Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 339 | $258.7K |
 Lumentum Holdings Inc. | LITE | 470 | $403.29K |
 Intuitive Surgical, Inc. | ISRG | 531 | $211.17K |
 Synopsys, Inc. | SNPS | 615 | $274.33K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 807 | $306.96K |
 Palo Alto Networks, Inc. | PANW | 831 | $283.39K |
 MongoDB, Inc. | MDB | 1K | $336.57K |
 Snowflake Inc. | SNOW | 1.06K | $268.75K |
 HEICO Corporation | HEI | 1.16K | $411.4K |
 QUALCOMM Incorporated | QCOM | 1.23K | $226.74K |
 Astera Labs, Inc. Common Stock | ALAB | 1.23K | $593.63K |
 Advanced Micro Devices, Inc. | AMD | 1.26K | $733.69K |
 AeroVironment, Inc. | AVAV | 1.26K | $208.65K |
 Fortinet, Inc. | FTNT | 1.37K | $211.07K |
 Applied Optoelectronics, Inc. | AAOI | 1.42K | $209.65K |
 BWX Technologies, Inc. | BWXT | 1.51K | $293.14K |
 Alphabet Inc. | GOOG | 1.53K | $540.24K |
 Credo Technology Group Holding Ltd | CRDO | 1.58K | $428.59K |
 Guidewire Software, Inc. | GWRE | 1.88K | $231.58K |
 FormFactor, Inc. | FORM | 1.91K | $304.99K |