13F-HR filed by DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 44 holding rows worth $5,656,718,781.
- Accession
- 0001172661-26-001568
- Filer
- CIK 1214639
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 44 entries on the cover page, a total value of $5,656,718,781 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,656,718,781 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 | 5,208,018 | $908,278,339 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,541,875 | $570,755,867 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,761,877 | $506,645,281 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,615,114 | $499,894,017 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,956,303 | $407,439,246 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,686,694 | $329,872,345 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 501,154 | $286,725,387 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 235,701 | $205,743,534 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 769,737 | $177,393,590 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 2,150,746 | $154,703,167 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 455,389 | $137,636,823 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 309,394 | $133,775,661 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,384,070 | $133,078,330 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 1,923,820 | $120,815,897 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 777,056 | $114,312,657 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 848,206 | $114,210,871 | dollars as filed | |
| General Electric Company | 369604301 | COM | 376,098 | $106,725,218 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 211,023 | $105,439,541 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 432,363 | $103,507,583 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 22,797 | $95,982,681 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 271,858 | $75,541,244 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 144,331 | $69,987,302 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 1,174,778 | $69,358,864 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 475,149 | $49,676,776 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 355,538 | $41,683,275 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 564,349 | $35,412,901 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 105,841 | $31,377,475 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 22,396 | $23,908,625 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 42,266 | $14,283,795 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 28,927 | $9,505,123 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 12,897 | $5,499,281 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,733 | $4,725,412 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 3,282 | $4,334,964 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 19,068 | $3,346,053 | dollars as filed | |
| GRABHLDGSLTDFCLASSCLASSA | G4124C109 | STOK | 731,172 | $2,676,090 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,425 | $501,009 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 2,730 | $412,994 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 3,313 | $392,988 | dollars as filed | |
| Intel Corp | 458140100 | COM | 5,724 | $252,600 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 2,313 | $229,103 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 807 | $221,279 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 717 | $205,679 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 10,828 | $139,465 | dollars as filed | |
| AVEPOINT INC COM CL A | 053604104 | Stock | 11,614 | $110,449 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001568 | this filing | 2026-04-29 | acceptance time not in the bulk data set |