13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001172661-25-004385
Total Value
$7.02B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,697,455 | $1.06B | 15.15% |
| 2 | MICROSOFT CORP | MSFT | 1,651,420 | $855.4M | 12.19% |
| 3 | AMAZON COM INC | AMZN | 2,420,528 | $531.5M | 7.58% |
| 4 | BROADCOM INC | AVGO | 1,598,432 | $527.3M | 7.52% |
| 5 | META PLATFORMS INC | META | 684,662 | $502.8M | 7.17% |
| 6 | ARISTA NETWORKS INC | ANET | 2,933,214 | $427.4M | 6.09% |
| 7 | ALPHABET INC | GOOG | 1,738,180 | $422.6M | 6.02% |
| 8 | INTUIT | INTU | 465,469 | $317.9M | 4.53% |
| 9 | UBER TECHNOLOGIES INC | UBER | 2,972,849 | $291.3M | 4.15% |
| 10 | REDDIT INC | RDDT | 793,905 | $182.6M | 2.60% |
| 11 | ORACLE CORP | ORCL-PD | 615,885 | $173.2M | 2.47% |
| 12 | HOWMET AEROSPACE INC | HWM | 878,070 | $172.3M | 2.46% |
| 13 | DEXCOM INC | DXCM | 2,533,539 | $170.5M | 2.43% |
| 14 | GE AEROSPACE | 369604301 | 561,052 | $168.8M | 2.41% |
| 15 | VISA INC | V | 493,901 | $168.6M | 2.40% |
| 16 | NETFLIX INC | NFLX | 133,580 | $160.2M | 2.28% |
| 17 | BOOKING HOLDINGS INC | BKNG | 28,208 | $152.3M | 2.17% |
| 18 | MASTERCARD INCORPORATED | MA | 237,441 | $135.1M | 1.93% |
| 19 | GE VERNOVA INC | GEV | 198,177 | $121.9M | 1.74% |
| 20 | ABBOTT LABS | ABLZF | 832,780 | $111.5M | 1.59% |
| 21 | AUTODESK INC | ADSK | 306,719 | $97.4M | 1.39% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 263,468 | $92.5M | 1.32% |
| 23 | PINTEREST INC | PINS | 1,948,954 | $62.7M | 0.89% |
| 24 | SERVICENOW INC | NOW | 47,101 | $43.3M | 0.62% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 50,987 | $14.2M | 0.20% |
| 26 | MERCADOLIBRE INC | MELI | 3,968 | $9.3M | 0.13% |
| 27 | GRAB HOLDINGS LIMITED | GRABW | 1,355,708 | $8.2M | 0.12% |
| 28 | STRYKER CORPORATION | SYK | 18,731 | $6.9M | 0.10% |
| 29 | HDFC BANK LTD | HDB | 198,500 | $6.8M | 0.10% |
| 30 | ICICI BANK LIMITED | IBN | 216,575 | $6.5M | 0.09% |
| 31 | ASML HOLDING N V | ASMLF | 3,405 | $3.3M | 0.05% |
| 32 | ARES MANAGEMENT CORPORATION | ARES-PB | 10,620 | $1.7M | 0.02% |
| 33 | APOLLO GLOBAL MGMT INC | 03769M106 | 12,430 | $1.7M | 0.02% |
| 34 | WIX COM LTD | WIX | 8,876 | $1.6M | 0.02% |
| 35 | AUTOMATIC DATA PROCESSING IN | ADP | 3,559 | $1.0M | 0.01% |
| 36 | BROWN & BROWN INC | BRO | 6,777 | $635,615 | 0.01% |
| 37 | BOSTON SCIENTIFIC CORP | BSX | 3,977 | $388,275 | 0.01% |
| 38 | ISHARES TR | 464287614 | 683 | $319,924 | 0.00% |
| 39 | PALO ALTO NETWORKS INC | PANW | 1,532 | $311,946 | 0.00% |
| 40 | SHOPIFY INC | SHOP | 1,992 | $296,031 | 0.00% |
| 41 | SPOTIFY TECHNOLOGY S A | SPOT | 394 | $275,012 | 0.00% |