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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 $5,656,718,781 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 71.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001568

Period
2026-03-31
Reported value
$5.66B
Holdings
44
Top 10 weight
71.55%
New
7
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Pnew+1,174,778$69.4M
SPOTadded+141,078$68.4M
ENTGnew+355,538$41.7M
BSXadded+559,625$35.1M
ORCLadded+222,219$32.7M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ABTexited-821,350-$103M
AMZNreduced-407,332-$84.8M
NVDAreduced-316,001-$55.1M
GOOGLreduced-190,699-$54.8M
GEreduced-177,027-$50.2M

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 2026

Share positions as resolved from 13F-HR 0001172661-26-001568, largest first. % of portfolio is the value over $5,656,718,781, 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; 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; 2026Q1: 5,208,018 shares 5,208,018$908M16.06%-316,001Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,541,875 shares 1,541,875$571M10.09%-104,627Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,761,877 shares 1,761,877$507M8.96%-190,699Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,615,114 shares 1,615,114$500M8.84%-61,053Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,956,303 shares 1,956,303$407M7.2%-407,332Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,686,694 shares 2,686,694$330M5.83%-96,324Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 501,154 shares 501,154$287M5.07%+13,812Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 235,701 shares 235,701$206M3.64%-47,507Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 769,737 shares 769,737$177M3.14%-103,958Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,150,746 shares 2,150,746$155M2.73%-680,924Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 455,389 shares 455,389$138M2.43%-21,982Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 309,394 shares 309,394$134M2.36%-112,444Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,384,070 shares 1,384,070$133M2.35%+79,933Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,923,820 shares 1,923,820$121M2.14%-431,273Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 777,056 shares 777,056$114M2.02%+222,219Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,905 shares; 2025Q4: 805,398 shares; 2026Q1: 848,206 shares 848,206$114M2.02%+42,808Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 376,098 shares 376,098$107M1.89%-177,027Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 211,023 shares 211,023$105M1.86%-8,836Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 432,363 shares 432,363$104M1.83%+123,299Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 19,432 shares; 2025Q2: 18,567 shares; 2025Q3: 28,208 shares; 2025Q4: 23,353 shares; 2026Q1: 22,797 shares 22,797$96M1.7%-556Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 271,858 shares 271,858$75.5M1.34%-6,292Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 3,253 shares; 2026Q1: 144,331 shares 144,331$70M1.24%+141,078Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174,778 shares 1,174,778$69.4M1.23%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,101 shares; 2025Q4: 326,267 shares; 2026Q1: 475,149 shares 475,149$49.7M0.88%+148,882Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,538 shares 355,538$41.7M0.74%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,858 shares; 2025Q3: 3,977 shares; 2025Q4: 4,724 shares; 2026Q1: 564,349 shares 564,349$35.4M0.63%+559,625Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,841 shares 105,841$31.4M0.55%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,396 shares 22,396$23.9M0.42%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,266 shares 42,266$14.3M0.25%-2,305Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,927 shares 28,927$9.51M0.17%+10,021Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 34,211 shares; 2025Q1: 833 shares; 2025Q2: 675 shares; 2025Q3: 683 shares; 2025Q4: 70,639 shares; 2026Q1: 12,897 shares 12,897$5.5M0.1%-57,742Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,733 shares 2,733$4.73M0.08%-70Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,405 shares; 2025Q4: 3,083 shares; 2026Q1: 3,282 shares 3,282$4.33M0.08%+199Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,068 shares 19,068$3.35M0.06%newTimeline
GRABGRAB HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 731,172 shares 731,172$2.68M0.05%-473,757Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares; 2026Q1: 3,425 shares 3,425$501K0.01%+1,022Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,596 shares; 2026Q1: 2,730 shares 2,730$413K0.01%+134Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,992 shares; 2025Q4: 3,118 shares; 2026Q1: 3,313 shares 3,313$393K0.01%+195Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,011 shares; 2026Q1: 5,724 shares 5,724$253K<0.01%-2,287Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,313 shares 2,313$229K<0.01%newTimeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares; 2026Q1: 807 shares 807$221K<0.01%+41Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 717 shares 717$206K<0.01%-88Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,288 shares; 2026Q1: 10,828 shares 10,828$139K<0.01%+540Timeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,614 shares 11,614$110K<0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ABTABBOTT LABORATORIES821,350$103Mshares
PINSPINTEREST INC1,778,687$46.1Mshares
HDBHDFC BANK LTD160,785$5.88Mshares
IBNICICI BK LTD179,445$5.35Mshares
SUSAISHARES TR8,775$1.22Mshares
KVYOKLAVIYO INC8,130$264Kshares
AVAVAEROVIRONMENT INC1,069$259Kshares
MDBMONGODB INC547$230Kshares
ADPAUTOMATIC DATA PROCESSING IN829$213Kshares
PANWPALO ALTO NETWORKS INC1,133$209Kshares

How Q1 2026 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 0001172661-26-001568 base2026-04-29acceptance time not in the bulk data set