Sponsored

The Analysis of DSM CAPITAL PARTNERS LLC's Holdings & P&L

Currently, DSM CAPITAL PARTNERS LLC holds 70 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in APH (+710.2K shares, valued at $125.2M), KEYS (+265.2K shares, valued at $92.8M), DELL (+211.8K shares, valued at $91.4M); decreased their positions in MSFT (-694.0K shares, valued at $258.9M), N/A (-441.7K shares, valued at $151.5M), AMZN (-631.5K shares, valued at $150.5M); initiated new positions in APH (+710.2K shares, valued at $125.2M), KEYS (+265.2K shares, valued at $92.8M), DELL (+211.8K shares, valued at $91.4M).

1M P&L

+395.7M+10.08%

3M P&L

+297.0M+7.38%

HY P&L

+814.9M+23.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors1.0B

23.0%

2Computer Hardware712.7M

16.0%

3Internet Content & Information690.0M

15.5%

Top Industries by Stock Count

1Semiconductors11 stocks

21.2%

2Software - Infrastructure7 stocks

13.5%

3Semiconductor Equipment & Materials5 stocks

9.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION4.7M shares-9.70%2026-06-302026-08-03

GOOGL ALPHABET INC1.5M shares-13.24%2026-06-302026-08-03

BROADCOM INC BROADCOM INC1.4M shares-12.41%2026-06-302026-08-03

ANET ARISTA NETWORKS INC2.6M shares-2.03%2026-06-302026-08-03

MSFT MICROSOFT CORP847.8K shares-45.01%2026-06-302026-08-03

AMZN AMAZON COM INC1.3M shares-32.28%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC548.7K shares9.49%2026-06-302026-08-03

GEV GE VERNOVA INC192.0K shares-18.56%2026-06-302026-08-03

Sponsored

HWM HOWMET AEROSPACE INC646.6K shares-15.99%2026-06-302026-08-03

RDDT REDDIT INC825.1K shares-2.73%2026-06-302026-08-03

P EVERPURE INC1.7M shares44.31%2026-06-302026-08-03

APH AMPHENOL CORP710.2K sharesnew addition2026-06-302026-08-03

GE GE AEROSPACE333.6K shares-11.31%2026-06-302026-08-03

UBER UBER TECHNOLOGIES INC1.6M shares-27.28%2026-06-302026-08-03

ORACLE CORP ORACLE CORP715.3K shares-7.94%2026-06-302026-08-03

TER TERADYNE INC197.0K shares86.10%2026-06-302026-08-03

Sponsored

CDNS CADENCE DESIGN SYSTEM INC250.1K shares-8.00%2026-06-302026-08-03

BKNG BOOKING HOLDINGS INC523.2K shares2195.23%2026-06-302026-08-03

KEYS KEYSIGHT TECHNOLOGIES INC265.2K sharesnew addition2026-06-302026-08-03

DEXCOM INC DEXCOM INC1.4M shares-29.35%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC211.8K sharesnew addition2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.1.2M shares-10.46%2026-06-302026-08-03

ATI INC ATI INC441.0K sharesnew addition2026-06-302026-08-03

ENTG ENTEGRIS INC482.8K shares35.79%2026-06-302026-08-03

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC158.4K shares274.86%2026-06-302026-08-03

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A163.4K shares13.24%2026-06-302026-08-03

COHR COHERENT CORP179.8K sharesnew addition2026-06-302026-08-03

ADSK AUTODESK INC330.5K shares-23.56%2026-06-302026-08-03

SERVICENOW INC SERVICENOW INC598.7K shares26.00%2026-06-302026-08-03

NTAP NETAPP INC262.7K sharesnew addition2026-06-302026-08-03

BSX BOSTON SCIENTIFIC CORP512.0K shares-9.28%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED34.2K shares-83.78%2026-06-302026-08-03

Sponsored

ASML ASML HLDG NV4.4K shares35.56%2026-06-302026-08-03

SYK STRYKER CORPORATION25.5K shares-11.69%2026-06-302026-08-03

TSEM TOWER SEMICONDUCTOR LTD19.0K shares-0.12%2026-06-302026-08-03

VISA INC VISA INC13.7K shares-96.99%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC2.9K shares27.15%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-06-302026-08-03

INTC INTEL CORP4.9K shares-13.85%2026-06-302026-08-03

ARM ARM HOLDINGS PLC1.9K shares-28.94%2026-06-302026-08-03

Sponsored

ALAB ASTERA LABS INC1.2K sharesnew addition2026-06-302026-08-03

DATADOG INC DATADOG INC2.1K sharesnew addition2026-06-302026-08-03

GOOG ALPHABET INC1.5K shares113.25%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.5K shares30.28%2026-06-302026-08-03

SHOP SHOPIFY INC4.1K shares24.12%2026-06-302026-08-03

CRDO CREDO TECHNOLOGY GROUP HOLDI1.6K sharesnew addition2026-06-302026-08-03

HEI HEICO CORP NEW1.2K shares43.12%2026-06-302026-08-03

LUMENTUM HLDGS INC LUMENTUM HLDGS INC470 sharesnew addition2026-06-302026-08-03

Sponsored

IWF ISHARES TR3.1K shares-75.72%2026-06-302026-08-03

MDB MONGODB INC1.0K sharesnew addition2026-06-302026-08-03

COHU COHU INC4.5K sharesnew addition2026-06-302026-08-03

MTSI MACOM TECH SOLUTIONS HLDGS I807 sharesnew addition2026-06-302026-08-03

FORM FORMFACTOR INC1.9K sharesnew addition2026-06-302026-08-03

BWXT BWX TECHNOLOGIES INC1.5K sharesnew addition2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC831 sharesnew addition2026-06-302026-08-03

SNPS SYNOPSYS INC615 sharesnew addition2026-06-302026-08-03

Sponsored

SNOWFLAKE INC SNOWFLAKE INC1.1K sharesnew addition2026-06-302026-08-03

BLLN BILLIONTOONE INC2.2K sharesnew addition2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC339 sharesnew addition2026-06-302026-08-03

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC1.9K sharesnew addition2026-06-302026-08-03

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-08-03

FIGR FIGURE TECHNOLOGY SOLUTIO7.1K sharesnew addition2026-06-302026-08-03

SAILPOINT INC SAILPOINT INC14.4K sharesnew addition2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC531 sharesnew addition2026-06-302026-08-03

Sponsored

FTNT FORTINET INC1.4K sharesnew addition2026-06-302026-08-03

AAOI APPLIED OPTOELECTRONICS INC1.4K sharesnew addition2026-06-302026-08-03

AEROVIRONMENT INC AEROVIRONMENT INC1.3K sharesnew addition2026-06-302026-08-03

KVYO KLAVIYO INC13.8K sharesnew addition2026-06-302026-08-03

IOT SAMSARA INC6.3K sharesnew addition2026-06-302026-08-03

JOBY JOBY AVIATION INC11.1K sharesnew addition2026-06-302026-08-03

NVDA

NVIDIA CORPORATION

-9.70%

Shares4.7M

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-13.24%

Shares1.5M

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-12.41%

Shares1.4M

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

-2.03%

Shares2.6M

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-45.01%

Shares847.8K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-32.28%

Shares1.3M

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

9.49%

Shares548.7K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

-18.56%

Shares192.0K

Event2026-06-30

Filed2026-08-03

HWM

HOWMET AEROSPACE INC

-15.99%

Shares646.6K

Event2026-06-30

Filed2026-08-03

RDDT

REDDIT INC

-2.73%

Shares825.1K

Event2026-06-30

Filed2026-08-03

EVERPURE INC

44.31%

Shares1.7M

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

New

Shares710.2K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

-11.31%

Shares333.6K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

-27.28%

Shares1.6M

Event2026-06-30

Filed2026-08-03

ORACLE CORP

-7.94%

Shares715.3K

Event2026-06-30

Filed2026-08-03

TER

TERADYNE INC

86.10%

Shares197.0K

Event2026-06-30

Filed2026-08-03

CDNS

CADENCE DESIGN SYSTEM INC

-8.00%

Shares250.1K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2195.23%

Shares523.2K

Event2026-06-30

Filed2026-08-03

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares265.2K

Event2026-06-30

Filed2026-08-03

DEXCOM INC

-29.35%

Shares1.4M

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

New

Shares211.8K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-10.46%

Shares1.2M

Event2026-06-30

Filed2026-08-03

ATI INC

New

Shares441.0K

Event2026-06-30

Filed2026-08-03

ENTG

ENTEGRIS INC

35.79%

Shares482.8K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

274.86%

Shares158.4K

Event2026-06-30

Filed2026-08-03

SPOTIFY TECHNOLOGY S A

13.24%

Shares163.4K

Event2026-06-30

Filed2026-08-03

COHR

COHERENT CORP

New

Shares179.8K

Event2026-06-30

Filed2026-08-03

ADSK

AUTODESK INC

-23.56%

Shares330.5K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

26.00%

Shares598.7K

Event2026-06-30

Filed2026-08-03

NTAP

NETAPP INC

New

Shares262.7K

Event2026-06-30

Filed2026-08-03

BSX

BOSTON SCIENTIFIC CORP

-9.28%

Shares512.0K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-83.78%

Shares34.2K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

35.56%

Shares4.4K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

-11.69%

Shares25.5K

Event2026-06-30

Filed2026-08-03

TSEM

TOWER SEMICONDUCTOR LTD

-0.12%

Shares19.0K

Event2026-06-30

Filed2026-08-03

VISA INC

-96.99%

Shares13.7K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

27.15%

Shares2.9K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-13.85%

Shares4.9K

Event2026-06-30

Filed2026-08-03

ARM

ARM HOLDINGS PLC

-28.94%

Shares1.9K

Event2026-06-30

Filed2026-08-03

ALAB

ASTERA LABS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

DATADOG INC

New

Shares2.1K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

113.25%

Shares1.5K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

30.28%

Shares4.5K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

24.12%

Shares4.1K

Event2026-06-30

Filed2026-08-03

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

HEI

HEICO CORP NEW

43.12%

Shares1.2K

Event2026-06-30

Filed2026-08-03

LUMENTUM HLDGS INC

New

Shares470

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

-75.72%

Shares3.1K

Event2026-06-30

Filed2026-08-03

MDB

MONGODB INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-03

COHU

COHU INC

New

Shares4.5K

Event2026-06-30

Filed2026-08-03

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares807

Event2026-06-30

Filed2026-08-03

FORM

FORMFACTOR INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-03

BWXT

BWX TECHNOLOGIES INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

New

Shares831

Event2026-06-30

Filed2026-08-03

SNPS

SYNOPSYS INC

New

Shares615

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

BLLN

BILLIONTOONE INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

New

Shares339

Event2026-06-30

Filed2026-08-03

GUIDEWIRE SOFTWARE INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-03

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares7.1K

Event2026-06-30

Filed2026-08-03

SAILPOINT INC

New

Shares14.4K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

New

Shares531

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares1.4K

Event2026-06-30

Filed2026-08-03

AEROVIRONMENT INC

New

Shares1.3K

Event2026-06-30

Filed2026-08-03

KVYO

KLAVIYO INC

New

Shares13.8K

Event2026-06-30

Filed2026-08-03

IOT

SAMSARA INC

New

Shares6.3K

Event2026-06-30

Filed2026-08-03

JOBY

JOBY AVIATION INC

New

Shares11.1K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available