DSM CAPITAL PARTNERS LLC: 13F holdings
CIK 12146392026Q2
| Positions | 70 |
|---|
| Reported value | $5.8bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 70 (+26 vs prior quarter) |
|---|
| Reported value | $5.8bn (+3.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 4,702,822 | $941.0m | 16.1% |
| GOOGL ALPHABET INC | 1,528,522 | $546.2m | 9.4% |
| AVGO BROADCOM INC | 1,414,647 | $534.4m | 9.2% |
| ANET ARISTA NETWORKS INC | 2,632,116 | $447.1m | 7.7% |
| MSFT MICROSOFT CORP | 847,829 | $316.3m | 5.4% |
| AMZN AMAZON COM INC | 1,324,786 | $315.7m | 5.4% |
| META META PLATFORMS INC | 548,698 | $309.1m | 5.3% |
| GEV GE VERNOVA INC | 191,962 | $225.5m | 3.9% |
| HWM HOWMET AEROSPACE INC | 646,621 | $173.9m | 3.0% |
| RDDT REDDIT INC | 825,061 | $143.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1214639")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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