Dsm Capital Partners LLC Portfolio Holdings

Dsm Capital Partners LLC

  • $6.26 Billion
  • Q3 2025

Dsm Capital Partners LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.26 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $1.06B, Microsoft Corp with a value of $855M, Amazon Com Inc with a value of $531M, Broadcom Inc. with a value of $527M, and Meta Platforms, Inc. with a value of $503M.

Examining the 13F form we can see an increase of $193M in the current position value, from $6.07B to 6.26B.

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 $6.26 Billion
Technology: $3.47 Billion
Communication Services: $1.15 Billion
Consumer Cyclical: $693 Million
Industrials: $342 Million
Financial Services: $321 Million
Healthcare: $289 Million
ETFs: $319,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$1.06 Billion 16.98% of portfolio
5,697,455
Q3 2025 Reduced 8.28%
$3.78T
$855 Million 13.66% of portfolio
1,651,420
Q3 2025 Added 19.45%
$2.39T
$531 Million 8.49% of portfolio
2,420,528
Q3 2025 Reduced 11.2%
$139B
$527 Million 8.42% of portfolio
1,598,432
Q3 2025 Added 78.22%
$1.37T
$503 Million 8.03% of portfolio
684,662
Q3 2025 Reduced 7.62%
$1.65T
$423 Million 6.75% of portfolio
1,738,180
Q3 2025 Reduced 24.02%
$182B
$318 Million 5.08% of portfolio
465,469
Q3 2025 Added 2.1%
$181B
$291 Million 4.65% of portfolio
2,972,849
Q3 2025 Added 13.23%
$593B
$173 Million 2.77% of portfolio
615,885
Q3 2025 Added 1,060.82%
$84.4B
$172 Million 2.75% of portfolio
878,070
Q3 2025 Added 22.26%
$22.4B
$170 Million 2.72% of portfolio
2,533,539
Q3 2025 Added 76.52%
$328B
$169 Million 2.7% of portfolio
561,052
Q3 2025 Reduced 1.66%
$533B
$169 Million 2.69% of portfolio
493,901
Q3 2025 Added 9.63%
$49.1B
$160 Million 2.56% of portfolio
133,580
Q3 2025 Added 60.6%
$191B
$152 Million 2.43% of portfolio
28,208
Q3 2025 Added 51.93%
$512B
$135 Million 2.16% of portfolio
237,441
Q3 2025 Added 23.06%
$86.4B
$92.5 Million 1.48% of portfolio
263,468
Q3 2025 Reduced 0.92%
$53.1B
$75.4 Million 1.2% of portfolio
306,719
Q3 2025 Reduced 25.21%
$15.6B
$62.7 Million 1.0% of portfolio
1,948,954
Q3 2025 New
$169B
$43.3 Million 0.69% of portfolio
47,101
Q3 2025 New
$1.46T
$14.2 Million 0.23% of portfolio
50,987
Q3 2025 Added 21.29%
$103B
$9.27 Million 0.15% of portfolio
3,968
Q3 2025 Added 66.16%
$20.1B
$8.16 Million 0.13% of portfolio
1,355,708
Q3 2025 Added 11,597.22%
$68.4B
$6.78 Million 0.11% of portfolio
198,500
Q3 2025 Added 196.69%
$136B
$6.92 Million 0.11% of portfolio
18,731
Q3 2025 Added 315.69%
$109B
$6.55 Million 0.1% of portfolio
216,575
Q3 2025 Added 11.58%
$405B
$3.3 Million 0.05% of portfolio
3,405
Q3 2025 New
$24.4B
$1.7 Million 0.03% of portfolio
10,620
Q3 2025 Reduced 24.57%
$78.4B
$1.66 Million 0.03% of portfolio
12,430
Q3 2025 Added 22.34%
$7.2B
$1.58 Million 0.03% of portfolio
8,876
Q3 2025 New
$104B
$1.04 Million 0.02% of portfolio
3,559
Q3 2025 Reduced 18.54%
$0
$319,000 0.01% of portfolio
683
Q3 2025 Added 1.19%
$147B
$388,000 0.01% of portfolio
3,977
Q3 2025 Added 39.15%
$22.8B
$635,000 0.01% of portfolio
6,777
Q3 2025 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
$174B
$296,000 0.0% of portfolio
1,992
Q3 2025 New
$123B
$275,000 0.0% of portfolio
394
Q3 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.6%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 41.51%
$61.4B
$311,000 0.0% of portfolio
1,532
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $6.26 Billion
  • Prior Value $6.07 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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