DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 5.70M | $1.06B |
 | UBER | 2.97M | $291.25M |
 | ANET | 2.93M | $427.40M |
 | DXCM | 2.53M | $170.48M |
 | AMZN | 2.42M | $531.48M |
 | PINS | 1.95M | $62.70M |
 | GOOGL | 1.74M | $422.55M |
 | MSFT | 1.65M | $855.35M |
 | AVGO | 1.60M | $527.34M |
 | GRAB | 1.36M | $8.16M |
 | HWM | 878K | $172.30M |
 | ABT | 833K | $111.54M |
 | RDDT | 794K | $182.59M |
 | META | 685K | $502.80M |
 | ORCL | 616K | $173.21M |
 | GE | 561K | $168.78M |
 | V | 494K | $168.61M |
 | INTU | 465K | $317.87M |
 | ADSK | 307K | $97.44M |
 | CDNS | 263K | $92.55M |
NVIDIA Corporation
NVDA
Shares Held
5.70M
Value
$1.06B
Uber Technologies, Inc.
UBER
Shares Held
2.97M
Value
$291.25M
Arista Networks, Inc.
ANET
Shares Held
2.93M
Value
$427.40M
DexCom, Inc.
DXCM
Shares Held
2.53M
Value
$170.48M
Amazon.com, Inc.
AMZN
Shares Held
2.42M
Value
$531.48M
Pinterest, Inc.
PINS
Shares Held
1.95M
Value
$62.70M
Alphabet Inc.
GOOGL
Shares Held
1.74M
Value
$422.55M
Microsoft Corporation
MSFT
Shares Held
1.65M
Value
$855.35M
Broadcom Inc.
AVGO
Shares Held
1.60M
Value
$527.34M
Grab Holdings Limited
GRAB
Shares Held
1.36M
Value
$8.16M
Howmet Aerospace Inc.
HWM
Shares Held
878K
Value
$172.30M
Abbott Laboratories
ABT
Shares Held
833K
Value
$111.54M
Reddit, Inc.
RDDT
Shares Held
794K
Value
$182.59M
Meta Platforms, Inc.
META
Shares Held
685K
Value
$502.80M
Oracle Corporation
ORCL
Shares Held
616K
Value
$173.21M
GE Aerospace
GE
Shares Held
561K
Value
$168.78M
Visa Inc.
V
Shares Held
494K
Value
$168.61M
Intuit Inc.
INTU
Shares Held
465K
Value
$317.87M
Autodesk, Inc.
ADSK
Shares Held
307K
Value
$97.44M
Cadence Design Systems, Inc.
CDNS
Shares Held
263K
Value
$92.55M