Dsm Capital Partners LLC Portfolio Holdings

Dsm Capital Partners LLC

  • $6.07 Billion
  • Q2 2025

Dsm Capital Partners LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.07 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $981M, Microsoft Corp with a value of $688M, Amazon Com Inc with a value of $598M, Meta Platforms, Inc. with a value of $547M, and Alphabet Inc. with a value of $403M.

Examining the 13F form we can see an increase of $930M in the current position value, from $5.14B to 6.07B.

Dsm Capital Partners LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Dsm Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.07 Billion
Technology: $3.37 Billion
Communication Services: $1.06 Billion
Consumer Cyclical: $712 Million
Healthcare: $360 Million
Financial Services: $284 Million
Industrials: $282 Million
Real Estate: $920,000
ETFs: $286,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$455B
$981 Million 16.17% of portfolio
6,212,104
Q2 2025 Reduced 3.78%
$3.89T
$688 Million 11.33% of portfolio
1,382,483
Q2 2025 Reduced 5.82%
$2.27T
$598 Million 9.85% of portfolio
2,725,964
Q2 2025 Reduced 1.92%
$1.73T
$547 Million 9.01% of portfolio
741,149
Q2 2025 Reduced 7.72%
$1.2T
$403 Million 6.64% of portfolio
2,287,542
Q2 2025 Reduced 4.6%
$211B
$359 Million 5.92% of portfolio
455,875
Q2 2025 Reduced 4.72%
$58.7B
$267 Million 4.4% of portfolio
2,528,477
Q2 2025 Added 3.19%
$124B
$247 Million 4.07% of portfolio
896,897
Q2 2025 Added 81.04%
$177B
$245 Million 4.04% of portfolio
2,625,476
Q2 2025 Added 4.51%
$13.3B
$182 Million 2.99% of portfolio
3,291,325
Q2 2025 Added 27.57%
$551B
$160 Million 2.64% of portfolio
450,536
Q2 2025 Reduced 13.38%
$300B
$147 Million 2.42% of portfolio
570,519
Q2 2025 Reduced 7.04%
$79.5B
$143 Million 2.35% of portfolio
1,140,649
Q2 2025 Added 15.89%
$75.1B
$134 Million 2.2% of portfolio
718,205
Q2 2025 Reduced 19.49%
$30.5B
$125 Million 2.06% of portfolio
1,435,296
Q2 2025 Added 252.08%
$115B
$122 Million 2.0% of portfolio
1,760,978
Q2 2025 Reduced 14.37%
$548B
$108 Million 1.79% of portfolio
192,953
Q2 2025 Reduced 5.54%
$215B
$107 Million 1.77% of portfolio
18,567
Q2 2025 Reduced 4.45%
$235B
$105 Million 1.73% of portfolio
772,348
Q2 2025 Reduced 9.57%
$53.1B
$101 Million 1.66% of portfolio
410,095
Q2 2025 Reduced 11.01%
$96.6B
$81.9 Million 1.35% of portfolio
265,921
Q2 2025 Reduced 4.76%
$94.7B
$52.2 Million 0.86% of portfolio
101,782
Q2 2025 Reduced 15.35%
$674B
$11.6 Million 0.19% of portfolio
53,056
Q2 2025 Reduced 4.34%
$1.25T
$9.52 Million 0.16% of portfolio
42,037
Q2 2025 Reduced 1.32%
$115B
$6.53 Million 0.11% of portfolio
194,095
Q2 2025 Reduced 1.97%
$594B
$6.03 Million 0.1% of portfolio
7,738
Q2 2025 Reduced 2.09%
$118B
$6.24 Million 0.1% of portfolio
2,388
Q2 2025 Reduced 1.69%
$139B
$5.13 Million 0.08% of portfolio
66,905
Q2 2025 Reduced 1.6%
$32.4B
$2.44 Million 0.04% of portfolio
14,080
Q2 2025 Added 0.62%
$143B
$1.78 Million 0.03% of portfolio
4,506
Q2 2025 Added 19.94%
$85.2B
$1.44 Million 0.02% of portfolio
10,160
Q2 2025 Added 0.52%
$127B
$1.35 Million 0.02% of portfolio
4,369
Q2 2025 Reduced 1.0%
$10.1B
$920,000 0.02% of portfolio
7,585
Q2 2025 Reduced 47.38%
$148B
$306,000 0.01% of portfolio
2,858
Q2 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.06%
$0
$286,000 0.0% of portfolio
675
Q2 2025 Reduced 18.97%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 31.91%
$18.2B
$58,000 0.0% of portfolio
11,590
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $6.07 Billion
  • Prior Value $5.14 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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