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DSM CAPITAL PARTNERS LLC

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

DSM CAPITAL PARTNERS LLC reported $6,765,988,725 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-24. Its ten largest share positions make up 71.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002718

Period
2025-06-30
Reported value
$6.77B
Holdings
39
Top 10 weight
71.67%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOadded+401,495$111M
DXCMadded+1,027,633$89.7M
NFLXadded+50,931$68.2M
DTadded+711,250$39.3M
FISVadded+156,419$27M

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
AJGexited-395,566-$137M
AMDexited-1,273,794-$131M
ANETreduced-623,872-$63.8M
METAreduced-62,043-$45.8M
MSFTreduced-85,427-$42.5M

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002718, largest first. % of portfolio is the value over $6,765,988,725, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542,012 shares; 2024Q4: 6,130,416 shares; 2025Q1: 6,456,411 shares; 2025Q2: 6,212,104 shares 6,212,104$981M14.51%-244,307Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730,666 shares; 2024Q4: 1,645,967 shares; 2025Q1: 1,467,910 shares; 2025Q2: 1,382,483 shares 1,382,483$688M10.16%-85,427Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033,523 shares; 2024Q4: 2,830,170 shares; 2025Q1: 2,779,249 shares; 2025Q2: 2,725,964 shares 2,725,964$598M8.84%-53,285Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,787 shares; 2024Q4: 775,398 shares; 2025Q1: 803,192 shares; 2025Q2: 741,149 shares 741,149$547M8.09%-62,043Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188,878 shares; 2025Q1: 5,639,166 shares; 2025Q2: 5,015,294 shares 5,015,294$513M7.58%-623,872Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590,446 shares; 2024Q4: 2,419,241 shares; 2025Q1: 2,397,860 shares; 2025Q2: 2,287,542 shares 2,287,542$403M5.96%-110,318Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,415 shares; 2024Q4: 343,174 shares; 2025Q1: 478,434 shares; 2025Q2: 455,875 shares 455,875$359M5.31%-22,559Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,739 shares; 2024Q4: 2,431,164 shares; 2025Q1: 2,450,338 shares; 2025Q2: 2,528,477 shares 2,528,477$267M3.95%+78,139Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 5,108 shares; 2025Q1: 495,402 shares; 2025Q2: 896,897 shares 896,897$247M3.65%+401,495Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143,409 shares; 2024Q4: 2,537,391 shares; 2025Q1: 2,512,146 shares; 2025Q2: 2,625,476 shares 2,625,476$245M3.62%+113,330Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,014,699 shares; 2024Q4: 1,025,130 shares; 2025Q1: 984,230 shares; 2025Q2: 1,140,649 shares 1,140,649$197M2.91%+156,419Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580,153 shares; 2024Q4: 2,454,582 shares; 2025Q1: 2,580,075 shares; 2025Q2: 3,291,325 shares 3,291,325$182M2.69%+711,250Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,512 shares; 2024Q4: 530,037 shares; 2025Q1: 520,116 shares; 2025Q2: 450,536 shares 450,536$160M2.36%-69,580Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,665 shares; 2024Q4: 239,632 shares; 2025Q1: 613,698 shares; 2025Q2: 570,519 shares 570,519$147M2.17%-43,179Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,552 shares; 2024Q4: 1,011,961 shares; 2025Q1: 892,102 shares; 2025Q2: 718,205 shares 718,205$134M1.98%-173,897Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,755 shares; 2024Q4: 532,528 shares; 2025Q1: 460,824 shares; 2025Q2: 410,095 shares 410,095$127M1.88%-50,729Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: not reported; 2025Q1: 407,663 shares; 2025Q2: 1,435,296 shares 1,435,296$125M1.85%+1,027,633Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720,500 shares; 2024Q4: 2,007,412 shares; 2025Q1: 2,056,587 shares; 2025Q2: 1,760,978 shares 1,760,978$122M1.8%-295,609Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 32,244 shares; 2025Q2: 83,175 shares 83,175$111M1.65%+50,931Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,218 shares; 2024Q4: 207,926 shares; 2025Q1: 204,271 shares; 2025Q2: 192,953 shares 192,953$108M1.6%-11,318Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 18,567 shares 18,567$107M1.59%-865Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,355 shares; 2024Q4: 859,404 shares; 2025Q1: 854,111 shares; 2025Q2: 772,348 shares 772,348$105M1.55%-81,763Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,523 shares; 2024Q4: 151,382 shares; 2025Q1: 149,340 shares; 2025Q2: 196,991 shares 196,991$104M1.54%+47,651Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,048 shares; 2024Q4: 284,078 shares; 2025Q1: 279,198 shares; 2025Q2: 265,921 shares 265,921$81.9M1.21%-13,277Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,373 shares; 2024Q4: 122,163 shares; 2025Q1: 120,239 shares; 2025Q2: 101,782 shares 101,782$52.2M0.77%-18,457Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,877 shares; 2024Q4: 58,655 shares; 2025Q1: 55,462 shares; 2025Q2: 53,056 shares 53,056$11.6M0.17%-2,406Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,968 shares; 2024Q4: 46,098 shares; 2025Q1: 42,598 shares; 2025Q2: 42,037 shares 42,037$9.52M0.14%-561Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 215,170 shares; 2025Q1: 197,995 shares; 2025Q2: 194,095 shares 194,095$6.53M0.1%-3,900Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,577 shares; 2025Q1: 2,429 shares; 2025Q2: 2,388 shares 2,388$6.24M0.09%-41Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,599 shares; 2024Q4: 8,542 shares; 2025Q1: 7,903 shares; 2025Q2: 7,738 shares 7,738$6.03M0.09%-165Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,300 shares; 2024Q4: 73,905 shares; 2025Q1: 67,995 shares; 2025Q2: 66,905 shares 66,905$5.13M0.08%-1,090Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 13,993 shares; 2025Q1: 13,993 shares; 2025Q2: 14,080 shares 14,080$2.44M0.04%+87Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 3,289 shares; 2025Q1: 3,757 shares; 2025Q2: 4,506 shares 4,506$1.78M0.03%+749Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 10,107 shares; 2025Q1: 10,107 shares; 2025Q2: 10,160 shares 10,160$1.44M0.02%+53Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,952 shares; 2025Q1: 4,413 shares; 2025Q2: 4,369 shares 4,369$1.35M0.02%-44Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,415 shares; 2025Q1: 14,415 shares; 2025Q2: 7,585 shares 7,585$921K0.01%-6,830Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares 2,858$307K<0.01%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares; 2025Q1: 833 shares; 2025Q2: 675 shares 675$287K<0.01%-158Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,590 shares 11,590$58.3K<0.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AJGGALLAGHER ARTHUR J & CO395,566$137Mshares
AMDADVANCED MICRO DEVICES INC1,273,794$131Mshares

How Q2 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 0001172661-25-002718 base2025-07-24acceptance time not in the bulk data set