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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 $7,015,410,052 across 41 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 73.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004385

Period
2025-09-30
Reported value
$7.02B
Holdings
41
Top 10 weight
73.01%
New
9
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOadded+701,535$231M
RDDTnew+793,905$183M
ORCLadded+562,829$158M
MSFTadded+268,937$139M
DXCMadded+1,098,243$73.9M

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
ANETreduced-2,082,080-$303M
FTNTexited-2,528,477-$267M
FISVexited-1,140,649-$197M
DTexited-3,291,325-$182M
GOOGLreduced-549,362-$134M

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004385, largest first. % of portfolio is the value over $7,015,410,052, 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; 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; 2025Q3: 5,697,455 shares 5,697,455$1.06B15.15%-514,649Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,651,420 shares 1,651,420$855M12.19%+268,937Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,420,528 shares 2,420,528$531M7.58%-305,436Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 5,108 shares; 2025Q1: 495,402 shares; 2025Q2: 896,897 shares; 2025Q3: 1,598,432 shares 1,598,432$527M7.52%+701,535Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,787 shares; 2024Q4: 775,398 shares; 2025Q1: 803,192 shares; 2025Q2: 741,149 shares; 2025Q3: 684,662 shares 684,662$503M7.17%-56,487Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,188,878 shares; 2025Q1: 5,639,166 shares; 2025Q2: 5,015,294 shares; 2025Q3: 2,933,214 shares 2,933,214$427M6.09%-2,082,080Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,738,180 shares 1,738,180$423M6.02%-549,362Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,415 shares; 2024Q4: 343,174 shares; 2025Q1: 478,434 shares; 2025Q2: 455,875 shares; 2025Q3: 465,469 shares 465,469$318M4.53%+9,594Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,972,849 shares 2,972,849$291M4.15%+347,373Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,905 shares 793,905$183M2.6%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,877 shares; 2024Q4: 58,655 shares; 2025Q1: 55,462 shares; 2025Q2: 53,056 shares; 2025Q3: 615,885 shares 615,885$173M2.47%+562,829Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,552 shares; 2024Q4: 1,011,961 shares; 2025Q1: 892,102 shares; 2025Q2: 718,205 shares; 2025Q3: 878,070 shares 878,070$172M2.46%+159,865Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: not reported; 2025Q1: 407,663 shares; 2025Q2: 1,435,296 shares; 2025Q3: 2,533,539 shares 2,533,539$170M2.43%+1,098,243Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,665 shares; 2024Q4: 239,632 shares; 2025Q1: 613,698 shares; 2025Q2: 570,519 shares; 2025Q3: 561,052 shares 561,052$169M2.41%-9,467Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,512 shares; 2024Q4: 530,037 shares; 2025Q1: 520,116 shares; 2025Q2: 450,536 shares; 2025Q3: 493,901 shares 493,901$169M2.4%+43,365Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 32,244 shares; 2025Q2: 83,175 shares; 2025Q3: 133,580 shares 133,580$160M2.28%+50,405Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 18,567 shares; 2025Q3: 28,208 shares 28,208$152M2.17%+9,641Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,218 shares; 2024Q4: 207,926 shares; 2025Q1: 204,271 shares; 2025Q2: 192,953 shares; 2025Q3: 237,441 shares 237,441$135M1.93%+44,488Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,523 shares; 2024Q4: 151,382 shares; 2025Q1: 149,340 shares; 2025Q2: 196,991 shares; 2025Q3: 198,177 shares 198,177$122M1.74%+1,186Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,355 shares; 2024Q4: 859,404 shares; 2025Q1: 854,111 shares; 2025Q2: 772,348 shares; 2025Q3: 832,780 shares 832,780$112M1.59%+60,432Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,755 shares; 2024Q4: 532,528 shares; 2025Q1: 460,824 shares; 2025Q2: 410,095 shares; 2025Q3: 306,719 shares 306,719$97.4M1.39%-103,376Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,048 shares; 2024Q4: 284,078 shares; 2025Q1: 279,198 shares; 2025Q2: 265,921 shares; 2025Q3: 263,468 shares 263,468$92.5M1.32%-2,453Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948,954 shares 1,948,954$62.7M0.89%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,101 shares 47,101$43.3M0.62%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,968 shares; 2024Q4: 46,098 shares; 2025Q1: 42,598 shares; 2025Q2: 42,037 shares; 2025Q3: 50,987 shares 50,987$14.2M0.2%+8,950Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,577 shares; 2025Q1: 2,429 shares; 2025Q2: 2,388 shares; 2025Q3: 3,968 shares 3,968$9.27M0.13%+1,580Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,590 shares; 2025Q3: 1,355,708 shares 1,355,708$8.16M0.12%+1,344,118Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 3,289 shares; 2025Q1: 3,757 shares; 2025Q2: 4,506 shares; 2025Q3: 18,731 shares 18,731$6.92M0.1%+14,225Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,300 shares; 2024Q4: 73,905 shares; 2025Q1: 67,995 shares; 2025Q2: 66,905 shares; 2025Q3: 198,500 shares 198,500$6.78M0.1%+131,595Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 215,170 shares; 2025Q1: 197,995 shares; 2025Q2: 194,095 shares; 2025Q3: 216,575 shares 216,575$6.55M0.09%+22,480Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares 3,405$3.3M0.05%newTimeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 13,993 shares; 2025Q1: 13,993 shares; 2025Q2: 14,080 shares; 2025Q3: 10,620 shares 10,620$1.7M0.02%-3,460Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 10,107 shares; 2025Q1: 10,107 shares; 2025Q2: 10,160 shares; 2025Q3: 12,430 shares 12,430$1.66M0.02%+2,270Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,876 shares 8,876$1.58M0.02%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,952 shares; 2025Q1: 4,413 shares; 2025Q2: 4,369 shares; 2025Q3: 3,559 shares 3,559$1.04M0.01%-810Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,777 shares 6,777$636K0.01%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 3,977 shares 3,977$388K0.01%+1,119Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares; 2025Q1: 833 shares; 2025Q2: 675 shares; 2025Q3: 683 shares 683$320K<0.01%+8Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares 1,532$312K<0.01%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares 1,992$296K<0.01%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares 394$275K<0.01%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
FTNTFORTINET INC2,528,477$267Mshares
FISVFISERV INC1,140,649$197Mshares
DTDYNATRACE INC3,291,325$182Mshares
NVONOVO-NORDISK A S1,760,978$122Mshares
SNPSSYNOPSYS INC101,782$52.2Mshares
LLYELI LILLY & CO7,738$6.03Mshares
LAMRLAMAR ADVERTISING CO7,585$921Kshares

How Q3 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 0001172661-25-004385 base2025-10-22acceptance time not in the bulk data set