DSM CAPITAL PARTNERS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EVERPURE INC(P) | 0 | 1,174,778 | +1,174,778 | 0 | 69,358,864 | 1.23% | +69,358,864 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 3,253 | 144,331 | +141,078 | 1,889,050 | 69,987,302 | 1.24% | +68,098,252 |
| ENTEGRIS INC(ENTG) | 0 | 355,538 | +355,538 | 0 | 41,683,275 | 0.74% | +41,683,275 |
| BOSTON SCIENTIFIC CORP(BSX) | 4,724 | 564,349 | +559,625 | 450,433 | 35,412,901 | 0.63% | +34,962,468 |
| TERADYNE INC(TER) | 0 | 105,841 | +105,841 | 0 | 31,377,475 | 0.55% | +31,377,475 |
| FAIR ISAAC CORP(FICO) | 0 | 22,396 | +22,396 | 0 | 23,908,625 | 0.42% | +23,908,625 |
| GE VERNOVA INC(GEV) | 283,208 | 235,701 | -47,507 | 185,096,253 | 205,743,534 | 3.64% | +20,647,281 |
| AUTODESK INC | 309,064 | 432,363 | +123,299 | 91,486,034 | 103,507,583 | 1.83% | +12,021,549 |
| NETFLIX INC.(NFLX) | 1,304,137 | 1,384,070 | +79,933 | 122,275,885 | 133,078,330 | 2.35% | +10,802,445 |
| ORACLE CORP(ORCL) | 554,837 | 777,056 | +222,219 | 108,143,280 | 114,312,657 | 2.02% | +6,169,377 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 19,068 | +19,068 | 0 | 3,346,053 | 0.06% | +3,346,053 |
| STRYKER CORPORATION(SYK) | 18,906 | 28,927 | +10,021 | 6,644,892 | 9,505,123 | 0.17% | +2,860,231 |
| ASML HLDG NV N Y REGISTRY SHS | 3,083 | 3,282 | +199 | 3,298,378 | 4,334,964 | 0.08% | +1,036,586 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 44,571 | 42,266 | -2,305 | 13,544,681 | 14,283,795 | 0.25% | +739,114 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 2,313 | +2,313 | 0 | 229,103 | 0.00% | +229,103 |
| ARM HOLDINGS PLC | 2,596 | 2,730 | +134 | 283,769 | 412,994 | 0.01% | +129,225 |
| AVEPOINT INC | 0 | 11,614 | +11,614 | 0 | 110,449 | 0.00% | +110,449 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 2,403 | 3,425 | +1,022 | 427,133 | 501,009 | 0.01% | +73,876 |
| SENTINELONE INC(S) | 10,288 | 10,828 | +540 | 154,320 | 139,465 | 0.00% | -14,855 |
| HEICO CORP NEW(HEI) | 766 | 807 | +41 | 247,870 | 221,279 | 0.00% | -26,591 |
| INTEL CORP(INTC) | 8,011 | 5,724 | -2,287 | 295,606 | 252,600 | 0.00% | -43,006 |
| ALPHABET INC(GOOG) | 805 | 717 | -88 | 252,609 | 205,679 | 0.00% | -46,930 |
| SHOPIFY INC(SHOP) | 3,118 | 3,313 | +195 | 501,904 | 392,988 | 0.01% | -108,916 |
| PALO ALTO NETWORKS INC(PANW) | 1,133 | 0 | -1,133 | 208,699 | 0 | — | -208,699 |
| AUTOMATIC DATA PROCESSING IN | 829 | 0 | -829 | 213,244 | 0 | — | -213,244 |
| MONGODB INC(MDB) | 547 | 0 | -547 | 229,570 | 0 | — | -229,570 |
| AEROVIRONMENT INC | 1,069 | 0 | -1,069 | 258,580 | 0 | — | -258,580 |
| KLAVIYO INC(KVYO) | 8,130 | 0 | -8,130 | 263,981 | 0 | — | -263,981 |
| SERVICENOW INC(NOW) | 326,267 | 475,149 | +148,882 | 49,980,841 | 49,676,776 | 0.88% | -304,065 |
| MERCADOLIBRE INC(MELI) | 2,803 | 2,733 | -70 | 5,645,971 | 4,725,412 | 0.08% | -920,559 |
| ISHARES TR | 8,775 | 0 | -8,775 | 1,222,752 | 0 | — | -1,222,752 |
| HOWMET AEROSPACE INC(HWM) | 873,695 | 769,737 | -103,958 | 179,124,949 | 177,393,590 | 3.14% | -1,731,359 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 1,204,929 | 731,172 | -473,757 | 6,012,596 | 2,676,090 | 0.05% | -3,336,506 |
| ICICI BANK LIMITED(IBN) | 179,445 | 0 | -179,445 | 5,347,461 | 0 | — | -5,347,461 |
| HDFC BANK LTD(HDB) | 160,785 | 0 | -160,785 | 5,875,084 | 0 | — | -5,875,084 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 278,150 | 271,858 | -6,292 | 86,944,127 | 75,541,244 | 1.34% | -11,402,883 |
| MASTERCARD INCORPORATED(MA) | 219,859 | 211,023 | -8,836 | 125,513,132 | 105,439,541 | 1.86% | -20,073,591 |
| ISHARES TR | 70,639 | 12,897 | -57,742 | 33,433,439 | 5,499,281 | 0.10% | -27,934,158 |
| BOOKING HOLDINGS INC(BKNG) | 23,353 | 22,797 | -556 | 125,063,042 | 95,982,681 | 1.70% | -29,080,361 |
| VISA INC(V) | 477,371 | 455,389 | -21,982 | 167,418,669 | 137,636,823 | 2.43% | -29,781,846 |
| ARISTA NETWORKS INC(ANET) | 2,783,018 | 2,686,694 | -96,324 | 364,658,819 | 329,872,345 | 5.83% | -34,786,474 |
| META PLATFORMS INC(META) | 487,342 | 501,154 | +13,812 | 321,689,604 | 286,725,387 | 5.07% | -34,964,217 |
| DEXCOM INC(DXCM) | 2,355,093 | 1,923,820 | -431,273 | 156,307,522 | 120,815,897 | 2.14% | -35,491,625 |
| PINTEREST INC(PINS) | 1,778,687 | 0 | -1,778,687 | 46,050,206 | 0 | — | -46,050,206 |
| GE AEROSPACE(GE) | 553,125 | 376,098 | -177,027 | 170,379,094 | 106,725,218 | 1.89% | -63,653,876 |
| REDDIT INC(RDDT) | 805,398 | 848,206 | +42,808 | 185,136,838 | 114,210,871 | 2.02% | -70,925,967 |
| UBER TECHNOLOGIES INC(UBER) | 2,831,670 | 2,150,746 | -680,924 | 231,375,756 | 154,703,167 | 2.73% | -76,672,589 |
| BROADCOM INC(AVGO) | 1,676,167 | 1,615,114 | -61,053 | 580,121,492 | 499,894,017 | 8.84% | -80,227,475 |
| ABBOTT LABS | 821,350 | 0 | -821,350 | 102,906,942 | 0 | — | -102,906,942 |
| ALPHABET INC(GOOG) | 1,952,576 | 1,761,877 | -190,699 | 611,156,326 | 506,645,281 | 8.96% | -104,511,045 |
| NVIDIA CORPORATION(NVDA) | 5,524,019 | 5,208,018 | -316,001 | 1,030,229,450 | 908,278,339 | 16.06% | -121,951,111 |
| AMAZON COM INC(AMZN) | 2,363,635 | 1,956,303 | -407,332 | 545,574,231 | 407,439,246 | 7.20% | -138,134,985 |
| INTUIT(INTU) | 421,838 | 309,394 | -112,444 | 279,434,027 | 133,775,661 | 2.36% | -145,658,366 |
| MICROSOFT CORP(MSFT) | 1,646,502 | 1,541,875 | -104,627 | 796,281,292 | 570,755,867 | 10.09% | -225,525,425 |