Skip to content
Disclosery

DSM CAPITAL PARTNERS LLC

Follow

13F filer, CIK 1214639, Palm Beach Gardens, FL

DSM CAPITAL PARTNERS LLC reported $5,722,381,092 across 39 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 69.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001730

Period
2025-03-31
Reported value
$5.72B
Holdings
39
Top 10 weight
69.56%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AJGnew+395,566$137M
BKNGnew+19,432$89.5M
INTUadded+135,260$83M
AVGOadded+490,294$82.1M
GEadded+374,066$74.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLexited-1,656,917-$415M
NBIXexited-932,595-$127M
ADBEexited-197,774-$87.9M
MSFTreduced-178,057-$66.8M
ADSKreduced-71,704-$18.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001730, largest first. % of portfolio is the value over $5,722,381,092, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542,012 shares; 2024Q4: 6,130,416 shares; 2025Q1: 6,456,411 shares 6,456,411$700M12.23%+325,995Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,666 shares; 2024Q4: 1,645,967 shares; 2025Q1: 1,467,910 shares 1,467,910$551M9.63%-178,057Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033,523 shares; 2024Q4: 2,830,170 shares; 2025Q1: 2,779,249 shares 2,779,249$529M9.24%-50,921Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,787 shares; 2024Q4: 775,398 shares; 2025Q1: 803,192 shares 803,192$463M8.09%+27,794Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188,878 shares; 2025Q1: 5,639,166 shares 5,639,166$437M7.64%+450,288Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590,446 shares; 2024Q4: 2,419,241 shares; 2025Q1: 2,397,860 shares 2,397,860$371M6.48%-21,381Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,415 shares; 2024Q4: 343,174 shares; 2025Q1: 478,434 shares 478,434$294M5.13%+135,260Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,739 shares; 2024Q4: 2,431,164 shares; 2025Q1: 2,450,338 shares 2,450,338$236M4.12%+19,174Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014,699 shares; 2024Q4: 1,025,130 shares; 2025Q1: 984,230 shares 984,230$217M3.8%-40,900Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143,409 shares; 2024Q4: 2,537,391 shares; 2025Q1: 2,512,146 shares 2,512,146$183M3.2%-25,245Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,512 shares; 2024Q4: 530,037 shares; 2025Q1: 520,116 shares 520,116$182M3.19%-9,921Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,500 shares; 2024Q4: 2,007,412 shares; 2025Q1: 2,056,587 shares 2,056,587$143M2.5%+49,175Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: not reported; 2025Q1: 395,566 shares 395,566$137M2.39%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270,318 shares; 2024Q4: 1,349,087 shares; 2025Q1: 1,273,794 shares 1,273,794$131M2.29%-75,293Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,665 shares; 2024Q4: 239,632 shares; 2025Q1: 613,698 shares 613,698$123M2.15%+374,066Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,153 shares; 2024Q4: 2,454,582 shares; 2025Q1: 2,580,075 shares 2,580,075$122M2.13%+125,493Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,755 shares; 2024Q4: 532,528 shares; 2025Q1: 460,824 shares 460,824$121M2.11%-71,704Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,552 shares; 2024Q4: 1,011,961 shares; 2025Q1: 892,102 shares 892,102$116M2.02%-119,859Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,355 shares; 2024Q4: 859,404 shares; 2025Q1: 854,111 shares 854,111$113M1.98%-5,293Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,218 shares; 2024Q4: 207,926 shares; 2025Q1: 204,271 shares 204,271$112M1.96%-3,655Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 19,432 shares 19,432$89.5M1.56%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 5,108 shares; 2025Q1: 495,402 shares 495,402$82.9M1.45%+490,294Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,048 shares; 2024Q4: 284,078 shares; 2025Q1: 279,198 shares 279,198$71M1.24%-4,880Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,373 shares; 2024Q4: 122,163 shares; 2025Q1: 120,239 shares 120,239$51.6M0.9%-1,924Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,523 shares; 2024Q4: 151,382 shares; 2025Q1: 149,340 shares 149,340$45.6M0.8%-2,042Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 32,244 shares 32,244$30.1M0.53%+32,009Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: not reported; 2025Q1: 407,663 shares 407,663$27.8M0.49%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,877 shares; 2024Q4: 58,655 shares; 2025Q1: 55,462 shares 55,462$7.75M0.14%-3,193Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,968 shares; 2024Q4: 46,098 shares; 2025Q1: 42,598 shares 42,598$7.07M0.12%-3,500Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,542 shares; 2025Q1: 7,903 shares 7,903$6.53M0.11%-639Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 215,170 shares; 2025Q1: 197,995 shares 197,995$6.24M0.11%-17,175Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,577 shares; 2025Q1: 2,429 shares 2,429$4.74M0.08%-148Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,300 shares; 2024Q4: 73,905 shares; 2025Q1: 67,995 shares 67,995$4.52M0.08%-5,910Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 13,993 shares; 2025Q1: 13,993 shares 13,993$2.05M0.04%0Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,415 shares; 2025Q1: 14,415 shares 14,415$1.64M0.03%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 3,289 shares; 2025Q1: 3,757 shares 3,757$1.4M0.02%+468Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 10,107 shares; 2025Q1: 10,107 shares 10,107$1.38M0.02%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,952 shares; 2025Q1: 4,413 shares 4,413$1.35M0.02%+461Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares; 2025Q1: 833 shares 833$301K0.01%-33,378Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC1,656,917$415Mshares
NBIXNEUROCRINE BIOSCIENCES INC932,595$127Mshares
ADBEADOBE INC197,774$87.9Mshares
GLOBGLOBANT S A17,781$3.81Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001730 base2025-05-13acceptance time not in the bulk data set