DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 5.52M | $1.03B |
 | UBER | 2.83M | $231.38M |
 | ANET | 2.78M | $364.66M |
 | AMZN | 2.36M | $545.57M |
 | DXCM | 2.36M | $156.31M |
 | GOOGL | 1.95M | $611.16M |
 | PINS | 1.78M | $46.05M |
 | AVGO | 1.68M | $580.12M |
 | MSFT | 1.65M | $796.28M |
 | NFLX | 1.30M | $122.28M |
 | GRAB | 1.20M | $6.01M |
 | HWM | 874K | $179.12M |
 | ABT | 821K | $102.91M |
 | RDDT | 805K | $185.14M |
 | ORCL | 555K | $108.14M |
 | GE | 553K | $170.38M |
 | META | 487K | $321.69M |
 | V | 477K | $167.42M |
 | INTU | 422K | $279.43M |
 | NOW | 326K | $49.98M |
NVIDIA Corporation
NVDA
Shares Held
5.52M
Value
$1.03B
Uber Technologies, Inc.
UBER
Shares Held
2.83M
Value
$231.38M
Arista Networks, Inc.
ANET
Shares Held
2.78M
Value
$364.66M
Amazon.com, Inc.
AMZN
Shares Held
2.36M
Value
$545.57M
DexCom, Inc.
DXCM
Shares Held
2.36M
Value
$156.31M
Alphabet Inc.
GOOGL
Shares Held
1.95M
Value
$611.16M
Pinterest, Inc.
PINS
Shares Held
1.78M
Value
$46.05M
Broadcom Inc.
AVGO
Shares Held
1.68M
Value
$580.12M
Microsoft Corporation
MSFT
Shares Held
1.65M
Value
$796.28M
Netflix, Inc.
NFLX
Shares Held
1.30M
Value
$122.28M
Grab Holdings Limited
GRAB
Shares Held
1.20M
Value
$6.01M
Howmet Aerospace Inc.
HWM
Shares Held
874K
Value
$179.12M
Abbott Laboratories
ABT
Shares Held
821K
Value
$102.91M
Reddit, Inc.
RDDT
Shares Held
805K
Value
$185.14M
Oracle Corporation
ORCL
Shares Held
555K
Value
$108.14M
GE Aerospace
GE
Shares Held
553K
Value
$170.38M
Meta Platforms, Inc.
META
Shares Held
487K
Value
$321.69M
Visa Inc.
V
Shares Held
477K
Value
$167.42M
Intuit Inc.
INTU
Shares Held
422K
Value
$279.43M
ServiceNow, Inc.
NOW
Shares Held
326K
Value
$49.98M