Dsm Capital Partners LLC Portfolio Holdings
Dsm Capital Partners LLC
- $5.75 Billion
- Q4 2024
Dsm Capital Partners LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.75 Billion distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $823M, Microsoft Corp with a value of $694M, Amazon Com Inc with a value of $621M, Alphabet Inc. with a value of $458M, and Meta Platforms, Inc. with a value of $457M.
Examining the 13F form we can see an decrease of $693M in the current position value, from $6.44B to 5.75B.
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
$5.75 Billion
Technology: $3.34 Billion
Communication Services: $916 Million
Consumer Cyclical: $625 Million
Healthcare: $405 Million
Financial Services: $292 Million
Industrials: $152 Million
ETFs: $13.7 Million
Real Estate: $1.75 Million
Other: $0