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