Loading…
CIK 0001214639 • 6 13F filings • May 13, 2025 – Aug 3, 2026
Import this data to Google Sheets with:
=jivedata("dsm-capital-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $105.0M | 1.6% | 772,348 SH | New |
| ALPHABET INC | CAP STK CL A | $403.1M | 6.0%Prev: 9.0% | 2,287,542 SH | Decreased+525,665 SH |
| AMAZON COM INC | COM | $598.0M | 8.8%Prev: 7.2% | 2,725,964 SH | Increased+769,661 SH |
| APOLLO GLOBAL MGMT INC | COM | $1.4M | 0.0% | 10,160 SH | New |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $2.4M | 0.0% | 14,080 SH | New |
| ARISTA NETWORKS INC | COM SHS | $513.1M | 7.6%Prev: 5.8% | 5,015,294 SH | Increased+2,328,600 SH |
| AUTODESK INC | COM | $127.0M | 1.9%Prev: 1.8% | 410,095 SH | Increased-22,268 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.3M | 0.0% | 4,369 SH | New |
| BOOKING HOLDINGS INC | COM | $107.5M | 1.6%Prev: 1.7% | 18,567 SH | Increased-4,230 SH |
| BOSTON SCIENTIFIC CORP | COM | $307K | 0.0%Prev: 0.6% | 2,858 SH | Decreased-561,491 SH |
| BROADCOM INC | COM | $247.2M | 3.7%Prev: 8.8% | 896,897 SH | Decreased-718,217 SH |
| CADENCE DESIGN SYSTEM INC | COM | $81.9M | 1.2%Prev: 1.3% | 265,921 SH | Increased-5,937 SH |
| DEXCOM INC | COM | $125.3M | 1.9%Prev: 2.1% | 1,435,296 SH | Increased-488,524 SH |
| DYNATRACE INC | COM NEW | $181.7M | 2.7% | 3,291,325 SH | New |
| ELI LILLY & CO | COM | $6.0M | 0.1% | 7,738 SH | New |
| FISERV INC | COM | $196.7M | 2.9% | 1,140,649 SH | New |
| FORTINET INC | COM | $267.3M | 4.0% | 2,528,477 SH | New |
| GE AEROSPACE | COM NEW | $146.8M | 2.2%Prev: 1.9% | 570,519 SH | Increased+194,421 SH |
| GE VERNOVA INC | COM | $104.2M | 1.5%Prev: 3.6% | 196,991 SH | Decreased-38,710 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $58K | 0.0%Prev: 0.0% | 11,590 SH | Decreased-719,582 SH |
| HDFC BANK LTD | SPONSORED ADS | $5.1M | 0.1% | 66,905 SH | New |
| HOWMET AEROSPACE INC | COM | $133.7M | 2.0%Prev: 3.1% | 718,205 SH | Decreased-51,532 SH |
| ICICI BANK LIMITED | ADR | $6.5M | 0.1% | 194,095 SH | New |
| INTUIT | COM | $359.1M | 5.3%Prev: 2.4% | 455,875 SH | Increased+146,481 SH |
| ISHARES TR | RUS 1000 GRW ETF | $287K | 0.0%Prev: 0.1% | 675 SH | Decreased-12,222 SH |
| LAMAR ADVERTISING CO NEW | CL A | $921K | 0.0% | 7,585 SH | New |
| MASTERCARD INCORPORATED | CL A | $108.4M | 1.6%Prev: 1.9% | 192,953 SH | Increased-18,070 SH |
| MERCADOLIBRE INC | COM | $6.2M | 0.1%Prev: 0.1% | 2,388 SH | Increased-345 SH |
| META PLATFORMS INC | CL A | $547.0M | 8.1%Prev: 5.1% | 741,149 SH | Increased+239,995 SH |
| MICROSOFT CORP | COM | $687.7M | 10.2%Prev: 10.1% | 1,382,483 SH | Increased-159,392 SH |
| NETFLIX INC | COM | $111.4M | 1.6% | 83,175 SH | New |
| NOVO-NORDISK A S | ADR | $121.5M | 1.8% | 1,760,978 SH | New |
| NVIDIA CORPORATION | COM | $981.5M | 14.5%Prev: 16.1% | 6,212,104 SH | Increased+1,004,086 SH |
| ORACLE CORP | COM | $11.6M | 0.2%Prev: 2.0% | 53,056 SH | Decreased-724,000 SH |
| STRYKER CORPORATION | COM | $1.8M | 0.0%Prev: 0.2% | 4,506 SH | Decreased-24,421 SH |
| SYNOPSYS INC | COM | $52.2M | 0.8% | 101,782 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $9.5M | 0.1% | 42,037 SH | New |
| UBER TECHNOLOGIES INC | COM | $245.0M | 3.6%Prev: 2.7% | 2,625,476 SH | Increased+474,730 SH |
| VISA INC | COM CL A | $160.0M | 2.4%Prev: 2.4% | 450,536 SH | Increased-4,853 SH |
| 13F-HR |
| 0001172661-26-003020 |
| $5.84B |
| View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002718 | $6.77B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001568 | $5.66B | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001730 | $5.72B | View |