DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 5.21M | $908.28M |
 | ANET | 2.69M | $329.87M |
 | UBER | 2.15M | $154.70M |
 | AMZN | 1.96M | $407.44M |
 | DXCM | 1.92M | $120.82M |
 | GOOGL | 1.76M | $506.65M |
 | AVGO | 1.62M | $499.89M |
 | MSFT | 1.54M | $570.76M |
 | NFLX | 1.38M | $133.08M |
 | RDDT | 848K | $114.21M |
 | ORCL | 777K | $114.31M |
 | HWM | 770K | $177.39M |
 | GRAB | 731K | $2.68M |
 | BSX | 564K | $35.41M |
 | META | 501K | $286.73M |
 | NOW | 475K | $49.68M |
 | V | 455K | $137.64M |
 | ADSK | 432K | $103.51M |
 | GE | 376K | $106.73M |
 | ENTG | 356K | $41.68M |
NVIDIA Corporation
NVDA
Shares Held
5.21M
Value
$908.28M
Arista Networks, Inc.
ANET
Shares Held
2.69M
Value
$329.87M
Uber Technologies, Inc.
UBER
Shares Held
2.15M
Value
$154.70M
Amazon.com, Inc.
AMZN
Shares Held
1.96M
Value
$407.44M
DexCom, Inc.
DXCM
Shares Held
1.92M
Value
$120.82M
Alphabet Inc.
GOOGL
Shares Held
1.76M
Value
$506.65M
Broadcom Inc.
AVGO
Shares Held
1.62M
Value
$499.89M
Microsoft Corporation
MSFT
Shares Held
1.54M
Value
$570.76M
Netflix, Inc.
NFLX
Shares Held
1.38M
Value
$133.08M
Reddit, Inc.
RDDT
Shares Held
848K
Value
$114.21M
Oracle Corporation
ORCL
Shares Held
777K
Value
$114.31M
Howmet Aerospace Inc.
HWM
Shares Held
770K
Value
$177.39M
Grab Holdings Limited
GRAB
Shares Held
731K
Value
$2.68M
Boston Scientific Corporation
BSX
Shares Held
564K
Value
$35.41M
Meta Platforms, Inc.
META
Shares Held
501K
Value
$286.73M
ServiceNow, Inc.
NOW
Shares Held
475K
Value
$49.68M
Visa Inc.
V
Shares Held
455K
Value
$137.64M
Autodesk, Inc.
ADSK
Shares Held
432K
Value
$103.51M
GE Aerospace
GE
Shares Held
376K
Value
$106.73M
Entegris, Inc.
ENTG
Shares Held
356K
Value
$41.68M