DSM Capital Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), DSM Capital Partners LLC reported 44 stock positions worth $5.7 billion. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by Microsoft (MSFT, 10.1%) and Alphabet Class A (GOOGL, 9.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 10, added to 15 and reduced 22. The biggest buy was a new position in Everpure Class A (P) and the biggest sale Intuit (INTU, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001214639
- Portfolio Value
- $5.7B (Q1 2026)
- SEC Filing
- 0001172661-26-001568 ↗ filed Apr 29, 2026
Holdings Value
Holdings 44 stocks · $5.7B
| NVDA Nvidia Corp. | 16.06% | 5,208,018 | $908.3M | Reduce -5.7% |
| MSFT Microsoft Corp. | 10.09% | 1,541,875 | $570.8M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 8.96% | 1,761,877 | $506.6M | Reduce -9.8% |
| AVGO Broadcom Inc. | 8.84% | 1,615,114 | $499.9M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 7.20% | 1,956,303 | $407.4M | Reduce -17.2% |
| ANET Arista Networks Inc. | 5.83% | 2,686,694 | $329.9M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 5.07% | 501,154 | $286.7M | Add +2.8% |
| GEV GE Vernova Inc. | 3.64% | 235,701 | $205.7M | Reduce -16.8% |
| HWM Howmet Aerospace Inc. | 3.14% | 769,737 | $177.4M | Reduce -11.9% |
| UBER Uber Technologies Inc. | 2.73% | 2,150,746 | $154.7M | Reduce -24.1% |
| V Visa Inc. Class A | 2.43% | 455,389 | $137.6M | Reduce -4.6% |
| INTU Intuit Inc. | 2.36% | 309,394 | $133.8M | Reduce -26.7% |
| NFLX Netflix Inc. | 2.35% | 1,384,070 | $133.1M | Add +6.1% |
| DXCM Dexcom Inc. | 2.14% | 1,923,820 | $120.8M | Reduce -18.3% |
| ORCL Oracle Corp. | 2.02% | 777,056 | $114.3M | Add +40.0% |
| RDDT Reddit Inc. Class A | 2.02% | 848,206 | $114.2M | Add +5.3% |
| GE General Electric filed as GE AEROSPACE | 1.89% | 376,098 | $106.7M | Reduce -32.0% |
| MA Mastercard Inc. Class A | 1.86% | 211,023 | $105.4M | Reduce -4.0% |
| ADSK Autodesk Inc. | 1.83% | 432,363 | $103.5M | Add +39.9% |
| BKNG Booking Holdings Inc. | 1.70% | 22,797 | $96.0M | Reduce -2.4% |
| CDNS Cadence Design SYS Inc. | 1.34% | 271,858 | $75.5M | Reduce -2.3% |
| SPOT Spotify Technology SA | 1.24% | 144,331 | $70.0M | Add +4336.9% |
| P Everpure Inc. Class A | 1.23% | 1,174,778 | $69.4M | New |
| NOW ServiceNow Inc. | 0.88% | 475,149 | $49.7M | Add +45.6% |
| ENTG Entegris Inc. | 0.74% | 355,538 | $41.7M | New |
| BSX Boston Scientific Corp. | 0.63% | 564,349 | $35.4M | Add +11846.4% |
| TER Teradyne Inc. | 0.55% | 105,841 | $31.4M | New |
| FICO Fair Isaac Corp. | 0.42% | 22,396 | $23.9M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 42,266 | $14.3M | Reduce -5.2% |
| SYK Stryker Corp. | 0.17% | 28,927 | $9.5M | Add +53.0% |
| IWF iShares Russell 1000 Growth | 0.10% | 12,897 | $5.5M | Reduce -81.7% |
| MELI MercadoLibre Inc. | 0.08% | 2,733 | $4.7M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.08% | 3,282 | $4.3M | Add +6.5% |
| TSEM Tower Semiconductor Ltd. | 0.06% | 19,068 | $3.3M | New |
| GRAB Grab Holdings Ltd. Class A | 0.05% | 731,172 | $2.7M | Reduce -39.3% |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 3,425 | $501K | Add +42.5% |
| ARM Arm Holdings PLC-ADR | 0.01% | 2,730 | $413K | Add +5.2% |
| SHOP Shopify Inc. Class A | 0.01% | 3,313 | $393K | Add +6.3% |
| INTC Intel Corp. | 0.00% | 5,724 | $253K | Reduce -28.6% |
| MRVL Marvell Technology Inc. | 0.00% | 2,313 | $229K | New |
| HEI Heico Corp. | 0.00% | 807 | $221K | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.00% | 717 | $206K | Reduce -10.9% |
| S Sentinelone Inc. Class A | 0.00% | 10,828 | $139K | Add +5.3% |
| AVPT Avepoint Inc. | 0.00% | 11,614 | $110K | New |
Portfolio Sells Q4 2025 → Q1 2026
| INTU Intuit Inc. | Reduce -26.7% | 2.36% | −1.78 |
| MSFT Microsoft Corp. | Reduce -6.3% | 10.09% | −1.71 |
| ABT Abbott Laboratories | Sold out | 0.00% | −1.52 |
| AMZN Amazon.com Inc. | Reduce -17.2% | 7.20% | −0.88 |
| UBER Uber Technologies Inc. | Reduce -24.1% | 2.73% | −0.69 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.68 |
| GE General Electric | Reduce -32.0% | 1.89% | −0.64 |
| IWF iShares Russell 1000 Growth | Reduce -81.7% | 0.10% | −0.40 |
| DXCM Dexcom Inc. | Reduce -18.3% | 2.14% | −0.18 |
| BKNG Booking Holdings Inc. | Reduce -2.4% | 1.70% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -9.8% | 8.96% | −0.10 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.09 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -4.6% | 2.43% | −0.05 |
| GRAB Grab Holdings Ltd. Class A | Reduce -39.3% | 0.05% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.02 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.00 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.00 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.00 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -10.9% | 0.00% | −0.00 |
| MELI MercadoLibre Inc. | Reduce -2.5% | 0.08% | −0.00 |
| INTC Intel Corp. | Reduce -28.6% | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -4.0% | 1.86% | +0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -2.3% | 1.34% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.2% | 0.25% | +0.05 |
| AVGO Broadcom Inc. | Reduce -3.6% | 8.84% | +0.24 |
| ANET Arista Networks Inc. | Reduce -3.5% | 5.83% | +0.43 |
| HWM Howmet Aerospace Inc. | Reduce -11.9% | 3.14% | +0.48 |
| NVDA Nvidia Corp. | Reduce -5.7% | 16.06% | +0.79 |
| GEV GE Vernova Inc. | Reduce -16.8% | 3.64% | +0.89 |
Portfolio Buys Q4 2025 → Q1 2026
| P Everpure Inc. Class A | New | 1.23% | +1.23 |
| SPOT Spotify Technology SA | Add +4336.9% | 1.24% | +1.21 |
| ENTG Entegris Inc. | New | 0.74% | +0.74 |
| BSX Boston Scientific Corp. | Add +11846.4% | 0.63% | +0.62 |
| TER Teradyne Inc. | New | 0.55% | +0.55 |
| NFLX Netflix Inc. | Add +6.1% | 2.35% | +0.54 |
| ADSK Autodesk Inc. | Add +39.9% | 1.83% | +0.47 |
| FICO Fair Isaac Corp. | New | 0.42% | +0.42 |
| ORCL Oracle Corp. | Add +40.0% | 2.02% | +0.42 |
| META Meta Platforms Inc. Class A | Add +2.8% | 5.07% | +0.30 |
| NOW ServiceNow Inc. | Add +45.6% | 0.88% | +0.14 |
| SYK Stryker Corp. | Add +53.0% | 0.17% | +0.07 |
| TSEM Tower Semiconductor Ltd. | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.5% | 0.08% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| ARM Arm Holdings PLC-ADR | Add +5.2% | 0.01% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +42.5% | 0.01% | +0.00 |
| AVPT Avepoint Inc. | New | 0.00% | +0.00 |
| HEI Heico Corp. | Add +5.3% | 0.00% | +0.00 |
| S Sentinelone Inc. Class A | Add +5.3% | 0.00% | +0.00 |
| SHOP Shopify Inc. Class A | Add +6.3% | 0.01% | −0.00 |
| RDDT Reddit Inc. Class A | Add +5.3% | 2.02% | −0.72 |
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 |