DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC reported 70 positions worth $5.84B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: NVDA (16.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $941.0M | 16.12% | 4,702,822 | — | — | |
| ▸ 2 | GOOGL | SH | $546.2M | 9.36% | 1,528,522 | — | — | |
| ▸ 3 | AVGO | SH | $534.4M | 9.15% | 1,414,647 | — | — | |
| ▸ 4 | ANET | SH | $447.1M | 7.66% | 2,632,116 | — | — | |
| ▸ 5 | MSFT | SH | $316.3M | 5.42% | 847,829 | — | — | |
| ▸ 6 | AMZN | SH | $315.7M | 5.41% | 1,324,786 | — | — | |
| ▸ 7 | META | SH | $309.1M | 5.29% | 548,698 | — | — | |
| ▸ 8 | GEV | SH | $225.5M | 3.86% | 191,962 | — | — | |
| ▸ 9 | HWM | SH | $173.9M | 2.98% | 646,621 | — | — | |
| ▸ 10 | RDDT | SH | $143.2M | 2.45% | 825,061 | — | — |
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Frequently Asked Questions
What stocks does DSM CAPITAL PARTNERS LLC hold as of Q2 2026?
DSM CAPITAL PARTNERS LLC reported 70 positions worth $5.84B in its Q2 2026 13F filing. Largest positions: NVDA (16.1%), GOOGL (9.4%), AVGO (9.2%), ANET (7.7%) and MSFT (5.4%).
What did DSM CAPITAL PARTNERS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DSM CAPITAL PARTNERS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.