DSM CAPITAL PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DC DSM CAPITAL PARTNERS LLC | Institutional Filer | ▼ 16.18% | $5.66B | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 5.2M | $908.3M | 16.06% |
| 2 | MSFT | Microsoft Corporation | Technology | 1.5M | $570.8M | 10.09% |
| 3 | GOOGL | Alphabet Inc. | Technology | 1.8M | $506.6M | 8.96% |
| 4 | AVGO | Broadcom Inc. | Technology | 1.6M | $499.9M | 8.84% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2.0M | $407.4M | 7.20% |
| 6 | ANET | Arista Networks, Inc. | Technology | 2.7M | $329.9M | 5.83% |
| 7 | META | Meta Platforms, Inc. | Technology | 501K | $286.7M | 5.07% |
| 8 | GEV | GE Vernova Inc. | Utilities | 236K | $205.7M | 3.64% |
| 9 | HWM | Howmet Aerospace Inc. | Industrials | 770K | $177.4M | 3.14% |
| 10 | UBER | Uber Technologies, Inc. | Technology | 2.2M | $154.7M | 2.73% |
| 11 | V | Visa Inc. | Financial Services | 455K | $137.6M | 2.43% |
| 12 | INTU | Intuit Inc. | Technology | 309K | $133.8M | 2.36% |
| 13 | NFLX | Netflix, Inc. | Communication Services | 1.4M | $133.1M | 2.35% |
| 14 | DXCM | DexCom, Inc. | Healthcare | 1.9M | $120.8M | 2.14% |
| 15 | ORCL | Oracle Corporation | Technology | 777K | $114.3M | 2.02% |
Showing 1 to 15 of 44 holdings