Dsm Capital Partners
$5.7B Assets Reported
54 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5,208,018 | $908M | 16.1% |
| MSFT | MICROSOFT CORP | 1,541,875 | $571M | 10.1% |
| GOOGL | ALPHABET INC | 1,761,877 | $507M | 9.0% |
| AVGO | BROADCOM INC | 1,615,114 | $500M | 8.8% |
| AMZN | AMAZON COM INC | 1,956,303 | $407M | 7.2% |
| ANET | ARISTA NETWORKS INC | 2,686,694 | $330M | 5.8% |
| META | META PLATFORMS INC | 501,154 | $287M | 5.1% |
| GEV | GE VERNOVA INC | 235,701 | $206M | 3.6% |
| HWM | HOWMET AEROSPACE INC | 769,737 | $177M | 3.1% |
| UBER | UBER TECHNOLOGIES INC | 2,150,746 | $155M | 2.7% |
Track Dsm Capital Partners's 13F portfolio: $5.7B in reported holdings, 54 positions. Top holdings, AUM, and quarterly changes on SentiSense.