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 | $111.5M | 1.6% | 832,780 SH | New |
| ALPHABET INC | CAP STK CL A | $422.6M | 6.0%Prev: 9.4% | 1,738,180 SH | Decreased+209,658 SH |
| AMAZON COM INC | COM | $531.5M | 7.6%Prev: 5.4% | 2,420,528 SH | Increased+1,095,742 SH |
| APOLLO GLOBAL MGMT INC | COM | $1.7M | 0.0% | 12,430 SH | New |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $1.7M | 0.0% | 10,620 SH | New |
| ARISTA NETWORKS INC | COM SHS | $427.4M | 6.1%Prev: 7.7% | 2,933,214 SH | Decreased+301,098 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.3M | 0.0% | 3,405 SH | New |
| AUTODESK INC | COM | $97.4M | 1.4%Prev: 1.1% | 306,719 SH | Increased-23,784 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $1.0M | 0.0% | 3,559 SH | New |
| BOOKING HOLDINGS INC | COM | $152.3M | 2.2%Prev: 1.6% | 28,208 SH | Increased-495,035 SH |
| BOSTON SCIENTIFIC CORP | COM | $388K | 0.0%Prev: 0.4% | 3,977 SH | Decreased-507,991 SH |
| BROADCOM INC | COM | $527.3M | 7.5%Prev: 9.2% | 1,598,432 SH | Decreased+183,785 SH |
| BROWN & BROWN INC | COM | $636K | 0.0% | 6,777 SH | New |
| CADENCE DESIGN SYSTEM INC | COM | $92.5M | 1.3%Prev: 1.6% | 263,468 SH | Decreased+13,365 SH |
| DEXCOM INC | COM | $170.5M | 2.4%Prev: 1.6% | 2,533,539 SH | Increased+1,174,404 SH |
| GE AEROSPACE | COM NEW | $168.8M | 2.4%Prev: 2.1% | 561,052 SH | Increased+227,480 SH |
| GE VERNOVA INC | COM | $121.9M | 1.7%Prev: 3.9% | 198,177 SH | Decreased+6,215 SH |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $8.2M | 0.1% | 1,355,708 SH | New |
| HDFC BANK LTD | SPONSORED ADS | $6.8M | 0.1% | 198,500 SH | New |
| HOWMET AEROSPACE INC | COM | $172.3M | 2.5%Prev: 3.0% | 878,070 SH | Decreased+231,449 SH |
| ICICI BANK LIMITED | ADR | $6.5M | 0.1% | 216,575 SH | New |
| INTUIT | COM | $317.9M | 4.5% | 465,469 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $320K | 0.0%Prev: 0.0% | 683 SH | Decreased-2,448 SH |
| MASTERCARD INCORPORATED | CL A | $135.1M | 1.9%Prev: 0.3% | 237,441 SH | Increased+203,204 SH |
| MERCADOLIBRE INC | COM | $9.3M | 0.1% | 3,968 SH | New |
| META PLATFORMS INC | CL A | $502.8M | 7.2%Prev: 5.3% | 684,662 SH | Increased+135,964 SH |
| MICROSOFT CORP | COM | $855.4M | 12.2%Prev: 5.4% | 1,651,420 SH | Increased+803,591 SH |
| NETFLIX INC | COM | $160.2M | 2.3% | 133,580 SH | New |
| NVIDIA CORPORATION | COM | $1.06B | 15.2%Prev: 16.1% | 5,697,455 SH | Increased+994,633 SH |
| ORACLE CORP | COM | $173.2M | 2.5%Prev: 1.8% | 615,885 SH | Increased-99,456 SH |
| PALO ALTO NETWORKS INC | COM | $312K | 0.0%Prev: 0.0% | 1,532 SH | Increased+701 SH |
| PINTEREST INC | CL A | $62.7M | 0.9% | 1,948,954 SH | New |
| REDDIT INC | CL A | $182.6M | 2.6%Prev: 2.5% | 793,905 SH | Increased-31,156 SH |
| SERVICENOW INC | COM | $43.3M | 0.6%Prev: 1.0% | 47,101 SH | Decreased-551,607 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $296K | 0.0%Prev: 0.0% | 1,992 SH | Decreased-2,120 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $275K | 0.0%Prev: 1.3% | 394 SH | Decreased-163,049 SH |
| STRYKER CORPORATION | COM | $6.9M | 0.1%Prev: 0.1% | 18,731 SH | Decreased-6,813 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $14.2M | 0.2% | 50,987 SH | New |
| UBER TECHNOLOGIES INC | COM | $291.3M | 4.2%Prev: 1.9% | 2,972,849 SH | Increased+1,408,755 SH |
| VISA INC | COM CL A | $168.6M | 2.4%Prev: 0.1% | 493,901 SH | Increased+480,213 SH |
| WIX COM LTD | SHS | $1.6M | 0.0% | 8,876 SH | New |
| 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 |