13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001172661-25-001730
Total Value
$5.72B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 6,456,411 | $699.7M | 12.23% |
| 2 | MICROSOFT CORP | MSFT | 1,467,910 | $551.0M | 9.63% |
| 3 | AMAZON COM INC | AMZN | 2,779,249 | $528.8M | 9.24% |
| 4 | META PLATFORMS INC | META | 803,192 | $462.9M | 8.09% |
| 5 | ARISTA NETWORKS INC | ANET | 5,639,166 | $436.9M | 7.64% |
| 6 | ALPHABET INC | GOOG | 2,397,860 | $370.8M | 6.48% |
| 7 | INTUIT | INTU | 478,434 | $293.8M | 5.13% |
| 8 | FORTINET INC | FTNT | 2,450,338 | $235.9M | 4.12% |
| 9 | FISERV INC | FISV | 984,230 | $217.3M | 3.80% |
| 10 | UBER TECHNOLOGIES INC | UBER | 2,512,146 | $183.0M | 3.20% |
| 11 | VISA INC | V | 520,116 | $182.3M | 3.19% |
| 12 | NOVO-NORDISK A S | NONOF | 2,056,587 | $142.8M | 2.50% |
| 13 | GALLAGHER ARTHUR J & CO | 363576109 | 395,566 | $136.6M | 2.39% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 1,273,794 | $130.9M | 2.29% |
| 15 | GE AEROSPACE | 369604301 | 613,698 | $122.8M | 2.15% |
| 16 | DYNATRACE INC | DT | 2,580,075 | $121.7M | 2.13% |
| 17 | AUTODESK INC | ADSK | 460,824 | $120.6M | 2.11% |
| 18 | HOWMET AEROSPACE INC | HWM | 892,102 | $115.7M | 2.02% |
| 19 | ABBOTT LABS | ABLZF | 854,111 | $113.3M | 1.98% |
| 20 | MASTERCARD INCORPORATED | MA | 204,271 | $112.0M | 1.96% |
| 21 | BOOKING HOLDINGS INC | BKNG | 19,432 | $89.5M | 1.56% |
| 22 | BROADCOM INC | AVGO | 495,402 | $82.9M | 1.45% |
| 23 | CADENCE DESIGN SYSTEM INC | CDNS | 279,198 | $71.0M | 1.24% |
| 24 | SYNOPSYS INC | SNPS | 120,239 | $51.6M | 0.90% |
| 25 | GE VERNOVA INC | GEV | 149,340 | $45.6M | 0.80% |
| 26 | NETFLIX INC | NFLX | 32,244 | $30.1M | 0.53% |
| 27 | DEXCOM INC | DXCM | 407,663 | $27.8M | 0.49% |
| 28 | ORACLE CORP | ORCL-PD | 55,462 | $7.8M | 0.14% |
| 29 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 42,598 | $7.1M | 0.12% |
| 30 | ELI LILLY & CO | LLY | 7,903 | $6.5M | 0.11% |
| 31 | ICICI BANK LIMITED | IBN | 197,995 | $6.2M | 0.11% |
| 32 | MERCADOLIBRE INC | MELI | 2,429 | $4.7M | 0.08% |
| 33 | HDFC BANK LTD | HDB | 67,995 | $4.5M | 0.08% |
| 34 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,993 | $2.1M | 0.04% |
| 35 | LAMAR ADVERTISING CO NEW | LAMR | 14,415 | $1.6M | 0.03% |
| 36 | STRYKER CORPORATION | SYK | 3,757 | $1.4M | 0.02% |
| 37 | APOLLO GLOBAL MGMT INC | 03769M106 | 10,107 | $1.4M | 0.02% |
| 38 | AUTOMATIC DATA PROCESSING IN | ADP | 4,413 | $1.3M | 0.02% |
| 39 | ISHARES TR | 464287614 | 833 | $300,788 | 0.01% |