DSM Capital Partners LLC holds a focused book of 70 stocks worth $5.8B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as DSM Capital Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Palidye Holdings (Caymans) Ltd | 7 / 70 | $548.8M |
| Voyager Global Management LP | 7 / 70 | $3.5B |
| Altimeter Capital Management, LP | 9 / 70 | $5.2B |
| Dock Street Asset Management Inc | 21 / 70 | $938.5M |
| BlueSpruce Investments, LP | 8 / 70 | $546.4M |
| Fremen Capital Management LP | 9 / 70 | $97.0M |
| MayTech Global Investments, LLC | 14 / 70 | $735.3M |
| Ithaka Group LLC | 28 / 70 | $445.0M |
Ranked by the share of each fund's own book sitting in the names it shares with DSM Capital Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $941.0M | 4.70M | 16.1% | ▼−9.7% Reduced · −505K sh | |
| 2 | Alphabet Inc CAP STK CL A | $546.2M | 1.53M | 9.4% | ▼−13% Reduced · −233K sh | |
| 3 | Broadcom Inc COM | $534.4M | 1.41M | 9.2% | ▼−12% Reduced · −200K sh | |
| 4 | Arista Networks Inc COM SHS | $447.1M | 2.63M | 7.7% | ▼−2.0% Reduced · −55K sh | |
| 5 | Microsoft Corp COM | $316.3M | 847.8K | 5.4% | ▼−45% Reduced · −694K sh | |
| 6 | Amazon Com Inc COM | $315.7M | 1.32M | 5.4% | ▼−32% Reduced · −632K sh | |
| 7 | Meta Platforms Inc CL A | $309.1M | 548.7K | 5.3% | ▲+9.5% Added · +48K sh | |
| 8 | Ge Vernova Inc COM | $225.5M | 192.0K | 3.9% | ▼−19% Reduced · −44K sh | |
| 9 | Howmet Aerospace Inc COM | $173.9M | 646.6K | 3.0% | ▼−16% Reduced · −123K sh | |
| 10 | Reddit Inc CL A | $143.2M | 825.1K | 2.5% | ▼−2.7% Reduced · −23K sh | |
| 11 | Everpure Inc CL A | $133.6M | 1.70M | 2.3% | ▲+44% Added · +520K sh | |
| 12 | Amphenol Corp CL A | $125.2M | 710.2K | 2.1% | ▲New New position | |
| 13 | Ge Aerospace COM NEW | $124.7M | 333.6K | 2.1% | ▼−11% Reduced · −43K sh | |
| 14 | Uber Technologies Inc COM | $112.9M | 1.56M | 1.9% | ▼−27% Reduced · −587K sh | |
| 15 | Oracle Corp COM | $104.8M | 715.3K | 1.8% | ▼−7.9% Reduced · −62K sh | |
| 16 | Teradyne Inc COM | $95.3M | 197.0K | 1.6% | ▲+86% Added · +91K sh | |
| 17 | Cadence Design System Inc COM | $93.9M | 250.1K | 1.6% | ▼−8.0% Reduced · −22K sh | |
| 18 | Booking Holdings Inc COM | $93.3M | 523.2K | 1.6% | ▲23× Added · +500K sh | |
| 19 | Keysight Technologies Inc COM | $92.8M | 265.2K | 1.6% | ▲New New position | |
| 20 | Dexcom Inc COM | $91.5M | 1.36M | 1.6% | ▼−29% Reduced · −565K sh | |
| 21 | Dell Technologies Inc CL C | $91.4M | 211.8K | 1.6% | ▲New New position | |
| 22 | Netflix Inc. COM | $88.5M | 1.24M | 1.5% | ▼−10% Reduced · −145K sh | |
| 23 | Ati Inc COM | $86.9M | 441.0K | 1.5% | ▲New New position | |
| 24 | Entegris Inc COM | $86.8M | 482.8K | 1.5% | ▲+36% Added · +127K sh | |
| 25 | Taiwan Semiconductor Manufac SPONSORED ADS | $75.7M | 158.4K | 1.3% | ▲+275% Added · +116K sh | |
| 26 | Spotify Technology S A SHS | $75.0M | 163.4K | 1.3% | ▲+13% Added · +19K sh | |
| 27 | Coherent Corp COM | $70.9M | 179.8K | 1.2% | ▲New New position | |
| 28 | Autodesk Inc COM | $64.3M | 330.5K | 1.1% | ▼−24% Reduced · −102K sh | |
| 29 | Servicenow Inc COM | $59.4M | 598.7K | 1.0% | ▲+26% Added · +124K sh | |
| 30 | Netapp Inc COM | $40.6M | 262.7K | 0.7% | ▲New New position | |
| 31 | Boston Scientific Corp COM | $21.9M | 512.0K | 0.4% | ▼−9.3% Reduced · −52K sh | |
| 32 | Mastercard Incorporated CL A | $17.6M | 34.2K | 0.3% | ▼−84% Reduced · −177K sh | |
| 33 | ASML Hldg NV N Y REGISTRY SHS | $8.9M | 4.4K | 0.2% | ▲+36% Added · +1K sh | |
| 34 | Stryker Corporation COM | $8.0M | 25.5K | 0.1% | ▼−12% Reduced · −3K sh | |
| 35 | Tower Semiconductor Ltd SHS NEW | $5.0M | 19.0K | 0.1% | ▼−0.1% Reduced · −22 sh | |
| 36 | Visa Inc COM CL A | $4.7M | 13.7K | 0.1% | ▼−97% Reduced · −442K sh | |
| 37 | Marvell Technology Inc COM | $876K | 2.9K | <0.1% | ▲+27% Added · +628 sh | |
| 38 | Advanced Micro Devices Inc COM | $734K | 1.3K | <0.1% | ▲New New position | |
| 39 | Intel Corp COM | $689K | 4.9K | <0.1% | ▼−14% Reduced · −793 sh | |
| 40 | Arm Holdings PLC SPONSORED ADS | $688K | 1.9K | <0.1% | ▼−29% Reduced · −790 sh | |
| 41 | Astera Labs Inc COM | $594K | 1.2K | <0.1% | ▲New New position | |
| 42 | Datadog Inc CL A COM | $543K | 2.1K | <0.1% | ▲New New position | |
| 43 | Alphabet Inc CAP STK CL C | $540K | 1.5K | <0.1% | ▲+113% Added · +812 sh | |
| 44 | Palantir Technologies Inc CL A | $521K | 4.5K | <0.1% | ▲+30% Added · +1K sh | |
| 45 | Shopify Inc CL A SUB VTG SHS | $470K | 4.1K | <0.1% | ▲+24% Added · +799 sh | |
| 46 | Credo Technology Group Holdi ORDINARY SHARES | $429K | 1.6K | <0.1% | ▲New New position | |
| 47 | Heico Corp New COM | $411K | 1.2K | <0.1% | ▲+43% Added · +348 sh | |
| 48 | Lumentum Hldgs Inc COM | $403K | 470 | <0.1% | ▲New New position | |
| 49 | Ishares TR RUS 1000 GRW ETF | $389K | 3.1K | <0.1% | ▼−76% Reduced · −10K sh | |
| 50 | Mongodb Inc CL A | $337K | 1.0K | <0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1214639/holdings"
Use Arkolith to show DSM CAPITAL PARTNERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 70 | $5.8B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 44 | $5.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 47 | $6.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 41 | $7.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 39 | $6.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 39 | $5.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 40 | $6.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 99 | $6.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 102 | $6.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 43d | 115 | $7.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 129 | $6.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 57 | $5.9B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 42d | 58 | $6.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 42d | 56 | $6.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 44d | 58 | $6.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 61 | $5.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 57 | $6.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 43d | 56 | $7.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 62 | $9.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 66 | $9.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 62 | $10.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 44d | 68 | $9.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 68 | $9.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 44d | 47 | $9.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.