13F-HR filed by DSM CAPITAL PARTNERS LLC
DSM CAPITAL PARTNERS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-03, with 70 holding rows worth $5,838,436,459.
- Accession
- 0001172661-26-003020
- Filer
- CIK 1214639
- Filed
- 2026-08-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 70 entries on the cover page, a total value of $5,838,436,459 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,838,436,459 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 | 4,702,822 | $940,987,661 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,528,522 | $546,247,822 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,414,647 | $534,383,007 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 2,632,116 | $447,143,942 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 847,829 | $316,257,171 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,324,786 | $315,749,519 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 548,698 | $309,076,242 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 191,962 | $225,528,651 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 646,621 | $173,850,522 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 825,061 | $143,214,088 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 1,695,275 | $133,570,678 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 710,204 | $125,223,169 | dollars as filed | |
| General Electric Company | 369604301 | COM | 333,572 | $124,665,745 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 1,564,094 | $112,865,031 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 715,341 | $104,833,246 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 196,967 | $95,300,272 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 250,103 | $93,868,740 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 523,243 | $93,262,877 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 265,207 | $92,841,014 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 1,359,135 | $91,537,742 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 211,754 | $91,363,381 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,239,364 | $88,490,590 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 441,048 | $86,930,561 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 482,799 | $86,836,228 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 158,437 | $75,664,758 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 163,443 | $75,041,355 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 179,782 | $70,918,605 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 330,503 | $64,256,296 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 598,708 | $59,439,730 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 262,656 | $40,648,642 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 511,968 | $21,850,794 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 34,237 | $17,584,123 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 4,449 | $8,851,019 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 25,544 | $8,042,273 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 19,046 | $4,964,149 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 13,688 | $4,696,216 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 2,941 | $876,094 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,263 | $733,689 | dollars as filed | |
| Intel Corp | 458140100 | COM | 4,931 | $688,516 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 1,940 | $687,866 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 1,229 | $593,632 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 2,086 | $543,111 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,529 | $540,242 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,462 | $520,582 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 4,112 | $469,508 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 1,576 | $428,593 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 1,155 | $411,399 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 470 | $403,288 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,131 | $388,776 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 1,002 | $336,572 | dollars as filed | |
| COHU INC | 192576106 | COM | 4,466 | $330,082 | dollars as filed | |
| MACOM TECH SOLUTIONS HLDGS INC COM | 55405Y100 | Stock | 807 | $306,959 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 1,907 | $304,987 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 1,506 | $293,143 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 831 | $283,388 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 615 | $274,333 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,056 | $268,752 | dollars as filed | |
| BILLIONTOONE INC | 090168105 | CL A | 2,229 | $267,435 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 339 | $258,704 | dollars as filed | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 1,882 | $231,580 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,227 | $226,737 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 7,131 | $218,993 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 14,425 | $211,182 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 531 | $211,168 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 1,374 | $211,074 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 1,415 | $209,646 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 1,264 | $208,648 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 13,813 | $208,576 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 6,298 | $204,244 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 11,110 | $99,101 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003020 | this filing | 2026-08-03 | acceptance time not in the bulk data set |