The Analysis of DSM CAPITAL PARTNERS LLC's Holdings


Currently, DSM CAPITAL PARTNERS LLC holds 41 types of securities in its portfolio with a total value $7.0B. In the most recent quarter, they have increased their positions in AVGO (+701.5K shares, valued at $231.4M), RDDT (+793.9K shares, valued at $182.6M), ORCL (+562.8K shares, valued at $158.3M); decreased their positions in ANET (-2.1M shares, valued at $303.4M), GOOGL (-549.4K shares, valued at $133.5M), NVDA (-514.6K shares, valued at $96.0M); initiated new positions in RDDT (+793.9K shares, valued at $182.6M), PINS (+1.9M shares, valued at $62.7M), NOW (+47.1K shares, valued at $43.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION5.7M shares-8.28%2025-09-302025-10-22history
MSFT MICROSOFT CORP1.7M shares19.45%2025-09-302025-10-22history
AMZN AMAZON COM INC2.4M shares-11.20%2025-09-302025-10-22history
AVGO BROADCOM INC1.6M shares78.22%2025-09-302025-10-22history
META META PLATFORMS INC684.7K shares-7.62%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC2.9M shares-41.51%2025-09-302025-10-22history
GOOGL ALPHABET INC1.7M shares-24.02%2025-09-302025-10-22history
INTU INTUIT465.5K shares2.10%2025-09-302025-10-22history
Sponsored
UBER UBER TECHNOLOGIES INC3.0M shares13.23%2025-09-302025-10-22history
RDDT REDDIT INC793.9K sharesnew addition2025-09-302025-10-22history
ORCL ORACLE CORP615.9K shares1060.82%2025-09-302025-10-22history
HWM HOWMET AEROSPACE INC878.1K shares22.26%2025-09-302025-10-22history
DXCM DEXCOM INC2.5M shares76.52%2025-09-302025-10-22history
GE GE AEROSPACE561.1K shares-1.66%2025-09-302025-10-22history
V VISA INC493.9K shares9.63%2025-09-302025-10-22history
NFLX NETFLIX INC133.6K shares60.60%2025-09-302025-10-22history
Sponsored
BKNG BOOKING HOLDINGS INC28.2K shares51.93%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED237.4K shares23.06%2025-09-302025-10-22history
GEV GE VERNOVA INC198.2K shares0.60%2025-09-302025-10-22history
ABT ABBOTT LABS832.8K shares7.82%2025-09-302025-10-22history
ADSK AUTODESK INC306.7K shares-25.21%2025-09-302025-10-22history
CDNS CADENCE DESIGN SYSTEM INC263.5K shares-0.92%2025-09-302025-10-22history
PINS PINTEREST INC1.9M sharesnew addition2025-09-302025-10-22history
NOW SERVICENOW INC47.1K sharesnew addition2025-09-302025-10-22history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD51.0K shares21.29%2025-09-302025-10-22history
MELI MERCADOLIBRE INC4.0K shares66.16%2025-09-302025-10-22history
GRAB GRAB HOLDINGS LIMITED1.4M shares11597.22%2025-09-302025-10-22history
SYK STRYKER CORPORATION18.7K shares315.69%2025-09-302025-10-22history
HDB HDFC BANK LTD198.5K shares196.69%2025-09-302025-10-22history
IBN ICICI BANK LIMITED216.6K shares11.58%2025-09-302025-10-22history
ASML ASML HOLDING N V3.4K sharesnew addition2025-09-302025-10-22history
ARES ARES MANAGEMENT CORPORATION10.6K shares-24.57%2025-09-302025-10-22history
Sponsored
APO APOLLO GLOBAL MGMT INC12.4K shares22.34%2025-09-302025-10-22history
WIX WIX COM LTD8.9K sharesnew addition2025-09-302025-10-22history
ADP AUTOMATIC DATA PROCESSING IN3.6K shares-18.54%2025-09-302025-10-22history
BRO BROWN & BROWN INC6.8K sharesnew addition2025-09-302025-10-22history
BSX BOSTON SCIENTIFIC CORP4.0K shares39.15%2025-09-302025-10-22history
IWF ISHARES TR683 shares1.19%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC1.5K sharesnew addition2025-09-302025-10-22history
SHOP SHOPIFY INC2.0K sharesnew addition2025-09-302025-10-22history
Sponsored
SPOT SPOTIFY TECHNOLOGY S A394 sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available