DSM CAPITAL PARTNERS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROADCOM INC(AVGO) | 896,897 | 1,598,432 | +701,535 | 247,229,658 | 527,338,701 | 7.52% | +280,109,043 |
| REDDIT INC(RDDT) | 0 | 793,905 | +793,905 | 0 | 182,590,210 | 2.60% | +182,590,210 |
| MICROSOFT CORP(MSFT) | 1,382,483 | 1,651,420 | +268,937 | 687,660,969 | 855,352,835 | 12.19% | +167,691,866 |
| ORACLE CORP(ORCL) | 53,056 | 615,885 | +562,829 | 11,599,633 | 173,211,497 | 2.47% | +161,611,864 |
| NVIDIA CORPORATION(NVDA) | 6,212,104 | 5,697,455 | -514,649 | 981,450,307 | 1,063,031,242 | 15.15% | +81,580,935 |
| PINTEREST INC(PINS) | 0 | 1,948,954 | +1,948,954 | 0 | 62,697,851 | 0.89% | +62,697,851 |
| NETFLIX INC(NFLX) | 83,175 | 133,580 | +50,405 | 111,382,137 | 160,151,733 | 2.28% | +48,769,596 |
| UBER TECHNOLOGIES INC(UBER) | 2,625,476 | 2,972,849 | +347,373 | 244,956,911 | 291,250,016 | 4.15% | +46,293,105 |
| DEXCOM INC(DXCM) | 1,435,296 | 2,533,539 | +1,098,243 | 125,286,988 | 170,481,840 | 2.43% | +45,194,852 |
| BOOKING HOLDINGS INC(BKNG) | 18,567 | 28,208 | +9,641 | 107,488,819 | 152,302,608 | 2.17% | +44,813,789 |
| SERVICENOW INC(NOW) | 0 | 47,101 | +47,101 | 0 | 43,346,108 | 0.62% | +43,346,108 |
| HOWMET AEROSPACE INC(HWM) | 718,205 | 878,070 | +159,865 | 133,679,404 | 172,303,675 | 2.46% | +38,624,271 |
| MASTERCARD INCORPORATED(MA) | 192,953 | 237,441 | +44,488 | 108,427,753 | 135,058,841 | 1.93% | +26,631,088 |
| GE AEROSPACE(GE) | 570,519 | 561,052 | -9,467 | 146,845,886 | 168,775,662 | 2.41% | +21,929,776 |
| ALPHABET INC(GOOG) | 2,287,542 | 1,738,180 | -549,362 | 403,133,526 | 422,551,558 | 6.02% | +19,418,032 |
| GE VERNOVA INC(GEV) | 196,991 | 198,177 | +1,186 | 104,237,524 | 121,859,038 | 1.74% | +17,621,514 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 265,921 | 263,468 | -2,453 | 81,943,556 | 92,545,770 | 1.32% | +10,602,214 |
| VISA INC(V) | 450,536 | 493,901 | +43,365 | 159,962,837 | 168,607,781 | 2.40% | +8,644,944 |
| GRAB HOLDINGS LIMITED | 11,590 | 1,355,708 | +1,344,118 | 58,298 | 8,161,362 | 0.12% | +8,103,064 |
| ABBOTT LABS | 772,348 | 832,780 | +60,432 | 105,046,984 | 111,542,553 | 1.59% | +6,495,569 |
| STRYKER CORPORATION(SYK) | 4,506 | 18,731 | +14,225 | 1,782,709 | 6,924,289 | 0.10% | +5,141,580 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 42,037 | 50,987 | +8,950 | 9,520,960 | 14,240,159 | 0.20% | +4,719,199 |
| ASML HOLDING N V | 0 | 3,405 | +3,405 | 0 | 3,296,346 | 0.05% | +3,296,346 |
| MERCADOLIBRE INC(MELI) | 2,388 | 3,968 | +1,580 | 6,241,348 | 9,272,978 | 0.13% | +3,031,630 |
| HDFC BANK LTD(HDB) | 66,905 | 198,500 | +131,595 | 5,129,606 | 6,780,760 | 0.10% | +1,651,154 |
| WIX COM LTD | 0 | 8,876 | +8,876 | 0 | 1,576,644 | 0.02% | +1,576,644 |
| BROWN & BROWN INC(BRO) | 0 | 6,777 | +6,777 | 0 | 635,615 | 0.01% | +635,615 |
| PALO ALTO NETWORKS INC(PANW) | 0 | 1,532 | +1,532 | 0 | 311,946 | 0.00% | +311,946 |
| SHOPIFY INC(SHOP) | 0 | 1,992 | +1,992 | 0 | 296,031 | 0.00% | +296,031 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 394 | +394 | 0 | 275,012 | 0.00% | +275,012 |
| APOLLO GLOBAL MGMT INC(APO) | 10,160 | 12,430 | +2,270 | 1,441,399 | 1,656,546 | 0.02% | +215,147 |
| BOSTON SCIENTIFIC CORP(BSX) | 2,858 | 3,977 | +1,119 | 306,978 | 388,275 | 0.01% | +81,297 |
| ISHARES TR | 675 | 683 | +8 | 286,591 | 319,924 | 0.00% | +33,333 |
| ICICI BANK LIMITED(IBN) | 194,095 | 216,575 | +22,480 | 6,529,356 | 6,547,062 | 0.09% | +17,706 |
| AUTOMATIC DATA PROCESSING IN | 4,369 | 3,559 | -810 | 1,347,400 | 1,044,567 | 0.01% | -302,833 |
| ARES MANAGEMENT CORPORATION(ARES) | 14,080 | 10,620 | -3,460 | 2,438,656 | 1,698,032 | 0.02% | -740,624 |
| LAMAR ADVERTISING CO NEW(LAMR) | 7,585 | 0 | -7,585 | 920,516 | 0 | — | -920,516 |
| ELI LILLY & CO(LLY) | 7,738 | 0 | -7,738 | 6,032,003 | 0 | — | -6,032,003 |
| AUTODESK INC | 410,095 | 306,719 | -103,376 | 126,953,109 | 97,435,425 | 1.39% | -29,517,684 |
| INTUIT(INTU) | 455,875 | 465,469 | +9,594 | 359,060,550 | 317,873,537 | 4.53% | -41,187,013 |
| META PLATFORMS INC(META) | 741,149 | 684,662 | -56,487 | 547,034,295 | 502,802,079 | 7.17% | -44,232,216 |
| SYNOPSYS INC(SNPS) | 101,782 | 0 | -101,782 | 52,181,595 | 0 | — | -52,181,595 |
| AMAZON COM INC(AMZN) | 2,725,964 | 2,420,528 | -305,436 | 598,049,132 | 531,475,333 | 7.58% | -66,573,799 |
| ARISTA NETWORKS INC(ANET) | 5,015,294 | 2,933,214 | -2,082,080 | 513,114,729 | 427,398,611 | 6.09% | -85,716,118 |
| NOVO-NORDISK A S(NVO) | 1,760,978 | 0 | -1,760,978 | 121,542,667 | 0 | — | -121,542,667 |
| DYNATRACE INC(DT) | 3,291,325 | 0 | -3,291,325 | 181,714,053 | 0 | — | -181,714,053 |
| FISERV INC(FISV) | 1,140,649 | 0 | -1,140,649 | 196,659,294 | 0 | — | -196,659,294 |
| FORTINET INC(FTNT) | 2,528,477 | 0 | -2,528,477 | 267,310,589 | 0 | — | -267,310,589 |