Dsm Capital Partners LLC Portfolio Holdings
Dsm Capital Partners LLC
- $5.14 Billion
- Q1 2025
Dsm Capital Partners LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.14 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 $700M, Microsoft Corp with a value of $551M, Amazon Com Inc with a value of $529M, Meta Platforms, Inc. with a value of $463M, and Alphabet Inc. with a value of $371M.
Examining the 13F form we can see an decrease of $609M in the current position value, from $5.75B to 5.14B.
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
$5.14 Billion
Technology: $2.67 Billion
Communication Services: $864 Million
Consumer Cyclical: $623 Million
Financial Services: $445 Million
Healthcare: $292 Million
Industrials: $240 Million
Real Estate: $1.64 Million
ETFs: $300,000
Other: $0