Institutions / Dsm Capital Partners LLC / Activity
Activity — Dsm Capital Partners LLC
54 moves.
| 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 |
| Q1 2026 as of | New | Entegris, Inc. Common stock | $41.68M | +356K | 355,538 0.74% of portfolio | medium |
| Q1 2026 as of | Trim | GE Vernova Inc. Common stock | $-41.47M | -48K -16.77% | 235,701 3.64% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-38.73M | -105K -6.35% | 1,541,875 10.09% of portfolio | medium |
| Q1 2026 as of | Add | Boston Scientific Corp Common stock | $35.12M | +560K +11846.42% | 564,349 0.63% of portfolio | medium |
| Q1 2026 as of | Add | Oracle Corp Common stock | $32.69M | +222K +40.05% | 777,056 2.02% of portfolio | medium |
| Q1 2026 as of | New | Teradyne, Inc Common stock | $31.38M | +106K | 105,841 0.55% of portfolio | medium |
| Q1 2026 as of | Add | Autodesk, Inc. Common stock | $29.52M | +123K +39.89% | 432,363 1.83% of portfolio | medium |
| Q1 2026 as of | Trim | Dexcom Inc Common stock | $-27.08M | -431K -18.31% | 1,923,820 2.14% of portfolio | medium |
| Q1 2026 as of | Trim | 464287614 Common stock | $-24.62M | -58K -81.74% | 12,897 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | Howmet Aerospace Inc. Common stock | $-23.96M | -104K -11.90% | 769,737 3.14% of portfolio | medium |
| Q1 2026 as of | New | Fair Isaac Corp Common stock | $23.91M | +22K | 22,396 0.42% of portfolio | medium |
| Q1 2026 as of | Trim | Broadcom Inc. Common stock | $-18.90M | -61K -3.64% | 1,615,114 8.84% of portfolio | medium |
| Q1 2026 as of | Add | ServiceNow Inc Common stock | $15.57M | +149K +45.63% | 475,149 0.88% of portfolio | medium |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-11.83M | -96K -3.46% | 2,686,694 5.83% of portfolio | medium |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $7.90M | +14K +2.83% | 501,154 5.07% of portfolio | medium |
| Q1 2026 as of | Add | Netflix Inc Common stock | $7.69M | +80K +6.13% | 1,384,070 2.35% of portfolio | medium |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-6.64M | -22K -4.60% | 455,389 2.43% of portfolio | medium |
| Q1 2026 as of | Exit | HDB Hdfc Bank Ltd ADR | $-5.88M | -161K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Reddit, Inc. Common stock | $5.76M | +43K +5.32% | 848,206 2.02% of portfolio | medium |
| Q1 2026 as of | Exit | IBN Icici Bank Ltd ADR | $-5.35M | -179K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-4.41M | -9K -4.02% | 211,023 1.86% of portfolio | low |
| Q1 2026 as of | New | M87915274 Common stock | $3.35M | +19K | 19,068 0.06% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $3.29M | +10K +53.00% | 28,927 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Booking Holdings Inc Common stock | $-2.34M | -556 -2.38% | 22,797 1.70% of portfolio | low |
| Q1 2026 as of | Trim | Cadence Design Systems Inc Common stock | $-1.75M | -6K -2.26% | 271,858 1.34% of portfolio | low |
| Q1 2026 as of | Trim | G4124C109 Common stock | $-1.73M | -474K -39.32% | 731,172 0.05% of portfolio | low |
| Q1 2026 as of | Exit | 464288802 Common stock | $-1.22M | -9K -100.00% | 0 | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-779.0K | -2K -5.17% | 42,266 0.25% of portfolio | low |
| Q1 2026 as of | Exit | Klaviyo, Inc. Common stock | $-264.0K | -8K -100.00% | 0 | low |
| Q1 2026 as of | Add | N07059210 Common stock | $262.8K | +199 +6.45% | 3,282 0.08% of portfolio | low |
| Q1 2026 as of | Exit | AeroVironment Inc Common stock | $-258.6K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | MongoDB, Inc. Common stock | $-229.6K | -547 -100.00% | 0 | low |
| Q1 2026 as of | New | Marvell Technology, Inc. Common stock | $229.1K | +2K | 2,313 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Automatic Data Processing Inc Common stock | $-213.2K | -829 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Palo Alto Networks Inc Common stock | $-208.7K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $149.5K | +1K +42.53% | 3,425 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | MercadoLibre, Inc. Common stock | $-121.0K | -70 -2.50% | 2,733 0.08% of portfolio | low |
| Q1 2026 as of | New | AvePoint, Inc. Common stock | $110.4K | +12K | 11,614 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Intel Corp Common stock | $-100.9K | -2K -28.55% | 5,724 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-25.2K | -88 -10.93% | 717 <0.01% of portfolio | low |