Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arm Holdings plc American Depositary Shares | ARM | 1.94K | $687.87K |
 Datadog, Inc. | DDOG | 2.09K | $543.11K |
 Marvell Technology, Inc. | MRVL | 2.94K | $876.09K |
 Shopify Inc. | SHOP | 4.11K | $469.51K |
 ASML Holding N.V. | ASML | 4.45K | $8.85M |
 Palantir Technologies Inc. | PLTR | 4.46K | $520.58K |
 Cohu, Inc. | COHU | 4.47K | $330.08K |
 Intel Corp. | INTC | 4.93K | $688.52K |
 Samsara Inc. | IOT | 6.3K | $204.24K |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 7.13K | $218.99K |
 Joby Aviation, Inc. | JOBY | 11.11K | $99.1K |
 Visa Inc. | V | 13.69K | $4.7M |
 Klaviyo, Inc. | KVYO | 13.81K | $208.58K |
 SailPoint, Inc. | SAIL | 14.43K | $211.18K |
 Tower Semiconductor Ltd. | TSEM | 19.05K | $4.96M |
 Stryker Corporation | SYK | 25.54K | $8.04M |
 Mastercard Incorporated | MA | 34.24K | $17.58M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 158.44K | $75.66M |
 Spotify Technology S.A. | SPOT | 163.44K | $75.04M |
 Coherent, Inc. | COHR | 179.78K | $70.92M |