DSM CAPITAL PARTNERS LLC
CIK 1214639
13F filing for Q2 2026・No. 811
- Holdings
- US$5.84B
- Quarter change
- +US$181.72M
- Entries
- 70
- Net bought (estimate)
- −US$601.68M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 6
- Cut 25
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
70 stocks worth US$5.84B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 4,702,822 | US$940.99M | 16.12% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,528,522 | US$546.25M | 9.36% |
| AVGOBroadcomCOM | Cut | 1,414,647 | US$534.38M | 9.15% |
| ANETARISTA NETWORKS INCCOM SHS | Cut | 2,632,116 | US$447.14M | 7.66% |
| MSFTMicrosoftCOM | Cut | 847,829 | US$316.26M | 5.42% |
| AMZNAmazonCOM | Cut | 1,324,786 | US$315.75M | 5.41% |
| METAMetaCL A | Added | 548,698 | US$309.08M | 5.29% |
| GEVGE VERNOVA INCCOM | Cut | 191,962 | US$225.53M | 3.86% |
| HWMHOWMET AEROSPACE INCCOM | Cut | 646,621 | US$173.85M | 2.98% |
| RDDTREDDIT INCCL A | Cut | 825,061 | US$143.21M | 2.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.