13F HOLDINGS REPORT
DSM Capital Partners LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000664
Total Value
$6.75B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,524,019 | $1.03B | 15.26% |
| 2 | MICROSOFT CORP | MSFT | 1,646,502 | $796.3M | 11.80% |
| 3 | ALPHABET INC | GOOG | 1,952,576 | $611.2M | 9.06% |
| 4 | BROADCOM INC | AVGO | 1,676,167 | $580.1M | 8.60% |
| 5 | AMAZON COM INC | AMZN | 2,363,635 | $545.6M | 8.08% |
| 6 | ARISTA NETWORKS INC | ANET | 2,783,018 | $364.7M | 5.40% |
| 7 | META PLATFORMS INC | META | 487,342 | $321.7M | 4.77% |
| 8 | INTUIT | INTU | 421,838 | $279.4M | 4.14% |
| 9 | UBER TECHNOLOGIES INC | UBER | 2,831,670 | $231.4M | 3.43% |
| 10 | REDDIT INC | RDDT | 805,398 | $185.1M | 2.74% |
| 11 | GE VERNOVA INC | GEV | 283,208 | $185.1M | 2.74% |
| 12 | HOWMET AEROSPACE INC | HWM | 873,695 | $179.1M | 2.65% |
| 13 | GE AEROSPACE | 369604301 | 553,125 | $170.4M | 2.52% |
| 14 | VISA INC | V | 477,371 | $167.4M | 2.48% |
| 15 | DEXCOM INC | DXCM | 2,355,093 | $156.3M | 2.32% |
| 16 | MASTERCARD INCORPORATED | MA | 219,859 | $125.5M | 1.86% |
| 17 | BOOKING HOLDINGS INC | BKNG | 23,353 | $125.1M | 1.85% |
| 18 | NETFLIX INC | NFLX | 1,304,137 | $122.3M | 1.81% |
| 19 | ORACLE CORP | ORCL-PD | 554,837 | $108.1M | 1.60% |
| 20 | ABBOTT LABS | ABLZF | 821,350 | $102.9M | 1.52% |
| 21 | AUTODESK INC | ADSK | 309,064 | $91.5M | 1.36% |
| 22 | CADENCE DESIGN SYSTEM INC | CDNS | 278,150 | $86.9M | 1.29% |
| 23 | SERVICENOW INC | NOW | 326,267 | $50.0M | 0.74% |
| 24 | PINTEREST INC | PINS | 1,778,687 | $46.1M | 0.68% |
| 25 | ISHARES TR | 464287614 | 70,639 | $33.4M | 0.50% |
| 26 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,571 | $13.5M | 0.20% |
| 27 | STRYKER CORPORATION | SYK | 18,906 | $6.6M | 0.10% |
| 28 | GRAB HOLDINGS LIMITED | GRABW | 1,204,929 | $6.0M | 0.09% |
| 29 | HDFC BANK LTD | HDB | 160,785 | $5.9M | 0.09% |
| 30 | MERCADOLIBRE INC | MELI | 2,803 | $5.6M | 0.08% |
| 31 | ICICI BANK LIMITED | IBN | 179,445 | $5.3M | 0.08% |
| 32 | ASML HOLDING N V | ASMLF | 3,083 | $3.3M | 0.05% |
| 33 | SPOTIFY TECHNOLOGY S A | SPOT | 3,253 | $1.9M | 0.03% |
| 34 | ISHARES TR | 464288802 | 8,775 | $1.2M | 0.02% |
| 35 | SHOPIFY INC | SHOP | 3,118 | $501,904 | 0.01% |
| 36 | BOSTON SCIENTIFIC CORP | BSX | 4,724 | $450,433 | 0.01% |
| 37 | PALANTIR TECHNOLOGIES INC | PLTR | 2,403 | $427,133 | 0.01% |
| 38 | INTEL CORP | INTC | 8,011 | $295,606 | 0.00% |
| 39 | ARM HOLDINGS PLC | 042068205 | 2,596 | $283,769 | 0.00% |
| 40 | KLAVIYO INC | KVYO | 8,130 | $263,981 | 0.00% |
| 41 | AEROVIRONMENT INC | AVAV | 1,069 | $258,580 | 0.00% |
| 42 | ALPHABET INC | GOOG | 805 | $252,609 | 0.00% |
| 43 | HEICO CORP NEW | HEI-A | 766 | $247,870 | 0.00% |
| 44 | MONGODB INC | MDB | 547 | $229,570 | 0.00% |
| 45 | AUTOMATIC DATA PROCESSING IN | ADP | 829 | $213,244 | 0.00% |
| 46 | PALO ALTO NETWORKS INC | PANW | 1,133 | $208,699 | 0.00% |
| 47 | SENTINELONE INC | S | 10,288 | $154,320 | 0.00% |