Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 191.96K | $225.53M |
 Teradyne, Inc. | TER | 196.97K | $95.3M |
 Dell Technologies Inc. | DELL | 211.75K | $91.36M |
 Cadence Design Systems, Inc. | CDNS | 250.1K | $93.87M |
 NetApp, Inc. | NTAP | 262.66K | $40.65M |
 Keysight Technologies, Inc. | KEYS | 265.21K | $92.84M |
 Autodesk, Inc. | ADSK | 330.5K | $64.26M |
 GE Aerospace | GE | 333.57K | $124.67M |
 ATI Inc. | ATI | 441.05K | $86.93M |
 Entegris, Inc. | ENTG | 482.8K | $86.84M |
 Boston Scientific Corporation | BSX | 511.97K | $21.85M |
 Booking Holdings Inc. | BKNG | 523.24K | $93.26M |
 Meta Platforms, Inc. | META | 548.7K | $309.08M |
 ServiceNow, Inc. | NOW | 598.71K | $59.44M |
 Howmet Aerospace Inc. | HWM | 646.62K | $173.85M |
 Amphenol Corporation | APH | 710.2K | $125.22M |
 Oracle Corporation | ORCL | 715.34K | $104.83M |
 Reddit, Inc. | RDDT | 825.06K | $143.21M |
 Microsoft Corporation | MSFT | 847.83K | $316.26M |
 Netflix, Inc. | NFLX | 1.24M | $88.49M |