The Analysis of DSM CAPITAL PARTNERS LLC's Holdings
Currently, DSM CAPITAL PARTNERS LLC holds 47 types of securities in its portfolio with a total value $6.7B. In the most recent quarter, they have increased their positions in NFLX (+1.2M shares, valued at $109.8M), N/A (+214.4K shares, valued at $67.1M), GEV (+85.0K shares, valued at $55.6M); decreased their positions in META (-197.3K shares, valued at $130.2M), NVDA (-173.4K shares, valued at $32.3M), INTU (-43.6K shares, valued at $28.9M); initiated new positions in SUSA (+8.8K shares, valued at $1.2M), PLTR (+2.4K shares, valued at $427.1K), INTC (+8.0K shares, valued at $295.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION5.5M shares-3.04%2025-12-312026-02-12
MSFT MICROSOFT CORP1.6M shares-0.30%2025-12-312026-02-12 ALPHABET INC ALPHABET INC2.0M shares12.33%2025-12-312026-02-12 BROADCOM INC BROADCOM INC1.7M shares4.86%2025-12-312026-02-12 AMZN AMAZON COM INC2.4M shares-2.35%2025-12-312026-02-12 META META PLATFORMS INC487.3K shares-28.82%2025-12-312026-02-12 INTU INTUIT421.8K shares-9.37%2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC2.8M shares-4.75%2025-12-312026-02-12 RDDT REDDIT INC805.4K shares1.45%2025-12-312026-02-12 GEV GE VERNOVA INC283.2K shares42.91%2025-12-312026-02-12 HWM HOWMET AEROSPACE INC873.7K shares-0.50%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE553.1K shares-1.41%2025-12-312026-02-12 V VISA INC477.4K shares-3.35%2025-12-312026-02-12 DXCM DEXCOM INC2.4M shares-7.04%2025-12-312026-02-12 MA MASTERCARD INCORPORATED219.9K shares-7.40%2025-12-312026-02-12 BKNG BOOKING HOLDINGS INC23.4K shares-17.21%2025-12-312026-02-12 NFLX NETFLIX INC1.3M shares876.30%2025-12-312026-02-12 ORCL ORACLE CORP554.8K shares-9.91%2025-12-312026-02-12 ABT ABBOTT LABS821.4K shares-1.37%2025-12-312026-02-12 ADSK AUTODESK INC309.1K shares0.76%2025-12-312026-02-12 CDNS CADENCE DESIGN SYSTEM INC278.1K shares5.57%2025-12-312026-02-12 NOW SERVICENOW INC326.3K shares592.70%2025-12-312026-02-12 PINS PINTEREST INC1.8M shares-8.74%2025-12-312026-02-12 IWF ISHARES TR70.6K shares10242.46%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD44.6K shares-12.58%2025-12-312026-02-12 SYK STRYKER CORPORATION18.9K shares0.93%2025-12-312026-02-12 GRAB GRAB HOLDINGS LIMITED1.2M shares-11.12%2025-12-312026-02-12 HDB HDFC BANK LTD160.8K shares-19.00%2025-12-312026-02-12 MELI MERCADOLIBRE INC2.8K shares-29.36%2025-12-312026-02-12 IBN ICICI BANK LIMITED179.4K shares-17.14%2025-12-312026-02-12 ASML ASML HOLDING N V3.1K shares-9.46%2025-12-312026-02-12 SPOT SPOTIFY TECHNOLOGY S A3.3K shares725.63%2025-12-312026-02-12 SUSA ISHARES TR8.8K sharesnew addition2025-12-312026-02-12 SHOP SHOPIFY INC3.1K shares56.53%2025-12-312026-02-12 BSX BOSTON SCIENTIFIC CORP4.7K shares18.78%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC2.4K sharesnew addition2025-12-312026-02-12 INTC INTEL CORP8.0K sharesnew addition2025-12-312026-02-12 ARM ARM HOLDINGS PLC2.6K sharesnew addition2025-12-312026-02-12 KVYO KLAVIYO INC8.1K sharesnew addition2025-12-312026-02-12 AVAV AEROVIRONMENT INC1.1K sharesnew addition2025-12-312026-02-12 ALPHABET INC ALPHABET INC805 sharesnew addition2025-12-312026-02-12 HEI HEICO CORP NEW766 sharesnew addition2025-12-312026-02-12 MDB MONGODB INC547 sharesnew addition2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN829 shares-76.71%2025-12-312026-02-12 PANW PALO ALTO NETWORKS INC1.1K shares-26.04%2025-12-312026-02-12 S SENTINELONE INC10.3K sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available