.75pp | 2q | +35.8%+$22.9M | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $75.7M | 158,437 | +1.04pp | 20q | +274.9%+$55.5M | |
| SPOTIFY TECHNOLOGY S A | SPOT | $75.0M | 163,443 | +0.05pp | 4q | +13.2%+$8.8M | |
| COHERENT CORP | COHR | $70.9M | 179,782 | - | new | NEW | |
| AUTODESK INC | ADSK | $64.3M | 330,503 | -0.73pp | 16q | -23.6%-$19.8M | |
| SERVICENOW INC | NOW | $59.4M | 598,708 | +0.14pp | 4q | +26.0%+$12.3M | |
| NETAPP INC | NTAP | $40.6M | 262,656 | - | new | NEW | |
| BOSTON SCIENTIFIC CORP | BSX | $21.9M | 511,968 | -0.25pp | 5q | -9.3%-$2.2M | |
| MASTERCARD INCORPORATED | MA | $17.6M | 34,237 | -1.56pp | 26q | -83.8%-$90.8M | |
| ASML HLDG NV | ASML | $8.9M | 4,449 | +0.07pp | 4q | +35.6%+$2.3M | |
| STRYKER CORPORATION | SYK | $8.0M | 25,544 | -0.03pp | 11q | -11.7%-$1.1M | |
| TOWER SEMICONDUCTOR LTD | TSEM | $5.0M | 19,046 | +0.03pp | 2q | HELD | |
| VISA INC | V | $4.7M | 13,688 | -2.35pp | 31q | -97.0%-$151.5M | |
| MARVELL TECHNOLOGY INC | MRVL | $876.1K | 2,941 | +0.01pp | 2q | +27.2%+$187.1K | |
| ADVANCED MICRO DEVICES INC | AMD | $733.7K | 1,263 | - | new | NEW | |
| INTEL CORP | INTC | $688.5K | 4,931 | +0.01pp | 3q | -13.9%-$110.7K | |
| ARM HOLDINGS PLC | ARM | $687.9K | 1,940 | flat | 3q | -28.9%-$280.1K | |
| ASTERA LABS INC | ALAB | $593.6K | 1,229 | - | new | NEW | |
| DATADOG INC | DDOG | $543.1K | 2,086 | - | new | NEW | |
| ALPHABET INC | GOOG | $540.2K | 1,529 | +0.01pp | 3q | +113.2%+$286.9K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $520.6K | 4,462 | flat | 3q | +30.3%+$121.0K | |
| SHOPIFY INC | SHOP | $469.5K | 4,112 | flat | 4q | +24.1%+$91.2K | |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | $428.6K | 1,576 | - | new | NEW | |
| HEICO CORP NEW | HEI | $411.4K | 1,155 | flat | 3q | +43.1%+$124.0K | |
| LUMENTUM HLDGS INC | LITE | $403.3K | 470 | - | new | NEW | |
| ISHARES TR | IWF | $388.8K | 3,131 | -0.09pp | 8q | -75.7%-$1.2M | |
| MONGODB INC | MDB | $336.6K | 1,002 | - | new | NEW | |
| COHU INC | COHU | $330.1K | 4,466 | - | new | NEW | |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | $307.0K | 807 | - | new | NEW | |
| FORMFACTOR INC | FORM | $305.0K | 1,907 | - | new | NEW | |
| BWX TECHNOLOGIES INC | BWXT | $293.1K | 1,506 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $283.4K | 831 | - | new | NEW | |
| SYNOPSYS INC | SNPS | $274.3K | 615 | - | new | NEW | |
| SNOWFLAKE INC | SNOW | $268.8K | 1,056 | - | new | NEW | |
| BILLIONTOONE INC | BLLN | $267.4K | 2,229 | - | new | NEW | |
| CROWDSTRIKE HLDGS INC | CRWD | $258.7K | 339 | - | new | NEW | |
| GUIDEWIRE SOFTWARE INC | GWRE | $231.6K | 1,882 | - | new | NEW | |
| QUALCOMM INC | QCOM | $226.7K | 1,227 | - | new | NEW | |
| FIGURE TECHNOLOGY SOLUTIO | FIGR | $219.0K | 7,131 | - | new | NEW | |
| SAILPOINT INC | SAIL | $211.2K | 14,425 | - | new | NEW | |
| INTUITIVE SURGICAL INC | ISRG | $211.2K | 531 | - | new | NEW | |
| FORTINET INC | FTNT | $211.1K | 1,374 | - | new | NEW | |
| APPLIED OPTOELECTRONICS INC | AAOI | $209.6K | 1,415 | - | new | NEW | |
| AEROVIRONMENT INC | AVAV | $208.6K | 1,264 | - | new | NEW | |
| KLAVIYO INC | KVYO | $208.6K | 13,813 | - | new | NEW | |
| SAMSARA INC | IOT | $204.2K | 6,298 | - | new | NEW | |
| JOBY AVIATION INC | JOBY | $99.1K | 11,110 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $2.0B | 34.9% |
| Software & IT Services | $1.6B | 28.1% |
| Computer Hardware | $713.2M | 12.2% |
| Retail & Consumer | $315.7M | 5.4% |
| Mining & Metals | $260.8M | 4.5% |
| Instruments & Controls | $259.4M | 4.4% |
| Telecom & Media | $163.5M | 2.8% |
| Business Services | $135.1M | 2.3% |
| Medical Devices | $121.6M | 2.1% |
| Transport & Logistics | $93.3M | 1.6% |
| Other sectors | $97.2M | 1.7% |
| Not classified | $388.8K | 0.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $5.8B | 70 | 32 | 14 | 23 | 6 | 67.7% | 34 |
| Q1 2026 | $5.7B | 44 | 7 | 15 | 22 | 10 | 71.6% | 29 |
| Q4 2025 | $6.7B | 47 | 10 | 13 | 22 | 4 | 73.3% | 43 |
| Q3 2025 | $7.0B | 41 | 9 | 22 | 10 | 7 | 73.0% | 22 |
| Q2 2025 | $6.8B | 39 | 2 | 11 | 26 | 2 | 71.7% | 24 |
| Q1 2025 | $5.7B | 39 | 3 | 12 | 21 | 4 | 69.6% | 43 |
| Q4 2024 | $6.5B | 40 | 1 | 21 | 18 | 60 | 72.5% | 31 |
| Q3 2024 | $6.6B | 99 | 3 | 17 | 32 | 6 | 72.5% | 45 |
| Q2 2024 | $6.9B | 102 | 2 | 16 | 33 | 15 | 73.2% | 45 |
| Q1 2024 | $7.3B | 115 | 3 | 32 | 37 | 17 | 68.8% | 43 |
| Q4 2023 | $6.5B | 129 | 76 | 20 | 24 | 4 | 67.9% | 43 |
| Q3 2023 | $5.9B | 57 | 3 | 11 | 25 | 4 | 65.6% | 44 |
| Q2 2023 | $6.2B | 58 | 3 | 7 | 43 | 1 | 61.6% | 42 |
| Q1 2023 | $6.1B | 56 | 4 | 21 | 24 | 6 | 56.0% | 42 |
| Q4 2022 | $6.0M | 58 | 4 | 18 | 27 | 7 | 56.0% | 44 |
| Q3 2022 | $5.9B | 61 | 6 | 19 | 19 | 2 | 59.4% | 45 |
| Q2 2022 | $6.0B | 57 | 7 | 17 | 22 | 6 | 61.6% | 43 |
| Q1 2022 | $7.5B | 56 | 1 | 13 | 27 | 7 | 65.2% | 43 |
| Q4 2021 | $9.5B | 62 | 3 | 16 | 27 | 7 | 68.2% | 45 |
| Q3 2021 | $9.6B | 66 | 10 | 26 | 20 | 6 | 70.9% | 43 |
| Q2 2021 | $10.4B | 62 | 2 | 18 | 32 | 8 | 72.0% | 44 |
| Q1 2021 | $9.4B | 68 | 4 | 29 | 28 | 4 | 70.8% | 44 |
| Q4 2020 | $9.3B | 68 | 24 | 18 | 23 | 3 | 70.5% | 43 |
| Q3 2020 | $9.0B | 47 | 2 | 19 | 22 | 4 | 73.0% | 44 |
| Q2 2020 | $8.4B | 49 | 10 | 13 | 22 | 11 | 71.8% | 44 |
| Q1 2020 | $6.6B | 50 | 7 | 22 | 14 | 5 | 68.0% | 44 |
| Q4 2019 | $7.6B | 48 | 2 | 36 | 9 | 5 | 64.0% | 44 |
| Q3 2019 | $6.5B | 51 | 4 | 10 | 34 | 4 | 64.0% | 44 |
| Q2 2019 | $6.9B | 51 | 4 | 17 | 24 | 6 | 64.7% | 45 |
| Q1 2019 | $6.8B | 53 | 4 | 23 | 21 | 7 | 62.1% | 43 |
| Q4 2018 | $5.8B | 56 | 0 | 0 | 0 | 0 | 62.4% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.