13F-HR filed by DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-24, with 39 holding rows worth $6,765,988,725.
- Accession
- 0001172661-25-002718
- Filer
- CIK 1214639
- Filed
- 2025-07-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 39 entries on the cover page, a total value of $6,765,988,725 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,765,988,725 with VALUE read as dollars as filed, 13F file number 028-10309. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 6,212,104 | $981,450,307 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,382,483 | $687,660,969 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,725,964 | $598,049,132 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 741,149 | $547,034,295 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 5,015,294 | $513,114,729 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,287,542 | $403,133,526 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 455,875 | $359,060,550 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,528,477 | $267,310,589 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 896,897 | $247,229,658 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,625,476 | $244,956,911 | dollars as filed | |
| FISERV INC | 337738108 | COM | 1,140,649 | $196,659,294 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 3,291,325 | $181,714,053 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 450,536 | $159,962,837 | dollars as filed | |
| General Electric Company | 369604301 | COM | 570,519 | $146,845,886 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 718,205 | $133,679,404 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 410,095 | $126,953,109 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 1,435,296 | $125,286,988 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 1,760,978 | $121,542,667 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 83,175 | $111,382,137 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 192,953 | $108,427,753 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 18,567 | $107,488,819 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 772,348 | $105,046,984 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 196,991 | $104,237,524 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 265,921 | $81,943,556 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 101,782 | $52,181,595 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 53,056 | $11,599,633 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 42,037 | $9,520,960 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 194,095 | $6,529,356 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,388 | $6,241,348 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 7,738 | $6,032,003 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 66,905 | $5,129,606 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 14,080 | $2,438,656 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 4,506 | $1,782,709 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 10,160 | $1,441,399 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,369 | $1,347,400 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 7,585 | $920,516 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 2,858 | $306,978 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 675 | $286,591 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 11,590 | $58,298 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002718 | this filing | 2025-07-24 | acceptance time not in the bulk data set |