DSM CAPITAL PARTNERS LLC portfolio
Managed by . 44 reported positions worth $5.7B as of 2026-03-31, filed with the SEC on 2026-04-29. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 29 days old on 2026-04-29, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| ABT | ABBOTT LABS | $102.9M | 821,350 | 0.00% |
| PINS | PINTEREST INC | $46.1M | 1,778,687 | 0.00% |
| HDB | HDFC BANK LTD | $5.9M | 160,785 | 0.00% |
| IBN | ICICI BANK LIMITED | $5.3M | 179,445 | 0.00% |
| SUSA | ISHARES TR | $1.2M | 8,775 | 0.00% |
| KVYO | KLAVIYO INC | $263,981 | 8,130 | 0.00% |
| AVAV | AEROVIRONMENT INC | $258,580 | 1,069 | 0.00% |
| MDB | MONGODB INC | $229,570 | 547 | 0.00% |
| ADP | AUTOMATIC DATA PROCESSING IN | $213,244 | 829 | 0.00% |
| PANW | PALO ALTO NETWORKS INC | $208,699 | 1,133 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| META | META PLATFORMS INC | $286.7M | 501,154 | 5.07% | +3% |
| NFLX | NETFLIX INC. | $133.1M | 1,384,070 | 2.35% | +6% |
| ORCL | ORACLE CORP | $114.3M | 777,056 | 2.02% | +40% |
| RDDT | REDDIT INC | $114.2M | 848,206 | 2.02% | +5% |
| ADSK | AUTODESK INC | $103.5M | 432,363 | 1.83% | +40% |
| SPOT | SPOTIFY TECHNOLOGY S A | $70.0M | 144,331 | 1.24% | +4337% |
| NOW | SERVICENOW INC | $49.7M | 475,149 | 0.88% | +46% |
| BSX | BOSTON SCIENTIFIC CORP | $35.4M | 564,349 | 0.63% | +11846% |
| SYK | STRYKER CORPORATION | $9.5M | 28,927 | 0.17% | +53% |
| ASML | ASML HLDG NV | $4.3M | 3,282 | 0.08% | +6% |
| PLTR | PALANTIR TECHNOLOGIES INC | $501,009 | 3,425 | 0.01% | +43% |
| ARM | ARM HOLDINGS PLC | $412,994 | 2,730 | 0.01% | +5% |
| SHOP | SHOPIFY INC | $392,988 | 3,313 | 0.01% | +6% |
| HEI | HEICO CORP NEW | $221,279 | 807 | 0.00% | +5% |
| S | SENTINELONE INC | $139,465 | 10,828 | 0.00% | +5% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IWF | ISHARES TR | $5.5M | 12,897 | 0.10% | -82% |
| GRAB | GRAB HOLDINGS LIMITED | $2.7M | 731,172 | 0.05% | -39% |
| GE | GE AEROSPACE | $106.7M | 376,098 | 1.89% | -32% |
| INTC | INTEL CORP | $252,600 | 5,724 | 0.00% | -29% |
| INTU | INTUIT | $133.8M | 309,394 | 2.36% | -27% |
| UBER | UBER TECHNOLOGIES INC | $154.7M | 2,150,746 | 2.73% | -24% |
| DXCM | DEXCOM INC | $120.8M | 1,923,820 | 2.14% | -18% |
| AMZN | AMAZON COM INC | $407.4M | 1,956,303 | 7.20% | -17% |
| GEV | GE VERNOVA INC | $205.7M | 235,701 | 3.64% | -17% |
| HWM | HOWMET AEROSPACE INC | $177.4M | 769,737 | 3.14% | -12% |
| GOOG | ALPHABET INC | $205,679 | 717 | 0.00% | -11% |
| GOOGL | ALPHABET INC | $506.6M | 1,761,877 | 8.96% | -10% |
| MSFT | MICROSOFT CORP | $570.8M | 1,541,875 | 10.09% | -6% |
| NVDA | NVIDIA CORPORATION | $908.3M | 5,208,018 | 16.06% | -6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $14.3M | 42,266 | 0.25% | -5% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $908.3M | 5,208,018 | 16.06% | — |
| MSFT | MICROSOFT CORP | $570.8M | 1,541,875 | 10.09% | — |
| GOOGL | ALPHABET INC | $506.6M | 1,761,877 | 8.96% | — |
| AVGO | BROADCOM INC | $499.9M | 1,615,114 | 8.84% | — |
| AMZN | AMAZON COM INC | $407.4M | 1,956,303 | 7.20% | — |
| ANET | ARISTA NETWORKS INC | $329.9M | 2,686,694 | 5.83% | — |
| META | META PLATFORMS INC | $286.7M | 501,154 | 5.07% | — |
| GEV | GE VERNOVA INC | $205.7M | 235,701 | 3.64% | — |
| HWM | HOWMET AEROSPACE INC | $177.4M | 769,737 | 3.14% | — |
| UBER | UBER TECHNOLOGIES INC | $154.7M | 2,150,746 | 2.73% | — |
| V | VISA INC | $137.6M | 455,389 | 2.43% | — |
| INTU | INTUIT | $133.8M | 309,394 | 2.36% | — |
| NFLX | NETFLIX INC. | $133.1M | 1,384,070 | 2.35% | — |
| DXCM | DEXCOM INC | $120.8M | 1,923,820 | 2.14% | — |
| ORCL | ORACLE CORP | $114.3M | 777,056 | 2.02% | — |
| RDDT | REDDIT INC | $114.2M | 848,206 | 2.02% | — |
| GE | GE AEROSPACE | $106.7M | 376,098 | 1.89% | — |
| MA | MASTERCARD INCORPORATED | $105.4M | 211,023 | 1.86% | — |
| ADSK | AUTODESK INC | $103.5M | 432,363 | 1.83% | — |
| BKNG | BOOKING HOLDINGS INC | $96.0M | 22,797 | 1.70% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $75.5M | 271,858 | 1.34% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $70.0M | 144,331 | 1.24% | — |
| P | EVERPURE INC | $69.4M | 1,174,778 | 1.23% | — |
| NOW | SERVICENOW INC | $49.7M | 475,149 | 0.88% | — |
| ENTG | ENTEGRIS INC | $41.7M | 355,538 | 0.74% | — |
| BSX | BOSTON SCIENTIFIC CORP | $35.4M | 564,349 | 0.63% | — |
| TER | TERADYNE INC | $31.4M | 105,841 | 0.55% | — |
| FICO | FAIR ISAAC CORP | $23.9M | 22,396 | 0.42% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $14.3M | 42,266 | 0.25% | — |
| SYK | STRYKER CORPORATION | $9.5M | 28,927 | 0.17% | — |
| IWF | ISHARES TR | $5.5M | 12,897 | 0.10% | — |
| MELI | MERCADOLIBRE INC | $4.7M | 2,733 | 0.08% | — |
| ASML | ASML HLDG NV | $4.3M | 3,282 | 0.08% | — |
| TSEM | TOWER SEMICONDUCTOR LTD | $3.3M | 19,068 | 0.06% | — |
| GRAB | GRAB HOLDINGS LIMITED | $2.7M | 731,172 | 0.05% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $501,009 | 3,425 | 0.01% | — |
| ARM | ARM HOLDINGS PLC | $412,994 | 2,730 | 0.01% | — |
| SHOP | SHOPIFY INC | $392,988 | 3,313 | 0.01% | — |
| INTC | INTEL CORP | $252,600 | 5,724 | 0.00% | — |
| MRVL | MARVELL TECHNOLOGY INC | $229,103 | 2,313 | 0.00% | — |
| HEI | HEICO CORP NEW | $221,279 | 807 | 0.00% | — |
| GOOG | ALPHABET INC | $205,679 | 717 | 0.00% | — |
| S | SENTINELONE INC | $139,465 | 10,828 | 0.00% | — |
| AVPT | AVEPOINT INC | $110,449 | 11,614 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by DSM CAPITAL PARTNERS LLC (CIK 1214639, accession 0001172661-26-001568). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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