Q2 2026 13F · SEC CIK 1214639

Dsm Capital Partners LLC

Asset managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.8B
Reported positions: 70
Top holdings a year, 3 yrs: +20.6%
Assets under management: $7.6B

Dsm Capital Partners LLC is an asset manager that reported 70 positions worth $5.8B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Nvidia Corporation (NVDA, 16.1%), Alphabet Inc (GOOGL, 9.4%), Broadcom Inc (AVGO, 9.2%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Dsm Capital Partners LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dsm Capital Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	16.1%	16.1%	4,702,822	-9.7%	$941.0M
GOOGLAlphabet Inc	9.4%	9.0%	1,528,522	-13.2%	$546.2M
AVGOBroadcom Inc	9.2%	8.8%	1,414,647	-12.4%	$534.4M
ANETArista Networks Inc	7.7%	5.8%	2,632,116	-2.0%	$447.1M
MSFTMicrosoft Corp	5.4%	10.1%	847,829	-45.0%	$316.3M
AMZNAmazon Com Inc	5.4%	7.2%	1,324,786	-32.3%	$315.7M
METAMeta Platforms Inc	5.3%	5.1%	548,698	+9.5%	$309.1M
GEVGe Vernova Inc	3.9%	3.6%	191,962	-18.6%	$225.5M
HWMHowmet Aerospace Inc	3.0%	3.1%	646,621	-16.0%	$173.9M
RDDTReddit Inc	2.5%	2.0%	825,061	-2.7%	$143.2M
PSTGEverpure Inc	2.3%	1.2%	1,695,275	+44.3%	$133.6M
APHAmphenol Corp	2.1%	New	710,204	—	$125.2M
GEGe Aerospace	2.1%	1.9%	333,572	-11.3%	$124.7M
UBERUber Technologies Inc	1.9%	2.7%	1,564,094	-27.3%	$112.9M
ORCLOracle Corp	1.8%	2.0%	715,341	-7.9%	$104.8M
TERTeradyne Inc	1.6%	0.6%	196,967	+86.1%	$95.3M
CDNSCadence Design System Inc	1.6%	1.3%	250,103	-8.0%	$93.9M
BKNGBooking Holdings Inc	1.6%	1.7%	523,243	+2195.2%	$93.3M
KEYSKeysight Technologies Inc	1.6%	New	265,207	—	$92.8M
DXCMDexcom Inc	1.6%	2.1%	1,359,135	-29.4%	$91.5M
DELLDell Technologies Inc	1.6%	New	211,754	—	$91.4M
NFLXNetflix Inc.	1.5%	2.4%	1,239,364	-10.5%	$88.5M
ATIAti Inc	1.5%	New	441,048	—	$86.9M
ENTGEntegris Inc	1.5%	0.7%	482,799	+35.8%	$86.8M
TSMTaiwan Semiconductor Manufac	1.3%	0.3%	158,437	+274.9%	$75.7M
SPOTSpotify Technology SA	1.3%	1.2%	163,443	+13.2%	$75.0M
COHRCoherent Corp	1.2%	New	179,782	—	$70.9M
ADSKAutodesk Inc	1.1%	1.8%	330,503	-23.6%	$64.3M
NOWServicenow Inc	1.0%	0.9%	598,708	+26.0%	$59.4M
NTAPNetapp Inc	0.7%	New	262,656	—	$40.6M
BSXBoston Scientific Corp	0.4%	0.6%	511,968	-9.3%	$21.9M
MAMastercard Incorporated	0.3%	1.9%	34,237	-83.8%	$17.6M
ASMLAsml Hldg NV	0.2%	0.1%	4,449	+35.6%	$8.9M
SYKStryker Corporation	0.1%	0.2%	25,544	-11.7%	$8.0M
TSEMTower Semiconductor Ltd	0.1%	0.1%	19,046	-0.1%	$5.0M
VVisa Inc	0.1%	2.4%	13,688	-97.0%	$4.7M
MRVLMarvell Technology Inc	0.0%	0.0%	2,941	+27.2%	$876K
AMDAdvanced Micro Devices Inc	0.0%	New	1,263	—	$734K
INTCIntel Corp	0.0%	0.0%	4,931	-13.9%	$689K
ARMArm Holdings PLC	0.0%	0.0%	1,940	-28.9%	$688K
ALABAstera Labs Inc	0.0%	New	1,229	—	$594K
DDOGDatadog Inc	0.0%	New	2,086	—	$543K
GOOGAlphabet Inc	0.0%	0.0%	1,529	+113.2%	$540K
PLTRPalantir Technologies Inc	0.0%	0.0%	4,462	+30.3%	$521K
SHOPShopify Inc	0.0%	0.0%	4,112	+24.1%	$470K
CRDOCredo Technology Group Holdi	0.0%	New	1,576	—	$429K
HEIHeico Corp New	0.0%	0.0%	1,155	+43.1%	$411K
LITELumentum Hldgs Inc	0.0%	New	470	—	$403K
IWFIshares Tr	0.0%	0.1%	3,131	-75.7%	$389K
MDBMongodb Inc	0.0%	New	1,002	—	$337K

What Dsm Capital Partners LLC bought and sold in Q2 2026, against Q1 2026.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.0% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.8B	70
Q1 2026	$5.7B	44
Q4 2025	$6.7B	47
Q3 2025	$7.0B	41
Q2 2025	$6.8B	39
Q1 2025	$5.7B	39
Q4 2024	$6.5B	40
Q3 2024	$6.6B	99
Q2 2024	$6.9B	102
Q1 2024	$7.3B	115
Q4 2023	$6.5B	129
Q3 2023	$5.9B	57

Questions about Dsm Capital Partners LLC's portfolio

What stocks does Dsm Capital Partners LLC own?

Dsm Capital Partners LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 70 positions worth $5.8B. The largest are Nvidia Corporation (NVDA) at 16.1%, Alphabet Inc (GOOGL) at 9.4%, Broadcom Inc (AVGO) at 9.2%, Arista Networks Inc (ANET) at 7.7% and Microsoft Corp (MSFT) at 5.4%.

What did Dsm Capital Partners LLC buy last quarter?

In Q2 2026, Dsm Capital Partners LLC added a new position in Amphenol Corp (APH), a new position in Keysight Technologies Inc (KEYS), a new position in Dell Technologies Inc (DELL), a new position in Ati Inc (ATI), a new position in Coherent Corp (COHR), Booking Holdings Inc (BKNG) (+2195.2% shares), Taiwan Semiconductor Manufac (TSM) (+274.9% shares) and Alphabet Inc (GOOG) (+113.2% shares), compared with its Q1 2026 filing.

What did Dsm Capital Partners LLC sell last quarter?

In Q2 2026, Dsm Capital Partners LLC cut from its top 50 Intuit (INTU), cut from its top 50 Fair Isaac Corp (FICO), cut from its top 50 Mercadolibre Inc (MELI), cut from its top 50 Grab Holdings Limited (GRAB), cut from its top 50 Sentinelone Inc (S), Visa Inc (V) (-97.0% shares), Mastercard Incorporated (MA) (-83.8% shares) and Ishares Tr (IWF) (-75.7% shares), compared with its Q1 2026 filing.

How has Dsm Capital Partners LLC's portfolio performed?

A portfolio copying Dsm Capital Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.0% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Dsm Capital Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Dsm Capital Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Dsm Capital Partners LLC manage?

Dsm Capital Partners LLC reported $7.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.8B.