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

Currently, DSM CAPITAL PARTNERS LLC holds 44 types of securities in its portfolio with a total value $5.7B. In the most recent quarter, they have increased their positions in PSTG (+1.2M shares, valued at $69.4M), SPOT (+141.1K shares, valued at $68.4M), ENTG (+355.5K shares, valued at $41.7M); decreased their positions in AMZN (-407.3K shares, valued at $84.8M), NVDA (-316.0K shares, valued at $55.1M), N/A (-190.7K shares, valued at $54.8M); initiated new positions in PSTG (+1.2M shares, valued at $69.4M), ENTG (+355.5K shares, valued at $41.7M), TER (+105.8K shares, valued at $31.4M).

1M P&L

+59.3M+1.28%

3M P&L

+320.8M+7.33%

HY P&L

+56.5M+1.22%

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

1Semiconductors926.6M

22.0%

2Software - Infrastructure685.8M

16.3%

3Software - Application544.2M

12.9%

Top Industries by Stock Count

1Software - Application8 stocks

21.1%

2Semiconductors5 stocks

13.2%

3Software - Infrastructure5 stocks

13.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION5.2M shares-5.72%2026-03-312026-04-29

MSFT MICROSOFT CORP1.5M shares-6.35%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.8M shares-9.77%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.6M shares-3.64%2026-03-312026-04-29

AMZN AMAZON COM INC2.0M shares-17.23%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC2.7M shares-3.46%2026-03-312026-04-29

META META PLATFORMS INC501.2K shares2.83%2026-03-312026-04-29

GEV GE VERNOVA INC235.7K shares-16.77%2026-03-312026-04-29

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HWM HOWMET AEROSPACE INC769.7K shares-11.90%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC2.2M shares-24.05%2026-03-312026-04-29

V VISA INC455.4K shares-4.60%2026-03-312026-04-29

INTU INTUIT309.4K shares-26.66%2026-03-312026-04-29

NFLX NETFLIX INC.1.4M shares6.13%2026-03-312026-04-29

DXCM DEXCOM INC1.9M shares-18.31%2026-03-312026-04-29

ORCL ORACLE CORP777.1K shares40.05%2026-03-312026-04-29

RDDT REDDIT INC848.2K shares5.32%2026-03-312026-04-29

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GE AEROSPACE GE AEROSPACE376.1K shares-32.00%2026-03-312026-04-29

MA MASTERCARD INCORPORATED211.0K shares-4.02%2026-03-312026-04-29

ADSK AUTODESK INC432.4K shares39.89%2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC22.8K shares-2.38%2026-03-312026-04-29

CDNS CADENCE DESIGN SYSTEM INC271.9K shares-2.26%2026-03-312026-04-29

SPOT SPOTIFY TECHNOLOGY S A144.3K shares4336.86%2026-03-312026-04-29

PSTG EVERPURE INC1.2M sharesnew addition2026-03-312026-04-29

NOW SERVICENOW INC475.1K shares45.63%2026-03-312026-04-29

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ENTG ENTEGRIS INC355.5K sharesnew addition2026-03-312026-04-29

BSX BOSTON SCIENTIFIC CORP564.3K shares11846.42%2026-03-312026-04-29

TER TERADYNE INC105.8K sharesnew addition2026-03-312026-04-29

FICO FAIR ISAAC CORP22.4K sharesnew addition2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC42.3K shares-5.17%2026-03-312026-04-29

SYK STRYKER CORPORATION28.9K shares53.00%2026-03-312026-04-29

IWF ISHARES TR12.9K shares-81.74%2026-03-312026-04-29

MELI MERCADOLIBRE INC2.7K shares-2.50%2026-03-312026-04-29

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ASML ASML HLDG NV3.3K shares6.45%2026-03-312026-04-29

TSEM TOWER SEMICONDUCTOR LTD19.1K sharesnew addition2026-03-312026-04-29

GRAB GRAB HOLDINGS LIMITED731.2K shares-39.32%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC3.4K shares42.53%2026-03-312026-04-29

ARM ARM HOLDINGS PLC2.7K shares5.16%2026-03-312026-04-29

SHOP SHOPIFY INC3.3K shares6.25%2026-03-312026-04-29

INTC INTEL CORP5.7K shares-28.55%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-03-312026-04-29

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HEI HEICO CORP NEW807 shares5.35%2026-03-312026-04-29

ALPHABET INC ALPHABET INC717 shares-10.93%2026-03-312026-04-29

S SENTINELONE INC10.8K shares5.25%2026-03-312026-04-29

AVPT AVEPOINT INC11.6K sharesnew addition2026-03-312026-04-29

NVDA

NVIDIA CORPORATION

-5.72%

Shares5.2M

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-6.35%

Shares1.5M

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-9.77%

Shares1.8M

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-3.64%

Shares1.6M

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-17.23%

Shares2.0M

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

-3.46%

Shares2.7M

Event2026-03-31

Filed2026-04-29