Institutions / Dsm Capital Partners LLC / Activity
Activity — Dsm Capital Partners LLC
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | L8681T102 Common stock | $68.41M | +141K +4336.86% | 144,331 1.24% of portfolio | high |
| 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 | Add | Autodesk, Inc. Common stock | $29.52M | +123K +39.89% | 432,363 1.83% 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 | 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 | Add | Reddit, Inc. Common stock | $5.76M | +43K +5.32% | 848,206 2.02% of portfolio | medium |
| 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 | Add | N07059210 Common stock | $262.8K | +199 +6.45% | 3,282 0.08% of portfolio | 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 | Add | 82509L107 Common stock | $23.1K | +195 +6.25% | 3,313 <0.01% of portfolio | low |
| Q1 2026 as of | Add | ARM Arm Holdings PLC /Uk ADR | $20.3K | +134 +5.16% | 2,730 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Heico Corp Common stock | $11.2K | +41 +5.35% | 807 <0.01% of portfolio | low |
| Q1 2026 as of | Add | SentinelOne, Inc. Common stock | $7.0K | +540 +5.25% | 10,828 <0.01% of portfolio | low |