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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 $6,749,049,833 across 47 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 73.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000664

Period
2025-12-31
Reported value
$6.75B
Holdings
47
Top 10 weight
73.28%
New
10
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+1,170,557$110M
GOOGLadded+214,396$67.1M
GEVadded+85,031$55.6M
NOWadded+279,166$42.8M
IWFadded+69,956$33.1M

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
METAreduced-197,320-$130M
NVDAreduced-173,436-$32.3M
INTUreduced-43,631-$28.9M
BKNGreduced-4,855-$26M
ANETreduced-150,196-$19.7M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000664, largest first. % of portfolio is the value over $6,749,049,833, 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; 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; 2025Q4: 5,524,019 shares 5,524,019$1.03B15.26%-173,436Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,646,502 shares 1,646,502$796M11.8%-4,918Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,952,576 shares 1,952,576$611M9.06%+214,396Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,676,167 shares 1,676,167$580M8.6%+77,735Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,363,635 shares 2,363,635$546M8.08%-56,893Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,783,018 shares 2,783,018$365M5.4%-150,196Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 820,787 shares; 2024Q4: 775,398 shares; 2025Q1: 803,192 shares; 2025Q2: 741,149 shares; 2025Q3: 684,662 shares; 2025Q4: 487,342 shares 487,342$322M4.77%-197,320Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,415 shares; 2024Q4: 343,174 shares; 2025Q1: 478,434 shares; 2025Q2: 455,875 shares; 2025Q3: 465,469 shares; 2025Q4: 421,838 shares 421,838$279M4.14%-43,631Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,831,670 shares 2,831,670$231M3.43%-141,179Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,905 shares; 2025Q4: 805,398 shares 805,398$185M2.74%+11,493Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,523 shares; 2024Q4: 151,382 shares; 2025Q1: 149,340 shares; 2025Q2: 196,991 shares; 2025Q3: 198,177 shares; 2025Q4: 283,208 shares 283,208$185M2.74%+85,031Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 873,695 shares 873,695$179M2.65%-4,375Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,665 shares; 2024Q4: 239,632 shares; 2025Q1: 613,698 shares; 2025Q2: 570,519 shares; 2025Q3: 561,052 shares; 2025Q4: 553,125 shares 553,125$170M2.52%-7,927Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,512 shares; 2024Q4: 530,037 shares; 2025Q1: 520,116 shares; 2025Q2: 450,536 shares; 2025Q3: 493,901 shares; 2025Q4: 477,371 shares 477,371$167M2.48%-16,530Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: not reported; 2025Q1: 407,663 shares; 2025Q2: 1,435,296 shares; 2025Q3: 2,533,539 shares; 2025Q4: 2,355,093 shares 2,355,093$156M2.32%-178,446Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,218 shares; 2024Q4: 207,926 shares; 2025Q1: 204,271 shares; 2025Q2: 192,953 shares; 2025Q3: 237,441 shares; 2025Q4: 219,859 shares 219,859$126M1.86%-17,582Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 18,567 shares; 2025Q3: 28,208 shares; 2025Q4: 23,353 shares 23,353$125M1.85%-4,855Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 32,244 shares; 2025Q2: 83,175 shares; 2025Q3: 133,580 shares; 2025Q4: 1,304,137 shares 1,304,137$122M1.81%+1,170,557Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,877 shares; 2024Q4: 58,655 shares; 2025Q1: 55,462 shares; 2025Q2: 53,056 shares; 2025Q3: 615,885 shares; 2025Q4: 554,837 shares 554,837$108M1.6%-61,048Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,355 shares; 2024Q4: 859,404 shares; 2025Q1: 854,111 shares; 2025Q2: 772,348 shares; 2025Q3: 832,780 shares; 2025Q4: 821,350 shares 821,350$103M1.52%-11,430Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,755 shares; 2024Q4: 532,528 shares; 2025Q1: 460,824 shares; 2025Q2: 410,095 shares; 2025Q3: 306,719 shares; 2025Q4: 309,064 shares 309,064$91.5M1.36%+2,345Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,048 shares; 2024Q4: 284,078 shares; 2025Q1: 279,198 shares; 2025Q2: 265,921 shares; 2025Q3: 263,468 shares; 2025Q4: 278,150 shares 278,150$86.9M1.29%+14,682Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,101 shares; 2025Q4: 326,267 shares 326,267$50M0.74%+279,166Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,948,954 shares; 2025Q4: 1,778,687 shares 1,778,687$46.1M0.68%-170,267Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares; 2025Q1: 833 shares; 2025Q2: 675 shares; 2025Q3: 683 shares; 2025Q4: 70,639 shares 70,639$33.4M0.5%+69,956Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,968 shares; 2024Q4: 46,098 shares; 2025Q1: 42,598 shares; 2025Q2: 42,037 shares; 2025Q3: 50,987 shares; 2025Q4: 44,571 shares 44,571$13.5M0.2%-6,416Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 3,289 shares; 2025Q1: 3,757 shares; 2025Q2: 4,506 shares; 2025Q3: 18,731 shares; 2025Q4: 18,906 shares 18,906$6.64M0.1%+175Timeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,590 shares; 2025Q3: 1,355,708 shares; 2025Q4: 1,204,929 shares 1,204,929$6.01M0.09%-150,779Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,300 shares; 2024Q4: 73,905 shares; 2025Q1: 67,995 shares; 2025Q2: 66,905 shares; 2025Q3: 198,500 shares; 2025Q4: 160,785 shares 160,785$5.88M0.09%-37,715Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,577 shares; 2025Q1: 2,429 shares; 2025Q2: 2,388 shares; 2025Q3: 3,968 shares; 2025Q4: 2,803 shares 2,803$5.65M0.08%-1,165Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,260 shares; 2024Q4: 215,170 shares; 2025Q1: 197,995 shares; 2025Q2: 194,095 shares; 2025Q3: 216,575 shares; 2025Q4: 179,445 shares 179,445$5.35M0.08%-37,130Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares; 2025Q4: 3,083 shares 3,083$3.3M0.05%-322Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 3,253 shares 3,253$1.89M0.03%+2,859Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,775 shares 8,775$1.22M0.02%newTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 3,118 shares 3,118$502K0.01%+1,126Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 3,977 shares; 2025Q4: 4,724 shares 4,724$450K0.01%+747Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares 2,403$427K0.01%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,011 shares 8,011$296K<0.01%newTimeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,596 shares 2,596$284K<0.01%newTimeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,130 shares 8,130$264K<0.01%newTimeline
AVAVAEROVIRONMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares 1,069$259K<0.01%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares 805$253K<0.01%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares 766$248K<0.01%newTimeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 547 shares 547$230K<0.01%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,952 shares; 2025Q1: 4,413 shares; 2025Q2: 4,369 shares; 2025Q3: 3,559 shares; 2025Q4: 829 shares 829$213K<0.01%-2,730Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares; 2025Q4: 1,133 shares 1,133$209K<0.01%-399Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,288 shares 10,288$154K<0.01%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ARESARES MANAGEMENT CORPORATION10,620$1.7Mshares
APOAPOLLO GLOBAL MGMT INC12,430$1.66Mshares
WIXWIX COM LTD8,876$1.58Mshares
BROBROWN & BROWN INC6,777$636Kshares

How Q4 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 0001172661-26-000664 base2026-02-12acceptance time not in the bulk data set