Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 4.7M | $940.99M |
 Arista Networks, Inc. | ANET | 2.63M | $447.14M |
 Uber Technologies, Inc. | UBER | 1.56M | $112.87M |
 Alphabet Inc. | GOOGL | 1.53M | $546.25M |
 Broadcom Inc. | AVGO | 1.41M | $534.38M |
 DexCom, Inc. | DXCM | 1.36M | $91.54M |
 Amazon.com, Inc. | AMZN | 1.32M | $315.75M |
 Netflix, Inc. | NFLX | 1.24M | $88.49M |
 Microsoft Corporation | MSFT | 847.83K | $316.26M |
 Reddit, Inc. | RDDT | 825.06K | $143.21M |
 Oracle Corporation | ORCL | 715.34K | $104.83M |
 Amphenol Corporation | APH | 710.2K | $125.22M |
 Howmet Aerospace Inc. | HWM | 646.62K | $173.85M |
 ServiceNow, Inc. | NOW | 598.71K | $59.44M |
 Meta Platforms, Inc. | META | 548.7K | $309.08M |
 Booking Holdings Inc. | BKNG | 523.24K | $93.26M |
 Boston Scientific Corporation | BSX | 511.97K | $21.85M |
 Entegris, Inc. | ENTG | 482.8K | $86.84M |
 ATI Inc. | ATI | 441.05K | $86.93M |
 GE Aerospace | GE | 333.57K | $124.67M |