Dsm Capital Partners
$5.8B 13F equity value
76 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dsm Capital Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4,702,822 | $941M | 16.1% |
| GOOGL | ALPHABET INC | 1,528,522 | $546M | 9.4% |
| AVGO | BROADCOM INC | 1,414,647 | $534M | 9.2% |
| ANET | ARISTA NETWORKS INC | 2,632,116 | $447M | 7.7% |
| MSFT | MICROSOFT CORP | 847,829 | $316M | 5.4% |
| AMZN | AMAZON COM INC | 1,324,786 | $316M | 5.4% |
| META | META PLATFORMS INC | 548,698 | $309M | 5.3% |
| GEV | GE VERNOVA INC | 191,962 | $226M | 3.9% |
| HWM | HOWMET AEROSPACE INC | 646,621 | $174M | 3.0% |
| RDDT | REDDIT INC | 825,061 | $143M | 2.5% |
Track Dsm Capital Partners's 13F portfolio: $5.8B in reported holdings, 76 positions. Top holdings and quarterly changes on SentiSense.
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