Dsm Capital Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 39Value: $5.7BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "ABT",
  "GOOGL",
  "AVGO",
  "DT",
  "IBN",
  "INTU",
  "LAMR",
  "HWM",
  "BKNG",
  "META",
  "MA",
  "MSFT",
  "GE",
  "ANET",
  "ORCL",
  "IWF",
  "NVDA",
  "SYK",
  "SNPS",
  "UBER",
  "TSM",
  "ADSK",
  "AMD",
  "FI",
  "AJG",
  "FTNT",
  "NVO",
  "AMZN",
  "HDB",
  "V",
  "GEV",
  "MELI",
  "ADP",
  "CDNS",
  "DXCM",
  "LLY",
  "NFLX",
  "APO"
]

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: dsm-capital-partners
Manager Name: Dsm-Capital-Partners

Data Enrichment

100% identified

39 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

39 positions • $5.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:6.5M

Value:$699.7M

% of Portfolio:12.2% ($699.7M/$5.7B)

MICROSOFT CORP

MSFT|594918104

Shares:1.5M

Value:$551.0M

% of Portfolio:9.6% ($551.0M/$5.7B)

AMAZON COM INC

AMZN|023135106

Shares:2.8M

Value:$528.8M

% of Portfolio:9.2% ($528.8M/$5.7B)

Meta Platforms, Inc.

META|30303M102

Shares:803.2K

Value:$462.9M

% of Portfolio:8.1% ($462.9M/$5.7B)

Arista Networks, Inc.

ANET|040413205

Shares:5.6M

Value:$436.9M

% of Portfolio:7.6% ($436.9M/$5.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.4M

Value:$370.8M

% of Portfolio:6.5% ($370.8M/$5.7B)

INTUIT INC.

INTU|461202103

Shares:478.4K

Value:$293.8M

% of Portfolio:5.1% ($293.8M/$5.7B)

Fortinet, Inc.

FTNT|34959E109

Shares:2.5M

Value:$235.9M

% of Portfolio:4.1% ($235.9M/$5.7B)

FISERV INC

FI|337738108

Shares:984.2K

Value:$217.3M

% of Portfolio:3.8% ($217.3M/$5.7B)

Uber Technologies, Inc

UBER|90353T100

Shares:2.5M

Value:$183.0M

% of Portfolio:3.2% ($183.0M/$5.7B)

VISA INC.

V|92826C839

Shares:520.1K

Value:$182.3M

% of Portfolio:3.2% ($182.3M/$5.7B)

NOVO NORDISK A S

NVO|670100205

Shares:2.1M

Value:$142.8M

% of Portfolio:2.5% ($142.8M/$5.7B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:395.6K

Value:$136.6M

% of Portfolio:2.4% ($136.6M/$5.7B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:1.3M

Value:$130.9M

% of Portfolio:2.3% ($130.9M/$5.7B)

GENERAL ELECTRIC CO

GE|369604301

Shares:613.7K

Value:$122.8M

% of Portfolio:2.1% ($122.8M/$5.7B)

Dynatrace, Inc.

DT|268150109

Shares:2.6M

Value:$121.7M

% of Portfolio:2.1% ($121.7M/$5.7B)

Autodesk, Inc.

ADSK|052769106

Shares:460.8K

Value:$120.6M

% of Portfolio:2.1% ($120.6M/$5.7B)

Howmet Aerospace Inc.

HWM|443201108

Shares:892.1K

Value:$115.7M

% of Portfolio:2.0% ($115.7M/$5.7B)

ABBOTT LABORATORIES

ABT|002824100

Shares:854.1K

Value:$113.3M

% of Portfolio:2.0% ($113.3M/$5.7B)

Mastercard Inc

MA|57636Q104

Shares:204.3K

Value:$112.0M

% of Portfolio:2.0% ($112.0M/$5.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	6.5M	QoQ +5.31% (-326.0K) YoY +551.56% (-5.5M)	All Managers (Combined)	$699.7M	12.2% ($699.7M/$5.7B)	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	9.6% ($551.0M/$5.7B)	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	9.2% ($528.8M/$5.7B)	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	8.1% ($462.9M/$5.7B)	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	7.6% ($436.9M/$5.7B)	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	6.5% ($370.8M/$5.7B)	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	5.1% ($293.8M/$5.7B)	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	4.1% ($235.9M/$5.7B)	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	3.8% ($217.3M/$5.7B)	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	3.2% ($183.0M/$5.7B)	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	3.2% ($182.3M/$5.7B)	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	2.5% ($142.8M/$5.7B)	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	2.4% ($136.6M/$5.7B)	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	2.3% ($130.9M/$5.7B)	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	2.1% ($122.8M/$5.7B)	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	2.1% ($121.7M/$5.7B)	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	2.1% ($120.6M/$5.7B)	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	2.0% ($115.7M/$5.7B)	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	2.0% ($113.3M/$5.7B)	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	2.0% ($112.0M/$5.7B)	QoQ +2.26% (-$2.5M) YoY -22.44% (-$32.4M)