13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001172661-25-002718
Total Value
$6.77B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 6,212,104 | $981.5M | 14.51% |
| 2 | MICROSOFT CORP | MSFT | 1,382,483 | $687.7M | 10.16% |
| 3 | AMAZON COM INC | AMZN | 2,725,964 | $598.0M | 8.84% |
| 4 | META PLATFORMS INC | META | 741,149 | $547.0M | 8.09% |
| 5 | ARISTA NETWORKS INC | ANET | 5,015,294 | $513.1M | 7.58% |
| 6 | ALPHABET INC | GOOG | 2,287,542 | $403.1M | 5.96% |
| 7 | INTUIT | INTU | 455,875 | $359.1M | 5.31% |
| 8 | FORTINET INC | FTNT | 2,528,477 | $267.3M | 3.95% |
| 9 | BROADCOM INC | AVGO | 896,897 | $247.2M | 3.65% |
| 10 | UBER TECHNOLOGIES INC | UBER | 2,625,476 | $245.0M | 3.62% |
| 11 | FISERV INC | FISV | 1,140,649 | $196.7M | 2.91% |
| 12 | DYNATRACE INC | DT | 3,291,325 | $181.7M | 2.69% |
| 13 | VISA INC | V | 450,536 | $160.0M | 2.36% |
| 14 | GE AEROSPACE | 369604301 | 570,519 | $146.8M | 2.17% |
| 15 | HOWMET AEROSPACE INC | HWM | 718,205 | $133.7M | 1.98% |
| 16 | AUTODESK INC | ADSK | 410,095 | $127.0M | 1.88% |
| 17 | DEXCOM INC | DXCM | 1,435,296 | $125.3M | 1.85% |
| 18 | NOVO-NORDISK A S | NONOF | 1,760,978 | $121.5M | 1.80% |
| 19 | NETFLIX INC | NFLX | 83,175 | $111.4M | 1.65% |
| 20 | MASTERCARD INCORPORATED | MA | 192,953 | $108.4M | 1.60% |
| 21 | BOOKING HOLDINGS INC | BKNG | 18,567 | $107.5M | 1.59% |
| 22 | ABBOTT LABS | ABLZF | 772,348 | $105.0M | 1.55% |
| 23 | GE VERNOVA INC | GEV | 196,991 | $104.2M | 1.54% |
| 24 | CADENCE DESIGN SYSTEM INC | CDNS | 265,921 | $81.9M | 1.21% |
| 25 | SYNOPSYS INC | SNPS | 101,782 | $52.2M | 0.77% |
| 26 | ORACLE CORP | ORCL-PD | 53,056 | $11.6M | 0.17% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 42,037 | $9.5M | 0.14% |
| 28 | ICICI BANK LIMITED | IBN | 194,095 | $6.5M | 0.10% |
| 29 | MERCADOLIBRE INC | MELI | 2,388 | $6.2M | 0.09% |
| 30 | ELI LILLY & CO | LLY | 7,738 | $6.0M | 0.09% |
| 31 | HDFC BANK LTD | HDB | 66,905 | $5.1M | 0.08% |
| 32 | ARES MANAGEMENT CORPORATION | ARES-PB | 14,080 | $2.4M | 0.04% |
| 33 | STRYKER CORPORATION | SYK | 4,506 | $1.8M | 0.03% |
| 34 | APOLLO GLOBAL MGMT INC | 03769M106 | 10,160 | $1.4M | 0.02% |
| 35 | AUTOMATIC DATA PROCESSING IN | ADP | 4,369 | $1.3M | 0.02% |
| 36 | LAMAR ADVERTISING CO NEW | LAMR | 7,585 | $920,516 | 0.01% |
| 37 | BOSTON SCIENTIFIC CORP | BSX | 2,858 | $306,978 | 0.00% |
| 38 | ISHARES TR | 464287614 | 675 | $286,591 | 0.00% |
| 39 | GRAB HOLDINGS LIMITED | GRABW | 11,590 | $58,298 | 0.00% |