Stock Taper 
DSM CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cohu, Inc. | COHU | 4.47K | $330.08K |
 Palantir Technologies Inc. | PLTR | 4.46K | $520.58K |
 ASML Holding N.V. | ASML | 4.45K | $8.85M |
 Shopify Inc. | SHOP | 4.11K | $469.51K |
 Marvell Technology, Inc. | MRVL | 2.94K | $876.09K |
 Datadog, Inc. | DDOG | 2.09K | $543.11K |
 Arm Holdings plc American Depositary Shares | ARM | 1.94K | $687.87K |
 FormFactor, Inc. | FORM | 1.91K | $304.99K |
 Guidewire Software, Inc. | GWRE | 1.88K | $231.58K |
 Credo Technology Group Holding Ltd | CRDO | 1.58K | $428.59K |
 Alphabet Inc. | GOOG | 1.53K | $540.24K |
 BWX Technologies, Inc. | BWXT | 1.51K | $293.14K |
 Applied Optoelectronics, Inc. | AAOI | 1.42K | $209.65K |
 Fortinet, Inc. | FTNT | 1.37K | $211.07K |
 AeroVironment, Inc. | AVAV | 1.26K | $208.65K |
 Advanced Micro Devices, Inc. | AMD | 1.26K | $733.69K |
 Astera Labs, Inc. Common Stock | ALAB | 1.23K | $593.63K |
 QUALCOMM Incorporated | QCOM | 1.23K | $226.74K |
 HEICO Corporation | HEI | 1.16K | $411.4K |
 Snowflake Inc. | SNOW | 1.06K | $268.75K |