Institutions / Dsm Capital Partners LLC
Dsm Capital Partners LLC
CIK 1214639 · Institution · as of Mar 31, 2026
Portfolio value
$5.66B
Positions
44
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$5.66B-16.2%Positions
44-6.4%Top holdings
Mar 31, 2026View all 44 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $908.28M | 16.1% |
| Microsoft Corp | $570.76M | 10.1% |
| Alphabet Inc. | $506.65M | 9.0% |
| Broadcom Inc. | $499.89M | 8.8% |
| Amazon.com Inc | $407.44M | 7.2% |
| Arista Networks, Inc.ANET | $329.87M | 5.8% |
| Meta Platforms Inc | $286.73M | 5.1% |
| GE Vernova Inc. | $205.74M | 3.6% |
| Howmet Aerospace Inc. | $177.39M | 3.1% |
| Uber Technologies, Inc | $154.70M | 2.7% |
| Visa Inc | $137.64M | 2.4% |
| Intuit Inc. | $133.78M | 2.4% |
| Netflix Inc | $133.08M | 2.4% |
| Dexcom Inc | $120.82M | 2.1% |
| Oracle Corp | $114.31M | 2.0% |
| Reddit, Inc. | $114.21M | 2.0% |
| General Electric Co | $106.73M | 1.9% |
| Mastercard Inc | $105.44M | 1.9% |
| Autodesk, Inc. | $103.51M | 1.8% |
| Booking Holdings Inc | $95.98M | 1.7% |
| Cadence Design Systems Inc | $75.54M | 1.3% |
| Spotify Technology S a | $69.99M | 1.2% |
| Everpure, Inc. | $69.36M | 1.2% |
| ServiceNow Inc | $49.68M | 0.9% |
| Entegris, Inc. | $41.68M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Abbott Laboratories Common stock | $-102.91M | -821K -100.00% | 0 | high |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-84.84M | -407K -17.23% | 1,956,303 7.20% of portfolio | high |
| Q1 2026 as of | New | Everpure, Inc. Common stock | $69.36M | +1.2M | 1,174,778 1.23% of portfolio | high |
| Q1 2026 as of | Add | L8681T102 Common stock | $68.41M | +141K +4336.86% | 144,331 1.24% of portfolio | high |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-55.11M | -316K -5.72% | 5,208,018 16.06% of portfolio | high |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-54.84M | -191K -9.77% | 1,761,877 8.96% of portfolio | high |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-50.23M | -177K -32.00% | 376,098 1.89% of portfolio | high |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-48.98M | -681K -24.05% | 2,150,746 2.73% of portfolio | medium |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-48.62M | -112K -26.66% | 309,394 2.36% of portfolio | medium |
| Q1 2026 as of | Exit | Pinterest, Inc. Common stock | $-46.05M | -1.8M -100.00% | 0 | medium |