Dsm Capital Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

DSM CAPITAL PARTNERS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 39 holdings worth $5.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 39
Total Value: 5722381092
Accession Number: 0001172661-25-001730
Form Type: 13F-HR
CIK: 0001214639
Manager Name: Dsm Capital Partners LLC

Data Enrichment

100% identified

39 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $5,722,381.092K total value

39 positions

Manager:

SEC FilingSEC DataHachi Filing

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NVIDIA CORP

NVDA|67066G104

6456411(+5.3%)

Value:

$699.7B(-15.0%)

MICROSOFT CORP

MSFT|594918104

1467910(-10.8%)

Value:

$551.0B(-20.6%)

AMAZON COM INC

AMZN|023135106

2779249(-1.8%)

Value:

$528.8B(-14.8%)

Meta Platforms, Inc.

META|30303M102

803192(+3.6%)

Value:

$462.9B(+2.0%)

Arista Networks, Inc.

ANET|040413205

5639166(+8.7%)

Value:

$436.9B(-23.8%)

Alphabet Inc.

GOOGL|02079K305

2397860(-0.9%)

Value:

$370.8B(-19.0%)

INTUIT INC.

INTU|461202103

478434(+39.4%)

Value:

$293.8B(+36.2%)

Fortinet, Inc.

FTNT|34959E109

2450338(+0.8%)

Value:

$235.9B(+2.7%)

FISERV INC

FI|337738108

984230(-4.0%)

Value:

$217.3B(+3.2%)

Uber Technologies, Inc

UBER|90353T100

2512146(-1.0%)

Value:

$183.0B(+19.6%)

VISA INC.

V|92826C839

520116(-1.9%)

Value:

$182.3B(+8.8%)

NOVO NORDISK A S

NVO|670100205

2056587(+2.4%)

Value:

$142.8B(-17.3%)

Arthur J. Gallagher & Co.

AJG|363576109

395566

Value:

$136.6B

ADVANCED MICRO DEVICES INC

AMD|007903107

1273794(-5.6%)

Value:

$130.9B(-19.7%)

GENERAL ELECTRIC CO

GE|369604301

613698(+156.1%)

Value:

$122.8B(+207.3%)

Dynatrace, Inc.

DT|268150109

2580075(+5.1%)

Value:

$121.7B(-8.8%)

Autodesk, Inc.

ADSK|052769106

460824(-13.5%)

Value:

$120.6B(-23.4%)

Howmet Aerospace Inc.

HWM|443201108

892102(-11.8%)

Value:

$115.7B(+4.6%)

ABBOTT LABORATORIES

ABT|002824100

854111(-0.6%)

Value:

$113.3B(+16.6%)

Mastercard Inc

MA|57636Q104

204271(-1.8%)

Value:

$112.0B(+2.3%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	6.5M	QoQ +5.31% (-326.0K) YoY +551.56% (-5.5M)	All Managers (Combined)	$699.7M	QoQ -15.00% (-$123.5M) YoY -21.84% (-$195.6M)
Microsoft Corp(MSFTcusip594918104)	1.5M	QoQ -10.81% (-178.1K) YoY -30.07% (-631.2K)	All Managers (Combined)	$551.0M	QoQ -20.57% (-$142.7M) YoY -37.60% (-$332.1M)
Amazon Com Inc(AMZNcusip023135106)	2.8M	QoQ -1.79% (-50.9K) YoY -23.81% (-868.6K)	All Managers (Combined)	$528.8M	QoQ -14.83% (-$92.1M) YoY -19.63% (-$129.2M)
Meta Platforms, Inc.(METAcusip30303M102)	803.2K	QoQ +3.58% (+27.8K) YoY +21.21% (+140.6K)	All Managers (Combined)	$462.9M	QoQ +1.96% (+$8.9M) YoY +43.87% (+$141.2M)
Arista Networks, Inc.(ANETcusip040413205)	5.6M	QoQ +8.67% (-450.3K) YoY NEW(+5.6M)	All Managers (Combined)	$436.9M	QoQ -23.81% (-$136.6M) YoY NEW(+$436.9M)
Alphabet Inc.(GOOGLcusip02079K305)	2.4M	QoQ -0.88% (-21.4K) YoY -35.92% (-1.3M)	All Managers (Combined)	$370.8M	QoQ -19.03% (-$87.2M) YoY -34.35% (-$194.1M)
Intuit Inc.(INTUcusip461202103)	478.4K	QoQ +39.41% (+135.3K) YoY -16.52% (-94.7K)	All Managers (Combined)	$293.8M	QoQ +36.19% (+$78.1M) YoY -21.14% (-$78.8M)
Fortinet, Inc.(FTNTcusip34959E109)	2.5M	QoQ +0.78% (+19.2K) YoY +11.73% (+257.3K)	All Managers (Combined)	$235.9M	QoQ +2.68% (+$6.2M) YoY +57.44% (+$86.1M)
Fiserv Inc(FIcusip337738108)	984.2K	QoQ -3.98% (-40.9K) YoY -24.13% (-313.2K)	All Managers (Combined)	$217.3M	QoQ +3.21% (-$6.8M) YoY +4.82% (-$10.0M)
Uber Technologies, Inc(UBERcusip90353T100)	2.5M	QoQ -0.99% (-25.2K) YoY +13.90% (+306.6K)	All Managers (Combined)	$183.0M	QoQ +19.58% (-$30.0M) YoY +7.79% (+$13.2M)
Visa Inc.(Vcusip92826C839)	520.1K	QoQ -1.87% (-9.9K) YoY -52.63% (-577.9K)	All Managers (Combined)	$182.3M	QoQ +8.81% (-$14.8M) YoY -40.51% (-$124.2M)
Novo Nordisk A S(NVOcusip670100205)	2.1M	QoQ +2.44% (-49.2K) YoY +332681.06% (+2.1M)	All Managers (Combined)	$142.8M	QoQ -17.29% (-$29.9M) YoY +179871.77% (+$142.7M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	395.6K	QoQ NEW(+395.6K) YoY +191922.33% (+395.4K)	All Managers (Combined)	$136.6M	QoQ NEW(+$136.6M) YoY +265033.97% (+$136.5M)
Advanced Micro Devices Inc(AMDcusip007903107)	1.3M	QoQ -5.58% (-75.3K) YoY -12.09% (-175.2K)	All Managers (Combined)	$130.9M	QoQ -19.69% (-$32.1M) YoY -49.96% (-$130.7M)
General Electric Co(GEcusip369604301)	613.7K	QoQ +156.10% (+374.1K) YoY NEW(+613.7K)	All Managers (Combined)	$122.8M	QoQ +207.32% (+$82.9M) YoY NEW(+$122.8M)
Dynatrace, Inc.(DTcusip268150109)	2.6M	QoQ +5.11% (-125.5K) YoY +327.42% (+2.0M)	All Managers (Combined)	$121.7M	QoQ -8.81% (-$11.8M) YoY +333.95% (+$93.6M)
Autodesk, Inc.(ADSKcusip052769106)	460.8K	QoQ -13.46% (-71.7K) YoY -36.07% (-260.1K)	All Managers (Combined)	$120.6M	QoQ -23.35% (-$36.8M) YoY -35.73% (-$67.1M)
Howmet Aerospace Inc.(HWMcusip443201108)	892.1K	QoQ -11.84% (-119.9K) YoY +7805.90% (+880.8K)	All Managers (Combined)	$115.7M	QoQ +4.56% (-$5.1M) YoY +14888.05% (+$115.0M)
Abbott Laboratories(ABTcusip002824100)	854.1K	QoQ -0.61% (-5.3K) YoY +9876.76% (+845.5K)	All Managers (Combined)	$113.3M	QoQ +16.55% (-$16.1M) YoY +11543.66% (+$112.3M)
Mastercard Inc(MAcusip57636Q104)	204.3K	QoQ -1.75% (-3.7K) YoY -31.86% (-95.5K)	All Managers (Combined)	$112.0M	QoQ +2.26% (-$2.5M) YoY -22.44% (-$32.4M)