account_balance
Investment manager · 13F filer · SEC CIK 1214639
DSM Capital Partners LLC
Reported value$5.84Bas of Jun 30, 2026
Positions70 32 new, 6 sold out
Top 10 weight67.7%NVDA alone is 16%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
16.1%Trimmed −10%
GOOGLAlphabet Inc.
9.4%Trimmed −13%
AVGOBroadcom Inc.
9.2%Trimmed −12%
ANETArista Networks, Inc.
7.7%Trimmed −2%
MSFTMicrosoft Corp
5.4%Trimmed −45%
AMZNAmazon.com Inc
5.4%Trimmed −32%
METAMeta Platforms, Inc.
5.3%Added +9%
GEVGE Vernova Inc.
3.9%Trimmed −19%
HWMHowmet Aerospace Inc.
3.0%Trimmed −16%
RDDTReddit, Inc.
2.5%
PEverpure, Inc.
2.3%
APH2.1%NVDANVIDIA Corp
16.1%Trimmed −10%
GOOGLAlphabet Inc.
9.4%−13%
AVGOBroadcom Inc.
9.2%−12%
ANETArista Networks, Inc.
7.7%−2%
MSFTMicrosoft Corp
5.4%
AMZNAmazon.com Inc
5.4%
METAMeta Platforms, Inc.
5.3%
GEV3.9%HWM3.0%RDDTPAPHBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 16.1% Trimmed −10%GOOGL Alphabet Inc. 9.4% Trimmed −13%AVGO Broadcom Inc. 9.2% Trimmed −12%ANET Arista Networks, Inc. 7.7% Trimmed −2%MSFT Microsoft Corp 5.4% Trimmed −45%AMZN Amazon.com Inc 5.4% Trimmed −32%META Meta Platforms, Inc. 5.3% Added +9%GEV GE Vernova Inc. 3.9% Trimmed −19%HWM Howmet Aerospace Inc. 3.0% Trimmed −16%RDDT Reddit, Inc. 2.5% Trimmed −3%P Everpure, Inc. 2.3% Added +44%APH Amphenol Corp 2.1% New
What changed
Biggest moves since Mar 31, 2026
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