DSM Capital Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), DSM Capital Partners LLC reported 70 stock positions worth $5.8 billion. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by Alphabet Class A (GOOGL, 9.4%) and Broadcom (AVGO, 9.2%). Compared with Q1 2026, it opened 32 new positions, sold out of 6, added to 13 and reduced 25. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale Microsoft (MSFT, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001214639
- Portfolio Value
- $5.8B (Q2 2026)
- SEC Filing
- 0001172661-26-003020 ↗ filed Aug 3, 2026
Holdings Value
Holdings 70 stocks · $5.8B
| NVDA Nvidia Corp. | 16.12% | 4,702,822 | $941.0M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 9.36% | 1,528,522 | $546.2M | Reduce -13.2% |
| AVGO Broadcom Inc. | 9.15% | 1,414,647 | $534.4M | Reduce -12.4% |
| ANET Arista Networks Inc. | 7.66% | 2,632,116 | $447.1M | Reduce -2.0% |
| MSFT Microsoft Corp. | 5.42% | 847,829 | $316.3M | Reduce -45.0% |
| AMZN Amazon.com Inc. | 5.41% | 1,324,786 | $315.7M | Reduce -32.3% |
| META Meta Platforms Inc. Class A | 5.29% | 548,698 | $309.1M | Add +9.5% |
| GEV GE Vernova Inc. | 3.86% | 191,962 | $225.5M | Reduce -18.6% |
| HWM Howmet Aerospace Inc. | 2.98% | 646,621 | $173.9M | Reduce -16.0% |
| RDDT Reddit Inc. Class A | 2.45% | 825,061 | $143.2M | Reduce -2.7% |
| P Everpure Inc. Class A | 2.29% | 1,695,275 | $133.6M | Add +44.3% |
| APH Amphenol Corp. Class A | 2.14% | 710,204 | $125.2M | New |
| GE General Electric filed as GE AEROSPACE | 2.14% | 333,572 | $124.7M | Reduce -11.3% |
| UBER Uber Technologies Inc. | 1.93% | 1,564,094 | $112.9M | Reduce -27.3% |
| ORCL Oracle Corp. | 1.80% | 715,341 | $104.8M | Reduce -7.9% |
| TER Teradyne Inc. | 1.63% | 196,967 | $95.3M | Add +86.1% |
| CDNS Cadence Design SYS Inc. | 1.61% | 250,103 | $93.9M | Reduce -8.0% |
| BKNG Booking Holdings Inc. | 1.60% | 523,243 | $93.3M | Reduce -8.2% |
| KEYS Keysight Technologies Inc. | 1.59% | 265,207 | $92.8M | New |
| DXCM Dexcom Inc. | 1.57% | 1,359,135 | $91.5M | Reduce -29.4% |
| DELL Dell Technologies -C | 1.56% | 211,754 | $91.4M | New |
| NFLX Netflix Inc. | 1.52% | 1,239,364 | $88.5M | Reduce -10.5% |
| ATI Ati Inc. | 1.49% | 441,048 | $86.9M | New |
| ENTG Entegris Inc. | 1.49% | 482,799 | $86.8M | Add +35.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.30% | 158,437 | $75.7M | Add +274.9% |
| SPOT Spotify Technology SA | 1.29% | 163,443 | $75.0M | Add +13.2% |
| COHR Coherent Corp. | 1.21% | 179,782 | $70.9M | New |
| ADSK Autodesk Inc. | 1.10% | 330,503 | $64.3M | Reduce -23.6% |
| NOW ServiceNow Inc. | 1.02% | 598,708 | $59.4M | Add +26.0% |
| NTAP Netapp Inc. | 0.70% | 262,656 | $40.6M | New |
| BSX Boston Scientific Corp. | 0.37% | 511,968 | $21.9M | Reduce -9.3% |
| MA Mastercard Inc. Class A | 0.30% | 34,237 | $17.6M | Reduce -83.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.15% | 4,449 | $8.9M | Add +35.6% |
| SYK Stryker Corp. | 0.14% | 25,544 | $8.0M | Reduce -11.7% |
| TSEM Tower Semiconductor Ltd. | 0.09% | 19,046 | $5.0M | Reduce -0.1% |
| V Visa Inc. Class A | 0.08% | 13,688 | $4.7M | Reduce -97.0% |
| MRVL Marvell Technology Inc. | 0.01% | 2,941 | $876K | Add +27.1% |
| AMD Advanced Micro Devices | 0.01% | 1,263 | $734K | New |
| INTC Intel Corp. | 0.01% | 4,931 | $689K | Reduce -13.8% |
| ARM Arm Holdings PLC-ADR | 0.01% | 1,940 | $688K | Reduce -28.9% |
| ALAB Astera Labs Inc. | 0.01% | 1,229 | $594K | New |
| DDOG Datadog Inc. Class A | 0.01% | 2,086 | $543K | New |
| GOOG Alphabet Inc. Class C | 0.01% | 1,529 | $540K | Add +113.3% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 4,462 | $521K | Add +30.3% |
| SHOP Shopify Inc. Class A | 0.01% | 4,112 | $470K | Add +24.1% |
| CRDO Credo Technology Group Holdi | 0.01% | 1,576 | $429K | New |
| HEI Heico Corp. | 0.01% | 1,155 | $411K | Add +43.1% |
| LITE Lumentum Holdings Inc. | 0.01% | 470 | $403K | New |
| IWF iShares Russell 1000 Growth | 0.01% | 3,131 | $389K | Reduce -93.9% |
| MDB Mongodb Inc. | 0.01% | 1,002 | $337K | New |
| COHU Cohu Inc. | 0.01% | 4,466 | $330K | New |
| MTSI Macom Technology Solutions H | 0.01% | 807 | $307K | New |
| FORM Formfactor Inc. | 0.01% | 1,907 | $305K | New |
| BWXT BWX Technologies Inc. | 0.01% | 1,506 | $293K | New |
| PANW Palo Alto Networks Inc. | 0.00% | 831 | $283K | New |
| SNPS Synopsys Inc. | 0.00% | 615 | $274K | New |
| SNOW Snowflake Inc. | 0.00% | 1,056 | $269K | New |
| BLLN Billiontoone Inc. Class A | 0.00% | 2,229 | $267K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.00% | 339 | $259K | New |
| GWRE Guidewire Software Inc. | 0.00% | 1,882 | $232K | New |
| QCOM Qualcomm Inc. | 0.00% | 1,227 | $227K | New |
| FIGR Figure Technology Solut Class A | 0.00% | 7,131 | $219K | New |
| SAIL Sailpoint Inc. | 0.00% | 14,425 | $211K | New |
| ISRG Intuitive Surgical Inc. | 0.00% | 531 | $211K | New |
| FTNT Fortinet Inc. | 0.00% | 1,374 | $211K | New |
| AAOI Applied Optoelectronics Inc. | 0.00% | 1,415 | $210K | New |
| AVAV Aerovironment Inc. | 0.00% | 1,264 | $209K | New |
| KVYO Klaviyo Inc. Class A | 0.00% | 13,813 | $209K | New |
| IOT Samsara Inc. Class A | 0.00% | 6,298 | $204K | New |
| JOBY Joby Aviation Inc. | 0.00% | 11,110 | $99K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -45.0% | 5.42% | −4.67 |
| INTU Intuit Inc. | Sold out | 0.00% | −2.36 |
| V Visa Inc. Class A | Reduce -97.0% | 0.08% | −2.35 |
| AMZN Amazon.com Inc. | Reduce -32.3% | 5.41% | −1.79 |
| MA Mastercard Inc. Class A | Reduce -83.8% | 0.30% | −1.56 |
| NFLX Netflix Inc. | Reduce -10.5% | 1.52% | −0.84 |
| UBER Uber Technologies Inc. | Reduce -27.3% | 1.93% | −0.80 |
| ADSK Autodesk Inc. | Reduce -23.6% | 1.10% | −0.73 |
| DXCM Dexcom Inc. | Reduce -29.4% | 1.57% | −0.57 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.42 |
| BSX Boston Scientific Corp. | Reduce -9.3% | 0.37% | −0.25 |
| ORCL Oracle Corp. | Reduce -7.9% | 1.80% | −0.23 |
| HWM Howmet Aerospace Inc. | Reduce -16.0% | 2.98% | −0.16 |
| BKNG Booking Holdings Inc. | Reduce -8.2% | 1.60% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -93.9% | 0.01% | −0.09 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.08 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.05 |
| SYK Stryker Corp. | Reduce -11.7% | 0.14% | −0.03 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.00 |
| AVPT Avepoint Inc. | Sold out | 0.00% | −0.00 |
| ARM Arm Holdings PLC-ADR | Reduce -28.9% | 0.01% | +0.00 |
| INTC Intel Corp. | Reduce -13.8% | 0.01% | +0.01 |
| TSEM Tower Semiconductor Ltd. | Reduce -0.1% | 0.09% | +0.03 |
| NVDA Nvidia Corp. | Reduce -9.7% | 16.12% | +0.06 |
| GEV GE Vernova Inc. | Reduce -18.6% | 3.86% | +0.23 |
| GE General Electric | Reduce -11.3% | 2.14% | +0.25 |
| CDNS Cadence Design SYS Inc. | Reduce -8.0% | 1.61% | +0.27 |
| AVGO Broadcom Inc. | Reduce -12.4% | 9.15% | +0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -13.2% | 9.36% | +0.40 |
| RDDT Reddit Inc. Class A | Reduce -2.7% | 2.45% | +0.43 |
| ANET Arista Networks Inc. | Reduce -2.0% | 7.66% | +1.83 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | New | 2.14% | +2.14 |
| KEYS Keysight Technologies Inc. | New | 1.59% | +1.59 |
| DELL Dell Technologies -C | New | 1.56% | +1.56 |
| ATI Ati Inc. | New | 1.49% | +1.49 |
| COHR Coherent Corp. | New | 1.21% | +1.21 |
| TER Teradyne Inc. | Add +86.1% | 1.63% | +1.08 |
| P Everpure Inc. Class A | Add +44.3% | 2.29% | +1.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +274.9% | 1.30% | +1.04 |
| ENTG Entegris Inc. | Add +35.8% | 1.49% | +0.75 |
| NTAP Netapp Inc. | New | 0.70% | +0.70 |
| META Meta Platforms Inc. Class A | Add +9.5% | 5.29% | +0.23 |
| NOW ServiceNow Inc. | Add +26.0% | 1.02% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | Add +35.6% | 0.15% | +0.07 |
| SPOT Spotify Technology SA | Add +13.2% | 1.29% | +0.05 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +27.1% | 0.01% | +0.01 |
| ALAB Astera Labs Inc. | New | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | New | 0.01% | +0.01 |
| CRDO Credo Technology Group Holdi | New | 0.01% | +0.01 |
| LITE Lumentum Holdings Inc. | New | 0.01% | +0.01 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| COHU Cohu Inc. | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +113.3% | 0.01% | +0.01 |
| MTSI Macom Technology Solutions H | New | 0.01% | +0.01 |
| FORM Formfactor Inc. | New | 0.01% | +0.01 |
| BWXT BWX Technologies Inc. | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | New | 0.00% | +0.00 |
| SNPS Synopsys Inc. | New | 0.00% | +0.00 |
| BLLN Billiontoone Inc. Class A | New | 0.00% | +0.00 |
| SNOW Snowflake Inc. | New | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
| GWRE Guidewire Software Inc. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | New | 0.00% | +0.00 |
| FIGR Figure Technology Solut Class A | New | 0.00% | +0.00 |
| AVAV Aerovironment Inc. | New | 0.00% | +0.00 |
| AAOI Applied Optoelectronics Inc. | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | New | 0.00% | +0.00 |
| ISRG Intuitive Surgical Inc. | New | 0.00% | +0.00 |
| KVYO Klaviyo Inc. Class A | New | 0.00% | +0.00 |
| SAIL Sailpoint Inc. | New | 0.00% | +0.00 |
| IOT Samsara Inc. Class A | New | 0.00% | +0.00 |
| HEI Heico Corp. | Add +43.1% | 0.01% | +0.00 |
| JOBY Joby Aviation Inc. | New | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | Add +24.1% | 0.01% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +30.3% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $5.8B | NVDA, GOOGL, AVGO, ANET, MSFT |
| Q1 2026 | 44 | $5.7B | NVDA, MSFT, GOOGL, AVGO, AMZN |
| Q4 2025 | 47 | $6.7B | NVDA, MSFT, GOOGL, AVGO, AMZN |
| Q3 2025 | 41 | $7.0B | NVDA, MSFT, AMZN, AVGO, META |
| Q2 2025 | 39 | $6.8B | NVDA, MSFT, AMZN, META, ANET |
| Q1 2025 | 39 | $5.7B | NVDA, MSFT, AMZN, META, ANET |
| Q4 2024 | 40 | $6.5B | NVDA, MSFT, AMZN, ANET, GOOGL |
| Q3 2024 | 99 | $6.6B | NVDA, MSFT, AMZN, ANET, AAPL |
| Q2 2024 | 102 | $6.9B | NVDA, MSFT, AMZN, GOOGL, ANET |
| Q1 2024 | 115 | $7.3B | NVDA, MSFT, AMZN, GOOGL, ANET |