Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Autodesk, Inc. | ADSK | 330.5K | $64.26M |
 Keysight Technologies, Inc. | KEYS | 265.21K | $92.84M |
 NetApp, Inc. | NTAP | 262.66K | $40.65M |
 Cadence Design Systems, Inc. | CDNS | 250.1K | $93.87M |
 Dell Technologies Inc. | DELL | 211.75K | $91.36M |
 Teradyne, Inc. | TER | 196.97K | $95.3M |
 GE Vernova Inc. | GEV | 191.96K | $225.53M |
 Coherent, Inc. | COHR | 179.78K | $70.92M |
 Spotify Technology S.A. | SPOT | 163.44K | $75.04M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 158.44K | $75.66M |
 Mastercard Incorporated | MA | 34.24K | $17.58M |
 Stryker Corporation | SYK | 25.54K | $8.04M |
 Tower Semiconductor Ltd. | TSEM | 19.05K | $4.96M |
 SailPoint, Inc. | SAIL | 14.43K | $211.18K |
 Klaviyo, Inc. | KVYO | 13.81K | $208.58K |
 Visa Inc. | V | 13.69K | $4.7M |
 Joby Aviation, Inc. | JOBY | 11.11K | $99.1K |
 Figure Technology Solutions, Inc. Class A Common Stock | FIGR | 7.13K | $218.99K |
 Samsara Inc. | IOT | 6.3K | $204.24K |
 Intel Corp. | INTC | 4.93K | $688.52K |